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How To Create A Proposal With Multiple Service Pools

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

There may be some situations where you'd like to create a proposal that contains multiple service agreements, each with their own pool of devices. You can do this by following the instructions below.

  1. Locate the Proposed Solution > Service tab on the left navigation.

  2. To create multiple agreements, simply go to Service Options > Add Service Agreement as many times as appropriate. The agreements will be listed below in order of creation and named Agreement #1, Agreement #2, etc...

  3. To associate equipment items with your agreements, simply navigate to the Proposed Solution > Equipment tab and then change the view to Service View.

  4. This will allow you to see and select the maintenance agreement associated with each item on your proposal.

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