[{"data":1,"prerenderedAt":518},["ShallowReactive",2],{"document-referral-agreement-D13279":3},{"document":4,"label":23,"preview":11,"thumb":24,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":25,"breadcrumb":29,"related":35,"customDescModule":167,"customdescription":6,"mdFm":168,"mdProseHtml":517},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"REFERRAL AGREEMENT This Referral Agreement (the \"Agreement\") is effective [DATE], BETWEEN: [COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], [COUNTRY], with its head office located at: [COMPLETE ADDRESS] AND: [NAME OF REFERRER] (the \"Referrer\"), an individual with their main address located at: [YOUR COMPLETE ADDRESS] Collectively, the Company and the Referrer shall be referred to as the \"Parties.\" WHEREAS, the Company is engaged in the business of [SPECIFY THE BUSINESS] (the \"Services\"); and WHEREAS, the Referrer desires to refer potential clients (\"Referrals\") of the Services to the Company in exchange for a commission on any revenue generated by the Company as a result of such Introductions; NOW, THEREFORE, the Parties agree as follows: REFERRALS During the Term, the Referrer will make Introductions (as defined in Exhibit A) of the Company to potential clients for purposes of promoting the Services to such potential clients. The Referrer will use its professional judgment as to the appropriateness of a particular Introduction (recognizing that some Introductions may not be appropriate at a particular time or at any time). The Company will meet or conference and negotiate independently with a potential client after an Introduction with respect to a potential relationship and the terms applicable to such potential relationship. The Referrer may not object to any decisions made by the Company regarding the terms or conditions of a particular relationship entered into after an Introduction. Further, the Company will have sole discretion to enter into or not enter into an arrangement with a potential client. COMMISSION During the Term, the Company will pay the Referrer a commission (the \"Compensation\") on \"Collection Service Revenue\" generated because of Introductions by the Referrer in accordance with Exhibit A. The Compensation shall be considered complete consideration for all Referrals made during the Term. The Referrer shall be responsible for any and all income and other taxes applicable to it in connection with its receipt of Compensation pursuant hereto and as an independent contractor of the Company. The Company will not be responsible for any expenses of the Referrer in the course of the performance of its obligations hereunder unless such expenses have been previously approved in writing by the Company. TERM AND TERMINATION The Term (the \"Initial Term\") of this Agreement shall commence on the Effective Date and shall continue for a period of [NUMBER OF MONTHS] months. Prior to the end of the Initial Term and each \"Renewal Term\" (as hereafter defined), this Agreement will automatically extend for an additional [NUMBER OF MONTHS] month period (each, a \"Renewal Term\") unless either Party sends the other Party a notice of non-renewal at least [NUMBER OF DAYS] days prior to the expiration of the \"Term\" (as hereafter defined). The Initial Term and any Renewal Terms shall be collectively referred to herein as the \"Term.\" This Agreement may be terminated by either party upon [NUMBER OF DAYS] days' prior written notice. The following provisions shall survive the Termination Date: Representations and Warranties, Indemnification, Limitation of Liability, Confidentiality, Non-Competition and Non-Solicitation. INDEPENDENT CONTRACTOR RELATIONSHIP No Employment Relationship. The Company and the Referrer each expressly agree and understand that they are creating an independent contractor relationship, and that the Referrer shall not be considered an employee of the Company for any purpose. The Referrer is not entitled to receive or participate in any medical, retirement, vacation, paid or unpaid leave, or other benefits provided by the Company to its employees. The Referrer is exclusively responsible for all taxes and any other statutory benefits otherwise required to be provided to employees, and all fees and licenses, if any, required for the performance of the Services hereunder. No Exclusivity of Services Other Than to Competitors. This Agreement shall not restrict the Referrer from performing Services for other clients or businesses, provided, however, that during the Term of this Agreement, the Referrer shall not apply, bid, or contract for, or undertake any employment, independent contractor work or consulting work with any competitor of the Company. The determination of which businesses constitute \"competitors\" of the Company shall be solely within the exclusive discretion of the Company. Performance of Services for Competitors. The Referrer will notify the Company immediately if, during the Term, he engages, or proposes to engage, in the performance of Services for any competitor of the Company, or any vendor to or customer of the Company. If the Referrer performs Services, whether as an employee or an independent contractor, for a competitor of the Company during the Term of this Agreement, the Company may terminate this Agreement immediately and without further obligation. Additionally, to avoid the appearance or existence of a conflict of interest, during the Term, the Referrer must fully disclose in advance to the Company the terms of any proposed or actual Services for a vendor or customer of the Company, and the Company shall have the right in its sole discretion to disapprove the transaction on conflict of interest grounds, or alternatively, to terminate this Agreement immediately and without further obligation to the Referrer. REPRESENTATIONS AND WARRANTIES Each of the Referrer and the Company represents and warrants that: it has the right to enter into this Agreement and the right to grant the rights granted herein; it is not a party to any agreement, contract, or understanding that would prevent, limit or hinder its performance of this Agreement; during the Term, it will not enter into any contract, agreement or understanding which is in conflict or which would interfere with the full and complete performance of any of the duties or grants hereunder; and it is not a party to any pending claims or litigation which might affect its performance of this Agreement. The Referrer shall provide the Referrer Services diligently and as per industry standards. The Referrer shall not provide misleading information about the Company or its Services to any third party. The Referrer shall for the Term of the Agreement work exclusively with the Company and not work with any other similar and competing company, whether paid or free, to provide the Services. The Referrer shall conduct itself in a professional manner while performing the Referrer Services for the Company. The Referrer hereby represents and warrants that, as of the date hereof and continuing throughout the Term of this Agreement, they are not and will not be in any way restricted or prohibited, contractually or otherwise, from entering into this Agreement or performing the Referrer Services contemplated hereunder. Except as specifically set forth in this Agreement, to the maximum extent permitted by law, each Party disclaims all warranties and representations, whether express, implied, or statutory, with respect to the marketing services provided to the other Party and other obligations undertaken hereunder, including without limitation, the implied warranties of merchantability, fitness for a particular purpose (even if the Referrer has been informed of such purpose), or warranties arising from a course of dealing, usage or trade practice",null,"Referral Agreement","7",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/referral-agreement-D13279.png","https://templates.business-in-a-box.com/imgs/250px/13279.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13279.xml",{"title":15,"description":6},"referral agreement",[17,20],{"label":18,"url":19},"Legal Agreements","/templates/business-legal-agreements/",{"label":21,"url":22},"Partnership Agreements","/templates/partnership-agreement/","Referral Agreement Template","https://templates.business-in-a-box.com/imgs/400px/13279.png",[26,17,20],{"label":27,"url":28},"Templates","/templates/",[30,31,32],{"label":27,"url":28},{"label":18,"url":19},{"label":33,"url":34},"Sales & Purchase","/templates/sales-and-purchase/",[36,40,44,48,52,56,60,64,68,72,76,80,84,100,112,126,141,153],{"label":37,"url":38,"thumb":39,"extension":10},"Commission Referral Agreement","/template/commission-referral-agreement-D13926","https://templates.business-in-a-box.com/imgs/250px/13926.png",{"label":41,"url":42,"thumb":43,"extension":10},"Referral Fee Agreement","/template/referral-fee-agreement-D12730","https://templates.business-in-a-box.com/imgs/250px/12730.png",{"label":45,"url":46,"thumb":47,"extension":10},"Sales Agreement","/template/sales-agreement-D13769","https://templates.business-in-a-box.com/imgs/250px/13769.png",{"label":49,"url":50,"thumb":51,"extension":10},"Exclusive Sales Agreement","/template/exclusive-sales-agreement-D12810","https://templates.business-in-a-box.com/imgs/250px/12810.png",{"label":53,"url":54,"thumb":55,"extension":10},"Advertising Sales Representation Agreement","/template/advertising-sales-representation-agreement-D5214","https://templates.business-in-a-box.com/imgs/250px/5214.png",{"label":57,"url":58,"thumb":59,"extension":10},"Commission Sales Agreement","/template/commission-sales-agreement-D532","https://templates.business-in-a-box.com/imgs/250px/532.png",{"label":61,"url":62,"thumb":63,"extension":10},"Sales