Schemas
agreement-create-agreement
recipient_namerecipient_emailrecipient_organizationmessagetest_agreementWhen true, marks the agreement as a test. Test agreements do not count against your monthly limit.
include_expiration_typeHow to set expiration: "none" (default), "days" (use include_expiration_days), or "date" (use include_expiration_date).
include_expiration_daysNumber of days until the agreement expires. Use when include_expiration_type is "days".
include_expiration_dateExpiration date in YYYY-MM-DD format. Use when include_expiration_type is "date".
include_billing_workflowWhen true, enables a billing workflow after signing.
billing_workflow_typeThe type of billing workflow. Use "link" to provide a payment_link_url, or "stripe" for Stripe-managed billing.
payment_link_urlA payment URL shown to the recipient after signing. Requires include_billing_workflow to be true and billing_workflow_type to be "link".
include_automated_payment_remindersWhen true, automatically sends payment reminder emails.
governing_law_countryThe country whose laws govern the agreement.
governing_law_regionThe state or region whose laws govern the agreement.
chosen_courts_countryThe country in which disputes will be resolved.
chosen_courts_regionThe state or region in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
include_billing_infoWhen true, billing contact information (billing_name, billing_email) is included.
billing_nameName of the billing contact. Used when include_billing_info is true.
billing_emailEmail of the billing contact. Used when include_billing_info is true.
sender_notice_email_addressEmail address for legal notices to the sender.
recipient_notice_email_addressEmail address for legal notices to the recipient.
framework_terms_typeHow framework terms are specified. Use "new" for standard terms or "description" to provide a custom framework_terms_description.
framework_terms_descriptionCustom framework terms description. Only used when framework_terms_type is "description".
manual_sendWhen true, the agreement is marked as manually sent outside the platform.
Override template defaults for dpa. Only valid when creating from a matching template.
Override template defaults for csa. Only valid when creating from a matching template.
Override template defaults for csa order form. Only valid when creating from a matching template.
Override template defaults for design partner. Only valid when creating from a matching template.
Override template defaults for pilot. Only valid when creating from a matching template.
Override template defaults for psa. Only valid when creating from a matching template.
Override template defaults for psa statement of work. Only valid when creating from a matching template.
Override template defaults for partnership. Only valid when creating from a matching template.
Override template defaults for partnership business terms. Only valid when creating from a matching template.
Override template defaults for baa. Only valid when creating from a matching template.
Override template defaults for loi. Only valid when creating from a matching template.
Override template defaults for software license. Only valid when creating from a matching template.
Override template defaults for software license order form. Only valid when creating from a matching template.
Override template defaults for amendment. Only valid when creating from a matching template.
agreement-create-with-owner-email-signer-email
template_idowner_emailEmail address of the agreement owner (sender).
signer_emailEmail address of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersagreement-create-with-owner-email-signer-id
template_idowner_emailEmail address of the agreement owner (sender).
signer_idUser id of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersagreement-create-with-owner-id-signer-email
template_idowner_idUser id of the agreement owner (sender).
signer_emailEmail address of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersagreement-create-with-owner-id-signer-id
template_idowner_idUser id of the agreement owner (sender).
signer_idUser id of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersagreement-create-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object · requires: template_id, agreement, owner_email +1 more | |
| type = object · requires: template_id, agreement, owner_email +1 more | |
| type = object · requires: template_id, agreement, owner_id +1 more | |
| type = object · requires: template_id, agreement, owner_id +1 more |
template_idowner_emailEmail address of the agreement owner (sender).
signer_emailEmail address of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersattachment-upload-schema
The attachment to create. In multipart/form-data, send each field as attachment[pdf], attachment[name], attachment[description], and attachment[uploaded_by].
organization-update-schema
The organization attributes to update. Only the fields you provide are changed; omitted fields keep their current values.
fee-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object |
typeFee class discriminator.
fee_typestripe_product_iddescriptioncostpsa-sow-fee-schema
typefee_typedescriptionquantitycostdpa-attributes-schema
underlying_agreement_typeunderlying_agreement_idunderlying_agreement_valinclude_governing_country_euinclude_governing_country_eu_valinclude_governing_country_ukinclude_governing_country_uk_valinclude_provider_security_contact_emailinclude_provider_security_contact_email_valinclude_provider_security_contact_addressinclude_provider_security_contact_address_cityinclude_provider_security_contact_address_stateinclude_provider_security_contact_address_zipcodeinclude_covered_claiminclude_covered_claim_internal_valinclude_covered_claim_external_valinclude_increased_claim_amountinclude_increased_claim_amount_typeinclude_increased_claim_amount_qtyinclude_increased_claim_amount_currencyinclude_external_subprocessor_locationdata_exporter_contact_namedata_exporter_contact_detailsdata_exporter_contact_positiondata_exporter_roledata_importer_addressdata_importer_contact_namedata_importer_contact_detailsdata_importer_contact_positioncloud_service_product_nameinclude_data_subjects_end_usersinclude_data_subjects_employeesinclude_data_subjects_custominclude_data_subjects_custom_valinclude_special_category_datainclude_sensitive_data_restrictions_security_policyinclude_sensitive_data_restrictions_custominclude_sensitive_data_restrictions_custom_valinclude_frequency_of_transfer_continuousinclude_frequency_of_transfer_custominclude_frequency_of_transfer_custom_valinclude_processing_purpose_receivinginclude_processing_purpose_holdinginclude_processing_purpose_usinginclude_processing_purpose_updatinginclude_processing_purpose_protectinginclude_processing_purpose_sharinginclude_processing_purpose_returninginclude_processing_purpose_erasinginclude_processing_purpose_custominclude_processing_purpose_custom_valinclude_security_measures_security_policyinclude_security_measures_pseudonym_encryptioninclude_security_measures_pseudonym_encryption_valinclude_security_measures_confidentiality_integrityinclude_security_measures_confidentiality_integrity_valinclude_security_measures_restore_data_accessinclude_security_measures_restore_data_access_valinclude_security_measures_testing_assessmentinclude_security_measures_testing_assessment_valinclude_security_measures_identity_authinclude_security_measures_identity_auth_valinclude_security_measures_data_transmissioninclude_security_measures_data_transmission_valinclude_security_measures_data_at_restinclude_security_measures_data_at_rest_valinclude_security_measures_physical_securityinclude_security_measures_physical_security_valinclude_security_measures_event_logginginclude_security_measures_event_logging_valinclude_security_measures_system_configurationinclude_security_measures_system_configuration_valinclude_security_measures_it_security_governanceinclude_security_measures_it_security_governance_valinclude_security_measures_certification_or_assuranceinclude_security_measures_certification_or_assurance_valinclude_security_measures_data_minimizationinclude_security_measures_data_minimization_valinclude_security_measures_data_qualityinclude_security_measures_data_quality_valinclude_security_measures_data_retentioninclude_security_measures_data_retention_valinclude_security_measures_accountabilityinclude_security_measures_accountability_valinclude_security_measures_portability_and_erasureinclude_security_measures_portability_and_erasure_valdata_importer_address_countrydata_importer_address_street_addressdata_importer_address_citydata_importer_address_statedata_importer_address_zipcodedata_exporter_address_countrydata_exporter_address_citydata_exporter_address_statedata_exporter_address_street_addressdata_exporter_address_zipcodeinclude_provider_security_contact_address_countryinclude_provider_security_contact_address_street_addressinclude_service_provider_relationshipinclude_security_policy_iso27001include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_otherinclude_security_policy_soc2include_security_policy_soc2_type2include_security_policy_penetration_testinginclude_personal_data_nameinclude_personal_data_contact_infoinclude_personal_data_employment_infoinclude_personal_data_financial_infoinclude_personal_data_biographic_infoinclude_personal_data_transactional_infoinclude_personal_data_user_activity_infoinclude_personal_data_locationinclude_personal_data_custominclude_personal_data_custom_valinclude_covered_claim_typesecurity_policy_typesecurity_policy_available_atinclude_security_policyinclude_liability_capinclude_liability_cap_csa_typeinclude_liability_cap_amount_constant_internalinclude_liability_cap_amount_currency_internalinclude_liability_cap_amount_constant_externalinclude_liability_cap_amount_currency_externalapproved_subprocessor_typeinclude_governing_lawinclude_governing_law_countryinclude_governing_law_stateduration_of_processingcompetent_supervisory_authoritycustomer_descriptionproviderSubprocessors. Use string keys such as "0", "1".
