This article explains how to propose service plans for an ongoing opportunity or an ongoing or completed project. You will also see how to sell a standalone service plan without creating a project.

You can offer product repair and replacement services for an ongoing opportunity by adding one or more service agreements to the quote along with the products.

If you want to provide security, IT, or environmental monitoring services, you can add one or more monitoring agreements to the quote.

When the proposal is shared with the customer, they will see the service plans along with the products.

Here is how you can add service plans.

You have the option to add multiple plans of different tiers for different types of services. For example, a Premium and a Standard plan for A/V Equipment Services and a Premium and a Standard plan for Networking Equipment Services.

To add an alternate to a plan, click the 3-dot menu of the plan and click "Add alternates." This will open the relevant service plans modal (service agreements or monitoring agreements) to let you add one or more alternate plans.

In this example, we added 4 service agreements and 3 monitoring agreements to the quote. The customer can choose 2 plans and 2 agreements.

*You can edit the plans after adding them to the quote by clicking the 3-dot menu of the plan and clicking"Edit" or by simply clicking on the name of a plan. The process of editing a plan is similar to adding a new plan. The changes you make to the plan in the quote do not affect the original plan in the Catalog.

If you want to be able to edit plans or choose Plan Lengths and Billing Frequencies when adding them to the quote, you will need to be a member of a group with the "Create and manage service plans" permission.

Check out this article about user permissions for Service Management for more details.

If you know when the service contract should start, select the start date or specify the number of days for the contract to start after the project is completed in the "Estimated Start Date" text box. This is not mandatory; you can always just select the start date in the contract itself after it has been accepted and signed by your customer.

Check out this article about starting a contract for more details.

If you want to provide service plans for an ongoing or completed project, you will need to:

Once accepted by the customer, Cloud will create a service contract for every service agreement and monitoring agreement accepted by the customer, and you can proceed to fulfill service requests for the tagged project.

This is a great way to bring your current Service Management module and practices to Cloud and manage your service offerings seamlessly from Cloud.

Check out this article for more details about creating service opportunities.

If you want to sell just service plans without a project, you will need to create a new "Service Opportunity," add the plans, and send the proposal to the customer.

In this case, you don't have to tag it to any project. Cloud will create a service contract once the customer accepts the proposal, and you can proceed with fulfilling service requests for the contract.

This helps provide repair, replacement, and monitoring services for projects another company originally carried out for the customer.

Check out this article for more details.

Irrespective of whether you are pitching plans for opportunities, completed projects, or service-only offerings, the customer will need to accept the plan and agreements using the existing Proposal Acceptance process.

Check out this article for more details about how customers can accept service plans.