Representative Agreement","/template/sales-representative-agreement-D556","https://templates.business-in-a-box.com/imgs/250px/556.png",{"label":65,"url":66,"thumb":67,"extension":10},"Exclusive Commission Agreement","/template/exclusive-commission-agreement-D12825","https://templates.business-in-a-box.com/imgs/250px/12825.png",{"label":69,"url":70,"thumb":71,"extension":10},"Manufacturer Representative Agreement","/template/manufacturer-representative-agreement-D12727","https://templates.business-in-a-box.com/imgs/250px/12727.png",{"label":73,"url":74,"thumb":75,"extension":10},"Manufacturing Representative Agreement","/template/manufacturing-representative-agreement-D14007","https://templates.business-in-a-box.com/imgs/250px/14007.png",{"label":77,"url":78,"thumb":79,"extension":10},"Exclusive Importation and Sales Agreement","/template/exclusive-importation-and-sales-agreement-D1241","https://templates.business-in-a-box.com/imgs/250px/1241.png",{"label":81,"url":82,"thumb":83,"extension":10},"Amendment to Sales Contract","/template/amendment-to-sales-contract-D1224","https://templates.business-in-a-box.com/imgs/250px/1224.png",{"description":85,"descriptionCustom":6,"label":86,"pages":87,"size":9,"extension":10,"preview":88,"thumb":89,"svgFrame":90,"seoMetadata":91,"parents":93,"keywords":92,"url":99},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","3","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":92,"description":6},"non disclosure agreement nda",[94,96],{"label":18,"url":95},"business-legal-agreements",{"label":97,"url":98},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":101,"descriptionCustom":6,"label":102,"pages":8,"size":9,"extension":10,"preview":103,"thumb":104,"svgFrame":105,"seoMetadata":106,"parents":108,"keywords":107,"url":111},"AFFILIATE PURCHASE AGREEMENT This Affiliate Purchase Agreement (the \"Agreement\") is effective [DATE], BETWEEN: [COMPANY] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE] with its head office located at: [YOUR COMPLETE ADDRESS] AND: [SECOND PARTY NAME] (the \"Affiliate \"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS the Company wishes to establish a customer oriented sales, service network of Affiliates WHEREAS the Affiliate shall market the products and services of the Company to various customers and accordingly receive commission whenever the referred customer of the Affiliate purchases the products and services of the Company; WHEREAS the Parties wish to evidence their contract in writing; NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS: DEFINITIONS \"Customer\" means one who buys goods and/or services. \"Affiliate\" means any legal entity, or an individual approved to participate in Company's Affiliate Program. \"Confidentiality\" means, any and all confidential business information concerning either part that is disclosed to the other party in connection with this Agreement, including all confidential information disclosed to Affiliate and including the terms of this Agreement. PURPOSE AND FORMATION OF AFFILIATE PURCHASE AGREEMENT The purpose of this agreement is to establish a non-exclusive relationship between the Company and Affiliate where the Affiliate shall promote certain goods and services of the Company to the customers and the Affiliate shall receive commission whenever a sale of the products or services of the Company is made through the Affiliate link. PROMOTION OF AFFILIATE RELATIONSHIP Affiliate's participation in the Affiliate Program allows the Company to make a variety of graphic and textual links available to Affiliate. The Links will serve to identify Affiliate's website as a member of the Affiliate Program and will establish a link from its website or e-mail to Company's website. Unless expressly permitted by Company the Links are to be used on its website and it shall not distribute the Links to third parties to be posted on websites that it does not own. The Affiliate agrees to cooperate fully with Company to establish and maintain such Links. Affiliate further agrees that its use of the Links must be in compliance with this Agreement at all times. DATA SECURITY 4.1 Affiliate shall comply with all applicable data protection laws regarding the transmission of data exported to or from the United States or the country in which Affiliate resides, including without limitation, the General Data Protection Regulation 2016/679 of European Parliament and of the Council of 27 April 2016 (the \"GDPR\"). Affiliate, as a controller under the GDPR, shall also implement appropriate technical measures to ensure a level of security appropriate to the risk, considering the nature, scope, context, and purpose of processing any personal data. Affiliate agrees to promptly assist Company in complying with any data subject rights request under the GDPR that Company may receive from any individuals referred to Company by Affiliate. Affiliate further agrees to promptly assist Company in complying with any duties to cooperate with supervisory authorities under the GDPR. COMMISSIONS 5.1 The Affiliate shall be entitled to a commission of [COMMISSION PERCENTAGE] % for each Qualified Purchase by the Customer referred by the Affiliate. The Company shall pay the commission of the Affiliate at the end of each month for the qualified Purchases for that month. TERM, TERMINATION AND BREACH OF THIS AGREEMENT This agreement, shall expire [NUMER OF YEARS] years from the date of this agreement with year-to-year options thereafter unless terminated earlier by one of the following events: Written agreement by the Parties to terminate this agreement, or If any team member petitions for bankruptcy or reorganization under bankruptcy laws, or makes an assignment of the benefit of creditors, or The Government's debarment or suspension of any team member which would preclude any team member's participation in contracts with the Government, or By written notification by either party. If any Party breaches or defaults any of the provisions of this Agreement, the other Parties may provide written notice of such breach in accordance with the NOTICES provision of this agreement. If said Party does not cure its performance within 15 days from the date it receives notice, then any time after the expiration of such cure period, the non-breaching Party may give written notice to the other(s) of its election to terminate this Agreement. Should there be any dispute arising under or related to this Agreement, such dispute may be resolved as provided under provisions of the Alternate Disputes Resolution process as defined by this Agreement. In the event that this Agreement is terminated, any contracts or subcontracts resulting from efforts under this Agreement shall remain in effect, subject to the terms and conditions therein. OWNERSHIP OF TECHNOLOGY/RIGHTS IN INVENTION PATENTS, COPYRIGHTS AND TRADE SECRETS AND OTHER INTELLECTUAL PROPERTY A Party shall own rights to any technology it independently develops or has already developed. Each Party shall mark all independently owned proprietary materials with designation of \"proprietary\" prior to the release to either Party. CONFIDENTIALITY AND NON-DISCLOSURE Non-Disclosure 8.1.1 Without the other Parties' prior, written consent, no Party shall directly or indirectly, disclose, make available, or communicate to anyone or any entity, other than its own employees, agents, and representatives, all or any part of any proprietary information shared by the other Party with it during the course of this Agreement, except as may be required by court order or overriding federal law. Each Party acknowledges and agrees, that the other Parties have valuable, proprietary rights in their information and agrees to keep the other Parties' information strictly confidential and only disclose it to those of its employees, agents, or representatives who have a need to know. Before disclosure, each Party shall advise any such employees, agent, or representative to whom such disclosure is made of this Agreement and require any such employee, agent, or representative to agree to abide by the terms of this Agreement and keep all disclosed information confidential. This covenant of confidentiality and non-disclosure shall apply to written materials and information, and to information imparted verbally. Return of Written Materials 8.2.1 The Parties acknowledge that any such information will be shared for the sole purpose of determining if there is a basis for agreement between the Parties. Neither Party is hereby granting the other any right or license with respect to any shared information. If the Parties fail to reach agreement, each Party shall return to the other any written materials or information given to it (and copies made by it) or affix in writing that such materials or information has been destroyed. If agreement is not reached, any Party shall not use in any way for its benefit or any other person's or entity's benefit any such information or materials shared with it without the other Parties' written consent. Term 8.3.1 The non-disclosure terms to this Agreement shall be in effect for a period of five years from its date of execution with year-to-year options, if exercised, or three years from termination of this Affiliate Purchase agreement, whichever is longer. WARRANTIES Each of the Parties agrees to perform their responsibilities under this Agreement and any contract resulting from Business Initiatives consistent with good commercial practices","Affiliate Purchase Agreement","https://templates.business-in-a-box.com/imgs/1000px/affiliate-purchase-agreement-D12818.png","https://templates.business-in-a-box.com/imgs/250px/12818.