Adding Service Agreements

A master service agreement (MSA) is a PDF that Sales Manager includes in a finished contract when a client signs a quote.

Accessing the Service Agreements Page

1. Click Settings in the left sidebar.
2. Under Sales & Orders, in the Sales section, click Service Agreements.

Adding a Service Agreement

1. Click Add New MSA.
2. In Name, enter a name for the agreement.
3. In Term, enter a number and choose Months or Years.
4. Check Auto Renew if the agreement should renew automatically once its term ends.
5. If Auto Renew is checked, set Renewal Term to a number and Months or Years.
6. In Expires after service cancellation, enter a number and choose Days, Months, or Years for how long the agreement stays valid after its related service is cancelled.
7. Under PDF, click or drag your MSA file to upload it.
8. Under Append details to MSA PDF, choose whether to add Company Logo, Service Agreement Name, and Signer Details to the uploaded PDF. All three are checked by default.
9. Check Default to make this your instance's global default agreement.
10. Click Save.