Service Agreements

Updated: May 4, 2021
Contents

Overview

Service agreements enable Distributors to create service contracts and invite commerce partners as Resellers to the CloudBlue Connect platform. Therefore, Distributors can collaborate with their Resellers to enhance and streamline product distribution operations.

Once a service agreement is created and a service contract is successfully activated, Resellers can access their corresponding Connect Portal. The Reseller Portal does not provide full functionality of the Distributor Portal. However, this functionality can be enabled in case Resellers sign their own service agreement with the CloudBlue organization.

Note

Not all Distributors can create service agreement and service contracts by default. Therefore, in case you cannot create service agreement, this feature is disabled for your account. Please contact the CloudBlue Connect team if you want to create service agreements and service contracts.

The following diagram schematically illustrates service agreement data model on the Connect platform:

Service agreements represent templates for service contracts. Distributor defines service agreements to create a service contract with Reseller. Distributors can also create a generic agreement for several contracts or create an agreement per a service contract if necessary.

Creating Service Agreements

Before creating a service contract and inviting your Reseller to the CloudBlue Connect, it is necessary to create a service agreement. Follow the steps below to create a service agreement on the CloudBlue Connect platform.

Note

Distributors can generate service agreements and service contracts while creating a Reseller-type Partner account via the Directory tab.

1. Click Create Agreement

Click the Create Agreement button to create a new agreement.

2. Specify agreement attributes

Fill out the following agreement form:

  • Type: Select the Service agreement type.
  • Name: Enter a name for your agreement.
  • Description: Provide a description for your agreement.
  • Document source: Select External Document to provide a link to your agreement document or choose Uploaded File to upload a document file (in the PDF format). Otherwise, select None to show your Partner only the text from the description field.
  • Activate version: Activate your agreement version by checking this checkbox. In case this checkbox is left unchecked, your agreement version can be specified and activated from the agreement details screen.

Click the Create button to finalize your agreement creation.

Therefore, your generated service agreement will be displayed on the list within the Agreements tab. Note that you can review your created agreement details by clicking on the agreement name.

Updating Service Agreements

Distributors can revise their service agreements by creating and activating agreement versions. Thereafter, their Partners can accept a new version and activate updated agreement. Create a new version for your service agreement by following the steps below.

Access the service agreement versions by clicking on your program agreement name from the Agreements tab. Here, you can examine and manage your agreement versions within the History field.

Follow the steps below to create a new version of your program agreement.

1. Add an agreement version

Click the Add Version button under History from your program agreement details screen.

2. Specify new attributes

Fill out the following agreement version form:

  • Document source: Select External Document to provide a link to your agreement document or choose Uploaded File to upload a document file (in the PDF format). Otherwise, select None to show your Partner only the text from the description field.
  • Activate version: Activate your agreement version by checking this checkbox.

Click the Add button to finalize your version creation.

Therefore, your created version will be displayed within the History field. Note if the Activate version checkbox is checked, your agreement version is activated automatically. In case this checkbox is left unchecked, click the Activate button to manually activate selected version.

By activating a new version, the system notifies your Partners about this new version.

Accepting Agreement Updates

Once an invited Reseller receives a notification about a new service agreement version, this Reseller can associate accepted service contract with new service agreement. Note that invited Distributors can access their service contracts from the Partners details screen. Follow the steps below to successfully sign your updated updated service agreement.

1. Access partners details screen

Proceed to the Partners module and click on your partner name from the Directory tab.

2. Locate your contract

Navigate to Contracts tab and click on your contract ID that displays the new version available icon.

3. Access a new version

Proceed to the Versions tab and click the Sign button next to the new agreement version.

4. Sign the new version

Review the provided document and check the I have read and accepted the agreement checkbox.

Click Sign to sign and activate your updated service agreement.

Therefore, the system will mark your new activated document with the Active tag.

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