Documentation

Template Parameters

When creating a template via POST /v1/templates, pass a type to select the agreement type (defaults to NDA). All other parameters are optional and set the defaults that will be pre-filled when agreements are created from the template.

Template Types

type	Agreement
`NDA`	Mutual Non-Disclosure Agreement
`CSA`	Cloud Service Agreement
`DPA`	Data Processing Agreement
`PSA`	Professional Services Agreement
`Design`	Design Partner Agreement
`Software License`	Software License Agreement
`Pilot`	Pilot Agreement
`Partnership`	Partnership Agreement
`BAA`	Business Associate Agreement
`LOI`	Letter of Intent

Common Parameters

These parameters apply to all template types.

Parameter	Type	Description
`name`	string	Display name for the template
`governing_law_region`	string	State or region whose laws govern the agreement (e.g. `"Delaware"`)
`governing_law_country`	string	Country whose laws govern the agreement (e.g. `"United States of America"`)
`chosen_courts_region`	string	State or region where disputes are resolved
`chosen_courts_country`	string	Country where disputes are resolved
`district_or_county`	string	District or county for dispute resolution (e.g. `"Court of Chancery"`)
`negotiations_allowed`	boolean	Whether counterparties can propose changes. Default: `true`
`default_signer_email`	string	Email pre-filled as the sender signer when creating agreements
`sender_role`	string	Label for the sending party (e.g. `"Provider"`). On PSA templates, set `"Customer"` when your company hires the recipient to provide the services, and send `recipient_role` as `"Provider"` with it.
`recipient_role`	string	Label for the receiving party (e.g. `"Customer"`). On PSA templates, it must be the other role from `sender_role`.
`sender_last_to_sign`	boolean	When `true`, the sender signs after the recipient. Default: `false`
`include_terms`	boolean	Whether to include standard terms. Default: `true`
`include_additional_changes`	boolean	Whether to include a section for additional negotiated changes. Default: `true`
`additional_changes`	string	Pre-filled text for additional changes

NDA

Mutual Non-Disclosure Agreement.

Parameter	Type	Description
`term`	integer	Length of the agreement term in years. Required. Default: `1`
`confidentiality_period`	integer	Duration of confidentiality obligations in years. Required. Default: `2`
`confidentiality_period_perpetual`	boolean	When `true`, confidentiality obligations do not expire. Default: `false`
`term_period_perpetual`	boolean	When `true`, the agreement term does not expire. Default: `false`
`purpose`	string	Description of the business purpose for sharing confidential information. Required
`effective_date_type`	string	How the effective date is set: `"signature"` (default) or `"date"`
`effective_date`	date	Specific effective date. Required when `effective_date_type` is `"date"`
`effective_date_of_confidentiality`	string	When confidentiality obligations begin: `"Effective Date"` (default) or `"date of last disclosure"`

CSA

Cloud Service Agreement.

Parameter	Type	Description
`provider`	string	Name of the service provider organization
`customer_description`	string	Description of the customer or their use case
`effective_date_type`	string	How the effective date is set. One of: `"signature"`, `"date"`, `"marketplace_acceptance"`. Default: `"signature"`
`effective_date`	datetime	Required when `effective_date_type` is `"date"`
`general_cap_amount_type`	string	Liability cap type. One of: `"preceding"`, `"base"`, `"period"`. Default: `"preceding"`
`general_cap_preceding_amount`	number	Number of preceding months for the liability cap. Required when `general_cap_amount_type` is `"preceding"`
`general_cap_amount`	number	Fixed liability cap amount. Required when `general_cap_amount_type` is `"base"`
`include_covered_claims`	boolean	Whether to include a covered claims section. Default: `false`
`include_increased_cap_amount`	boolean	Whether to include an increased cap for specific claim types. Default: `false`
`increased_cap_amount_type`	string	Type of increased cap. One of: `"qty"`, `"currency"`, `"period"`. Default: `"qty"`
`include_unlimited_claims`	boolean	Whether certain claim types have no cap. Default: `false`
`include_dpa`	boolean	Whether to include a Data Processing Agreement. Default: `false`
`include_dpa_type`	string	How the DPA is referenced: `"description"` or `"attachment"`
`include_dpa_location`	string	URL or description of the DPA when `include_dpa_type` is `"description"`
`include_dpa_attachment_id`	uuid	Attachment ID of the DPA when `include_dpa_type` is `"attachment"`
`include_ai_addendum`	boolean	Whether to include an AI addendum. Default: `false`
`include_ai_addendum_attachment_id`	uuid	Required when `include_ai_addendum` is `true`
`include_security_policy`	boolean	Whether to include a security policy section. Default: `false`
`include_security_policy_type`	string	How the policy is referenced: `"description"` or `"attachment"`
`include_acceptable_use_policy`	boolean	Whether to include an acceptable use policy. Default: `false`
`include_additional_warranties`	boolean	Whether to include additional warranties. Default: `false`
`include_insurance_minimums`	boolean	Whether to include insurance minimums. Default: `false`
`include_publicity_rights`	boolean	Whether to include publicity rights. Default: `false`
`include_billing_workflow`	boolean	Whether to enable a billing workflow after signing. Default: `false`
`billing_workflow_type`	string	`"link"` (payment URL) or `"stripe"` (Stripe-managed billing)
`payment_link_url`	string	Payment URL shown after signing. Used when `billing_workflow_type` is `"link"`
`stripe_product_id`	string	Stripe product ID. Used when `billing_workflow_type` is `"stripe"`
`stripe_product_name`	string	Stripe product name
`stripe_invoice_delivery`	string	`"automatic"` (default) or `"manual"`
`stripe_subsequent_bill_method`	string	How Stripe bills after the first invoice. One of: `"automatic"`, `"invoice"`. Default: `"automatic"`
`template_csa_order_form_attributes`	object	Nested order form defaults. See CSA Order Form below.
`attachment_ids`	array	UUIDs of attachments to include with the template

CSA Order Form

Pass as template_csa_order_form_attributes: { ... }.

