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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")
recipient_role	string	Label for the receiving party (e.g. "Customer")
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	"signature" (default) or "date"
effective_date	datetime	Required when effective_date_type is "date"
general_cap_amount_type	string	Liability cap type: "preceding" (preceding months of fees), "base" (fixed amount), or "unlimited"
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: "preceding", "base", or "unlimited"
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	"automatic" (default) or "manual"
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: "signature" or "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. 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
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 (e.g. "USD"). 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	Type of fee increase: "percentage" or "fixed"
fee_amount	number	Fixed fee amount
fee_period	string	Billing period (e.g. "month", "year")
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
payment_period_timeframe	string	When the payment clock starts
payment_process_type	string	Payment process: "invoice", "automatic", or "custom"
payment_process_automatic_frequency	string	Frequency for automatic billing (e.g. "monthly")
payment_process_type_invoice_amount	integer	Invoice payment due days
payment_process_type_invoice_type	string	Invoice period type
payment_process_type_invoice_duration	string	Invoice duration
payment_process_type_invoice_duration_start	string	When the invoice duration starts
payment_process_type_custom_val	string	Custom payment process description. Required when payment_process_type is "custom"
invoice_period	string	Invoice period description
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
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	"standard" (default) or "custom"
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 (e.g. "hours")
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 (e.g. "months")
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.

Parameter	Type	Description
provider	string	Name of the data processor (service provider)
customer_description	string	Description of the data controller (customer)
approved_subprocessor_type	string	How subprocessors are approved: "list" or "notice"
security_policy_type	string	Type of security policy reference
security_policy_available_at	string	URL where the security policy is available
include_governing_law	boolean	Whether to include a governing law clause. Default: false
include_governing_country_eu	boolean	Whether EU Standard Contractual Clauses apply. Default: false
include_governing_country_eu_val	string	EU member state for SCCs
include_governing_country_uk	boolean	Whether UK GDPR addendum applies. Default: false
include_governing_country_uk_val	string	UK territory designation
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_covered_claim	boolean	Whether to include a covered claims / indemnification section. Default: false
include_increased_claim_amount	boolean	Whether to include an increased claim cap. Default: false
include_liability_cap	boolean	Whether to include a liability cap. Default: false
include_data_subjects_end_users	boolean	Whether end users are a covered data subject category. Default: false
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: false
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_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
data_exporter_contact_name	string	Name of the data exporter's contact
data_exporter_contact_details	string	Contact details for the data exporter
data_exporter_address_country	string	Data exporter's country
data_importer_address_country	string	Data importer's country
subprocessors_attributes	array	List of subprocessors, each with name, country, and processing_task

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: "preceding", "base", or "unlimited"
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: "date", "duration", or "at_will"
sow_term_amount	integer	Length of the SOW term
sow_term_unit	string	Unit for SOW term (e.g. "months")
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
include_deliverables_resubmission_amount	integer	Days to resubmit a rejected deliverable
include_deliverables_resubmission_unit	string	Unit for resubmission period
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
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
payment_period	integer	Payment due period amount
payment_period_unit	string	Unit for payment period
payment_period_timeframe	string	When the payment clock starts
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 }

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 (e.g. "month(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
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 (e.g. "%"). Default: "%"
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
include_fees_amount	number	Fee amount
include_fees_unit	string	Fee unit
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	"preceding", "base", or "unlimited". 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: "signature" or "date"
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
subscription_renewal_notice_days	integer	Days of notice required before renewal
fee_period	string	Billing period
fee_custom_unit	string	Custom billing unit description
fees_currency	string	Currency for fees. 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	Type of fee increase: "percentage" or "fixed"
payment_process_type	string	Payment process: "invoice", "automatic", or "custom"
payment_process_automatic_frequency	string	Frequency for automatic billing
payment_process_type_invoice_amount	integer	Invoice payment due days
payment_process_type_invoice_type	string	Invoice period type
payment_process_type_invoice_duration	string	Invoice duration
payment_process_type_invoice_duration_start	string	When the invoice duration starts
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: "none", "duration", or "description"
warranty_period_description_amount	integer	Warranty period length
warranty_period_description_duration	string	Warranty period unit
warranty_period_description_duration_start	string	When the warranty period begins
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
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	"free" (default) or "paid"
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
general_cap_amount	number	Fixed liability cap. Default: 1000
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_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	"multiple" (default), "currency", or "either"
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: "specified" (default), "duration", or "at_will"
end_date_date	datetime	Specific end date
end_date_after_effective_date_amount	integer	Duration amount when end_date_type is "duration"
end_date_after_effective_date_unit	string	Duration unit (e.g. "years")
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 (e.g. "%")
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
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
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
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
include_payment_schedule_specified_timeframe	string	Payment schedule timeframe
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
breach_notification_val	integer	Number of days for breach notification. Default: 30
breach_notification_unit	string	Unit for breach notification period. 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
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	"mutual" (default), "nda", or "none"
confidentiality_nda_type	string	"attachment" (default) or "description" when confidentiality_type is "nda"
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. 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 cents
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 "repeating"
discount_duration_amount	integer	For Fees::Discount with "repeating" duration: number of periods
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

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)