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12818.xml",{"title":107,"description":6},"affiliate purchase agreement",[109,110],{"label":18,"url":95},{"label":18,"url":95},"/template/affiliate-purchase-agreement-D12818",{"description":113,"descriptionCustom":6,"label":114,"pages":115,"size":116,"extension":10,"preview":117,"thumb":118,"svgFrame":119,"seoMetadata":120,"parents":121,"keywords":124,"url":125},"RESELLER AGREEMENT This Reseller Agreement (the \"Agreement\") is effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RESELLER NAME] (the \"Reseller\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] APPOINTMENT Appointment Company appoints Reseller and Reseller accepts appointment as an independent non-exclusive Reseller to market, sell, lease and install Company products (\"Products\") within the Territory stated in Exhibit A to consumers purchasing pursuant to [SPECIFY]. Reseller is not appointed as a dealer for Company's [SPECIFY] Schedule. Products Covered Company Products means the products agreed to between the parties from time to time with any exclusions, additions or discounts Company may make. Sub-Resellers Reseller shall not, without Company's prior written approval, appoint sub-resellers, resellers or agents (\"Sub-resellers\") to market, sell, or lease Company Products; provided that Company shall not withhold such consent unreasonably if Reseller provides evidence of Company approved training and certification of such reseller or agent. Reseller shall be liable for the acts and omissions of any such Sub-resellers. Should Reseller resell Products to any Sub-reseller, and Products are further resold, the final end-user may not receive Company warranty or technical support. Sales Outside Territory Reseller shall in no way market, distribute, export, sell, lease or install Company Products outside the Territory without Company's prior written approval. Company will not ship on any Purchase Orders issued by Reseller outside the Territory. Company Sales Activities Company reserves the right to make direct sales into the Territory, and Reseller shall not be entitled to any compensation on any such sales. Company may appoint additional Resellers in the Territory at any time. OBLIGATIONS OF RESELLER Marketing and Product Support Reseller shall use reasonable efforts to market and sell Company Products in the Territory and shall comply with the policies, programs, and requirements regarding marketing and product support as may be communicated by Company to Reseller from time to time; provided, however, that in order to avoid conflict among Company's distribution channels, all such marketing and sales efforts require the prior written authorization from Company. Reseller shall not, without prior written authorization from Company, resell Company Products in a retail environment that includes any type of store, shop, or other similar physical premises into which customers or potential customers are invited for the purpose of purchasing or potentially purchasing any product from Reseller. Advertising Reseller shall adhere to the reseller advertising policies and programs as may be communicated by Company to Reseller from time to time. Customer Support and Service Reseller Shall: Supply Company with such data as Company requests regarding Reseller's sales to customers for Company's own reporting purposes; Participate fully in Company campaigns to notify customers of any retrofit or recall of Company Products; Use only Company-approved spare parts for any repair, servicing and maintenance of Company Products it provides under warranty; Comply with laws and regulations applicable to \"used\" or returned merchandise and never refurbish, place in inventory, or resell as \"new\" any Company Products returned to Reseller for post-sale repair; and Instruct its customers on how to obtain replacement parts under warranty, including, when Reseller wants its customers to contact Company directly, the use of Company's Return Merchandise Authorization (\"RMA\") procedures. Observance of Company Policies Company will keep Reseller informed of Company's customer support policies and procedures, and Reseller agrees to follow such policies and procedures to resolve any customer support issues. Minimum Order Commitment Concurrent with execution of this Agreement, Reseller agrees to simultaneously purchase from Company the Products set forth on the attached Schedule D at the indicated prices for resale pursuant to the terms of this Agreement (the \"Initial Purchase\"). Reseller's Warehouse All Products shipped to Reseller shall be maintained in Reseller's warehouse facility in [STATE/PROVINCE] and shall be insured against any damage or loss. The Products purchased in the Initial Purchase shall be shipped to such warehouse. Security Interest Reseller agrees that all Products sold to Reseller hereunder shall be secured by a security interest in such Products and any proceeds thereof and in any receivables related thereto including any customer loan paper until Company shall have been paid for such Products. Reseller agrees to execute financing agreements, a security agreement, and such other documentation and take such other actions as Company may require to evidence and perfect such security interest. Exclusive Marketing Arrangement During the term of this Agreement, Company will be the exclusive provider of [SPECIFY] (\"[SPECIFY]\") to Reseller. Reseller will not sell, offer for sale or solicit sales for products of any [SPECIFY] manufacturer other than Company. For the term of this Agreement, Company will be the sole supplier to Reseller for internal [SPECIFY] requirements provided that Company personal computers shall be compatible with Reseller's existing infrastructure, suitable for Reseller's internal needs, and competitively priced. OBLIGATIONS OF COMPANY Supply of Company Products Company shall endeavor to manufacture, assemble and ship Company Products to Reseller in a timely manner. Should shortages occur, Company may allocate its production as it deems appropriate, may delay or stop shipments, and may send partial shipments with prior notice. Company shall not be liable to Reseller for any failure to supply quantities of Company Products agreed upon with Reseller. Marketing Assistance Company will provide marketing support services and training programs to Reseller on a case-by-case basis. ORDERING AND DELIVERY OF COMPANY PRODUCTS Purchasing This Agreement with its terms and conditions, and those provided under the Company Consumer Products Limited Warranty (available upon request) applies to all purchase orders and other documents of purchase (\"Orders\") which Reseller may place with Company for the Products during the term of this Agreement. Media for Orders Reseller may order from Company by telephone, facsimile, mail or electronic mail. Company will also provide Reseller with the capacity to enter Orders directly into Company's system. Acceptance by Company of the Order shall occur (a) when the Order is entered into Company's system, (b) when an Order number is provided to Reseller by facsimile or electronic mail, if requested by Reseller, or (c) when assembly of the Products commences, whichever occurs first. Orders Reseller may deliver a Purchase Order to Company by facsimile or electronic mail provided a signed original is delivered to Company within [NUMBER] days of receipt of the Purchase Order by Company. Company shall accept all Purchase Order's by (a) facsimile or electronic mail, with a signed original notice of acknowledgment or (b) by commencement of performance by Company. Each Purchase Order shall be deemed an offer by Reseller to purchase the Company Products listed therein and when accepted by Company shall constitute a contract in accordance with the terms and conditions of the Purchase Order and this Agreement. If a conflict arises between the two, this Agreement shall take precedence.","Reseller Agreement","18",134,"https://templates.business-in-a-box.com/imgs/1000px/reseller-agreement-D5202.png","https://templates.business-in-a-box.com/imgs/250px/5202.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#5202.xml",{"title":6,"description":6},[122,123],{"label":18,"url":95},{"label":18,"url":95},"reseller agreement","/template/reseller-agreement-D5202",{"description":127,"descriptionCustom":6,"label":128,"pages":129,"size":130,"extension":10,"preview":131,"thumb":132,"svgFrame":133,"seoMetadata":134,"parents":135,"keywords":139,"url":140},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. ","Independent Contractor Agreement","6",62,"https://templates.business-in-a-box.com/imgs/1000px/independent-contractor-agreement-D160.png","https://templates.business-in-a-box.com/imgs/250px/160.