Parameter	Type	Description
`cloud_service_description`	string	Description of the cloud service being provided. Required.
`subscription_period`	integer	Length of the subscription. Default: `1`
`subscription_period_unit`	string	Unit for subscription period (e.g. `"year(s)"`). Default: `"year(s)"`
`subscription_start_date_type`	string	How the subscription start date is set. One of: `"effective_date"`, `"date"`. Default: `"effective_date"`
`subscription_start_date`	datetime	Specific subscription start date
`include_subscription_start_date`	boolean	Whether to include a subscription start date field. Default: `false`
`include_subscription_start_date_date`	date	Specific start date when `include_subscription_start_date` is `true`
`subscription_auto_renew`	string	Auto-renewal setting. One of: `"days"`, `"subscription_end"`. Default: `"days"`
`subscription_renewal_notice_days`	integer	Days of notice required before renewal. Default: `30`
`order_date_type`	string	How the order date is set: `"signature"`, `"date"`, or `"other"`
`order_date_date`	datetime	Specific order date
`order_date_other`	string	Custom order date description. Required when `order_date_type` is `"other"`
`affiliates_as_users`	boolean	Whether customer affiliates may use the service. Default: `false`
`include_use_limitations`	boolean	Whether to include use limitations. Default: `false`
`include_use_limitations_val`	string	Description of use limitations
`include_max_users`	boolean	Whether to cap the number of users. Default: `false`
`max_users`	integer	Maximum number of users. Default: `10`
`include_consumption`	boolean	Whether to include a consumption limit. Default: `false`
`max_consumption`	integer	Maximum consumption amount
`consumption_units`	string	Units for consumption (e.g. `"API calls"`)
`include_additional_parameters_or_limitations`	boolean	Whether to include additional use parameters. Default: `false`
`additional_parameters_or_limitations`	string	Text describing additional parameters or limitations
`include_fees`	boolean	Whether to include fees. Default: `false`
`include_fees_table`	boolean	Whether fees are displayed as a table. Default: `false`
`include_fees_table_period`	string	Billing period for the fees table. One of: `"Subscription Period"`, `"month"`, `"year"`, `"User"`
`include_fees_other`	boolean	Whether to include a custom fee description. Default: `false`
`include_fees_other_val`	string	Custom fee description text
`include_fees_include_attachment`	boolean	Whether to attach a fee schedule document. Default: `false`
`include_fees_attachment_id`	uuid	Attachment ID for the fee schedule
`fees_currency`	string	Currency for fees. One of: `"USD"`, `"EUR"`, `"GBP"`, `"CAD"`, `"AUD"`, `"SGD"`, `"ILS"`, `"JPY"`, `"CHF"`, `"HKD"`. Default: `"USD"`
`fees_inclusive_of_taxes`	boolean	Whether fees are inclusive of taxes. Default: `false`
`fees_include_fee_increase_upon_renewal`	boolean	Whether fees increase at renewal. Default: `false`
`fees_include_fee_increase_upon_renewal_fee`	number	Fee increase percentage. Default: `5.0`
`fees_include_fee_increase_upon_renewal_type`	string	Whether fees will or may increase on renewal. One of: `"will"`, `"may"`. Default: `"will"`
`fee_amount`	number	Fixed fee amount
`fee_period`	string	Billing period. One of: `"Subscription Period"`, `"month"`, `"year"`, `"User"`, `"Custom unit"`. Default: `"Subscription Period"`
`fee_custom_unit`	string	Custom billing unit description
`include_free_trial`	boolean	Whether to include a free trial period. Default: `false`
`free_trial_days`	integer	Length of the free trial in days
`payment_period`	integer	Payment due period in days. Default: `30`
`payment_period_unit`	string	Unit for payment period. One of: `"day(s)"`, `"week(s)"`, `"month(s)"`, `"marketplace_acceptance"`. Default: `"day(s)"`
`payment_period_timeframe`	string	When the payment clock starts. One of: `"Customer's receipt of invoice"`, `"date of invoice"`
`payment_process_type`	string	Payment process. One of: `"automatic"`, `"invoice"`, `"custom"`, `"marketplace_acceptance"`. Default: `"automatic"`
`payment_process_automatic_frequency`	string	Frequency for automatic billing. One of: `"monthly"`, `"quarterly"`, `"semiannually"`, `"annually"`. Default: `"monthly"`
`payment_process_type_invoice_amount`	integer	Invoice payment due days
`payment_process_type_invoice_type`	string	Invoice period type. One of: `"monthly"`, `"quarterly"`, `"semiannually"`, `"annually"`, `"Custom unit"`. Default: `"monthly"`
`payment_process_type_invoice_duration`	string	Invoice duration. One of: `"day"`, `"week"`, `"month"`, `"year"`, `"day(s)"`, `"week(s)"`, `"month(s)"`, `"year(s)"`
`payment_process_type_invoice_duration_start`	string	When the invoice duration starts. One of: `"Customer's receipt of invoice"`, `"date of invoice"`
`payment_process_type_custom_val`	string	Custom payment process description. Required when `payment_process_type` is `"custom"`
`invoice_period`	string	Invoice period description. One of: `"monthly"`, `"quarterly"`, `"semiannually"`, `"annually"`, `"Custom unit"`, `"Monthly"`, `"Quarterly"`, `"Semiannually"`, `"Annually"`. Default: `"annually"`
`include_sla`	boolean	Whether to include a Service Level Agreement. Default: `false`
`include_sla_type`	string	How the SLA is referenced: `"description"`, `"standard"`, or `"attachment"`. Default: `"description"`
`include_sla_description`	string	SLA description text
`include_sla_attachment_id`	uuid	Attachment ID for the SLA document
`include_sla_include_target_uptime`	boolean	Whether the SLA includes a target uptime commitment. Default: `false`
`include_sla_standard_target_uptime`	number	Target uptime percentage (e.g. `99.9`)
`include_sla_include_response_time`	boolean	Whether the SLA includes response time SLOs. Default: `false`
`include_sla_include_response_time_amount`	integer	Response time amount
`include_sla_include_response_time_duration`	string	Response time unit. One of: `"hour"`, `"day"`, `"week"`, `"month"`, `"hours"`. Default: `"hours"`
`include_sla_include_response_time_credit`	number	Service credit percentage for response time breaches
`include_sla_include_response_time_support_channel`	string	Support channel (e.g. `"email"`)
`include_sla_maintenance_window`	boolean	Whether to include a maintenance window
`include_sla_maintenance_window_type`	string	Maintenance window type. One of: `"standard"`, `"none"`. Default: `"standard"`
`include_sla_standard_maintenance_window_start_time`	string	Maintenance window start time
`include_sla_standard_maintenance_window_end_time`	string	Maintenance window end time
`include_sla_standard_maintenance_window_monday`	boolean	Monday maintenance window. Default: `false`
`include_sla_standard_maintenance_window_tuesday`	boolean	Tuesday maintenance window. Default: `false`
`include_sla_standard_maintenance_window_wednesday`	boolean	Wednesday maintenance window. Default: `false`
`include_sla_standard_maintenance_window_thursday`	boolean	Thursday maintenance window. Default: `false`
`include_sla_standard_maintenance_window_friday`	boolean	Friday maintenance window. Default: `false`
`include_sla_standard_maintenance_window_saturday`	boolean	Saturday maintenance window. Default: `false`
`include_sla_standard_maintenance_window_sunday`	boolean	Sunday maintenance window. Default: `false`
`include_sla_maintenance_notice`	boolean	Whether to include maintenance notice requirements
`include_sla_standard_maintenance_notice_qty`	number	Advance notice quantity
`include_sla_standard_maintenance_notice_unit`	string	Advance notice unit. One of: `"hour"`, `"day"`, `"week"`, `"month"`. Default: `"hour"`
`include_sla_maintenance_custom`	boolean	Whether to include a custom Scheduled Downtime description. With Target Uptime included, at least one of `include_sla_maintenance_window`, `include_sla_maintenance_notice` or `include_sla_maintenance_custom` must be `true`. CSA 2.x and 3.x only. Default: `false`
`include_sla_maintenance_custom_val`	string	Custom Scheduled Downtime description (markdown). Shown on its own when it is the only Scheduled Downtime option, otherwise added as the last bullet of the Scheduled Downtime list. Blank renders nothing. CSA 2.x and 3.x only
`include_product_support`	boolean	Whether to include a product support section. Default: `false`
`include_product_support_type`	string	`"description"` (default) or `"attachment"`
`include_product_support_description`	string	Product support description
`include_product_support_attachment_id`	uuid	Attachment ID for the support policy
`include_professional_services`	boolean	Whether to include professional services. Default: `false`
`include_professional_services_type`	string	`"description"` (default) or `"attachment"`
`include_professional_services_description`	string	Professional services description
`include_professional_services_custom_name`	string	Custom name for the professional services section
`include_professional_services_include_end_date`	boolean	Whether to include an end date for professional services. Default: `false`
`include_professional_services_end_date`	datetime	End date for professional services
`include_professional_services_include_fees_description`	boolean	Whether to include a fees description. Default: `false`
`include_professional_services_fees_description`	string	Fees description for professional services
`include_professional_services_attachment_id`	uuid	Attachment ID for professional services document
`include_pilot_period`	boolean	Whether to include a pilot period before the subscription. Default: `false`
`include_pilot_period_duration_amount`	integer	Length of the pilot period
`include_pilot_period_duration_type`	string	Unit for pilot duration. One of: `"day"`, `"week"`, `"month"`. Default: `"day"`
`include_pilot_period_include_fees`	boolean	Whether the pilot period includes fees. Default: `false`
`include_pilot_period_include_fees_amount`	number	Pilot period fee amount
`include_pilot_period_include_modifications`	boolean	Whether modifications are allowed during the pilot. Default: `false`
`include_pilot_period_include_modifications_description`	string	Description of allowed modifications
`include_billing_info`	boolean	Whether to include billing contact information. Default: `false`
`include_usage_review`	boolean	Whether to include a usage review clause. Default: `false`
`include_usage_review_val`	string	Usage review description
`fees_attributes`	array	Fees to include on the order form. See Fees below.
`service_credits_attributes`	array	Service credits. Each item: `{ min, max, credit }`
`use_limitations_attributes`	array	Use limitations. Each item: `{ limitation_type, amount, unit }`

