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PLAYBOOK TEMPLATES

Purchasing Terms and Conditions

Purchasing Terms and Conditions outline the baseline commercial and legal framework for buyers when acquiring goods or services. This playbook guides you through essential clauses like payment, delivery, and liability, ensuring consistent protection across suppliers.

Scope of Deliverables

Why This Matters: Clear scope prevents misunderstandings and scope creep, reducing the risk of non-performance or disputes over additional work.

Negotiation strategy

If you're the Buyer:

Ensure the scope is comprehensive and aligns with business objectives. Insist on detailed descriptions to avoid ambiguities.

If you're the Supplier:

Negotiate to include key deliverables and acceptance criteria. Be flexible but ensure clarity to prevent disputes.

Essential elements

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Definition of Deliverables

Specifies goods/services to be provided.
2

Quality Standards

Sets standards for deliverables.
3

Changes to Scope

Requires written agreement for changes.

Action framework

ACCEPT

Propose edits if scope lacks detail or clarity.

EDIT

Reject if scope is vague or undefined.

ADD

Add language for detailed scope and standards.

PRO TIP

Always ensure the scope aligns with the project's business objectives to avoid future disputes.

Real-world examples

FAVORABLE

Preferred Scope of Deliverables

"The Supplier shall provide the goods and/or services as specified in Exhibit A attached hereto (the 'Deliverables'). The Deliverables shall conform to the specifications, standards, and requirements set forth in this Agreement and any applicable purchase order."
NEUTRAL

Fallback Scope of Deliverables

"If the counterparty resists detailed scope, negotiate to include at least the key deliverables and acceptance criteria."
UNFAVORABLE

Vague Scope of Deliverables

"The Supplier will provide services as needed without specific deliverables outlined."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, a detailed scope is crucial to manage expectations and mitigate potential risks.

Long-Term Contracts

For long-term contracts, ensure the scope includes provisions for periodic review and adjustment to remain relevant.

Complex Deliverables

In cases of complex deliverables, break down the scope into phases with clear milestones and acceptance criteria.

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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