Agreement Templates allow you to preconfigure templates to speed up adding to your customers
The Agreement Templates module can be found in the Agreements menu
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments360000001078mceclip0-1.png)
Create a new template by clicking the + icon
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments360000001098mceclip1-1.png)
Configure your values on the General tab
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments360000001117mceclip2-1.png)
Choose which campaign the template belongs to. You MUST select a campaign to be able to then assign it to a customer. If you do not use campaigns, just create a "Default" catch-all campaign to use here.
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments360000001137mceclip4-1.png)
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments360000001157mceclip7-1.png)
Open the "Customers" module from the General menu
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments360000001138mceclip5-1.png)
Navigate to the Agreements tab and click "insert from template"
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments360000001158mceclip6-1.png)
Choose the campaign and template along with start date and payment date
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments360000001178mceclip8-1.png)
Pressing OK will add the agreement to the customer using the configured values
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments360000001198mceclip9-1.png)