DPA

Data Processing Agreement.

The common governing_law_*, chosen_courts_*, and district_or_county parameters do not apply to DPA templates and are ignored. Use include_governing_law, include_governing_law_country, and include_governing_law_state instead. DPA templates also default include_additional_changes to false, and provider defaults to your organization's name.

Parameter	Type	Description
`provider`	string	Name of the data processor (service provider)
`customer_description`	string	Description of the data controller (customer)
`underlying_agreement_val`	string	Description of the agreement this DPA is attached to (e.g. `"MSA dated January 1, 2026"`)
`approved_subprocessor_type`	string	`"internal"` lists subprocessors on the Cover Page (`subprocessors_attributes`); `"external"` points to a list posted online (`include_external_subprocessor_location`). Default: `"internal"`
`include_external_subprocessor_location`	string	Where the subprocessor list is posted, when `approved_subprocessor_type` is `"external"`
`security_policy_type`	string	Where the Security Policy is defined: `"defined in agreement"`, `"provider service"` (commercially reasonable efforts), or `"external"`. Default: `"defined in agreement"`
`security_policy_available_at`	string	Where the Security Policy is available, when `security_policy_type` is `"external"`
`include_security_policy`	boolean	Whether Provider maintains annual reports or certifications. Pick them with the `include_security_policy_<name>` booleans: `iso27001`, `soc2`, `soc2_type2`, `hipaa`, `hitrust`, `penetration_testing`, `pci1`, `pci2`, `fedramp_auth`, and `include_other` with `include_security_policy_other` (string). Default: `false`
`include_governing_law`	boolean	Whether to override the underlying agreement's governing law and chosen courts for this DPA. Default: `false`
`include_governing_law_country`	string	Governing country when `include_governing_law` is `true` (e.g. `"USA"`)
`include_governing_law_state`	string	Governing state or region when `include_governing_law` is `true`
`include_governing_country_eu`	boolean	Whether EU Standard Contractual Clauses apply. Default: `true`
`include_governing_country_eu_val`	string	EU member state for SCCs. Default: `"Netherlands"`
`include_governing_country_uk`	boolean	Whether UK GDPR addendum applies. Default: `false`
`include_governing_country_uk_val`	string	UK territory designation. Default: `"England and Wales"`
`include_provider_security_contact_email`	boolean	Whether to include a security contact email. Default: `true`
`include_provider_security_contact_email_val`	string	Security contact email address
`include_provider_security_contact_address`	boolean	Whether to include a security contact mailing address. Default: `false`
`include_provider_security_contact_address_street_address`	string	Security contact street address. Also `_city`, `_state`, `_zipcode`, and `_country`
`include_covered_claim`	boolean	Whether to include a covered claims / indemnification section. Default: `false`
`include_covered_claim_type`	string	`"internal"` (using a Common Paper CSA) or `"external"` (using a different agreement). Required when `include_covered_claim` is `true`. Default: `"internal"`
`include_covered_claim_internal_val`	string	Description of the internal covered claims
`include_covered_claim_external_val`	string	Description of the external covered claims
`include_liability_cap`	boolean	Whether to include a separate DPA liability cap. Default: `false`
`include_liability_cap_csa_type`	string	`"internal"` (using a Common Paper CSA) or `"external"` (using a different agreement). Required when `include_liability_cap` is `true`. Default: `"internal"`
`include_liability_cap_amount_currency_internal`	number	Fixed cap amount for `"internal"`. Default: `5000000`
`include_liability_cap_amount_constant_internal`	string	Multiplier of the prior 12 months' fees for `"internal"`. Default: `"10"`
`include_liability_cap_amount_currency_external`	number	Fixed cap amount for `"external"`. Default: `5000000`
`include_liability_cap_amount_constant_external`	string	Multiplier of the prior 12 months' fees for `"external"`. Default: `"10"`
`include_data_subjects_end_users`	boolean	Whether end users are a covered data subject category. Default: `true`
`include_data_subjects_employees`	boolean	Whether employees are a covered data subject category. Default: `false`
`include_data_subjects_custom`	boolean	Whether to include a custom data subject category. Default: `false`
`include_data_subjects_custom_val`	string	Description of the custom data subject category
`include_personal_data_name`	boolean	Names included in personal data. Default: `true`
`include_personal_data_contact_info`	boolean	Contact information included. Default: `false`
`include_personal_data_financial_info`	boolean	Financial information included. Default: `false`
`include_personal_data_employment_info`	boolean	Employment information included. Default: `false`
`include_personal_data_biographic_info`	boolean	Biographic information included. Default: `false`
`include_personal_data_transactional_info`	boolean	Transactional information included. Default: `false`
`include_personal_data_user_activity_info`	boolean	User activity information included. Default: `false`
`include_personal_data_location`	boolean	Location data included. Default: `false`
`include_personal_data_custom`	boolean	Custom personal data category. Default: `false`
`include_personal_data_custom_val`	string	Description of the custom personal data category
`include_special_category_data`	boolean	Whether special category data (health, biometric, etc.) is processed. Default: `false`
`include_sensitive_data_restrictions_security_policy`	boolean	Whether the Security Policy sets the restrictions on sensitive data. Default: `true`
`include_sensitive_data_restrictions_custom`	boolean	Whether to describe the restrictions on sensitive data. Default: `false`
`include_sensitive_data_restrictions_custom_val`	string	Description of the restrictions applied to sensitive data
`include_processing_purpose_receiving`	boolean	Receiving is a purpose of processing. Default: `true`
`include_processing_purpose_holding`	boolean	Holding is a purpose of processing. Default: `false`
`include_processing_purpose_using`	boolean	Using is a purpose of processing. Default: `false`
`include_processing_purpose_updating`	boolean	Updating is a purpose of processing. Default: `false`
`include_processing_purpose_protecting`	boolean	Protecting is a purpose of processing. Default: `false`
`include_processing_purpose_sharing`	boolean	Sharing is a purpose of processing. Default: `false`
`include_processing_purpose_returning`	boolean	Returning is a purpose of processing. Default: `false`
`include_processing_purpose_erasing`	boolean	Erasing is a purpose of processing. Default: `false`
`include_processing_purpose_custom`	boolean	Whether to add a custom purpose of processing. Default: `false`
`include_processing_purpose_custom_val`	string	Description of the custom purpose of processing
`include_frequency_of_transfer_continuous`	boolean	Whether data transfers are continuous. Default: `true`
`include_frequency_of_transfer_custom`	boolean	Whether to specify a custom transfer frequency. Default: `false`
`include_frequency_of_transfer_custom_val`	string	Custom transfer frequency description
`duration_of_processing`	string	Description of how long data is processed
`competent_supervisory_authority`	string	Name of the competent supervisory authority
`include_service_provider_relationship`	boolean	Whether to include the CCPA service provider clause. Default: `true`
`cloud_service_product_name`	string	Description of the Service
`data_importer_contact_name`	string	Data importer contact name. Also `data_importer_contact_position` and `data_importer_contact_details`
`data_importer_address_street_address`	string	Data importer street address. Also `_city`, `_state`, and `_zipcode`
`data_importer_address_country`	string	Data importer's country. Default: `"USA"`
`subprocessors_attributes`	array	Subprocessors, each with `name`, `country`, and `processing_task`. On update, an item without `id` adds a subprocessor; pass `id` to change one and `id` with `_destroy: true` to remove one

