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PLAYBOOK TEMPLATES
Sales Agency Agreement
A Sales Agency Agreement defines the relationship between a principal and agent for the promotion and sale of goods or services. This playbook outlines commission structures, exclusivity provisions, and termination rights critical to effective representation.
Scope of Services
Negotiation strategy
Ensure the scope is detailed and aligns with strategic goals. Insist on clear deliverables and acceptance criteria to avoid disputes.
Negotiate for flexibility in service delivery while ensuring the scope is clearly defined to prevent scope creep.
Essential elements
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Definition of Services
Detailed list of services.
2
Obligations of the Parties
Responsibilities and duties outlined.
3
Deliverables
Specific outputs and deadlines.
Action framework
ACCEPT
Propose edits if the scope lacks clarity or measurable criteria.
EDIT
Reject if the scope is too vague or lacks mutual agreement.
ADD
Add language for changes to scope requiring written consent.
PRO TIP
Always ensure the scope is aligned with business objectives and includes clear acceptance criteria.
Example clauses
FAVORABLE
Preferred Clause
"The Service Provider shall perform the services described in Exhibit A (the 'Services') in accordance with the terms and conditions of this Agreement. The Services shall include, but are not limited to, [specific services]."
NEUTRAL
Fallback Clause
"The Service Provider shall use reasonable efforts to perform the services outlined in Exhibit A, subject to the terms of this Agreement."
UNFAVORABLE
Vague Scope
"The Service Provider will provide services as needed, without specific deliverables or timelines."
Fallbacks
High-Risk Projects
In high-risk projects, ensure the scope includes detailed risk management and mitigation strategies.
Long-Term Contracts
For long-term contracts, include periodic reviews of the scope to adapt to changing needs.
Technology Services
In technology services, ensure the scope includes specific performance metrics and service levels.
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Contract Playbook Templates
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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.
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