Manage Agreements

The Manage Agreements section allows QwikSell administrators to upload, organize, and maintain all company agreement documents used across quotes and customer interactions.
This includes managed service agreements, authorization forms, lease documents, and terms of service attachments.

These agreements are linked throughout QwikSell — allowing consistent access for quoting, client onboarding, and e-signature workflows.

Accessing Manage Agreements

  • Navigate to Administration from the main menu.
  • Select Manage Agreements.
  • The page will display a list of all existing agreements, each with options to edit, download, or deactivate.

Agreements List

The landing page provides an overview of all active and inactive agreements within your QwikSell environment.

Each entry includes:

  • Agreement Name — The title of the agreement as it appears across modules.
  • Actions — Options to edit the document or update its status.

Tip: Use clear, descriptive names for agreements to make it easy for sales representatives to locate and attach them to quotes.

Example agreements include:

  • ACH & CC Authorization
  • Internet Terms & Agreement – New Customer
  • Internet Terms & Conditions
  • Managed Services Agreement

Adding or Editing Agreements

To create or modify an agreement:

  • Click the New button to add a new agreement, or the pencil icon beside an existing one to edit.
  • The Add / Edit Agreement page will open.

Agreement Name

Enter a descriptive title for the agreement (e.g., Managed Services Agreement or ACH Authorization).
This name appears anywhere the agreement is referenced within QwikSell.

Agreement Attachment

Upload the agreement document (PDF format recommended).
Once uploaded, you can:

  • Download the existing file for review.
  • Remove the file to replace or delete it.

Note: Only one document can be attached to each agreement entry. To manage versions, upload an updated PDF and save the changes.

Active Status

Toggle this checkbox to activate or deactivate the agreement.

  • Active: Available for use throughout QwikSell.
  • Inactive: Hidden from quote and document selections but retained for recordkeeping.

Saving Your Agreement

Once all fields are complete, choose one of the following:

  • Save: Save and return to the list.
  • Save and New: Save and immediately begin entering another agreement.
  • Cancel: Discard unsaved changes and return to the list view.

Best Practices

  • Keep agreement names consistent with their purpose (e.g., “Internet Terms & Conditions,” “Alarm Lease Agreement”).
  • Review active agreements quarterly to ensure they reflect current legal and pricing terms.
  • Remove outdated versions to prevent confusion during quoting and customer onboarding.
  • Ensure all agreements are uploaded in PDF format for compatibility and standardization.

The Manage Agreements module centralizes all company documentation in one place.
By maintaining accurate and current agreements here, administrators ensure:

  • Sales teams always use the correct version of each document.
  • Automated workflows (such as quoting and Adobe Sign) reference the proper attachments.
  • Compliance and standardization are maintained across all customer interactions.