How Do I Create a New Agreement in X-PRO Service?
Overview
The Agreements section in X-PRO Service allows you to create and manage service agreements for your customers.
Steps to Create a Service Agreement
- Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
- Click the + Create button. Select Service Agreement from the available options.
- Here, you can either create a new agreement or upload an existing agreement. Click on the Create a new agreement.
Enter the required agreement details, including:
- Service Project
- Agreement Name
- Choose template
- Group
- Account
- Contact
Click on the Create Service Agreement.
- Once you click on it, you will be taken to a page where you can edit and update your Service Agreement according to your requirements
- Similarly, you can create an Service Agreement by navigating to the Agreements section and clicking on the Agreements tab.
- Click the + Create button. Select Service Agreement from the available options.
Related Article
- Can I Upload an Existing Agreement into X-PRO Service
- Can I Duplicate an Agreement
- Can I Filter Agreements Based on Their Status
- How Do I Edit an Existing Agreement
- How Can I Track the Status of My Agreements
Updated on: 10/06/2026
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