Agreements
The Agreements section of the Template Center allows you to create, edit, and organize the agreements used in your templates and services.
To begin, log in to the Template Center. Then, click the settings icon ( 
) on the upper right, and click Manage Agreements on the Template Center Settings page.
Each agreement is displayed as a card with summary information including the title of the agreement and a description of the agreement’s purpose or contents. Action icons appear on the upper right of each card:
Edit (
) – Click the edit icon to open the agreement in the Template Editor.Copy (
) – Click the duplicate icon to create a duplicate copy of the agreement. The new agreement includes (Copy) in the title.Delete (
) – Click the delete icon to remove the agreement from the template center.
Create or Edit Agreement
From the Agreements page, click the edit icon ( 
) on the upper right of an existing agreement, or click + Create New to open the agreement editor:
In the Agreement Name field, enter the name as you want it to appear in the template center and on the agreement itself. Keep in mind that this is also the name your client sees on the agreement.
In the Description field, enter a brief summary of the agreement’s purpose.
In the Agreement Instructions field, enter any guidance or context you want customers to see before reading the agreement.
In the Agreement Text field, enter the full content of your agreement using the rich-text editor and use the toolbar to format and structure your content. Expand the panel below for a detailed breakdown of each icon.
Text editor toolbar icons
Bold icon (
) – Makes selected text bold for emphasis.Italic icon (
) – Italicizes selected text for subtle emphasis or legal terms.Underline icon (
) – Underlines selected text for visibility.Strikethrough icon (
) – Strikes through text to indicate removal or deprecation.Code Block icon (
) – Formats selected text as a code block, useful for legal clauses or preformatted content.Quote icon (
) – Formats selected text as a block quote to highlight important statements or direct quotes.Ordered List icon (
) – Creates a numbered list for steps or obligations.Unordered List icon (
) – Creates a bulleted list for general points or clauses.Style dropdown – Allows you to apply Normal (paragraph) or Heading styles to structure your agreement.
Hyperlink icon (
) – Adds a clickable link to external resources or documents.Align Left icon (
) – Aligns text to the left margin.Align Center icon (
) – Centers the selected text.Align Right icon (
) – Aligns text to the right margin.Justify icon (
) – Distributes text evenly and fills the width of each line.Insert Variable – This dropdown allows you to insert dynamic fields such as customer name, date, or inspector name using the details entered in your report.
When you're finished, scroll to the top and click Save on the upper right to save your agreement.