DPA Annex II Security Measures

The technical and organizational security measures listed in Annex II. Each measure is a pair: the include_security_measures_<measure> boolean adds the measure to the annex, and the matching _val string describes how the measure is met. The _val is free text and is rendered under the measure's heading.

Parameter	Type	Description
`include_security_measures_security_policy`	boolean	When `true`, the annex refers to the Security Policy instead of listing measures. Default: `true`
`include_security_measures_pseudonym_encryption`	boolean	Include "Pseudonymization and encryption of personal data". Default: `false`
`include_security_measures_pseudonym_encryption_val`	string	How pseudonymization and encryption are handled
`include_security_measures_confidentiality_integrity`	boolean	Include "Ensuring ongoing confidentiality, integrity, availability, and resilience of processing systems and services". Default: `false`
`include_security_measures_confidentiality_integrity_val`	string	How confidentiality, integrity, availability, and resilience are ensured
`include_security_measures_restore_data_access`	boolean	Include "Ability to restore the availability of and access to Customer Personal Data in a timely manner following a physical or technical incident". Default: `false`
`include_security_measures_restore_data_access_val`	string	How availability and access are restored after an incident
`include_security_measures_testing_assessment`	boolean	Include "Regular testing, assessment, and evaluation of the effectiveness of technical and organizational measures". Default: `false`
`include_security_measures_testing_assessment_val`	string	How measures are tested, assessed, and evaluated
`include_security_measures_identity_auth`	boolean	Include "User identification and authorization process and protection". Default: `false`
`include_security_measures_identity_auth_val`	string	How users are identified and authorized
`include_security_measures_data_transmission`	boolean	Include "Protecting Customer Personal Data during transmission (in transit)". Default: `false`
`include_security_measures_data_transmission_val`	string	How data is protected in transit
`include_security_measures_data_at_rest`	boolean	Include "Protecting Customer Personal Data during storage (at rest)". Default: `false`
`include_security_measures_data_at_rest_val`	string	How data is protected at rest
`include_security_measures_physical_security`	boolean	Include "Physical security where Customer Personal Data is processed". Default: `false`
`include_security_measures_physical_security_val`	string	How the processing locations are physically secured
`include_security_measures_event_logging`	boolean	Include "Events logging". Default: `false`
`include_security_measures_event_logging_val`	string	How events are logged
`include_security_measures_system_configuration`	boolean	Include "Systems configuration, including default configuration". Default: `false`
`include_security_measures_system_configuration_val`	string	How systems are configured
`include_security_measures_it_security_governance`	boolean	Include "Internal IT and IT security governance and management". Default: `false`
`include_security_measures_it_security_governance_val`	string	How IT and IT security are governed
`include_security_measures_certification_or_assurance`	boolean	Include "Certification or assurance of processes and products". Default: `false`
`include_security_measures_certification_or_assurance_val`	string	Which certifications or assurances apply
`include_security_measures_data_minimization`	boolean	Include "Ensuring data minimization". Default: `false`
`include_security_measures_data_minimization_val`	string	How data minimization is ensured
`include_security_measures_data_quality`	boolean	Include "Ensuring data quality". Default: `false`
`include_security_measures_data_quality_val`	string	How data quality is ensured
`include_security_measures_data_retention`	boolean	Include "Ensuring limited data retention". Default: `false`
`include_security_measures_data_retention_val`	string	How data retention is limited
`include_security_measures_accountability`	boolean	Include "Ensuring accountability". Default: `false`
`include_security_measures_accountability_val`	string	How accountability is ensured
`include_security_measures_portability_and_erasure`	boolean	Include "Allowing data portability and erasure". Default: `false`
`include_security_measures_portability_and_erasure_val`	string	How data portability and erasure are allowed

PSA

Professional Services Agreement.