csa-attributes-schema
providercustomer_descriptioneffective_dateeffective_date_typeeffective_date_marketplaceinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_qtyincreased_cap_amount_period_currencyinclude_increased_claimsinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_security_policyinclude_security_policy_typeinclude_security_policy_include_reasonable_effortsinclude_security_policy_include_locationinclude_security_policy_locationinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2include_security_policy_soc2_type2include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_otherinclude_security_policy_attachment_idinclude_acceptable_use_policyinclude_acceptable_use_policy_typeinclude_acceptable_use_policy_locationinclude_acceptable_use_policy_attachment_idinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_ai_addenduminclude_ai_addendum_attachment_idinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_insurance_minimumsinclude_publicity_rightsinclude_publicity_rights_typeinclude_insurance_minimums_include_general_liabilityinclude_insurance_minimums_general_liability_minimuminclude_insurance_minimums_general_liability_aggregateinclude_insurance_minimums_include_workers_compensationinclude_insurance_minimums_include_employer_liabilityinclude_insurance_minimums_employer_liability_minimuminclude_insurance_minimums_employer_liability_aggregateinclude_insurance_minimums_include_cyber_liabilityinclude_insurance_minimums_cyber_liability_minimuminclude_insurance_minimums_cyber_liability_aggregateinclude_insurance_minimums_add_customerinclude_insurance_minimums_add_customer_com_gen_liabilityinclude_insurance_minimums_add_customer_errors_omissionsinclude_insurance_minimums_add_customer_cyber_liabilityinclude_insurance_minimums_additional_informationinclude_insurance_minimums_additional_information_textnegotiations_alloweddefault_signer_emailsender_last_to_signinclude_termscsa-order-form-attributes-schema
cloud_service_descriptionaffiliates_as_usersinclude_use_limitationsinclude_use_limitations_valinclude_max_usersmax_usersinclude_consumptionmax_consumptionconsumption_unitsinclude_additional_parameters_or_limitationsadditional_parameters_or_limitationsinclude_slainclude_sla_descriptioninclude_sla_typeinclude_sla_include_target_uptimeinclude_sla_include_response_timeinclude_sla_include_response_time_creditinclude_sla_include_response_time_amountinclude_sla_include_response_time_durationinclude_sla_include_response_time_support_channelinclude_sla_maintenance_window_typeinclude_sla_maintenance_windowinclude_sla_maintenance_noticeinclude_sla_standard_target_uptimeinclude_sla_standard_maintenance_window_start_timeinclude_sla_standard_maintenance_window_end_timeinclude_sla_standard_maintenance_window_time_zoneinclude_sla_standard_maintenance_window_mondayinclude_sla_standard_maintenance_window_tuesdayinclude_sla_standard_maintenance_window_wednesdayinclude_sla_standard_maintenance_window_thursdayinclude_sla_standard_maintenance_window_fridayinclude_sla_standard_maintenance_window_saturdayinclude_sla_standard_maintenance_window_sundayinclude_sla_standard_maintenance_notice_qtyinclude_sla_standard_maintenance_notice_unitinclude_sla_attachment_idinclude_product_supportinclude_product_support_typeinclude_product_support_descriptioninclude_product_support_attachment_idsubscription_periodsubscription_period_unitsubscription_start_date_typesubscription_start_datesubscription_auto_renewsubscription_renewal_notice_daysfee_amountfee_periodfee_custom_unitfees_inclusive_of_taxesfees_include_fee_increase_upon_renewalfees_include_fee_increase_upon_renewal_feefees_currencyinclude_free_trialfree_trial_dayspayment_periodpayment_period_unitpayment_period_timeframeinvoice_periodinvoice_period_custom_unitinclude_professional_servicesinclude_professional_services_custom_nameinclude_professional_services_typeinclude_professional_services_descriptioninclude_professional_services_include_end_dateinclude_professional_services_end_dateinclude_professional_services_include_fees_descriptioninclude_professional_services_fees_descriptioninclude_professional_services_attachment_idnegotiations_allowedinclude_feesinclude_fees_otherinclude_fees_other_valinclude_fees_tableinclude_fees_table_periodinclude_additional_changesinclude_fees_include_attachmentinclude_fees_attachment_idadditional_changesframework_terms_typeunderlying_agreement_idorder_date_dateorder_date_typeorder_date_otherpayment_process_type_invoice_amountpayment_process_typepayment_process_automatic_frequencypayment_process_type_invoice_typepayment_process_type_invoice_custom_unitpayment_process_type_invoice_durationpayment_process_type_invoice_duration_startpayment_process_type_custom_valinclude_pilot_periodinclude_pilot_period_duration_amountinclude_pilot_period_duration_typeinclude_pilot_period_include_feesinclude_pilot_period_include_fees_amountinclude_pilot_period_include_modificationsinclude_pilot_period_include_modifications_descriptionpilot_period_stripe_product_idinclude_subscription_start_dateinclude_subscription_start_date_datefees_include_fee_increase_upon_renewal_typeinclude_usage_reviewinclude_usage_review_valService credits. Use string keys such as "0", "1".
Use limitations. Use string keys such as "0", "1".
