Legal Terms and Conditions May Be Specified On Both Proposal And Real SAs

In addition to containing pricing terms, proposal SAs also contain the legal terms and conditions (T&Cs) that govern the proposal.

Proposal service agreements contain legal terms and conditions that govern the proposal. The master list of terms and conditions are defined when control tables are set up. The system defaults a service agreement's terms and conditons from the start option used to initially create it.

Your master list of terms and conditions are defined when you setup your control tables. The system defaults a service agreement's T&Cs from the start option used to initially create it. You can change a SA's T&Cs at will.

Note:

Real SAs and proposal SAs can reference T&Cs. Both proposal and real SAs can reference T&Cs. The T&Cs on a proposal SA are those that will apply if the customer accepts the related quote detail. The T&Cs on a real SA are those that apply while the SA is active.