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PLAYBOOK TEMPLATES
Software as a Service (SaaS) Agreement
A SaaS Agreement governs access to cloud-hosted software services, typically under a subscription model. This playbook covers service uptime, data ownership, termination, and liability limitations for cloud-based offerings.
Pricing and Payment
Negotiation strategy
Ensure the fee structure is transparent and includes all potential costs. Align payment schedules with cash flow needs and establish clear invoicing procedures.
Negotiate for flexible payment terms that accommodate project timelines. Ensure change orders are clearly defined to allow for equitable pricing adjustments.
Essential elements
1
Payment Schedule
Timelines for payment obligations.
2
Invoicing Procedures
Steps for issuing and processing invoices.
3
Change Order Impact
Adjustments due to scope changes.
Action framework
ACCEPT
Propose edits when payment terms are unclear or misaligned with financial policies.
EDIT
Reject clauses that lack transparency or fair dispute resolution mechanisms.
ADD
Add language for handling change orders and pricing adjustments.
PRO TIP
Always ensure that pricing terms are adaptable to changes, ensuring a fair and predictable financial arrangement.
Real-world examples
FAVORABLE
Transparent Fee Structure
"The parties agree to a fee structure as outlined in Exhibit A, with payments due within 30 days of invoice receipt."
NEUTRAL
Standard Payment Terms
"Payments shall be made according to the schedule in Exhibit B."
UNFAVORABLE
Ambiguous Payment Clause
"Payments will be made as agreed upon, without specific timelines."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure that payment terms include milestones to mitigate financial exposure.
Long-Term Contracts
For long-term contracts, incorporate periodic reviews of pricing terms to adjust for market changes.
International Agreements
In international agreements, consider currency fluctuations and include clauses for exchange rate adjustments.
Access all other DocJuris Playbooks
Launch in days, not months
Unlike complex CLMs with long implementations and steep learning curves, DocJuris is built for speed and simplicity. We integrate with your workflow—whether connecting to a CLM or uploading agreements manually—so you're up and running in days, not months.
WEEK 1
CLM Readiness and Design
Our CX team works with you to understand your contracting challenges, prioritize key workflows, and identify the biggest impact areas. We build a tailored implementation plan that fits your needs.
WEEK 2
Install Module
We connect DocJuris to your contract repositories, set up admin and user accounts, and ensure your environment is ready for success.
WEEK 3
Deliver & Test
Your team builds initial playbooks, reviews existing clause libraries, and trains the DocJuris agent to align with your internal standards and negotiation positions.
WEEK 4
Launch
We support you in rolling out DocJuris to a pilot group or your full organization—with launch materials, training, and hands-on support to drive adoption from day one.
Not another CLM
Tackle everything your team needs using existing IT without expensive consultants, outrageous user licensing fees, or complex coding. DocJuris takes on the heavy lift and delivers your requirements with its people, process, and technology.
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