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Confidentiality Agreement template

Friday, December 11th, 2009

How will they help you? The overall objective with a Confidentiality Agreement (or Non-Disclosure Agreement) is to prevent the disclosure of the confidential information that a discloser provides to a recipient. Who are they suitable for? Anyone who wants to prevent the disclosure of the confidential information that they provide to someone else. What ...

Sign-up customers fast

Sunday, November 29th, 2009

Many vendors experience the same problem.  The sales people work hard to make a sale.  It starts with identifying a prospect, then making contact, building a relationship, explaining the offering, reaching the decision maker, submitting a proposal and then finally hearing that the proposal has been accepted.  The sale has ...

Customer Agreements should be cleverly structured

Sunday, November 29th, 2009

A modular approach should be followed.  Each Customer Agreement should be made up of: one or more Orders (this is defined to include a goods, licence, services or work order); and Customer Relationship Terms. All the commercial terms are in the Order and all the general terms are in the Customer Relationship Terms ...

The different kinds of orders explained

Sunday, November 29th, 2009

You get sales orders, purchase orders, and other kinds of orders.  What is the difference between them?  What is the difference between an order and an invoice?  These are questions that people often ask, so we thought we would give you some answers. The bottom line is that when you accept ...

Customer Agreement templates

Sunday, November 29th, 2009

How will they help you? The overall objective with your Customer Agreement is to sign-up customers fast and ensure that they are happy so that they: pay you quickly, want to do additional business with you, and refer you to others - resulting in more revenue and equity. This is achieved by effectively managing your ...

Horrible documents

Sunday, November 29th, 2009

Horrible documents cross my computer screen every day.  The same old templates get re-used and circulated. Why are they horrible? They are often too long - everyone complains about long documents. They are often badly structured - a really important commercial term (like "the fees") is hidden on page fifty ...

Get documents signed in seconds

Sunday, November 29th, 2009

Getting documents signed is often a time consuming and frustrating business.  It can take weeks to get a signature from each party on a document.  This is often how it plays out:  one party prints two copies of a document, signs both of them with a handwritten signature and posts ...

A modular approach to drafting

Sunday, November 29th, 2009

We often recommend and use a modular, object-orientated approach to drafting documents (like agreements and policies).  Akin to building a document out of lego blocks.  Not always, but often. It does not suit every agreement nor every offering.  We find that the following are some of the benefits to ...

Alternative Dispute Resolution clause

Thursday, November 19th, 2009

In a previous article we wrote about how the draft King Report recommended that an alternative dispute resolution (ADR) clause be incorporated in all contracts.  They recommended a clause, which we then converted into plain language.  We were delighted to hear that the King committee accepted our plain language version ...

Does someone else process your personal information?

Monday, November 9th, 2009

Virtually every organisation makes use of a third party vendor or service provider (basically any provider of ICT goods or services) to process their personal information. For example, if an organisation outsources part of their IT function, then a third party will almost certainly be processing personal information.  Another example ...