Parameter	Type	Description
`effective_date_type`	string	`"signature"` or `"date"`
`effective_date`	date	Required when `effective_date_type` is `"date"`
`general_cap_amount_type`	string	Liability cap type. One of: `"preceding"`, `"base"`, `"period"`. Default: `"preceding"`
`general_cap_preceding_amount`	number	Preceding months for liability cap
`general_cap_amount`	number	Fixed liability cap amount
`include_covered_claims`	boolean	Whether to include covered claims. Default: `false`
`include_increased_claims`	boolean	Whether certain claims have an elevated cap. Default: `false`
`include_unlimited_claims`	boolean	Whether certain claims are uncapped. Default: `false`
`include_additional_warranties`	boolean	Whether to include additional warranties. Default: `false`
`include_dpa`	boolean	Whether to include a DPA. Default: `false`
`include_dpa_type`	string	`"description"` or `"attachment"`
`include_dpa_location`	string	URL or description of the DPA
`include_dpa_attachment_id`	uuid	Attachment ID for the DPA
`include_security_policy`	boolean	Whether to include a security policy. Default: `false`
`include_security_policy_type`	string	`"description"` or `"attachment"`
`include_provider_insurance_min`	boolean	Whether to include provider insurance minimums. Default: `false`
`include_customer_insurance_min`	boolean	Whether to include customer insurance minimums. Default: `false`
`include_publicity_rights`	boolean	Whether to include publicity rights. Default: `false`
`include_customer_policies`	boolean	Whether to reference customer policies. Default: `false`
`template_psa_statement_of_work_attributes`	object	Nested statement of work defaults. See PSA Statement of Work below.
`attachment_ids`	array	UUIDs of attachments to include

PSA Statement of Work

Pass as template_psa_statement_of_work_attributes: { ... }.

Parameter	Type	Description
`services_description`	string	Description of the services to be performed. Required.
`sow_date_type`	string	How the SOW date is set: `"signature"` or `"date"`
`sow_date`	date	Specific SOW effective date
`sow_term_type`	string	How the SOW term is defined. One of: `"deliverables"`, `"period"`, `"date"`. Default: `"deliverables"`
`sow_term_amount`	integer	Length of the SOW term
`sow_term_unit`	string	Unit for SOW term. One of: `"month(s)"`, `"quarter(s)"`, `"year(s)"`. Default: `"month(s)"`
`sow_term_date`	date	Specific SOW end date
`include_deliverables`	boolean	Whether to include a deliverables section. Default: `false`
`include_deliverables_description`	string	Description of deliverables
`include_deliverables_include_draft_deliverables`	boolean	Whether to include a draft deliverables review process
`include_deliverables_include_acceptance`	boolean	Whether to include a formal acceptance process. Default: `false`
`include_deliverables_rejection_amount`	integer	Days to reject a deliverable
`include_deliverables_rejection_unit`	string	Unit for rejection period. One of: `"hours"`, `"days"`, `"weeks"`, `"months"`. Default: `"days"`
`include_deliverables_resubmission_amount`	integer	Days to resubmit a rejected deliverable
`include_deliverables_resubmission_unit`	string	Unit for resubmission period. One of: `"hours"`, `"days"`, `"weeks"`, `"months"`. Default: `"days"`
`include_deliverables_include_attachment`	boolean	Whether to attach a deliverables schedule. Default: `false`
`include_deliverables_attachment_id`	uuid	Attachment ID for the deliverables schedule
`include_time_of_assignment`	boolean	Whether to include time-of-assignment provisions. Default: `false`
`include_time_of_assignment_type`	string	Type of time-of-assignment provision. One of: `"created"`, `"paid"`. Default: `"paid"`
`include_third_party_materials`	boolean	Whether to include third-party materials provisions. Default: `false`
`include_third_party_provider`	boolean	Whether the provider may use third-party materials. Default: `false`
`include_third_party_customer`	boolean	Whether the customer may use third-party materials. Default: `false`
`include_third_party_include_description`	boolean	Whether to describe the third-party materials. Default: `false`
`include_third_party_include_description_val`	string	Description of third-party materials
`include_fees_table`	boolean	Whether to include a fees table. Default: `false`
`include_fees_table_total`	boolean	Whether to include a total row in the fees table
`include_fees_other`	boolean	Whether to include a custom fee description. Default: `false`
`include_fees_other_val`	string	Custom fee description
`include_fees_travel`	boolean	Whether to include travel expense reimbursement. Default: `false`
`include_fees_travel_type`	string	How travel reimbursement is defined: `"description"` or `"attachment"`
`include_fees_travel_val`	string	Travel reimbursement description
`include_fees_travel_attachment_id`	uuid	Attachment ID for travel policy
`payment_period_type`	string	Payment due period type. One of: `"standard"`, `"other"`. Default: `"standard"`
`payment_period`	integer	Payment due period amount
`payment_period_unit`	string	Unit for payment period. One of: `"day(s)"`, `"week(s)"`, `"month(s)"`, `"quarter(s)"`, `"year(s)"`. Default: `"day(s)"`
`payment_period_timeframe`	string	When the payment clock starts. One of: `"receipt"`, `"invoice"`, `"Customer's receipt of invoice"`, `"date of invoice"`
`payment_period_other`	string	Custom payment period description
`invoice_period_description`	string	Description of when invoices are issued
`include_customer_obligation`	boolean	Whether to include a customer obligations section. Default: `false`
`include_customer_obligation_val`	string	Description of customer obligations
`fees_attributes`	array	Fees for the statement of work. Each item: `{ fee_type, description, quantity, cost }`. On update, an item without `id` adds a fee; pass `id` to change one and `id` with `_destroy: true` to remove one

Design

Design Partner Agreement.

Parameter	Type	Description
`product_description`	string	Description of the product being piloted
`customer_description`	string	Description of the design partner
`effective_date_type`	string	`"signature"` (default) or `"date"`
`effective_date`	date	Required when `effective_date_type` is `"date"`
`term_amount`	integer	Length of the program. Default: `6`
`term_unit`	string	Unit for the term. One of: `"day(s)"`, `"week(s)"`, `"month(s)"`, `"quarter(s)"`, `"year(s)"`. Default: `"month(s)"`
`include_program_participation_feedback`	boolean	Whether customer provides feedback. Default: `true`
`include_program_participation_feedback_amount`	integer	Number of feedback sessions
`include_program_participation_feedback_unit`	string	Unit for feedback sessions. One of: `"month"`, `"quarter"`, `"year"`, `"Term"`. Default: `"month"`
`include_program_appear_as_customer_private`	boolean	Whether provider can reference customer privately. Default: `true`
`include_program_appear_as_customer_public`	boolean	Whether provider can reference customer publicly. Default: `true`
`include_program_case_study`	boolean	Whether a case study is included. Default: `false`
`include_program_reference`	boolean	Whether the customer serves as a reference. Default: `false`
`include_program_discount`	boolean	Whether a discount is offered. Default: `true`
`include_program_discount_amount`	number	Discount amount. Default: `20`
`include_program_discount_unit`	string	Discount unit. One of: `"U.S. Dollars"`, `"percent"`. Default: `"percent"`
`include_program_develop_functionality`	boolean	Whether the provider develops custom functionality. Default: `false`
`include_fees`	boolean	Whether the agreement includes fees. Default: `false`
`include_fees_type`	string	Fee type. One of: `"default_language"`, `"description"`. Default: `"default_language"`
`include_fees_amount`	number	Fee amount
`include_fees_unit`	string	Fee unit. One of: `"month"`, `"quarter"`, `"year"`, `"Term"`
`attachment_ids`	array	UUIDs of attachments to include

Software License

Software License Agreement.

