The Customer Agreement Template is designed for sales teams and legal counsel who need fast, compliant customer contracts that can be customized per client.
What's inside
Agreement overview
Parties and Effective Date
Definitions
Scope of Services
Fees and Payment Terms
Deliverables and Acceptance
Intellectual Property
Confidentiality and Data Protection
Warranties and Disclaimers
Indemnification
Limitation of Liability
Term and Termination
Change Orders
Governing Law and Disputes
Notices
Schedule A: Fee Schedule
Schedule B: Service Levels
How to use this template
Duplicate the template and replace placeholders with your client and company data.
Review definitions, scope, and liability provisions with your legal team.
Customize the fee schedule and milestones for the specific engagement.
Complete the acceptance criteria and any service levels required by the customer.
Prepare the final copy for signature and send to the client.
Why it works
How do I tailor this for different engagements?
Adjust the Scope of Services and Deliverables to align with the project. Update acceptance criteria and timelines accordingly.
Modify the Fee Schedule to reflect milestones, payment terms, and currency. Ensure the liability cap matches risk level.
How do I handle data protection obligations?
Include explicit data processing terms, security controls, and breach notification requirements. Align with applicable data protection laws and the client’s requirements.
Can I reuse this template for multiple customers?
Yes. Maintain a master version and create client-specific addenda or schedules to reflect each engagement’s unique terms.