Fee line items. Use string keys such as "0", "1". Replaces template fees when provided.
design-partner-attributes-schema
customer_descriptionproduct_descriptioninclude_program_participation_feedbackinclude_program_participation_feedback_amountinclude_program_participation_feedback_unitinclude_program_appear_as_customer_privateinclude_program_appear_as_customer_publicinclude_program_case_studyinclude_program_referenceinclude_program_partner_otherinclude_program_partner_other_valinclude_program_discountinclude_program_discount_amountinclude_program_discount_unitinclude_program_develop_functionalityinclude_program_develop_functionality_valinclude_program_provider_otherinclude_program_provider_other_valterm_amountterm_unitinclude_feesinclude_fees_typeinclude_fees_amountinclude_fees_unitinclude_fees_pay_by_amountinclude_fees_descriptionpilot-attributes-schema
product_descriptionfees_typegeneral_cap_amount_typeinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_technical_supporttechnical_support_descriptionnegotiations_allowedgeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtypilot_period_descriptionpayment_process_invoice_dayspayment_process_invoice_timeframepayment_process_automatic_frequencyinclude_dpa_attachment_idpilot_period_fees_descriptioninclude_payment_processpayment_process_typepayment_process_invoice_frompsa-attributes-schema
include_additional_changesadditional_changeseffective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_claimsinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_negligenceinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_unlimited_claimsinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_provider_insurance_mininclude_provider_insurance_min_include_general_liabilityinclude_provider_insurance_min_general_liability_minimuminclude_provider_insurance_min_general_liability_aggregateinclude_provider_insurance_min_include_workers_compinclude_provider_insurance_min_include_employer_liabilityinclude_provider_insurance_min_employer_liability_minimuminclude_provider_insurance_min_employer_liability_aggregateinclude_provider_insurance_min_include_cyber_liabilityinclude_provider_insurance_min_cyber_liability_minimuminclude_provider_insurance_min_cyber_liability_aggregateinclude_provider_insurance_min_include_auto_liabilityinclude_provider_insurance_min_auto_liability_minimuminclude_provider_insurance_min_auto_liability_aggregateinclude_provider_insurance_min_include_add_customerinclude_provider_insurance_min_add_customer_com_gen_liabilityinclude_provider_insurance_min_add_customer_errors_omissionsinclude_provider_insurance_min_add_customer_cyber_liabilityinclude_customer_insurance_mininclude_customer_insurance_min_include_general_liabilityinclude_customer_insurance_min_general_liability_minimuminclude_customer_insurance_min_general_liability_aggregateinclude_customer_insurance_min_include_workers_compinclude_customer_insurance_min_include_employer_liabilityinclude_customer_insurance_min_employer_liability_minimuminclude_customer_insurance_min_employer_liability_aggregateinclude_customer_insurance_min_include_cyber_liabilityinclude_customer_insurance_min_cyber_liability_minimuminclude_customer_insurance_min_cyber_liability_aggregateinclude_customer_insurance_min_include_auto_liabilityinclude_customer_insurance_min_auto_liability_minimuminclude_customer_insurance_min_auto_liability_aggregateinclude_customer_insurance_min_include_add_providerinclude_customer_insurance_min_add_provider_com_gen_liabilityinclude_customer_insurance_min_add_provider_errors_omissionsinclude_customer_insurance_min_add_provider_cyber_liabilityinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_customer_policiesinclude_customer_policies_typeinclude_customer_policies_locationinclude_customer_policies_attachment_idinclude_security_policyinclude_security_policy_typeinclude_security_policy_locationinclude_security_policy_attachment_idinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2_type1include_security_policy_soc2_type2include_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_include_other_valinclude_publicity_rightsinclude_publicity_rights_typenegotiations_alloweddefault_signer_emailsender_last_to_signinclude_termscustomer_descriptionpsa-statement-of-work-attributes-schema
typefee_typedescriptionquantitycostservices_descriptioninclude_deliverablesinclude_deliverables_descriptioninclude_deliverables_include_draft_deliverablesinclude_deliverables_include_attachmentinclude_deliverables_attachment_idinclude_deliverables_include_acceptanceinclude_deliverables_rejection_amountinclude_deliverables_rejection_unitinclude_deliverables_resubmission_amountinclude_deliverables_resubmission_unitinclude_time_of_assignmentinclude_time_of_assignment_typeinclude_third_party_materialsinclude_third_party_providerinclude_third_party_customerinclude_third_party_include_descriptioninclude_third_party_include_description_valinclude_fees_tableinclude_fees_table_totalinclude_fees_otherinclude_fees_other_valinclude_fees_travelinclude_fees_travel_typeinclude_fees_travel_valinclude_fees_travel_attachment_idpayment_period_typepayment_periodpayment_period_unitpayment_period_timeframepayment_period_otherinvoice_period_descriptionsow_date_typesow_datesow_term_typesow_term_amountsow_term_unitsow_term_dateinclude_customer_obligationinclude_customer_obligation_valnegotiations_allowedinclude_additional_changesadditional_changesFee line items. Use string keys such as "0", "1". Replaces template fees when provided.
partnership-attributes-schema
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_company_claimsinclude_covered_claims_company_claimsinclude_covered_claims_include_partner_claimsinclude_covered_claims_partner_claimsgeneral_cap_amount_typegeneral_cap_amount_multiple_valgeneral_cap_amount_currency_valgeneral_cap_amount_either_currencygeneral_cap_amount_either_multipleinclude_increased_claimsinclude_increased_claims_include_confidentialityinclude_increased_claims_include_covered_claimsinclude_increased_claims_include_confidentiality_misconductinclude_increased_claims_include_misconductinclude_increased_claims_include_otherinclude_increased_claims_include_other_valinclude_increased_cap_amountinclude_increased_cap_amount_typeinclude_increased_cap_amount_multipleinclude_increased_cap_amount_currencyinclude_increased_cap_amount_either_currencyinclude_increased_cap_amount_either_multipleinclude_unlimited_claimsinclude_unlimited_claims_covered_claimsinclude_unlimited_claims_confidentiality_misconductinclude_unlimited_claims_misconductinclude_unlimited_claims_otherinclude_unlimited_claims_other_valinclude_additional_warrantiesinclude_additional_warranties_include_companyinclude_additional_warranties_include_company_valinclude_additional_warranties_include_partnerinclude_additional_warranties_include_partner_valinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_brand_guidelines_include_companyinclude_brand_guidelines_include_company_valinclude_brand_guidelines_include_partnerinclude_brand_guidelines_include_partner_valnegotiations_allowedinclude_unlimited_claims_confidentialityinclude_brand_guidelinespartnership-business-terms-attributes-schema