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#160.xml",{"title":6,"description":6},[136],{"label":137,"url":138},"Consultant & Contractors","consulting-contractor-business","independent contractor agreement","/template/independent-contractor-agreement-D160",{"description":142,"descriptionCustom":6,"label":143,"pages":129,"size":9,"extension":10,"preview":144,"thumb":145,"svgFrame":146,"seoMetadata":147,"parents":149,"keywords":148,"url":152},"SERVICE AGREEMENT This SERVICE AGREEMENT (\"Agreement\") is effective [DATE], BETWEEN: [COMPANY NAME] (the \"Contractor\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Customer\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] (The Contractor and the Customer shall be individually referred to as a \"Party\" and collectively referred to as the \"Parties\", as the context may require). WHEREAS A. Contractor has experience and expertise in [DESCRIBE EXPERIENCE AND SERVICE]. B. Customer desires to have Contractor provide services for them. C. Contractor desires to provide services to Customer on the terms and conditions set forth herein (the \"Services\"). NOW THEREFORE, in consideration of the above recitals, the representations, warranties, and agreements contained in this Agreement and for other good and valuable consideration, the receipt and adequacy of which are now acknowledged, the Parties agree as follows: SERVICES PROVIDED Beginning on upon agreement to this contract, [CONTRACTOR] will provide to [CUSTOMER] the following service (collectively, the /Services\"): Description of the project: [DESCRIBE THE SERVICE REQUIRED]. SCOPE OF WORK Contractor agrees to provide Services pursuant to the Scope of Work set forth in Exhibit A attached hereto (the \"Scope of Work\"). TERM Unless both parties mutually agree on an extension, this contract will automatically terminate on [SPECIFY]. PERFORMANCE The parties agree to do everything possible to ensure that the terms of this Agreement take effect. PAYMENT FOR SERVICES In exchange for the Services rendered, a payment of [SPECIFY] will be made to the Contractor upon completion of the scheduled Services described in this Contract. If an invoice is not paid on the due date, interest will be added to the current balance. These amounts shall be payable, and the Customer shall pay all overdue amounts at the lesser of [SPECIFY] per cent per annum or the maximum percentage permitted by applicable law. Or Customer will pay Contractor as follows: [SPECIFY]. DELIVERY OF SERVICES The Contractor will exercise due diligence in the provision of services. However, the Customer acknowledges that the indicated delivery times and other payment milestones listed in Scope of Work are estimates and do not constitute final delivery dates. SECURITY The Contractor must make reasonable security arrangement to protect Material from unauthorized access, collection, use, alteration or disposal. OWNERSHIP RIGHT The Customer shall hold the copyright for the agreed version of the Services as delivered, and the Customer's copyright notice may be displayed in the final version. All works, ideas, discoveries, inventions, patents, products or other information that may be protected by copyright (collectively, the \"Work Product\" developed in whole or in part by the Contractor in connection with the Services, shall be the exclusive property of the Customer. Upon request, the Contractor shall execute all documents necessary to confirm or perfect the exclusive ownership of the Customer's \"Work Product\". The Contractor retains exclusive rights to pre-existing materials used in the Customer's projects. The Customer shall not have the right to reuse, resell or otherwise transfer material belonging to the contractor or third parties. The Contractor reserves the right to use the finished public product as an example of a product. RETURN OF PROPERTY Upon the expiry or termination of this Agreement, the Contractor will return to the Customer any property, documentation, records or Confidential Information which is the property of the Customer. COMPENSATION For all services rendered by the Contractor under this Agreement, the Customer shall indemnify the Contractor. In the event that the Customer fails to make any of the payments mentioned, the Contractor shall have the right, but shall not be obliged, to exercise any of the following remedies: ","Service Agreement","https://templates.business-in-a-box.com/imgs/1000px/service-agreement-D12711.png","https://templates.business-in-a-box.com/imgs/250px/12711.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12711.xml",{"title":148,"description":6},"service agreement",[150,151],{"label":18,"url":95},{"label":18,"url":95},"/template/service-agreement-D12711",{"description":154,"descriptionCustom":6,"label":155,"pages":156,"size":9,"extension":10,"preview":157,"thumb":158,"svgFrame":159,"seoMetadata":160,"parents":162,"keywords":161,"url":166},"PARTNERSHIP AGREEMENT This Partnership Agreement (\"Agreement\") is made and effective this [Date], BETWEEN: [YOUR COMPANY NAME] (the \"First Partner\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [SECOND PARTNER NAME] (the \"Second Partner\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] RECITALS Partners desire to join together for the pursuit of common business goals. Partners have considered various forms of joint business enterprises for their business activities. Partners desire to enter into a partnership agreement as the most advantageous business form for their mutual purposes. The parties hereto agree to form a limited partnership (the \"Partnership\") under [LAW, CODE OR ACT]. In consideration of the mutual promises contained in this agreement, partners agree as follows: NAME AND DOMICILE The name of the partnership shall be [name]. The principal place of business shall be at [address], [city], [state/province], unless relocated by consent of the partners. Purposes Subject to the limitations set forth in this Agreement, the purposes of the Partnership are to engage in the business of [DESCRIBE ACTIVITIES]; and to conduct other activities as may be necessary or incidental to or desirable in connection with the foregoing. DURATION OF AGREEMENT The term of this agreement shall be for [number] years, commencing on [date], and terminating on [date], unless sooner terminated by mutual consent of the parties or by operation of the provisions of this agreement. CLASSIFICATION AND PERFORMANCE BY PARTNERS Partners shall be classified as active partners, advisory partners, or estate partners. An active partner may voluntarily become an advisory partner, may be required to become one irrespective of age, and shall automatically become one after attaining the age of [age] years, and in each case shall continue as such for [number] years unless the partner sooner withdraws or dies. If an active partner dies, the partner's estate will become an estate partner for [number] years. If an advisory partner dies within [Number] years of having become an advisory partner, the partner will become an estate partner for the balance of the [number]-year period. Only active partners shall have any vote in any partnership matter. At the time of the taking effect of this partnership agreement, all the partners shall be active partners except [name] and [name], who shall be advisory partners. An active partner, after attaining the age of [age] years, or prior to that age if the [executive committee or as the case may be] with the approval of [two-thirds or as the case may be] of all the other active partners determines that the reason for the change in status is bad health, may become an advisory partner at the end of any calendar month on giving [number] calendar months' prior notice in writing of the partner's intention to do so. The notice shall be deemed to be sufficient if sent by registered mail addressed to the partnership at its principal office at [address], [city], [state/province] not less than [number] calendar months prior to the date when the change is to become effective. Any active partner may at any age be required to become an advisory partner at any time if the [executive committee or as the case may be] with the approval of [two-thirds or as the case may be] of the other active partners shall decide that the change is for any reason in the best interests of the partnership, provided notice of the decision shall be given in writing to the partner. The notice shall be signed by the [chairman or as the case may be] of the [executive committee or as the case may be] or, in the event of his or her being unable to sign at the time, by another member of the [executive committee or as the case may be]. The notice shall be served personally on the partner required to change his or her status or mailed by registered mail to the partner's last known address. Change of the partner's status shall become effective as of the date specified in the notice. Every active partner shall automatically and without further act become an advisory partner at the end of the fiscal year in which the partner's birthday occurs. In the event that an active partner becomes an advisory partner or dies, the partner or the partner's estate shall be entitled to the following payments at the following times: [describe] Each active partner shall apply all of the partner's experience, training, and ability in discharging the partner's assigned functions in the partnership and in the performance of all work that may be necessary or advantageous to further the business interests of the partnership. CONTRIBUTION Each partner shall contribute [amount] on or before [date] to be used by the partnership to establish its capital position. Any additional contribution required of partners shall only be determined and established in accordance with Article Nineteen. MANAGEMENT OF THE PARTNERSHIP The Partnership shall be managed by [SPECIFY]. Subject to the limitations specifically contained in this Agreement, [PARTY MANAGING THE PARTNERSHIP] shall have the full, exclusive and absolute right, power and authority to manage and control the Partnership and the property, assets and business thereof. [PARTY MANAGING THE PARTNERSHIP] shall have all of the rights, powers and authority conferred by law or under other provisions of this Agreement. Without limiting the generality of the foregoing, such powers include the right on behalf of the Partnership, in [PARTY MANAGING THE PARTNERSHIP]' sole discretion, to: Acquire, purchase, renovate, improve, and own any property or assets necessary or appropriate or in the best interests of the business of the Partnership, and to acquire options for the purchase of any such property; Borrow money, issue evidences of indebtedness in connection therewith, refinance, increase the amount of, modify, amend