Service Agreement Quoting Setup Reference Sheet

A downloadable reference sheet for Service Agreement Quoting, showing sample Contract Types, Packages, Event Types, Categories, and Additional Events.

Introduction

This reference sheet contains a definition of the terms “Contract Type”, “Package”, “Event Type”, “Category”, and “Additional Event” as they apply to Service Agreement Quoting (SAQ), as well as a few examples of each. Download this file to refer to it while configuring your own Events in SAQ. 

Note that the examples provided in this reference sheet are intended as ideas only and are not meant to be prescriptive. When configuring your own system, you are encouraged to take the characteristics of your organization into account and set up SAQ in a way that best works for you.