include_obligations_company_brandinclude_obligations_company_referralinclude_obligations_company_referral_include_criteriainclude_obligations_company_referral_include_criteria_valinclude_obligations_company_referral_include_pay_schinclude_obligations_company_referral_include_pay_sch_amountinclude_obligations_company_referral_include_pay_sch_unitinclude_obligations_company_sponsorshipinclude_obligations_company_sponsorship_include_benefitsinclude_obligations_company_sponsorship_include_benefits_valinclude_obligations_company_sponsorship_include_paymentsinclude_obligations_company_sponsorship_include_payments_amountinclude_obligations_company_sponsorship_include_payments_unitinclude_obligations_company_promotioninclude_obligations_company_promotion_include_materialsinclude_obligations_company_promotion_include_materials_valinclude_obligations_company_promotion_include_activitiesinclude_obligations_company_promotion_include_activities_valinclude_obligations_partner_brandinclude_obligations_partner_referral_include_criteriainclude_obligations_partner_referral_include_criteria_valinclude_obligations_partner_referral_include_pay_schinclude_obligations_partner_referral_include_pay_sch_amountinclude_obligations_partner_referral_include_pay_sch_unitinclude_obligations_partner_sponsorshipinclude_obligations_partner_sponsorship_include_benefitsinclude_obligations_partner_sponsorship_include_benefits_valinclude_obligations_partner_sponsorship_include_paymentsinclude_obligations_partner_sponsorship_include_payments_amountinclude_obligations_partner_sponsorship_include_payments_unitinclude_obligations_partner_promotioninclude_obligations_partner_promotion_include_materialsinclude_obligations_partner_promotion_include_materials_valinclude_obligations_partner_promotion_include_activitiesinclude_obligations_partner_promotion_include_activities_valterritory_typeterritory_type_valinclude_payment_process_companyinclude_payment_process_company_include_emailinclude_payment_process_company_include_email_valinclude_payment_process_company_include_addressinclude_payment_process_company_include_address_countryinclude_payment_process_company_include_address_street_addressinclude_payment_process_company_include_address_cityinclude_payment_process_company_include_address_stateinclude_payment_process_company_include_address_zipcodeinclude_payment_process_partnerinclude_payment_process_partner_include_emailinclude_payment_process_partner_include_email_valinclude_payment_process_partner_include_addressinclude_payment_process_partner_include_address_countryinclude_payment_process_partner_include_address_street_addressinclude_payment_process_partner_include_address_cityinclude_payment_process_partner_include_address_stateinclude_payment_process_partner_include_address_zipcodeinclude_payment_schedule_typeinclude_payment_schedule_specified_amountinclude_payment_schedule_specified_unitinclude_payment_schedule_specified_timeframeinclude_payment_schedule_customnegotiations_allowedend_date_typeend_date_dateinclude_obligations_partner_referralend_date_after_effective_date_amountend_date_after_effective_date_unitinclude_payment_processinclude_payment_scheduleinclude_obligations_company_referral_include_pay_sch_custominclude_obligations_partner_referral_include_pay_sch_custombaa-attributes-schema
underlying_agreement_typeunderlying_agreement_valunderlying_agreement_idbusiness_associate_relationship_typeinclude_limitationsinclude_subcontract_limitationssubcontract_limitations_permittedsubcontract_limitations_include_noticesubcontract_limitations_notice_valsubcontract_limitations_include_permissionsubcontract_limitations_permission_valinclude_offshore_limitationsoffshore_limitations_permittedoffshore_limitations_permitted_valinclude_deidentification_limitationsdeidentification_limitations_permitteddeidentification_limitations_include_purposedeidentification_limitations_purpose_valdeidentification_limitations_include_requirementsdeidentification_limitations_requirements_valinclude_aggregation_limitationsaggregation_limitations_permittedaggregation_limitations_permitted_valbreach_notification_valbreach_notification_unitdesignated_record_set_provider_maintainsloi-attributes-schema
product_nameinclude_functionalityinclude_functionality_valinclude_feesinclude_fees_include_amountinclude_fees_amountinclude_fees_amount_durationinclude_fees_include_otherinclude_fees_otherinclude_launch_dateinclude_launch_date_typeinclude_launch_date_dateinclude_launch_date_custominclude_custom_detailsinclude_custom_details_valconfidentiality_typeconfidentiality_mutual_include_loiconfidentiality_nda_typeconfidentiality_nda_attachment_idconfidentiality_nda_descriptionconfidentiality_nda_include_loiconfidentiality_customsoftware-license-attributes-schema
include_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_qtygeneral_cap_period_currencyinclude_increased_claimsinclude_increased_claims_negligenceinclude_increased_claims_restrictionsinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_confidentiality_negligenceincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_increased_cap_amounteffective_dateeffective_date_typeinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_unlimited_claims_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_license_or_restrictionsinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_idsoftware-license-order-form-attributes-schema
software_descriptionorder_date_typeorder_date_dateinclude_pilot_periodinclude_pilot_period_duration_amountinclude_pilot_period_duration_typeinclude_pilot_period_include_feesinclude_pilot_period_include_fees_amountinclude_pilot_period_include_modificationsinclude_pilot_period_include_modifications_descriptionsubscription_periodsubscription_period_unitfee_periodfee_custom_unitfees_currencyfees_include_fee_increase_upon_renewalfees_include_fee_increase_upon_renewal_feefees_include_fee_increase_upon_renewal_typefees_inclusive_of_taxespayment_process_typepayment_process_automatic_frequencypayment_process_type_invoice_typepayment_process_type_invoice_custom_unitpayment_process_type_invoice_amountpayment_process_type_invoice_durationpayment_process_type_invoice_duration_startpayment_process_type_custom_valinclude_payment_process_include_billing_emailsubscription_auto_renewsubscription_renewal_notice_dayspermitted_uses_include_internal_businesspermitted_uses_include_customers_affiliatespermitted_uses_include_custompermitted_uses_include_custom_descriptioninclude_license_limitsinclude_license_limits_descriptionwarranty_period_typewarranty_period_description_amountwarranty_period_description_durationwarranty_period_description_duration_startdeletion_procedure_include_provider_disabledeletion_procedure_include_customer_disabledeletion_procedure_include_customer_proofdeletion_procedure_include_customdeletion_procedure_include_custom_descriptioninclude_license_compliance_verificationinclude_license_compliance_verification_descriptioninclude_servicesinclude_services_descriptioninclude_additional_changesadditional_changesnegotiations_allowedpilot_period_stripe_product_idFee line items. Use string keys such as "0", "1". Replaces template fees when provided.
amendment-attributes-schema
amendment_date_typeamendment_dateparent_agreement_idunderlying_agreement_typeunderlying_agreement_valframework_terms_typeunderlying_agreement_idAmended terms. Use string keys such as "0", "1".
agreement-type-overrides-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object · requires: dpa_attributes | |
| type = object · requires: csa_attributes | |
| type = object · requires: csa_order_form_attributes | |
| type = object · requires: design_partner_attributes | |
| type = object · requires: pilot_attributes | |
| type = object · requires: psa_attributes | |
| type = object · requires: psa_statement_of_work_attributes | |
| type = object · requires: partnership_attributes | |
| type = object · requires: partnership_business_terms_attributes | |
| type = object · requires: baa_attributes | |
| type = object · requires: loi_attributes | |
| type = object · requires: software_license_attributes | |
| type = object · requires: software_license_order_form_attributes | |
| type = object · requires: amendment_attributes |
Override dpa terms when creating from a matching template. Only fields you include override template defaults. Invalid if the template type does not match.
template-create-nda-schema
typeOptional. When omitted, the template defaults to NDA.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
termconfidentiality_periodconfidentiality_period_perpetualterm_period_perpetualpurposeeffective_date_typeeffective_dateeffective_date_of_confidentialityTemplate settings such as standard version and message.