or change the terms of, or extend the time for the payment of, any indebtedness or obligation of the Partnership, and secure such indebtedness by mortgage, deed of trust, pledge or other lien on Partnership assets; Sue on, defend or compromise any and all claims or liabilities in favor of or against the Partnership and to submit any or all such claims or liabilities to arbitration; File applications, communicate and otherwise deal with any and all governmental agencies having jurisdiction over, or in any way affecting, the Partnership's assets or any part thereof or any other aspect of the Partnership business; Retain services of any kind or nature in connection with the Partnership business, and to pay therefore such remuneration deem reasonable and proper; and Perform any and all other acts deem necessary or appropriate to the Partnership business. TRANSFER OF PARNERSHIP INTERESTS Restrictions on Transfer None of the Partners shall sell, assign, transfer, mortgage, encumber, or otherwise dispose of the whole or part of that Partner's interest in the Partnership, and no purchaser or other transferee shall have any rights in the Partnership as an assignee or otherwise with respect to all or any part of that Partnership interest attempted to be sold, assigned, transferred, mortgaged, encumbered, or otherwise disposed of, unless and to the extent that the remaining Partner(s) have given consent to such sale, assignment, transfer, mortgage, or encumbrance, but only if the transferee forthwith assumes and agrees to be bound by the provisions of this Agreement and to become a Partner for all purposes hereof, in which event, such transferee shall become a substituted partner under this Agreement.","Partnership Agreement","8","https://templates.business-in-a-box.com/imgs/1000px/partnership-agreement-D12551.png","https://templates.business-in-a-box.com/imgs/250px/12551.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12551.xml",{"title":161,"description":6},"partnership agreement",[163,164],{"label":18,"url":95},{"label":21,"url":165},"partnership-agreement","/template/partnership-agreement-D12551",false,{"seo":169,"reviewer":180,"legal_disclaimer":184,"quick_facts":185,"at_a_glance":187,"personas":191,"variants":216,"glossary":243,"clauses":277,"how_to_fill":327,"common_mistakes":368,"faqs":393,"industries":421,"comparisons":446,"diy_vs_lawyer":460,"jurisdictions":473,"related_template_ids_curated":494,"schema":505,"classification":506},{"meta_title":170,"meta_description":171,"primary_keyword":172,"secondary_keywords":173},"Referral Agreement Template | Free Word Download","Free referral agreement template covering commission rates, referral fees, exclusivity, and termination. Download in Word, edit online, or export as PDF.","referral agreement template",[15,174,175,176,177,178,179],"referral agreement template word","referral agreement template free","business referral agreement","client referral agreement","referral commission agreement","referral partner agreement",{"name":181,"credential":182,"reviewed_date":183},"Bruno Goulet","CEO, Business in a Box","2026-05-02",true,{"difficulty":186,"legal_review_recommended":184,"signature_required":184,"notarization_required":167},"medium",{"what_it_is":188,"when_you_need_it":189,"whats_inside":190},"A Referral Agreement is a legally binding contract between a referring party and a business that defines the terms under which the referrer introduces prospective clients or customers in exchange for a commission or fee. This free Word download gives you a structured, enforceable starting point you can edit online and export as PDF — covering fee structure, referral qualification, payment timing, exclusivity, and termination in a single document.\n","Use it before any referral arrangement begins — when a partner, agent, affiliate, or individual will introduce paying customers to your business in exchange for compensation. It is equally important when you are the party being referred, to limit liability and define exactly which introductions qualify for a fee.\n","Parties and relationship description, referral definition and qualification criteria, commission rate and payment schedule, exclusivity terms, term and termination provisions, confidentiality obligations, and governing law.\n",[192,196,200,204,208,212],{"title":193,"use_case":194,"icon_asset_id":195},"Business owners and entrepreneurs","Formalizing a referral arrangement with a partner before commissions become a dispute","persona-small-business-owner",{"title":197,"use_case":198,"icon_asset_id":199},"Sales agents and brokers","Documenting the commission rate and payment terms agreed with a principal company","persona-sales-agent",{"title":201,"use_case":202,"icon_asset_id":203},"Consultants and advisors","Getting paid a referral fee for introducing clients to service providers they recommend","persona-consultant",{"title":205,"use_case":206,"icon_asset_id":207},"Marketing and affiliate partners","Establishing the qualifying criteria and tracking method for affiliate-generated leads","persona-marketing-manager",{"title":209,"use_case":210,"icon_asset_id":211},"Startup founders","Building a referral partner network without full-time sales headcount","persona-startup-founder",{"title":213,"use_case":214,"icon_asset_id":215},"Real estate and financial professionals","Complying with disclosure and fee-splitting rules when referring clients to other licensed professionals","persona-real-estate-agent",[217,221,225,229,232,236,239],{"situation":218,"recommended_template":219,"slug":220},"Paying a flat fee per closed deal to a single referring partner","Referral Agreement (Flat Fee)","referral-fee-agreement-D12730",{"situation":222,"recommended_template":223,"slug":224},"Paying a percentage commission on recurring subscription revenue","Referral Agreement (Percentage Commission)","referral-agreement-D13279",{"situation":226,"recommended_template":227,"slug":228},"Running a broad affiliate program with many online partners","Affiliate Marketing Agreement","affiliate-marketing-agreement-D12787",{"situation":230,"recommended_template":114,"slug":231},"Engaging a reseller to sell your product or service under their brand","reseller-agreement-D5202",{"situation":233,"recommended_template":234,"slug":235},"Appointing an agent with authority to negotiate deals on your behalf","Sales Agent Agreement","sales-agency-agreement-D1254",{"situation":237,"recommended_template":238,"slug":220},"Referring clients between licensed professionals such as attorneys or financial advisors","Professional Referral Fee Agreement",{"situation":240,"recommended_template":241,"slug":242},"Rewarding existing customers for sending new customers to your business","Customer Referral Program Agreement","employee-referral-program-policy-D13676",[244,247,250,253,256,259,262,265,268,271,274],{"term":245,"definition":246},"Referral Fee","A one-time or recurring payment made to a referring party in exchange for introducing a customer who completes a qualifying transaction.",{"term":248,"definition":249},"Qualified Referral","A prospective customer introduced by the referrer who meets the specific criteria defined in the agreement — such as signing a contract, completing a purchase, or funding an account.",{"term":251,"definition":252},"Commission Rate","The percentage of a transaction value or a fixed dollar amount that the referring party earns when a qualified referral converts.",{"term":254,"definition":255},"Tail Period","A defined window after the agreement terminates during which the referring party still earns fees on leads they introduced before termination.",{"term":257,"definition":258},"Exclusivity","A contractual restriction limiting either party from entering into similar referral arrangements with competitors during the agreement term.",{"term":260,"definition":261},"Warm Introduction","A referral in which the referring party personally connects the prospect to the company, as opposed to simply providing a name or contact detail.",{"term":263,"definition":264},"Clawback","A provision requiring the referring party to return a previously paid fee if the underlying deal cancels, the customer churns within a defined period, or payment is reversed.",{"term":266,"definition":267},"Independent Contractor Status","A clause clarifying that the referring party is not an employee, agent with authority to bind the company, or partner — limiting the company's legal and tax exposure.",{"term":269,"definition":270},"Tracking Mechanism","The agreed method — unique referral codes, tracked URLs, written introductions, or CRM tagging — used to attribute a customer to a specific referring party.",{"term":272,"definition":273},"Non-Solicitation","A restriction preventing the referring party from directly soliciting the company's customers or employees during or after the agreement term.",{"term":275,"definition":276},"Governing Law","The jurisdiction whose laws control interpretation and enforcement of the agreement, typically the state or country where the company is headquartered.",[278,283,288,293,298,302,307,312,317,322],{"name":279,"plain_english":280,"sample_language":281,"common_mistake":282},"Parties and relationship","Identifies the company receiving referrals and the referring party by their full legal names, and explicitly states that the referring party is an independent contractor — not an employee or agent with authority to bind the company.","This Referral Agreement ('Agreement') is entered into as of [DATE] between [COMPANY LEGAL NAME], a [STATE/COUNTRY] [ENTITY TYPE] ('Company'), and [REFERRER LEGAL NAME / ENTITY] ('Referrer'). Referrer is an independent contractor and has no authority to bind Company to any contract or obligation.","Omitting