Parameter	Type	Description
`effective_date_type`	string	`"signature"` or `"date"`
`effective_date`	date	Required when `effective_date_type` is `"date"`
`general_cap_amount_type`	string	Liability cap type. One of: `"preceding"`, `"base"`, `"period"`. Default: `"preceding"`
`general_cap_preceding_amount`	number	Preceding months for liability cap. Default: `1`
`general_cap_amount`	number	Fixed liability cap amount
`include_covered_claims`	boolean	Default: `false`
`include_increased_claims`	boolean	Default: `false`
`include_unlimited_claims`	boolean	Default: `false`
`include_additional_warranties`	boolean	Default: `false`
`include_dpa`	boolean	Default: `false`
`include_dpa_type`	string	`"description"` or `"attachment"`
`include_dpa_attachment_id`	uuid	Attachment ID for the DPA
`include_ai_addendum`	boolean	Default: `false`
`include_ai_addendum_attachment_id`	uuid	Required when `include_ai_addendum` is `true`
`include_billing_workflow`	boolean	Default: `false`
`billing_workflow_type`	string	`"link"` or `"stripe"`
`payment_link_url`	string	Payment URL after signing
`stripe_product_id`	string	Stripe product ID
`stripe_invoice_delivery`	string	`"automatic"` (default) or `"manual"`
`template_software_license_order_form_attributes`	object	Nested order form defaults. See Software License Order Form below.
`attachment_ids`	array	UUIDs of attachments to include

Software License Order Form

Pass as template_software_license_order_form_attributes: { ... }.

Parameter	Type	Description
`software_description`	string	Description of the software being licensed. Required.
`order_date_type`	string	How the order date is set. One of: `"signature"`, `"date"`, `"other"`. Default: `"signature"`
`order_date_date`	date	Specific order date
`subscription_period`	integer	Length of the subscription
`subscription_period_unit`	string	Unit for subscription period (e.g. `"year"`). Default: `"year"`
`subscription_auto_renew`	string	Auto-renewal setting. One of: `"days"`, `"subscription_end"`. Default: `"days"`
`subscription_renewal_notice_days`	integer	Days of notice required before renewal
`fee_period`	string	Billing period. One of: `"Subscription Period"`, `"month"`, `"year"`, `"Custom unit"`
`fee_custom_unit`	string	Custom billing unit description
`fees_currency`	string	Currency for fees. One of: `"USD"`, `"EUR"`, `"GBP"`, `"CAD"`, `"AUD"`, `"SGD"`, `"ILS"`, `"JPY"`, `"CHF"`, `"HKD"`. Default: `"USD"`
`fees_inclusive_of_taxes`	boolean	Whether fees are inclusive of taxes
`fees_include_fee_increase_upon_renewal`	boolean	Whether fees increase at renewal
`fees_include_fee_increase_upon_renewal_fee`	number	Fee increase percentage
`fees_include_fee_increase_upon_renewal_type`	string	Whether fees will or may increase on renewal. One of: `"will"`, `"may"`. Default: `"will"`
`payment_process_type`	string	Payment process: `"invoice"`, `"automatic"`, or `"custom"`
`payment_process_automatic_frequency`	string	Frequency for automatic billing. One of: `"monthly"`, `"quarterly"`, `"semiannually"`, `"annually"`. Default: `"monthly"`
`payment_process_type_invoice_amount`	integer	Invoice payment due days
`payment_process_type_invoice_type`	string	Invoice period type. One of: `"monthly"`, `"quarterly"`, `"semiannually"`, `"annually"`, `"Custom unit"`. Default: `"monthly"`
`payment_process_type_invoice_duration`	string	Invoice duration. One of: `"day"`, `"week"`, `"month"`, `"year"`, `"day(s)"`, `"week(s)"`, `"month(s)"`, `"year(s)"`
`payment_process_type_invoice_duration_start`	string	When the invoice duration starts. One of: `"Customer's receipt of invoice"`, `"date of invoice"`
`payment_process_type_custom_val`	string	Custom payment process description. Required when `payment_process_type` is `"custom"`
`include_payment_process_include_billing_email`	boolean	Whether to include a billing email field. Default: `false`
`permitted_uses_include_internal_business`	boolean	Whether internal business use is permitted
`permitted_uses_include_customers_affiliates`	boolean	Whether use by customer affiliates is permitted
`permitted_uses_include_custom`	boolean	Whether a custom permitted use is defined
`permitted_uses_include_custom_description`	string	Description of the custom permitted use
`include_license_limits`	boolean	Whether to include license seat or usage limits
`include_license_limits_description`	string	Description of license limits
`warranty_period_type`	string	Warranty period type. One of: `"description"`, `"none"`. Default: `"description"`
`warranty_period_description_amount`	integer	Warranty period length
`warranty_period_description_duration`	string	Warranty period unit. One of: `"day"`, `"week"`, `"month"`, `"year"`. Default: `"day"`
`warranty_period_description_duration_start`	string	When the warranty period begins. One of: `"initial delivery of the Software"`, `"delivery of the Software and each subsequent Update"`, `"the Order Date"`. Default: `"initial delivery of the Software"`
`deletion_procedure_include_provider_disable`	boolean	Whether provider disables access upon termination
`deletion_procedure_include_customer_disable`	boolean	Whether customer must disable access upon termination
`deletion_procedure_include_customer_proof`	boolean	Whether customer must provide proof of deletion
`deletion_procedure_include_custom`	boolean	Whether to include a custom deletion procedure
`deletion_procedure_include_custom_description`	string	Custom deletion procedure description
`include_license_compliance_verification`	boolean	Whether to include license compliance verification
`include_license_compliance_verification_description`	string	Compliance verification description
`include_services`	boolean	Whether to include professional services
`include_services_description`	string	Professional services description
`include_pilot_period`	boolean	Whether to include a pilot period. Default: `false`
`include_pilot_period_duration_amount`	integer	Length of the pilot period
`include_pilot_period_duration_type`	string	Unit for pilot duration. One of: `"day"`, `"week"`, `"month"`
`include_pilot_period_include_fees`	boolean	Whether the pilot period includes fees
`include_pilot_period_include_fees_amount`	number	Pilot period fee amount
`include_pilot_period_include_modifications`	boolean	Whether modifications are allowed during pilot
`include_pilot_period_include_modifications_description`	string	Description of allowed modifications
`fees_attributes`	array	Fees on the order form. See Fees below.

Pilot

Pilot Agreement.

