Referral Agreement

Template Overview

Template ID: referral-agreement
Version: 2.0.0

To generate this document, pass the structured data described below into the data property of the /api/v1/documents/generate endpoint.

Data Payload Schema

Field	Type	Requirement	Description & Details
`parties`	`array of objects`	Yes	The entities entering into the agreement. For this template, must contain a minimum of 2 entities. Uses the standard Parties Schema. Each party also takes a `definition` field: one of `"Client"`, `"Referrer"`.
`project`	`string`	Yes	What is the business that is being referred? This is the subject matter of the referral agreement. Ex: the development of a mobile application to be sold to end users by the Client.
`referrerPercentage`	`string`	No	What is the percentage of the revenue that the Referrer will receive?
`clientPercentage`	`string`	No	What is the percentage of the revenue that the Client will receive?
`isDuration`	`boolean`	No	Is there a duration for this agreement? If there is a duration, the agreement will automatically terminate after the duration. Values: `true` (Yes), `false` (No).
`duration`	`number`	Conditional	Duration of the agreement (months) The duration of the agreement in months. Ex:'12 months Required if `isDuration` is `true`.
`exclusivity`	`boolean`	No	Is this an exclusive agreement? An exclusive agreement means that the Client cannot engage another Referrer for the same business. Values: `true` (Yes), `false` (No).
`obligations`	`object`	Yes	Obligations of the Parties under the Referral Agreement One object per party, keyed by each party's `definition` value (`"Client"`, `"Referrer"`). Each object: `obligation` (array of strings).
`governingLaw`	`string`	No	What is the governing law? Must be a valid value from the Supported Countries list.
`dispute`	`boolean`	No	Governing law and Dispute resolution Courts are typically slower and cheaper. While arbitration is a generally faster but more expensive dispute resolution process.. Values: `true` (By Arbitration), `false` (By the court).

Example JSON Payload

Here is an example of a properly formatted data object for the Referral Agreement template.

{
  "templateId": "referral-agreement",
  "data": {
    "parties": [
      {
        "definition": "Client",
        "isCompany": true,
        "rcName": "Acme Corp",
        "rcAddress": "123 Beta Way",
        "rcCountry": "United States",
        "rcNumber": "12345678",
        "type": "Private Company limited by shares"
      },
      {
        "definition": "Referrer",
        "isCompany": false,
        "fullName": "Joshua",
        "address": "789 Alpha Ave",
        "rcCountry": "Nigeria"
      }
    ],
    "project": "the development of a mobile application to be sold to end users by the Client",
    "referrerPercentage": "Sample Referrer Percentage",
    "clientPercentage": "Sample Client Percentage",
    "isDuration": true,
    "duration": 12,
    "exclusivity": true,
    "obligations": {
      "Client": {
        "obligation": [
          "Sample Obligation"
        ]
      },
      "Referrer": {
        "obligation": [
          "Sample Obligation"
        ]
      }
    },
    "governingLaw": "Nigeria",
    "dispute": true
  },
  "format": "pdf"
}