template-update-nda-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
termconfidentiality_periodconfidentiality_period_perpetualterm_period_perpetualpurposeeffective_date_typeeffective_dateeffective_date_of_confidentialityTemplate settings such as standard version and message.
template-create-csa-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
providercustomer_descriptioneffective_date_typeeffective_dateeffective_date_marketplaceinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_qtyincreased_cap_amount_period_currencyinclude_increased_claimsinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_security_policyinclude_security_policy_typeinclude_security_policy_include_reasonable_effortsinclude_security_policy_include_locationinclude_security_policy_locationinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2include_security_policy_soc2_type2include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_otherinclude_security_policy_attachment_idinclude_acceptable_use_policyinclude_acceptable_use_policy_typeinclude_acceptable_use_policy_locationinclude_acceptable_use_policy_attachment_idinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_idinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_insurance_minimumsinclude_publicity_rightsinclude_publicity_rights_typeinclude_insurance_minimums_include_general_liabilityinclude_insurance_minimums_general_liability_minimuminclude_insurance_minimums_general_liability_aggregateinclude_insurance_minimums_include_workers_compensationinclude_insurance_minimums_include_employer_liabilityinclude_insurance_minimums_employer_liability_minimuminclude_insurance_minimums_employer_liability_aggregateinclude_insurance_minimums_include_cyber_liabilityinclude_insurance_minimums_cyber_liability_minimuminclude_insurance_minimums_cyber_liability_aggregateinclude_insurance_minimums_add_customerinclude_insurance_minimums_add_customer_com_gen_liabilityinclude_insurance_minimums_add_customer_errors_omissionsinclude_insurance_minimums_add_customer_cyber_liabilityinclude_insurance_minimums_additional_informationinclude_insurance_minimums_additional_information_textinclude_billing_workflowbilling_workflow_typepayment_link_urlstripe_payment_link_idstripe_product_idstripe_product_namestripe_invoice_deliverystripe_subsequent_bill_methodattachment_idsUUIDs of attachments to include with the template.
Nested CSA order form defaults. See Template Parameters docs for CSA Order Form.
Template settings such as standard version and message.
template-update-csa-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
providercustomer_descriptioneffective_date_typeeffective_dateeffective_date_marketplaceinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_qtyincreased_cap_amount_period_currencyinclude_increased_claimsinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_security_policyinclude_security_policy_typeinclude_security_policy_include_reasonable_effortsinclude_security_policy_include_locationinclude_security_policy_locationinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2include_security_policy_soc2_type2include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_otherinclude_security_policy_attachment_idinclude_acceptable_use_policyinclude_acceptable_use_policy_typeinclude_acceptable_use_policy_locationinclude_acceptable_use_policy_attachment_idinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_idinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_insurance_minimumsinclude_publicity_rightsinclude_publicity_rights_typeinclude_insurance_minimums_include_general_liabilityinclude_insurance_minimums_general_liability_minimuminclude_insurance_minimums_general_liability_aggregateinclude_insurance_minimums_include_workers_compensationinclude_insurance_minimums_include_employer_liabilityinclude_insurance_minimums_employer_liability_minimuminclude_insurance_minimums_employer_liability_aggregateinclude_insurance_minimums_include_cyber_liabilityinclude_insurance_minimums_cyber_liability_minimuminclude_insurance_minimums_cyber_liability_aggregateinclude_insurance_minimums_add_customerinclude_insurance_minimums_add_customer_com_gen_liabilityinclude_insurance_minimums_add_customer_errors_omissionsinclude_insurance_minimums_add_customer_cyber_liabilityinclude_insurance_minimums_additional_informationinclude_insurance_minimums_additional_information_textinclude_billing_workflowbilling_workflow_typepayment_link_urlstripe_payment_link_idstripe_product_idstripe_product_namestripe_invoice_deliverystripe_subsequent_bill_methodattachment_idsUUIDs of attachments to include with the template.
Nested CSA order form defaults. See Template Parameters docs for CSA Order Form.
Template settings such as standard version and message.
template-create-dpa-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
providercustomer_descriptionunderlying_agreement_valinclude_personal_data_nameinclude_personal_data_contact_infoinclude_personal_data_employment_infoinclude_personal_data_financial_infoinclude_personal_data_biographic_infoinclude_personal_data_transactional_infoinclude_personal_data_user_activity_infoinclude_personal_data_locationinclude_personal_data_custominclude_personal_data_custom_valinclude_liability_capinclude_liability_cap_csa_typeinclude_liability_cap_amount_constant_internalinclude_liability_cap_amount_currency_internalinclude_liability_cap_amount_constant_externalinclude_liability_cap_amount_currency_externalinclude_governing_lawinclude_governing_law_countryinclude_governing_law_stateinclude_governing_country_euinclude_governing_country_eu_valinclude_governing_country_ukinclude_governing_country_uk_valinclude_provider_security_contact_emailinclude_provider_security_contact_email_valinclude_provider_security_contact_addressinclude_provider_security_contact_address_cityinclude_provider_security_contact_address_stateinclude_provider_security_contact_address_zipcodeinclude_provider_security_contact_address_countryinclude_provider_security_contact_address_street_addressinclude_covered_claiminclude_covered_claim_typeinclude_covered_claim_internal_valinclude_covered_claim_external_valinclude_increased_claim_amountinclude_increased_claim_amount_typeinclude_increased_claim_amount_qtyinclude_increased_claim_amount_currencyinclude_external_subprocessor_locationapproved_subprocessor_typedata_exporter_address_countrydata_exporter_address_citydata_exporter_address_street_addressdata_exporter_address_statedata_exporter_address_zipcodedata_exporter_contact_namedata_exporter_contact_detailsdata_exporter_contact_positiondata_exporter_roledata_importer_address_countrydata_importer_address_citydata_importer_address_street_addressdata_importer_address_statedata_importer_address_zipcodedata_importer_contact_namedata_importer_contact_detailsdata_importer_contact_positioncloud_service_product_nameinclude_data_subjects_end_usersinclude_data_subjects_employeesinclude_data_subjects_custominclude_data_subjects_custom_valinclude_service_provider_relationshipinclude_special_category_datainclude_sensitive_data_restrictions_security_policyinclude_sensitive_data_restrictions_custominclude_sensitive_data_restrictions_custom_valinclude_frequency_of_transfer_continuousinclude_frequency_of_transfer_custominclude_frequency_of_transfer_custom_valinclude_processing_purpose_receivinginclude_processing_purpose_holdinginclude_processing_purpose_usinginclude_processing_purpose_updatinginclude_processing_purpose_protectinginclude_processing_purpose_sharinginclude_processing_purpose_returninginclude_processing_purpose_erasinginclude_processing_purpose_custominclude_processing_purpose_custom_valsecurity_policy_typesecurity_policy_available_atinclude_security_policyinclude_security_policy_providerinclude_security_policy_iso27001include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_penetration_testinginclude_security_policy_otherinclude_security_policy_soc2include_security_policy_soc2_type2include_security_measures_security_policyinclude_security_measures_pseudonym_encryptioninclude_security_measures_pseudonym_encryption_valinclude_security_measures_confidentiality_integrityinclude_security_measures_confidentiality_integrity_valinclude_security_measures_restore_data_accessinclude_security_measures_restore_data_access_valinclude_security_measures_testing_assessmentinclude_security_measures_testing_assessment_valinclude_security_measures_identity_authinclude_security_measures_identity_auth_valinclude_security_measures_data_transmissioninclude_security_measures_data_transmission_valinclude_security_measures_data_at_restinclude_security_measures_data_at_rest_valinclude_security_measures_physical_securityinclude_security_measures_physical_security_valinclude_security_measures_event_logginginclude_security_measures_event_logging_valinclude_security_measures_system_configurationinclude_security_measures_system_configuration_valinclude_security_measures_it_security_governanceinclude_security_measures_it_security_governance_valinclude_security_measures_certification_or_assuranceinclude_security_measures_certification_or_assurance_valinclude_security_measures_data_minimizationinclude_security_measures_data_minimization_valinclude_security_measures_data_qualityinclude_security_measures_data_quality_valinclude_security_measures_data_retentioninclude_security_measures_data_retention_valinclude_security_measures_accountabilityinclude_security_measures_accountability_valinclude_security_measures_portability_and_erasureinclude_security_measures_portability_and_erasure_valduration_of_processingcompetent_supervisory_authorityList of subprocessors. Each item may include name, country, and processing_task.