the independent contractor declaration. Without it, a referrer's actions — like promising a discount to a prospect — can be attributed to the company as apparent authority, creating binding obligations the company never intended.",{"name":284,"plain_english":285,"sample_language":286,"common_mistake":287},"Referral definition and qualification criteria","Defines precisely what constitutes a qualifying referral — the customer type, the introduction method required, and the action the prospect must take before a fee is owed.","A 'Qualified Referral' means a prospective customer (a) identified in writing by Referrer to Company via [EMAIL / CRM ENTRY] prior to any prior contact by Company, (b) who is not already in Company's database as of the date of introduction, and (c) who executes a [CONTRACT / PURCHASE] with Company within [X] days of introduction.","Failing to define when a referral is 'qualified' in writing. Disputes almost always arise from this gap — a referrer claims a customer they mentioned casually months ago entitles them to a fee when that customer eventually signs.",{"name":289,"plain_english":290,"sample_language":291,"common_mistake":292},"Commission rate and calculation basis","States the exact fee or percentage the referrer earns, whether it applies to the first transaction only or on recurring revenue, and the base amount on which the commission is calculated — gross revenue, net revenue, or contract value.","Company shall pay Referrer a commission of [X]% of the net revenue received from each Qualified Referral during the first [12] months of that customer's relationship with Company. 'Net revenue' excludes taxes, refunds, and chargebacks.","Saying 'X% of revenue' without specifying gross versus net. A referrer expecting 10% of gross invoice value and a company calculating 10% after discounts, taxes, and chargebacks will produce materially different numbers on the same sale.",{"name":294,"plain_english":295,"sample_language":296,"common_mistake":297},"Payment schedule and reporting","Sets out when commission payments are made — monthly, quarterly, or per-deal — what documentation the company provides to support each payment, and how long the referrer has to dispute a statement.","Company shall pay earned commissions within [30] days after the end of each calendar month, accompanied by a summary report of Qualified Referrals, contract values, and commission calculations. Referrer must raise any dispute within [30] days of receiving a report or the statement is deemed accepted.","No dispute window. Without one, a referrer can challenge commission statements years later — long after the underlying deal records may be unavailable or inconsistent.",{"name":257,"plain_english":299,"sample_language":300,"common_mistake":301},"States whether the referral relationship is exclusive — restricting either party from similar arrangements with competitors — or non-exclusive, allowing both parties to work with others in the same market.","This Agreement is [non-exclusive / exclusive within the territory of [TERRITORY]]. During the Term, [Referrer / Company / neither party] shall not enter into a referral or commission arrangement with [COMPETITOR DESCRIPTION] without prior written consent.","Defaulting to exclusivity without defining the scope. An overbroad exclusivity clause can inadvertently prevent a referring partner from earning income in their existing business and may be unenforceable as an unreasonable restraint of trade.",{"name":303,"plain_english":304,"sample_language":305,"common_mistake":306},"Term and termination","Sets the initial term of the agreement, whether it renews automatically, the notice period required to terminate, and which provisions survive termination — particularly the tail period for fees on pending referrals.","This Agreement commences on [DATE] and continues for [12] months, renewing automatically for successive [12]-month periods unless either party provides [30] days' written notice of non-renewal. Either party may terminate for material breach on [15] days' written notice with opportunity to cure. Sections [CONFIDENTIALITY, TAIL PERIOD, GOVERNING LAW] survive termination.","No tail period for referrals in progress at termination. A referrer who introduced a prospect one week before termination deserves a fee if that prospect closes — without a tail clause, the company can terminate and pocket the deal without paying.",{"name":308,"plain_english":309,"sample_language":310,"common_mistake":311},"Confidentiality","Restricts the referring party from disclosing or using the company's pricing, customer lists, proprietary processes, or other non-public information accessed through the referral relationship.","Referrer shall not disclose or use any Confidential Information of Company for any purpose other than performing under this Agreement. 'Confidential Information' includes pricing, customer data, product roadmaps, and any information designated as confidential by Company in writing.","No confidentiality clause at all. Referrers naturally learn about pricing and deal terms while facilitating introductions — without restrictions, that information can flow directly to competitors or be used to negotiate against the company.",{"name":313,"plain_english":314,"sample_language":315,"common_mistake":316},"Intellectual property and use of marks","Grants the referrer a limited, non-transferable license to use the company's name and logo when making introductions, and restricts any other use of the company's brand without prior written approval.","Company grants Referrer a limited, non-exclusive, revocable license to use Company's trade name and logo solely for making introductions under this Agreement. Referrer shall not alter Company's marks or use them in any manner that could imply endorsement beyond the scope of this Agreement.","No IP clause. Referrers sometimes create their own marketing materials using the company's logo or claim an endorsement relationship that does not exist — creating trademark and reputational exposure the company never authorized.",{"name":318,"plain_english":319,"sample_language":320,"common_mistake":321},"Representations and warranties","Each party confirms they have the authority to enter the agreement, that they will comply with applicable laws, and that the referrer will not make representations about the company's products beyond what the company has authorized in writing.","Each party represents that it has full authority to enter into this Agreement. Referrer represents that it will not make any representation, warranty, or guarantee about Company's products or services beyond those set out in materials expressly provided by Company.","Referrer makes unauthorized claims about the product to close a referral faster. If the prospect relies on those claims and the product doesn't deliver, the company may face liability for misrepresentation it never authorized.",{"name":323,"plain_english":324,"sample_language":325,"common_mistake":326},"Governing law and dispute resolution","Specifies the jurisdiction whose law governs the agreement and the method for resolving disputes — litigation, arbitration, or mediation first — including the venue and choice of language.","This Agreement is governed by the laws of [STATE / PROVINCE / COUNTRY], without regard to conflict-of-law principles. Any dispute shall be resolved by binding arbitration administered by [AAA / JAMS] in [CITY], except either party may seek injunctive relief in a court of competent jurisdiction.","No dispute resolution clause. Without one, every fee disagreement defaults to potentially expensive litigation in a court that may be inconvenient for either party — and small commission disputes rarely justify the cost.",[328,333,338,343,348,353,358,363],{"step":329,"title":330,"description":331,"tip":332},1,"Identify both parties with full legal names","Enter the company's registered legal entity name and the referring party's full legal name or entity name. If the referrer is an individual operating under a trade name, include both.","Confirm the referrer's entity structure before signing — a sole proprietor, LLC, and corporation have different tax reporting and liability implications for the fee payments you will make.",{"step":334,"title":335,"description":336,"tip":337},2,"Define what counts as a qualified referral","Write out the exact introduction method required — email, CRM entry, or written introduction — the customer profile that qualifies, and the action the prospect must take (sign a contract, complete a purchase, fund an account) before a fee is owed.","Add a lookback exclusion: state that prospects already in your CRM or pipeline before the referrer's introduction date do not qualify, and set the date explicitly.",{"step":339,"title":340,"description":341,"tip":342},3,"Set the commission rate and calculation base","Specify the percentage or flat fee, whether it applies to the first transaction only or on recurring revenue for a defined period, and define the revenue base — net of taxes, refunds, and discounts.","If you pay on recurring revenue, cap the tail at 12 or 24 months to limit open-ended commission liability on customers who stay for years after the referrer's involvement ends.",{"step":344,"title":345,"description":346,"tip":347},4,"Establish the payment schedule and reporting format","State the payment frequency (monthly is standard), the number of days after period close you will remit payment, and what commission statement you will provide. Add a 30-day dispute window.","Name the specific payment method — ACH, wire, check — to avoid later friction. International referrers often need wire details and currency specified upfront.",{"step":349,"title":350,"description":351,"tip":352},5,"Decide