Parameter	Type	Description
`product_description`	string	Description of the product being piloted
`pilot_period_description`	string	Description of the pilot period
`pilot_period_fees_description`	string	Description of fees during the pilot
`effective_date_type`	string	`"signature"` (default) or `"date"`
`effective_date`	date	Required when `effective_date_type` is `"date"`
`fees_type`	string	Whether the pilot is free or has fees. One of: `"free"`, `"pilot_period_fees"`. Default: `"free"`
`include_payment_process`	boolean	Whether to specify a payment process. Default: `false`
`payment_process_type`	string	Payment process type: `"invoice"` or `"automatic"`
`payment_process_invoice_days`	integer	Net payment days. Default: `15`
`general_cap_amount_type`	string	Liability cap type. One of: `"preceding"`, `"base"`, `"period"`. Default: `"base"`
`general_cap_amount`	number	Fixed liability cap. Default: `1000`
`include_dpa`	boolean	Whether to include a DPA. Default: `false`
`include_dpa_type`	string	How the DPA is provided. One of: `"description"`, `"attachment"`, `"standard"`. Default: `"standard"`
`include_dpa_location`	string	URL or description of the DPA
`include_technical_support`	boolean	Whether technical support is included. Default: `false`
`technical_support_description`	string	Description of technical support
`attachment_ids`	array	UUIDs of attachments to include

Partnership

Partnership Agreement.

Parameter	Type	Description
`effective_date_type`	string	`"signature"` (default) or `"date"`
`effective_date`	date	Required when `effective_date_type` is `"date"`
`general_cap_amount_type`	string	Liability cap type. One of: `"multiple"`, `"currency"`, `"either"`, `"base"`. Default: `"multiple"`
`general_cap_amount_multiple_val`	number	Multiple of fees for the cap. Default: `1`
`general_cap_amount_currency_val`	number	Fixed currency cap amount
`include_covered_claims`	boolean	Default: `false`
`include_increased_claims`	boolean	Default: `false`
`include_unlimited_claims`	boolean	Default: `false`
`include_additional_warranties`	boolean	Default: `false`
`include_dpa`	boolean	Default: `false`
`include_dpa_type`	string	`"description"` or `"attachment"`
`include_brand_guidelines`	boolean	Whether to include brand guidelines. Default: `false`
`template_partnership_business_terms_attributes`	object	Nested business terms defaults. See Partnership Business Terms below.
`attachment_ids`	array	UUIDs of attachments to include

Partnership Business Terms

Pass as template_partnership_business_terms_attributes: { ... }.

Parameter	Type	Description
`territory_type`	string	Geographic territory: `"worldwide"` (default) or `"custom"`
`territory_type_val`	string	Custom territory description
`end_date_type`	string	How the partnership end date is defined. One of: `"date"`, `"effective date"`. Default: `"effective date"`
`end_date_date`	datetime	Specific end date
`end_date_after_effective_date_amount`	integer	Duration amount when `end_date_type` is `"effective date"`
`end_date_after_effective_date_unit`	string	Duration unit. One of: `"month(s)"`, `"quarter(s)"`, `"year(s)"`. Default: `"year(s)"`
`include_obligations_company_brand`	boolean	Whether the company has brand/logo obligations. Default: `false`
`include_obligations_company_referral`	boolean	Whether the company has referral obligations. Default: `false`
`include_obligations_company_referral_include_criteria`	boolean	Whether referral criteria are specified. Default: `false`
`include_obligations_company_referral_include_criteria_val`	string	Referral criteria description
`include_obligations_company_referral_include_pay_sch`	boolean	Whether a referral payment schedule is included. Default: `false`
`include_obligations_company_referral_include_pay_sch_amount`	number	Referral payment amount
`include_obligations_company_referral_include_pay_sch_unit`	string	Referral payment unit. One of: `"U.S. Dollars"`, `"percent"`
`include_obligations_company_referral_include_pay_sch_custom`	string	Custom referral payment description
`include_obligations_company_sponsorship`	boolean	Whether the company has sponsorship obligations. Default: `false`
`include_obligations_company_sponsorship_include_benefits`	boolean	Whether sponsorship benefits are specified. Default: `false`
`include_obligations_company_sponsorship_include_benefits_val`	string	Sponsorship benefits description
`include_obligations_company_sponsorship_include_payments`	boolean	Whether sponsorship payments are specified. Default: `false`
`include_obligations_company_sponsorship_include_payments_amount`	number	Sponsorship payment amount
`include_obligations_company_sponsorship_include_payments_unit`	string	Sponsorship payment unit. One of: `"U.S. Dollars"`, `"percent"`
`include_obligations_company_promotion`	boolean	Whether the company has promotion obligations. Default: `false`
`include_obligations_company_promotion_include_materials`	boolean	Whether promotional materials are specified. Default: `false`
`include_obligations_company_promotion_include_materials_val`	string	Promotional materials description
`include_obligations_company_promotion_include_activities`	boolean	Whether promotional activities are specified. Default: `false`
`include_obligations_company_promotion_include_activities_val`	string	Promotional activities description
`include_obligations_partner_brand`	boolean	Whether the partner has brand/logo obligations. Default: `false`
`include_obligations_partner_referral`	boolean	Whether the partner has referral obligations. Default: `false`
`include_obligations_partner_referral_include_criteria`	boolean	Whether partner referral criteria are specified. Default: `false`
`include_obligations_partner_referral_include_criteria_val`	string	Partner referral criteria description
`include_obligations_partner_referral_include_pay_sch`	boolean	Whether a partner referral payment schedule is included. Default: `false`
`include_obligations_partner_referral_include_pay_sch_amount`	number	Partner referral payment amount
`include_obligations_partner_referral_include_pay_sch_unit`	string	Partner referral payment unit. One of: `"U.S. Dollars"`, `"percent"`
`include_obligations_partner_referral_include_pay_sch_custom`	string	Custom partner referral payment description
`include_obligations_partner_sponsorship`	boolean	Whether the partner has sponsorship obligations. Default: `false`
`include_obligations_partner_sponsorship_include_benefits`	boolean	Whether partner sponsorship benefits are specified. Default: `false`
`include_obligations_partner_sponsorship_include_benefits_val`	string	Partner sponsorship benefits description
`include_obligations_partner_sponsorship_include_payments`	boolean	Whether partner sponsorship payments are specified. Default: `false`
`include_obligations_partner_sponsorship_include_payments_amount`	number	Partner sponsorship payment amount
`include_obligations_partner_sponsorship_include_payments_unit`	string	Partner sponsorship payment unit. One of: `"U.S. Dollars"`, `"percent"`
`include_obligations_partner_promotion`	boolean	Whether the partner has promotion obligations. Default: `false`
`include_obligations_partner_promotion_include_materials`	boolean	Whether partner promotional materials are specified. Default: `false`
`include_obligations_partner_promotion_include_materials_val`	string	Partner promotional materials description
`include_obligations_partner_promotion_include_activities`	boolean	Whether partner promotional activities are specified. Default: `false`
`include_obligations_partner_promotion_include_activities_val`	string	Partner promotional activities description
`include_payment_process`	boolean	Whether to include payment process details. Default: `false`
`include_payment_process_company`	boolean	Whether to specify company payment details. Default: `false`
`include_payment_process_company_include_email`	boolean	Whether to include the company's payment email. Default: `false`
`include_payment_process_company_include_email_val`	string	Company payment email address
`include_payment_process_company_include_address`	boolean	Whether to include the company's payment address
`include_payment_process_company_include_address_country`	string	Company payment country
`include_payment_process_company_include_address_street_address`	string	Company street address
`include_payment_process_company_include_address_city`	string	Company city
`include_payment_process_company_include_address_state`	string	Company state
`include_payment_process_company_include_address_zipcode`	string	Company zip code
`include_payment_process_partner`	boolean	Whether to specify partner payment details. Default: `false`
`include_payment_process_partner_include_email`	boolean	Whether to include the partner's payment email. Default: `false`
`include_payment_process_partner_include_email_val`	string	Partner payment email address
`include_payment_process_partner_include_address`	boolean	Whether to include the partner's payment address
`include_payment_process_partner_include_address_country`	string	Partner payment country
`include_payment_process_partner_include_address_street_address`	string	Partner street address
`include_payment_process_partner_include_address_city`	string	Partner city
`include_payment_process_partner_include_address_state`	string	Partner state
`include_payment_process_partner_include_address_zipcode`	string	Partner zip code
`include_payment_schedule`	boolean	Whether to include a payment schedule. Default: `false`
`include_payment_schedule_type`	string	Payment schedule type: `"specified"` (default) or `"custom"`
`include_payment_schedule_specified_amount`	integer	Payment schedule amount
`include_payment_schedule_specified_unit`	string	Payment schedule unit. One of: `"day(s)"`, `"week(s)"`, `"month(s)"`, `"quarter(s)"`, `"year(s)"`. Default: `"day(s)"`
`include_payment_schedule_specified_timeframe`	string	Payment schedule timeframe. One of: `"receipt"`, `"date"`
`include_payment_schedule_custom`	string	Custom payment schedule description