Template settings such as standard version and message.
template-update-dpa-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
providercustomer_descriptionunderlying_agreement_valinclude_personal_data_nameinclude_personal_data_contact_infoinclude_personal_data_employment_infoinclude_personal_data_financial_infoinclude_personal_data_biographic_infoinclude_personal_data_transactional_infoinclude_personal_data_user_activity_infoinclude_personal_data_locationinclude_personal_data_custominclude_personal_data_custom_valinclude_liability_capinclude_liability_cap_csa_typeinclude_liability_cap_amount_constant_internalinclude_liability_cap_amount_currency_internalinclude_liability_cap_amount_constant_externalinclude_liability_cap_amount_currency_externalinclude_governing_lawinclude_governing_law_countryinclude_governing_law_stateinclude_governing_country_euinclude_governing_country_eu_valinclude_governing_country_ukinclude_governing_country_uk_valinclude_provider_security_contact_emailinclude_provider_security_contact_email_valinclude_provider_security_contact_addressinclude_provider_security_contact_address_cityinclude_provider_security_contact_address_stateinclude_provider_security_contact_address_zipcodeinclude_provider_security_contact_address_countryinclude_provider_security_contact_address_street_addressinclude_covered_claiminclude_covered_claim_typeinclude_covered_claim_internal_valinclude_covered_claim_external_valinclude_increased_claim_amountinclude_increased_claim_amount_typeinclude_increased_claim_amount_qtyinclude_increased_claim_amount_currencyinclude_external_subprocessor_locationapproved_subprocessor_typedata_exporter_address_countrydata_exporter_address_citydata_exporter_address_street_addressdata_exporter_address_statedata_exporter_address_zipcodedata_exporter_contact_namedata_exporter_contact_detailsdata_exporter_contact_positiondata_exporter_roledata_importer_address_countrydata_importer_address_citydata_importer_address_street_addressdata_importer_address_statedata_importer_address_zipcodedata_importer_contact_namedata_importer_contact_detailsdata_importer_contact_positioncloud_service_product_nameinclude_data_subjects_end_usersinclude_data_subjects_employeesinclude_data_subjects_custominclude_data_subjects_custom_valinclude_service_provider_relationshipinclude_special_category_datainclude_sensitive_data_restrictions_security_policyinclude_sensitive_data_restrictions_custominclude_sensitive_data_restrictions_custom_valinclude_frequency_of_transfer_continuousinclude_frequency_of_transfer_custominclude_frequency_of_transfer_custom_valinclude_processing_purpose_receivinginclude_processing_purpose_holdinginclude_processing_purpose_usinginclude_processing_purpose_updatinginclude_processing_purpose_protectinginclude_processing_purpose_sharinginclude_processing_purpose_returninginclude_processing_purpose_erasinginclude_processing_purpose_custominclude_processing_purpose_custom_valsecurity_policy_typesecurity_policy_available_atinclude_security_policyinclude_security_policy_providerinclude_security_policy_iso27001include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_penetration_testinginclude_security_policy_otherinclude_security_policy_soc2include_security_policy_soc2_type2include_security_measures_security_policyinclude_security_measures_pseudonym_encryptioninclude_security_measures_pseudonym_encryption_valinclude_security_measures_confidentiality_integrityinclude_security_measures_confidentiality_integrity_valinclude_security_measures_restore_data_accessinclude_security_measures_restore_data_access_valinclude_security_measures_testing_assessmentinclude_security_measures_testing_assessment_valinclude_security_measures_identity_authinclude_security_measures_identity_auth_valinclude_security_measures_data_transmissioninclude_security_measures_data_transmission_valinclude_security_measures_data_at_restinclude_security_measures_data_at_rest_valinclude_security_measures_physical_securityinclude_security_measures_physical_security_valinclude_security_measures_event_logginginclude_security_measures_event_logging_valinclude_security_measures_system_configurationinclude_security_measures_system_configuration_valinclude_security_measures_it_security_governanceinclude_security_measures_it_security_governance_valinclude_security_measures_certification_or_assuranceinclude_security_measures_certification_or_assurance_valinclude_security_measures_data_minimizationinclude_security_measures_data_minimization_valinclude_security_measures_data_qualityinclude_security_measures_data_quality_valinclude_security_measures_data_retentioninclude_security_measures_data_retention_valinclude_security_measures_accountabilityinclude_security_measures_accountability_valinclude_security_measures_portability_and_erasureinclude_security_measures_portability_and_erasure_valduration_of_processingcompetent_supervisory_authorityList of subprocessors. Each item may include name, country, and processing_task.
Template settings such as standard version and message.
