Service Agreements are legally binding contracts that define the terms, conditions, and expectations between a service provider and a client. They establish the framework for service delivery, responsibilities, payment terms, and legal protections for both parties.

Prerequisites

• Access to Admin Portal
• Legal team approval for agreement content
• Service catalog documentation ready
• Company profile information verified
• Compliance requirements defined

Service Agreements Configuration

To create a new service agreement ,follow these comprehensive steps to ensure proper configuration, legal compliance, and seamless user experience.

Step 1: Access Service Agreements Module

• Login to Admin Portal with Super Admin credentials
• Navigate to left sidebar → Agreements → Service Agreements
• Click "Add New Agreement" Tab (blue button, top-right)

Step 2: Configure Basic Agreement Information

Agreement Title*

• Enter a clear, descriptive title

Agreement Instructions*

• Provide clear instructions for users about the agreement
• Explain what the agreement covers and any specific requirements

Status Selection

• Active: Agreement is live and will be presented to users
• Inactive: Agreement is disabled

Mandatory Setting

• Yes: Users must accept this agreement to proceed
• No: Agreement is optional

Agreement Type

• E-Signature: Requires electronic signature from users
• Acceptance only: Users can simply accept without signing

Sequence Number

• Assign a unique sequence number

Company Profile Selection

• Choose the appropriate company profile this agreement applies to
• This helps organize agreements by business units or service types

Select Service

• Link the agreement to specific services in your portal
• Only services without assigned agreements will be available
• This ensures each service has proper legal coverage

Step 3: Create Agreement Content

Rich Text Editor Features

• Formatting: Bold, italic, underline, colors, alignment
• Structure: Headers, lists, tables, links
• Advanced: Find/replace, source code editing, full-screen mode

Dynamic Placeholders

Client Placeholders

Client placeholders automatically populate agreement documents with customer information including personal details , company information, complete address data, individual address and legal execution elements

Company Profile Placeholders

Company profile placeholders automatically insert service provider information including representative details, corporate identity, contact information, business address components, and signature/execution data

Interactive Input Field Placeholders

Input field placeholders create dynamic form elements within agreements including text inputs, selection options and custom labels for collecting additional user-specific information during the agreement process.

Step 4: Save and Activate

Final Steps

• Content Review: Verify all sections complete and accurate
• Placeholder Check: Ensure proper placeholder usage
• Save Agreement: Click "Save" button to create agreement

• Activate for Production: Change status to "Active" when ready