BAA

Business Associate Agreement (HIPAA).

Parameter	Type	Description
`effective_date_type`	string	`"signature"` (default) or `"date"`
`effective_date`	date	Required when `effective_date_type` is `"date"`
`business_associate_relationship_type`	string	Nature of the business associate relationship. One of: `"provider"`, `"company"`. Default: `"provider"`
`breach_notification_val`	integer	Number of days for breach notification. Default: `30`
`breach_notification_unit`	string	Unit for breach notification period. One of: `"hours"`, `"business days"`, `"calendar days"`. Default: `"calendar days"`
`include_limitations`	boolean	Whether to include usage/disclosure limitations. Default: `false`
`include_subcontract_limitations`	boolean	Whether to include subcontractor limitations. Default: `false`
`subcontract_limitations_permitted`	boolean	Whether subcontracting is permitted. Default: `false`
`include_offshore_limitations`	boolean	Whether to restrict offshore processing. Default: `false`
`offshore_limitations_permitted`	boolean	Whether offshore processing is permitted. Default: `false`
`include_deidentification_limitations`	boolean	Whether to include de-identification limitations. Default: `false`
`deidentification_limitations_permitted`	boolean	Whether de-identification is permitted. Default: `false`
`include_aggregation_limitations`	boolean	Whether to include aggregation limitations. Default: `false`
`aggregation_limitations_permitted`	boolean	Whether data aggregation is permitted. Default: `false`
`designated_record_set_provider_maintains`	boolean	Whether the provider maintains the designated record set. Default: `false`
`attachment_ids`	array	UUIDs of attachments to include

LOI

Letter of Intent.

Parameter	Type	Description
`product_name`	string	Name of the product or service
`include_functionality`	boolean	Whether to describe planned functionality. Default: `false`
`include_functionality_val`	string	Description of the functionality
`include_fees`	boolean	Whether fees are included. Default: `false`
`include_fees_include_amount`	boolean	Whether to specify a fee amount. Default: `false`
`include_fees_amount`	number	Fee amount
`include_fees_amount_duration`	string	Duration for which fees apply. One of: `"month"`, `"year"`, `"quarter"`
`include_launch_date`	boolean	Whether to include a target launch date. Default: `false`
`include_launch_date_type`	string	`"date"` (default) or `"custom"`
`include_launch_date_date`	datetime	Specific launch date
`include_launch_date_custom`	string	Custom launch date description
`include_custom_details`	boolean	Whether to include custom details. Default: `false`
`include_custom_details_val`	string	Custom details text
`confidentiality_type`	string	Confidentiality terms. One of: `"mutual"`, `"nda"`, `"provider"`, `"custom"`. Default: `"mutual"`
`confidentiality_nda_type`	string	How the NDA is provided when `confidentiality_type` is `"nda"`. One of: `"description"`, `"attachment"`. Default: `"attachment"`
`confidentiality_nda_attachment_id`	uuid	Attachment ID of an existing NDA
`confidentiality_nda_description`	string	Description of the NDA when `confidentiality_nda_type` is `"description"`
`attachment_ids`	array	UUIDs of attachments to include

Fees

The fees_attributes array is supported on CSA, Software License, and PSA order forms. On update, an item without id adds a fee; pass id to change one and id with _destroy: true to remove one. Template responses list each fee with its id. Each fee object has the following fields:

Parameter	Type	Description
`type`	string	Fee class. See fee types below.
`description`	string	Display label for the fee
`quantity`	integer	Quantity (for per-unit fees)
`cost`	number	Fee amount in the order form's `fees_currency`, as a plain amount, not cents (`20` means 20.00). For a percentage `Fees::Discount`, the percentage (`10` means 10%)
`stripe_product_id`	string	Stripe product ID (for Stripe-linked fees)
`discount_type`	string	For `Fees::Discount`: `"fixed_amount"` (default) or `"percentage"`
`discount_duration_type`	string	For `Fees::Discount`: `"forever"` (default), `"once"`, or `"multiple_months"`
`discount_duration_amount`	integer	For `Fees::Discount` with `"multiple_months"` duration: number of months
`attachment_id`	uuid	For `Fees::Attachment`: the attachment UUID
`graduated_fee_tiers_attributes`	array	For `Fees::Graduated`: array of tiers with `upper_limit`, `price_per_unit`, and `flat_price`
`id`	uuid	ID of an existing fee to update or remove. Omit to add a new fee
`_destroy`	boolean	Set to true with `id` to remove that fee

Fee Types

type	Description
`Fees::Flat`	A fixed flat fee
`Fees::Discount`	A discount applied to other fees
`Fees::Cost`	A cost-based fee
`Fees::Attachment`	A fee schedule provided as an attached document
`Fees::Graduated`	A tiered/graduated fee structure
`Fees::Included`	A fee described as included in the price
`Fees::Metered`	A usage-based metered fee
`Fees::OneTime`	A one-time fee
`Fees::Text`	A text-only fee description (no amount)

Last modified on November 14, 2026

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