template-create-psa-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_claimsinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_negligenceinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_unlimited_claimsinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_provider_insurance_mininclude_provider_insurance_min_include_general_liabilityinclude_provider_insurance_min_general_liability_minimuminclude_provider_insurance_min_general_liability_aggregateinclude_provider_insurance_min_include_workers_compinclude_provider_insurance_min_include_employer_liabilityinclude_provider_insurance_min_employer_liability_minimuminclude_provider_insurance_min_employer_liability_aggregateinclude_provider_insurance_min_include_cyber_liabilityinclude_provider_insurance_min_cyber_liability_minimuminclude_provider_insurance_min_cyber_liability_aggregateinclude_provider_insurance_min_include_auto_liabilityinclude_provider_insurance_min_auto_liability_minimuminclude_provider_insurance_min_auto_liability_aggregateinclude_provider_insurance_min_include_add_customerinclude_provider_insurance_min_add_customer_com_gen_liabilityinclude_provider_insurance_min_add_customer_errors_omissionsinclude_provider_insurance_min_add_customer_cyber_liabilityinclude_customer_insurance_mininclude_customer_insurance_min_include_general_liabilityinclude_customer_insurance_min_general_liability_minimuminclude_customer_insurance_min_general_liability_aggregateinclude_customer_insurance_min_include_workers_compinclude_customer_insurance_min_include_employer_liabilityinclude_customer_insurance_min_employer_liability_minimuminclude_customer_insurance_min_employer_liability_aggregateinclude_customer_insurance_min_include_cyber_liabilityinclude_customer_insurance_min_cyber_liability_minimuminclude_customer_insurance_min_cyber_liability_aggregateinclude_customer_insurance_min_include_auto_liabilityinclude_customer_insurance_min_auto_liability_minimuminclude_customer_insurance_min_auto_liability_aggregateinclude_customer_insurance_min_include_add_providerinclude_customer_insurance_min_add_provider_com_gen_liabilityinclude_customer_insurance_min_add_provider_errors_omissionsinclude_customer_insurance_min_add_provider_cyber_liabilityinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_customer_policiesinclude_customer_policies_typeinclude_customer_policies_locationinclude_customer_policies_attachment_idinclude_security_policyinclude_security_policy_typeinclude_security_policy_locationinclude_security_policy_attachment_idinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2_type1include_security_policy_soc2_type2include_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_include_other_valinclude_publicity_rightsinclude_publicity_rights_typeversionattachment_idsUUIDs of attachments to include with the template.
Nested PSA statement of work defaults.
Template settings such as standard version and message.
template-update-psa-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_claimsinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_negligenceinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_unlimited_claimsinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_provider_insurance_mininclude_provider_insurance_min_include_general_liabilityinclude_provider_insurance_min_general_liability_minimuminclude_provider_insurance_min_general_liability_aggregateinclude_provider_insurance_min_include_workers_compinclude_provider_insurance_min_include_employer_liabilityinclude_provider_insurance_min_employer_liability_minimuminclude_provider_insurance_min_employer_liability_aggregateinclude_provider_insurance_min_include_cyber_liabilityinclude_provider_insurance_min_cyber_liability_minimuminclude_provider_insurance_min_cyber_liability_aggregateinclude_provider_insurance_min_include_auto_liabilityinclude_provider_insurance_min_auto_liability_minimuminclude_provider_insurance_min_auto_liability_aggregateinclude_provider_insurance_min_include_add_customerinclude_provider_insurance_min_add_customer_com_gen_liabilityinclude_provider_insurance_min_add_customer_errors_omissionsinclude_provider_insurance_min_add_customer_cyber_liabilityinclude_customer_insurance_mininclude_customer_insurance_min_include_general_liabilityinclude_customer_insurance_min_general_liability_minimuminclude_customer_insurance_min_general_liability_aggregateinclude_customer_insurance_min_include_workers_compinclude_customer_insurance_min_include_employer_liabilityinclude_customer_insurance_min_employer_liability_minimuminclude_customer_insurance_min_employer_liability_aggregateinclude_customer_insurance_min_include_cyber_liabilityinclude_customer_insurance_min_cyber_liability_minimuminclude_customer_insurance_min_cyber_liability_aggregateinclude_customer_insurance_min_include_auto_liabilityinclude_customer_insurance_min_auto_liability_minimuminclude_customer_insurance_min_auto_liability_aggregateinclude_customer_insurance_min_include_add_providerinclude_customer_insurance_min_add_provider_com_gen_liabilityinclude_customer_insurance_min_add_provider_errors_omissionsinclude_customer_insurance_min_add_provider_cyber_liabilityinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_customer_policiesinclude_customer_policies_typeinclude_customer_policies_locationinclude_customer_policies_attachment_idinclude_security_policyinclude_security_policy_typeinclude_security_policy_locationinclude_security_policy_attachment_idinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2_type1include_security_policy_soc2_type2include_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_include_other_valinclude_publicity_rightsinclude_publicity_rights_typeversionattachment_idsUUIDs of attachments to include with the template.
Nested PSA statement of work defaults.
Template settings such as standard version and message.
template-create-design-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
versionproduct_descriptioncustomer_descriptioneffective_dateeffective_date_typeinclude_program_participation_feedbackinclude_program_participation_feedback_amountinclude_program_participation_feedback_unitinclude_program_appear_as_customer_privateinclude_program_appear_as_customer_publicinclude_program_case_studyinclude_program_referenceinclude_program_partner_otherinclude_program_partner_other_valinclude_program_discountinclude_program_discount_amountinclude_program_discount_unitinclude_program_develop_functionalityinclude_program_develop_functionality_valinclude_program_provider_otherinclude_program_provider_other_valterm_amountterm_unitinclude_feesinclude_fees_typeinclude_fees_amountinclude_fees_unitinclude_fees_pay_by_amountinclude_fees_descriptionattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-update-design-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
versionproduct_descriptioncustomer_descriptioneffective_dateeffective_date_typeinclude_program_participation_feedbackinclude_program_participation_feedback_amountinclude_program_participation_feedback_unitinclude_program_appear_as_customer_privateinclude_program_appear_as_customer_publicinclude_program_case_studyinclude_program_referenceinclude_program_partner_otherinclude_program_partner_other_valinclude_program_discountinclude_program_discount_amountinclude_program_discount_unitinclude_program_develop_functionalityinclude_program_develop_functionality_valinclude_program_provider_otherinclude_program_provider_other_valterm_amountterm_unitinclude_feesinclude_fees_typeinclude_fees_amountinclude_fees_unitinclude_fees_pay_by_amountinclude_fees_descriptionattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-create-software-license-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
include_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_qtygeneral_cap_period_currencyinclude_increased_claimsinclude_increased_claims_negligenceinclude_increased_claims_restrictionsinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_confidentiality_negligenceincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_increased_cap_amountinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_unlimited_claims_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_license_or_restrictionsinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_ideffective_date_typeeffective_dateinclude_billing_workflowbilling_workflow_typepayment_link_urlstripe_payment_link_idstripe_product_idstripe_product_namestripe_invoice_deliverystripe_subsequent_bill_methodattachment_idsUUIDs of attachments to include with the template.
Nested software license order form defaults.
Template settings such as standard version and message.
template-update-software-license-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
include_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_qtygeneral_cap_period_currencyinclude_increased_claimsinclude_increased_claims_negligenceinclude_increased_claims_restrictionsinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_confidentiality_negligenceincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_increased_cap_amountinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_unlimited_claims_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_license_or_restrictionsinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_ideffective_date_typeeffective_dateinclude_billing_workflowbilling_workflow_typepayment_link_urlstripe_payment_link_idstripe_product_idstripe_product_namestripe_invoice_deliverystripe_subsequent_bill_methodattachment_idsUUIDs of attachments to include with the template.
Nested software license order form defaults.
