This article shows you how to set up a Service Level Agreement (SLA) as a contract in Contractpedia.
An SLA is a contract that defines the level of service a supplier commits to deliver to you as a customer. It typically covers ongoing services such as IT support, maintenance, or managed services, and specifies service levels, fees, uptime, and the contract period.
Go to Contracts → ➕ Add new contract and follow the steps below to fill in each section correctly.
General information #
Contract name:
Enter the name, e.g “Service Level Agreement (SLA)”.
Company name:
Select the supplier, or click Add new to quickly create it.
Status:
Select Active if the contract is ongoing.
Category:
Choose IT & Cloud, or create a new category via Add new.
Contract number:
Enter your internal reference number if you use one; otherwise leave it blank.
Connections #
Responsible person:
Select the person who manages the contract, or create one using Add new.
To receive automatic to-dos and reminders, this person must be a Contractpedia user. Make sure their person record is linked to their user account.
Location:
Choose the location this contract belongs to.
If your company has a single location, simply use one called Main Location.
Department:
Type the department responsible, e.g. IT.
Linked assets:
Not typically relevant for an SLA, so you can skip this.
(Useful when linking devices, SIM cards, photocopiers, etc.)
Dates & periods #
Start date:
Select the start date of the contract.
Expiration type:
Choose Fixed period.
Contract period:
Enter the duration, e.g. 12 months.
End date:
If you selected a contract period, the end date will be calculated automatically, so you can ignore this field.
Automatic renewal:
Select the renewal period if the contract renews automatically (e.g. 12 months).
Termination notice:
Select the notice period from your contract, e.g. 3 months.
This is the period before the end date during which you must notify your supplier if you want to cancel.
Renewal limit:
Usually left blank for an SLA.
(Used only if a contract can renew a limited number of times)
Denunciated:
Skip this unless the contract is being terminated. If relevant, enter the Actual termination date and Actual expiration date
Financial information #
Type:
Select Expense (you pay the supplier).
Fee name:
Add one or more fees.
Amount:
Enter the amount, e.g. 2000 for €2000 per year.
Period and period type:
Set how often the fee recurs.
One-time → Once
Monthly → 1 | Month
Yearly → 1 | Year (or 12 | Month)
Billing start date:
Optional. If you don’t enter a date, the contract start date is used automatically
Use a Billing start date when the fee begins later than the contract start date.
Billing end date:
Optional. Use this for example when a fee stops before the contract ends. If you leave Billing end date empty, the fee continues and will also be used during automatic renewals.
(If your last payment occurs after the contract end date, set a Billing end date so it is included in calculations.)
Estimated value:
Tick only if the payment amount varies.
Index terms:
Informational only. Enter any indexation details if relevant.
Payment terms:
Describe how and when payments should be made (e.g. Net 30, Pay within 10 days, etc.).
Files #
Attachments:
Upload related documents via drag-and-drop or file selection.
External links:
Add links to documents stored on cloud platforms or servers (press Enter to add each link).
To-do #
Create automatic to-dos:
Keep this box checked to enable automatic-renewal to-do reminders. You don’t need to fill in any to-do details — the system will create them and assign them to the Responsible person. You can add extra to-dos if you want.
Comments #
Comments field:
Optionally add internal notes about this contract.
When finished, click Save.
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