Salesforce Course Agreement Template for Education & EdTech
Auto-generate professional Course Agreements directly from Salesforce - student and institution details, course name, fee schedule, and more information populated automatically from your Salesforce records.
Generate up to 50 documents/month for FREE
Get the full template
Enter your email to receive the complete Course Agreement Word template - ready to customize and use immediately.
Open & customize in Word
Open your template in Word, add branding, adjust content, and insert merge fields from the 360 InstantDocs Word add-in panel.
Merge live Salesforce data
Connect the template to live Salesforce field data so names, dates, amounts, and other record details fill in automatically.
Generate from Salesforce
Create the final Word or PDF document in one click from a record or trigger it through Flow in seconds.
About this Salesforce Course Agreement Template
This Salesforce course agreement template is purpose-built for Education & EdTech teams that need to generate comprehensive, formally structured course agreements directly from Salesforce records, without manually re-entering details. When connected to 360 InstantDocs for Salesforce education document automation, every field - from student name to payment schedule - populates automatically from your live Salesforce Contact, Opportunity, and custom enrollment object data.
When to use this template
- Generating a course agreement when a student enrollment is confirmed or an Opportunity moves to Closed Won in Salesforce
- New student enrollments where student and course details are stored in Salesforce Contact and Opportunity records
- Online or blended learning program agreements where course and fee details are stored in Salesforce custom objects
- International student agreements where additional visa and enrollment conditions need to be included based on Salesforce student type fields
- Bulk course agreement generation during peak enrollment periods for multiple students simultaneously
Customizing this Salesforce course agreement template
Open the template. Adjust fee payment and cancellation policy sections to reflect your institution's standard commercial and refund terms, update student obligations and conduct expectations and more details, and apply your institution branding.
Leave all {placeholder} fields exactly as-is, 360 InstantDocs maps these to your Salesforce fields (Contact, Opportunity, custom enrollment object, or custom course object) automatically.
Use cases & Salesforce integrations
Auto-generate course agreement from Salesforce Opportunity
When a student enrollment Opportunity moves to Closed Won or an enrollment record is confirmed in Salesforce, 360 InstantDocs triggers Salesforce education document automation, automatically generating a fully-populated course agreement.
Link course agreement to enrollment and payment workflow
Map your Salesforce course agreement template to your broader enrollment and payment workflow in Salesforce, connecting agreement generation to the subsequent deposit invoice, payment schedule reminders, and enrollment confirmation.
Auto-send with Salesforce email
Combine this Salesforce course agreement template with 360 InstantDocs email delivery to automatically send the completed course agreement to the student the moment it is generated, directly from the Salesforce Contact or Opportunity record.
Go From Salesforce Records to Finished Documents in Seconds
Trusted by education teams to generate accurate, professional student documents directly from Salesforce - at scale, without code, and without errors.
- Start trial- 50 documents free/month
- Salesforce-native – works with any object or field
- PDF + Word document output
- Trigger via button or Salesforce Flow
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Tell us about your document workflow and we'll show you exactly how to automate it.
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