Template settings such as standard version and message.
template-create-pilot-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateproduct_descriptionpilot_period_descriptionfees_typepilot_period_fees_descriptioninclude_payment_processpayment_process_typepayment_process_invoice_dayspayment_process_invoice_timeframepayment_process_invoice_frompayment_process_automatic_frequencygeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_technical_supporttechnical_support_descriptionadditional_termsinclude_additional_termsattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-update-pilot-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateproduct_descriptionpilot_period_descriptionfees_typepilot_period_fees_descriptioninclude_payment_processpayment_process_typepayment_process_invoice_dayspayment_process_invoice_timeframepayment_process_invoice_frompayment_process_automatic_frequencygeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_technical_supporttechnical_support_descriptionadditional_termsinclude_additional_termsattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-create-partnership-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_company_claimsinclude_covered_claims_company_claimsinclude_covered_claims_include_partner_claimsinclude_covered_claims_partner_claimsgeneral_cap_amount_typegeneral_cap_amount_multiple_valgeneral_cap_amount_currency_valgeneral_cap_amount_either_currencygeneral_cap_amount_either_multipleinclude_increased_claimsinclude_increased_claims_include_confidentialityinclude_increased_claims_include_covered_claimsinclude_increased_claims_include_confidentiality_misconductinclude_increased_claims_include_misconductinclude_increased_claims_include_otherinclude_increased_claims_include_other_valinclude_increased_cap_amountinclude_increased_cap_amount_typeinclude_increased_cap_amount_multipleinclude_increased_cap_amount_currencyinclude_increased_cap_amount_either_currencyinclude_increased_cap_amount_either_multipleinclude_unlimited_claimsinclude_unlimited_claims_confidentialityinclude_unlimited_claims_covered_claimsinclude_unlimited_claims_confidentiality_misconductinclude_unlimited_claims_misconductinclude_unlimited_claims_otherinclude_unlimited_claims_other_valinclude_additional_warrantiesinclude_additional_warranties_include_companyinclude_additional_warranties_include_company_valinclude_additional_warranties_include_partnerinclude_additional_warranties_include_partner_valinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_brand_guidelinesinclude_brand_guidelines_include_companyinclude_brand_guidelines_include_company_valinclude_brand_guidelines_include_partnerinclude_brand_guidelines_include_partner_valattachment_idsUUIDs of attachments to include with the template.
Nested partnership business terms defaults.
Template settings such as standard version and message.
template-update-partnership-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_company_claimsinclude_covered_claims_company_claimsinclude_covered_claims_include_partner_claimsinclude_covered_claims_partner_claimsgeneral_cap_amount_typegeneral_cap_amount_multiple_valgeneral_cap_amount_currency_valgeneral_cap_amount_either_currencygeneral_cap_amount_either_multipleinclude_increased_claimsinclude_increased_claims_include_confidentialityinclude_increased_claims_include_covered_claimsinclude_increased_claims_include_confidentiality_misconductinclude_increased_claims_include_misconductinclude_increased_claims_include_otherinclude_increased_claims_include_other_valinclude_increased_cap_amountinclude_increased_cap_amount_typeinclude_increased_cap_amount_multipleinclude_increased_cap_amount_currencyinclude_increased_cap_amount_either_currencyinclude_increased_cap_amount_either_multipleinclude_unlimited_claimsinclude_unlimited_claims_confidentialityinclude_unlimited_claims_covered_claimsinclude_unlimited_claims_confidentiality_misconductinclude_unlimited_claims_misconductinclude_unlimited_claims_otherinclude_unlimited_claims_other_valinclude_additional_warrantiesinclude_additional_warranties_include_companyinclude_additional_warranties_include_company_valinclude_additional_warranties_include_partnerinclude_additional_warranties_include_partner_valinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_brand_guidelinesinclude_brand_guidelines_include_companyinclude_brand_guidelines_include_company_valinclude_brand_guidelines_include_partnerinclude_brand_guidelines_include_partner_valattachment_idsUUIDs of attachments to include with the template.
Nested partnership business terms defaults.
Template settings such as standard version and message.
template-create-baa-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_datebusiness_associate_relationship_typeinclude_limitationsinclude_subcontract_limitationssubcontract_limitations_permittedsubcontract_limitations_include_noticesubcontract_limitations_notice_valsubcontract_limitations_include_permissionsubcontract_limitations_permission_valinclude_offshore_limitationsoffshore_limitations_permittedoffshore_limitations_permitted_valinclude_deidentification_limitationsdeidentification_limitations_permitteddeidentification_limitations_include_purposedeidentification_limitations_purpose_valdeidentification_limitations_include_requirementsdeidentification_limitations_requirements_valinclude_aggregation_limitationsaggregation_limitations_permittedaggregation_limitations_permitted_valbreach_notification_valbreach_notification_unitdesignated_record_set_provider_maintainsattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-update-baa-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_datebusiness_associate_relationship_typeinclude_limitationsinclude_subcontract_limitationssubcontract_limitations_permittedsubcontract_limitations_include_noticesubcontract_limitations_notice_valsubcontract_limitations_include_permissionsubcontract_limitations_permission_valinclude_offshore_limitationsoffshore_limitations_permittedoffshore_limitations_permitted_valinclude_deidentification_limitationsdeidentification_limitations_permitteddeidentification_limitations_include_purposedeidentification_limitations_purpose_valdeidentification_limitations_include_requirementsdeidentification_limitations_requirements_valinclude_aggregation_limitationsaggregation_limitations_permittedaggregation_limitations_permitted_valbreach_notification_valbreach_notification_unitdesignated_record_set_provider_maintainsattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-create-loi-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
product_nameinclude_functionalityinclude_functionality_valinclude_feesinclude_fees_include_amountinclude_fees_amountinclude_fees_amount_durationinclude_fees_include_otherinclude_fees_otherinclude_launch_dateinclude_launch_date_typeinclude_launch_date_dateinclude_launch_date_custominclude_custom_detailsinclude_custom_details_valconfidentiality_typeconfidentiality_mutual_include_loiconfidentiality_nda_typeconfidentiality_nda_attachment_idconfidentiality_nda_descriptionconfidentiality_nda_include_loiconfidentiality_customattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-update-loi-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
product_nameinclude_functionalityinclude_functionality_valinclude_feesinclude_fees_include_amountinclude_fees_amountinclude_fees_amount_durationinclude_fees_include_otherinclude_fees_otherinclude_launch_dateinclude_launch_date_typeinclude_launch_date_dateinclude_launch_date_custominclude_custom_detailsinclude_custom_details_valconfidentiality_typeconfidentiality_mutual_include_loiconfidentiality_nda_typeconfidentiality_nda_attachment_idconfidentiality_nda_descriptionconfidentiality_nda_include_loiconfidentiality_customattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-create-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type |
typeOptional. When omitted, the template defaults to NDA.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
termconfidentiality_periodconfidentiality_period_perpetualterm_period_perpetualpurposeeffective_date_typeeffective_dateeffective_date_of_confidentialityTemplate settings such as standard version and message.
template-update-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object |
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
termconfidentiality_periodconfidentiality_period_perpetualterm_period_perpetualpurposeeffective_date_typeeffective_dateeffective_date_of_confidentialityTemplate settings such as standard version and message.