on exclusivity and territory","Choose non-exclusive unless there is a specific commercial reason for exclusivity. If you grant exclusivity, define the territory, industry segment, or customer type it covers — not a blanket market restriction.","Non-exclusive agreements are easier to enforce and leave you free to build a broader referral network. Exclusive arrangements require higher commission rates to be commercially reasonable.",{"step":354,"title":355,"description":356,"tip":357},6,"Set the term, renewal, and tail period","Set an initial term (12 months is typical), automatic renewal with written notice to cancel, and a tail period of 60–90 days for referrals already in progress at termination.","List the clauses that survive termination explicitly — confidentiality, non-solicitation, governing law, and the tail period — rather than relying on a generic 'survival' statement.",{"step":359,"title":360,"description":361,"tip":362},7,"Add a non-solicitation clause proportionate to the relationship","Restrict the referrer from directly soliciting your customers or employees for a defined period — typically 12 months post-termination — limited to customers they were introduced to through the agreement.","Tie the non-solicitation to customers the referrer actually met or introduced, not all customers of your business. Overbroad restrictions are challenged and can void the clause entirely.",{"step":364,"title":365,"description":366,"tip":367},8,"Execute before any introductions are made","Both parties must sign the agreement before the first referral is made. Retroactive agreements covering referrals already made face enforceability challenges and create ambiguity about which introductions qualify.","Use a dated signature block with the agreement effective date equal to or before the first introduction. If using e-signature, ensure the platform timestamps execution to the minute.",[369,373,377,381,385,389],{"mistake":370,"why_it_matters":371,"fix":372},"No definition of a qualified referral","Without a written definition, any contact a referrer claims to have mentioned — even casually or years earlier — becomes a potential fee claim. Commission disputes are the most common litigation source in referral relationships.","Define the introduction method, prospect profile, and the specific triggering event — signed contract, paid invoice, funded account — required before any fee is owed. Add a written-introduction-only requirement.",{"mistake":374,"why_it_matters":375,"fix":376},"Paying commission on gross revenue instead of net","On a $50,000 contract with $8,000 in taxes, discounts, and chargebacks, a 10% gross commission overpays by $800 per deal. Multiplied across dozens of referrals, the error becomes material.","Define the commission base explicitly as net revenue, specifying which deductions apply — taxes, refunds, discounts, processing fees — and include a sample calculation in the agreement.",{"mistake":378,"why_it_matters":379,"fix":380},"No tail period on termination","A referrer who introduced a prospect one week before termination loses all compensation if no tail period exists — creating a financial incentive to dispute the termination date and a reputational risk for your business.","Include a 60–90 day tail period covering any qualified referral introduced in writing before the termination date, payable on the normal schedule if the prospect converts within the tail window.",{"mistake":382,"why_it_matters":383,"fix":384},"Omitting the independent contractor declaration","Without explicit independent contractor language, a referrer's unauthorized statements — promising features, quoting prices, implying exclusivity — can be attributed to the company as apparent agency, creating binding obligations and misrepresentation liability.","Add a clear independent contractor clause stating the referrer has no authority to make representations, incur obligations, or bind the company in any way, and include a no-authority-to-bind warranty in the representations section.",{"mistake":386,"why_it_matters":387,"fix":388},"Granting exclusivity without defining its scope","A referrer who holds an exclusive arrangement for an undefined market or territory can block your entire business development strategy, and courts may void an overbroad exclusivity clause — leaving you with no enforceable agreement at all.","Define exclusivity narrowly: specify the exact industry segment, geographic territory, and customer size that the exclusivity covers, and include a performance threshold the referrer must hit to maintain exclusive status.",{"mistake":390,"why_it_matters":391,"fix":392},"No dispute window for commission statements","Without a time limit to dispute payment reports, a referrer can challenge commission calculations years after the fact — when deal records, CRM data, and the employees involved may no longer be available.","Add a 30-day dispute window: commission statements not challenged within 30 days of delivery are deemed accepted and final, subject to good-faith correction for mathematical errors.",[394,397,400,403,406,409,412,415,418],{"question":395,"answer":396},"What is a referral agreement?","A referral agreement is a legally binding contract between a company and a referring party that defines the terms under which the referrer introduces prospective customers in exchange for a commission or fee. It specifies what constitutes a qualifying referral, how the fee is calculated, when it is paid, and what restrictions apply to both parties. It is the primary document that prevents commission disputes from escalating into litigation.\n",{"question":398,"answer":399},"What should a referral agreement include?","At minimum, a referral agreement should cover: a precise definition of what counts as a qualifying referral, the commission rate and calculation base, the payment schedule and reporting format, a dispute window for commission statements, the term and termination provisions including a tail period, confidentiality obligations, an independent contractor declaration, and governing law. Missing any of these creates gaps that typically resolve in favor of the referrer in a dispute.\n",{"question":401,"answer":402},"Is a referral agreement legally binding?","Yes — a referral agreement is generally enforceable as a binding contract when it includes an offer, acceptance, and consideration (the commission), and is signed by both parties. Enforceability depends on the jurisdiction and the specific terms. In regulated industries such as real estate, financial services, and healthcare, referral fee arrangements are subject to additional legal requirements that may restrict or prohibit certain fee structures entirely.\n",{"question":404,"answer":405},"What is a typical referral fee or commission rate?","Referral fees vary widely by industry and deal size. Common ranges are 5–15% of the first transaction for professional services and SaaS, 10–25% for one-time product sales, and flat fees of $100–$1,000 per closed deal for lower-value transactions. In real estate, referral fees between licensed agents are typically 20–35% of the receiving agent's commission. Always confirm that the rate is commercially viable over the expected volume before signing.\n",{"question":407,"answer":408},"What is the difference between a referral agreement and an affiliate agreement?","A referral agreement typically involves a known partner making direct introductions — by email, phone, or in-person — to specific prospects. An affiliate agreement covers a broader, often automated online model where the affiliate drives traffic through tracked links, ads, or content, and is paid per click, lead, or sale. Referral agreements tend to cover higher-value, lower-volume B2B introductions; affiliate agreements suit higher-volume, lower-value consumer or SaaS transactions.\n",{"question":410,"answer":411},"Can a referral agreement be exclusive?","Yes, but exclusivity should be granted carefully and defined narrowly. An exclusive referral agreement prevents you from working with other referrers in the same territory or market segment, which is only commercially reasonable if the referrer delivers sufficient volume. Most referral agreements are non-exclusive. If you do grant exclusivity, include a minimum performance threshold — a specific number of qualified referrals per quarter — that the referrer must meet to maintain the exclusive status.\n",{"question":413,"answer":414},"Do I need a referral agreement for an informal arrangement?","Yes — informal referral arrangements are among the most common sources of commercial disputes. When a friend or business contact introduces a client and that client becomes a significant revenue source, the absence of a written agreement creates competing recollections about whether a fee was owed and at what rate. A one-page signed agreement eliminates that risk entirely and costs less than one hour of legal fees to prepare.\n",{"question":416,"answer":417},"Are referral fees legal in all industries?","No. Referral fees are restricted or prohibited in several regulated industries. In the US, the Real Estate Settlement Procedures Act (RESPA) prohibits unearned referral fees in mortgage and settlement services. The Anti-Kickback Statute prohibits referral payments in federally funded healthcare. Securities regulations restrict referral fees for investment products to registered broker-dealers. Legal professionals in most jurisdictions may only split fees with other licensed attorneys under specific rules. Always confirm compliance with industry-specific regulations before entering a referral fee arrangement.