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Develop an Agreement Drafting module in the CMS that allows users to create and save reusable agreement templates for different charging station partnership scenarios. The system should automatically populate station, partner, and company details dynamically into the agreement and generate a printable/downloadable agreement document.

This feature will eliminate the need to manually prepare agreements every time for new stations, partners, vendors, or landowners.

Business Requirement
Currently, agreements are prepared manually for every charging station or partnership setup. This process is time-consuming and error-prone.

A dynamic agreement generation system is required where:

• Agreement drafts/templates can be saved
• Different agreement types can be managed
• Station and partner details are auto-filled dynamically
• Final agreements can be previewed, printed, and downloaded

Supported Agreement Types
Examples:

• Landowner Agreement
• Revenue Sharing Agreement
• Franchise Agreement
• Vendor Agreement
• Site Lease Agreement
• Charging Station Installation Agreement
• Custom Agreements

Requirements¶

Agreement Template Management
Add a new module:

“Agreement Templates”
Users should be able to:

• Create new agreement templates
• Edit existing templates
• Save draft templates
• Duplicate templates
• Delete inactive templates
• Categorize templates by agreement type

Dynamic Placeholder Support
Templates should support dynamic placeholders/variables such as:

Placeholder	Example Value
-----------------	-----------------
Station Name	Rama’s Resort
Station Address	Jaipur, Rajasthan
Partner Name	Mohit Tailor
Company Name	ChargeJet
Agreement Date	01-Apr-2026
Revenue Share	20%
Partner Type	Landowner
Contract Duration	5 Years

Agreement Generation Flow

• User selects agreement template
• User selects:
1. Station
2. Partner
3. Agreement type

• System auto-fills all available details dynamically
• User can review/edit content before finalization
• Generate final agreement document
• Allow:
1. Print
2. Download PDF
3. Save copy in system

Agreement Editor
Provide a rich text editor supporting:

• Text formatting
• Headers
• Tables
• Signature sections
• Terms & conditions
• Dynamic variable insertion
• Page breaks
• Company branding/logo

Preview & Print

Users should be able to:

• Preview agreement before generation
• Print agreement directly
• Download as PDF
• Generate final formatted document

Agreement Storage
Generated agreements should be stored and linked with:

• Station
• Partner
• Agreement type
• Generated date
• Generated by user

Agreement History
Maintain history of:

• Generated agreements
• Edited templates
• Version updates
• Regenerated agreements

Access Control
Allow role-based permissions for:

• Create templates
• Edit templates
• Generate agreements
• Download agreements
• Delete templates

Validation Requirements

• Mandatory placeholders should not remain empty
• Agreement generation should fail if required station/partner data is missing
• Template deletion should be restricted if actively used