These improvements to the Service Agreements feature lets you add tags while creating draft agreements and include the salesperson's name in your agreement document templates.
What's changing?
We updated Service Agreements (SA) to help you complete work faster and with fewer errors. Changes include:
Add Tags to SA Proposal Builder: You can now assign and manage Tags while creating or editing draft Service Agreements. This improves internal organization, enables filtering, and streamlines workflows before activation.
Add Sold By Name to SA Documents: You can include the salesperson's name in Service Agreement document templates by using the Sold By merge tag. This enhances document clarity, ownership visibility, and customer personalization.
Resources
Who uses this feature
Commercial Service & Replacement
Administrators
Region availability: All regions.
How to Prepare?
Confirm which tags your team uses for service agreements.
Identify naming rules for tags like "Needs Review" or renewal flags.
Train office staff on adding tags during draft creation.
Align document templates to include the Sold By field where needed.
Review permissions to confirm the right roles can manage tags and templates.