Sales Agreement Templates

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Below we list the best resources about templates and guidelines for creating sales agreements, collected by a team of expert editors.

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A sales agreement is a contract between your company and its customer that covers your services and limitations. It's the most important sales document since it helps align expectations from the onset of the customer relationship. A sales agreement that isn't clear or comprehensive enough puts your company at risk of losing a customer, damaging your reputation, or, in the worst cases, being sued.

All sales reps should be well-acquainted with the sales agreement template and should be clearly articulating the information to leads as they move them through the pipeline. By the time leads are ready to sign the agreement, there should be very little new information presented.

SaaS sales agreement templates are a bit trickier than other products. Since the product or service is virtual, you'll need to be explicit about exactly what you're offering, how often, and how you plan to bill for it. While sales agreement templates will differ from product to product, there are some basic clauses that you'll need to include:

  • The service level agreement (SLA) which includes service, installation, and support. You need to detail the availability of the services, how you handle hosting, and how you maintain the software. This is also where you'll include quality standards and time frames for dealing with any bugs or latency issues.
  • Permitted and prohibited use stipulates who can use the services and to what extent. This clause usually explicitly forbids making any changes to the software or sharing with unknown people.
  • Ownership explicitly defines who gets the rights to anything created through the services offered. So in the case of collaborative writing documents, who owns the rights to the documents created within.
  • Data management and security explains the extent to which your service is keeping personal information from being compromised. This is particularly important in SaaS since sensitive data usually lives on the provider's servers, rather than the customers'.
  • Termination stipulates who can terminate the contract and under what circumstances. It should include information on how much the customer is responsible for paying upon termination and how offboarding works.

Ideally, you'll want to get your sales agreement reviewed by a law firm to make sure you've covered everything and protected your businesses.

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Further Reading

  • Sales Prospecting and SDRResources about the Sales Development or Appointment Setting function within sales, discussing the importance of this part of the sales process, techniques and best practices.
  • Sales Pipeline ManagementResources about building and managing a sales pipeline - a concept which helps sales teams track the progress of prospects through stages of the sales process.
  • Sales MaterialsResources on sales materials, such as slide decks, demo scripts, email templates, and more.
  • Inbound SalesResources about managing the sales process for leads obtained via inbound marketing activities.
  • CRM PracticesResources about CRM best practices and strategies.
  • Types of CRMs and CRM ComparisonsResources offering product comparisons between CRM systems such as Salesforce or Microsoft Dynamics CRM.
  • Salesforce CRMResources about the Salesforce Sales Cloud and other Salesforce solutions for CRM and sales, including SalesforceIQ.
  • CRM Tools for StartupsResources about CRM solutions especially suitable for startup organizations.
  • Other CRM SolutionsResources about Customer Relationship Management products, which help sales teams manage and analyze interactions with customers and automate sales processes.
  • CRM Certification and TrainingResources about training courses and certifications for various CRM systems.

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