\n",{"question":419,"answer":420},"What happens to referral fees when the agreement is terminated?","Without a tail period clause, termination ends all fee obligations immediately — including for referrals already introduced but not yet converted. A well-drafted agreement includes a tail period of 60–90 days covering prospects introduced in writing before the termination date, with fees payable on the normal schedule if those prospects convert within the window. Always list the tail period clause as a surviving obligation in the termination section.\n",[422,426,430,434,438,442],{"industry":423,"icon_asset_id":424,"specifics":425},"Technology / SaaS","industry-saas","Commission on monthly or annual recurring revenue with a 12–24 month revenue tail; integration partner referral programs; tracking via CRM tagging and unique referral codes.",{"industry":427,"icon_asset_id":428,"specifics":429},"Professional Services","industry-professional-services","Cross-referral arrangements between accountants, lawyers, and financial advisors; fee-splitting restrictions under professional conduct rules; written introduction requirements to document the qualifying event.",{"industry":431,"icon_asset_id":432,"specifics":433},"Real Estate","industry-real-estate","Agent-to-agent referral fees typically 20–35% of the receiving agent's commission; state licensing board disclosure requirements; RESPA compliance for mortgage-related referrals.",{"industry":435,"icon_asset_id":436,"specifics":437},"Financial Services","industry-fintech","Securities law restrictions on referral fees for investment products; registered investment advisor solicitor agreements under SEC rules; Anti-Kickback considerations for insurance and lending referrals.",{"industry":439,"icon_asset_id":440,"specifics":441},"Healthcare","industry-healthtech","Federal Anti-Kickback Statute prohibits cash referral fees for federally funded patient referrals; safe harbor provisions govern permitted arrangements; non-monetary referral incentives require careful structuring.",{"industry":443,"icon_asset_id":444,"specifics":445},"Retail / E-commerce","industry-ecommerce","Affiliate-style referral programs with tracked discount codes; flat fee per converted sale; clawback provisions for returned orders within the refund window.",[447,450,453,456],{"vs":227,"vs_template_id":448,"summary":449},"affiliate-agreement-D13630","An affiliate agreement covers high-volume, automated online referral traffic driven through tracked links, ad placements, and content — typically for consumer or SaaS products. A referral agreement covers lower-volume, direct B2B introductions where the referrer personally knows the prospect. The qualifying event, tracking method, and fee structure differ significantly between the two models.",{"vs":234,"vs_template_id":451,"summary":452},"sales-representative-agreement-D169","A sales agent agreement appoints a representative with authority to negotiate prices, close deals, and act on the company's behalf within defined limits. A referral agreement only authorizes introductions — the referrer has no authority to negotiate or bind the company. If your partner will be closing deals, not just making introductions, a sales agent agreement is the correct document.",{"vs":114,"vs_template_id":454,"summary":455},"reseller-agreement-D13219","A reseller agreement gives the reseller the right to purchase and sell the company's product or service under their own commercial relationship with the end customer. A referral partner never holds that commercial relationship — they simply introduce the prospect to the company. Reseller margins and referral commissions are calculated on entirely different bases.",{"vs":457,"vs_template_id":458,"summary":459},"Non-Disclosure Agreement","non-disclosure-agreement-nda-D12692","An NDA protects confidential information shared between parties during discussions. A referral agreement governs the commercial terms of an ongoing introduction relationship — and should include its own confidentiality clause. If you are still evaluating whether to enter a referral relationship, sign an NDA first; once terms are agreed, replace or supplement it with the full referral agreement.",{"use_template":461,"template_plus_review":465,"custom_drafted":469},{"best_for":462,"cost":463,"time":464},"Standard B2B referral arrangements in unregulated industries with a single referral partner","Free","20–30 minutes",{"best_for":466,"cost":467,"time":468},"Arrangements involving exclusivity, multi-year commission tails, or partners in a different jurisdiction","$300–$600","1–3 days",{"best_for":470,"cost":471,"time":472},"Regulated industries (healthcare, financial services, real estate), high-value commission arrangements, or multi-party referral networks","$1,000–$3,500+","1–2 weeks",[474,479,484,489],{"code":475,"name":476,"flag_asset_id":477,"note":478},"us","United States","flag-us","Referral fee enforceability varies by state and industry. RESPA prohibits unearned fees in real estate settlement services; the Anti-Kickback Statute restricts healthcare referral payments involving federal programs; SEC rules limit referral fees for investment advisory services to registered solicitors. In unregulated industries, referral agreements are generally enforceable as standard commercial contracts under applicable state law. California, New York, and Texas each have state-specific rules affecting commission-based arrangements.",{"code":480,"name":481,"flag_asset_id":482,"note":483},"ca","Canada","flag-ca","Referral fees in Canada are governed by both federal and provincial law. In real estate, provincial real estate acts in Ontario, BC, and Alberta restrict referral fees to licensed registrants. Financial services referral arrangements are subject to IIROC and provincial securities commission rules. For unregulated commercial referral arrangements, agreements are enforceable as contracts under provincial law, and Quebec agreements should be prepared in French for provincially regulated entities.",{"code":485,"name":486,"flag_asset_id":487,"note":488},"uk","United Kingdom","flag-uk","UK referral fee rules are industry-specific. The Legal Services Act 2007 and Solicitors Regulation Authority rules restrict solicitor referral fee arrangements. The Financial Conduct Authority regulates introducer arrangements for financial products and requires FCA registration in many cases. In non-regulated commercial contexts, referral agreements are enforceable as standard contracts under English contract law. Post-Brexit, UK rules diverge from EU requirements and should be reviewed independently.",{"code":490,"name":491,"flag_asset_id":492,"note":493},"eu","European Union","flag-eu","EU referral arrangements must account for GDPR requirements when personal data about referred prospects is shared between parties — a data processing or data sharing clause may be required. Financial services referral arrangements are subject to MiFID II inducement rules across member states. Labor law characterization risks vary by country: in France and Germany, a long-term exclusive referral arrangement with an individual may be reclassified as an employment relationship. Commercial referral agreements between businesses are generally enforceable under each member state's contract law.",[458,495,496,231,497,498,499,500,501,502,503,504],"affiliate-purchase-agreement-D12818","sales-representative-agreement-D556","independent-contractor-agreement-D160","service-agreement-D12711","partnership-agreement-D12551","commission-sales-agreement-D532","joint-venture-agreement-D889","letter-of-intent_acquisition-of-business-D5197","general-non-compete-agreement-D882","introduction-letter-D1432",{"emit_how_to":184,"emit_defined_term":184},{"primary_folder":95,"secondary_folder":507,"document_type":508,"industry":509,"business_stage":510,"tags":511,"confidence":516},"sales-and-purchase","agreement","general","growth",[512,513,514,508,515],"commission","sales","customer-acquisition","referral-agreement",0.92,"\u003Ch2>What is a Referral Agreement?\u003C/h2>\n\u003Cp>A \u003Cstrong>Referral Agreement\u003C/strong> is a legally binding contract between a company and a referring party that defines the terms under which the referrer introduces prospective customers or clients in exchange for a commission or fee. It establishes exactly which introductions qualify for payment, how the fee is calculated, when it is paid, and what restrictions — on exclusivity, confidentiality, and post-termination conduct — apply to both sides. Without this document, the terms of even the most straightforward referral arrangement exist only in each party's memory, and those memories reliably diverge the moment a significant commission is at stake.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Referral arrangements that start on a handshake frequently end in disputes about whether a specific customer qualifies, what the agreed rate actually was, or whether a fee is still owed after the relationship changes. A missing or vague referral agreement exposes you to open-ended commission claims on customers you may have already been pursuing independently, liability for statements your referral partner makes about your product without authorization, and fee disputes that require expensive litigation to resolve because there is no written standard to apply. In regulated industries — healthcare, financial services, and real estate — operating without a properly structured written agreement can also result in regulatory penalties entirely separate from the commercial dispute. This template gives you a clear, enforceable framework covering every material term before the first introduction is made, so that both parties understand exactly what they agreed to and what they are owed.\u003C/p>\n",1779480643945]