---
title: "Agreements: Agreement Templates"
url: "https://help.psarev.io/en/article/agreements-agreement-templates"
language: "en"
last_updated: "2026-11-10T19:55:04.013Z"
---

# Agreements: Agreement Templates

## [New Demo](https://app.supademo.com/demo/cmw9ne28l00zlzp0j257gl4xp)

**Author:** Lorrie Browne

**Steps:** 12

**Source:** [Supademo](https://app.supademo.com/demo/cmw9ne28l00zlzp0j257gl4xp)

* * *

1. Introduction

![](https://cdn-assets.productfruits.com/39af6c3b-a9c0-4ad0-b8ad-c2f1048e5044)

2. Agreement templates let you standardize the agreements you sell. Go to *Admin*, *System Settings, Agreements*, and click **New Agreement Template**.

![2](https://export.supademo.com/renders/qm2ygqcb4t/out.png)

3. Name the template. Next, either enter an end date for the agreement to switch the **Duration** to *Fixed Term* or, to make the template duration *Evergreen*, leave **End Date** blank. You can always override the end date when you apply the template.

![3](https://export.supademo.com/renders/nandv7yrue/out.png)

4. You can also add your **Cancellation Notice** terms in the available text box.

![4](https://export.supademo.com/renders/5mb4frzra6/out.png)

5. Click **Add Component** to begin adding the components to the template. There are 3 types of components.

![5](https://export.supademo.com/renders/udoavpvgmo/out.png)

6. If you need to add **Block Hours**, select that option from the dropdown list. Name the component. Add your rate by clicking the **Add** **Block Hour Rate** button. Choose the **Time Log Reason** for the support hours and create a **Rate Name**. Then add the number of **Included Free Hours**, the **Billing Rate** and **Cost Rate**.

![6](https://export.supademo.com/renders/939divs0ls/out.png)

7. Next, set the **Overage Rules** for hours that go beyond the included block hours.

Use **Inline Rules** to enter rate **Multiplier** tiers here by clicking the **Add Tier** button, or choose **Reference an Overage Template** if you have overage templates configured that you wish to reference.

![7](https://export.supademo.com/renders/szw4i8pdj4/out.png)

8. Click **Add Component** to add another type if you need to.

An Agreement can have only one component of each type, so the types you've added are grayed out.

![8](https://export.supademo.com/renders/c34bfffbt5/out.png)

9. **Time and Materials** components allow you to set the **Labor Rates** for this template by clicking the **Add Time & Materials Rate** button.

![9](https://export.supademo.com/renders/448r1edfrl/out.png)

10. Adding a **Recurring** component type allows you to add the component, but no rates need to be configured for this component type. Simply give the component a name.

![10](https://export.supademo.com/renders/g0dshlbh03/out.png)

11. Click **Create** to save the template.

![11](https://export.supademo.com/renders/gzm4cu6h2f/out.png)