# 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](#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](#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](#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](#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](#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](#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) |