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Partner Services Agreement

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PARTNER SERVICES AGREEMENT

This Partner Services Agreement (the "Agreement") is entered into as of , (the "Effective Date"), by and between , with principal place of business at ("Partner A"), and , with principal place of business at ("Partner B"). Collectively Partner A and Partner B are the "Parties" and individually a "Party".

RECITALS

WHEREAS, Partner A is engaged in the business of providing certain products, services, and marketing capabilities and has the resources necessary to perform the services described in this Agreement; and

WHEREAS, Partner B has expertise and market access and desires to collaborate with Partner A to deliver specified services and refer customers under the terms set forth below; and

WHEREAS, the Parties wish to set forth the terms and conditions under which Partner A will provide services to Partner B and the Parties will cooperate in marketing, delivery, and compensation.

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows:

1. DEFINITIONS

1.1 "Services" means the services, deliverables and obligations described in Section 2 and any Statement of Work executed under this Agreement. "Confidential Information" means information designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure.

2. SCOPE OF SERVICES

2.1 Partner A shall provide the services described in the attached Statement of Work(s) or as otherwise mutually agreed in writing. Services shall be performed in a timely, professional manner consistent with industry standards.

3. TERM; TERMINATION

3.1 Term. The term of this Agreement shall commence on the Effective Date and continue for months, unless earlier terminated in accordance with this Agreement (the "Term"). The Agreement will automatically renew for successive one-year terms unless either Party provides written notice of non-renewal at least days prior to the end of the then-current term.

3.2 Termination for Cause. Either Party may terminate this Agreement for material breach by the other Party if the breaching Party fails to cure the breach within days after receipt of written notice specifying the breach.

3.3 Effect of Termination. Upon termination or expiration, Partner A shall cease performance and deliver any work in progress. Termination shall not relieve either Party of obligations accrued prior to termination, including payment for Services performed.

4. FEES; PAYMENT

4.1 Fees. Partner B shall pay Partner A the fees set forth in the applicable Statement of Work. Unless otherwise stated, fees are due within days from invoice date. Late payments shall accrue interest at the lesser of 1.5% per month or the maximum rate permitted by law.

5. CONFIDENTIALITY

5.1 Each Party shall protect Confidential Information of the other Party with at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care. Confidential Information may be disclosed only to employees, contractors and advisors who have a need to know and who are bound by confidentiality obligations at least as protective as those in this Agreement.

5.2 Exclusions. Confidential Information does not include information that (a) is or becomes public through no breach, (b) was known without restriction prior to disclosure, (c) is rightfully received from a third party not under an obligation of confidentiality, or (d) is independently developed without use of the disclosing Party's Confidential Information.

6. INTELLECTUAL PROPERTY

6.1 Ownership. Except as expressly set forth in this Agreement, each Party retains all right, title and interest in and to its pre-existing intellectual property. Partner A shall own all right, title and interest in deliverables created specifically for Partner B under this Agreement, subject to a worldwide, non-exclusive, royalty-free license to Partner B to use such deliverables for its internal business purposes unless otherwise agreed in a Statement of Work.

6.2 License to Materials. Each Party grants the other a limited, non-exclusive, revocable license to use its trademarks, logos and marketing materials solely to perform its obligations and promote the collaboration as mutually agreed in writing.

7. REPRESENTATIONS; WARRANTIES

7.1 Each Party represents and warrants that: (a) it has full power and authority to enter into and perform this Agreement; (b) performance will not violate any law or contract; and (c) it will perform in a professional and workmanlike manner in accordance with industry standards.

7.2 EXCEPT AS EXPRESSLY PROVIDED HEREIN, THE PARTIES DISCLAIM ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

8. INDEMNIFICATION

8.1 Each Party (the "Indemnitor") shall indemnify, defend and hold harmless the other Party (the "Indemnitee") from and against claims, liabilities, losses, damages, costs and expenses (including reasonable attorneys' fees) arising from (a) Indemnitor's breach of its representations or obligations, or (b) a third party claim that Indemnitor's materials or services infringe the third party's intellectual property rights.

8.2 Procedure. The Indemnitee shall provide prompt written notice of any claim and cooperate in the defense. The Indemnitor shall have the right to control the defense and settlement of any claim, provided that no settlement that admits liability or imposes obligations on the Indemnitee may be made without the Indemnitee's prior written consent.

9. LIMITATION OF LIABILITY

9.1 EXCEPT FOR A PARTY'S INDEMNITY OBLIGATIONS OR A PARTY'S WILLFUL MISCONDUCT OR GROSS NEGLIGENCE, IN NO EVENT SHALL EITHER PARTY'S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT EXCEED THE AMOUNT PAID OR PAYABLE BY PARTNER B TO PARTNER A UNDER THIS AGREEMENT DURING THE SIX (6) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

10. INSURANCE

10.1 Each Party shall maintain commercially reasonable insurance coverage appropriate to the Services provided, including general liability and professional liability as applicable. Upon request, a Party shall provide certificates evidencing such coverage.

11. COMPLIANCE WITH LAWS

11.1 Each Party shall comply with all applicable laws, rules and regulations in performing its obligations hereunder, including data protection, export control and anti-corruption laws.

12. NOTICES

12.1 All notices required or permitted under this Agreement shall be in writing and delivered to the addresses below by certified mail, overnight courier, or email with confirmation of receipt. Notice is effective upon receipt.

13. AMENDMENT; WAIVER; COUNTERPARTS

13.1 Amendment. No amendment or modification of this Agreement shall be effective unless in writing and signed by authorized representatives of both Parties.

13.2 Waiver. The failure of either Party to enforce any provision of this Agreement shall not constitute a waiver of future enforcement of that or any other provision.

13.3 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument. Signatures delivered by electronic transmission shall be binding.

14. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

14.1 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the state or jurisdiction chosen by the Parties at signing: , without regard to conflict of laws principles.

14.2 Entire Agreement. This Agreement, together with any Schedules and Statements of Work executed hereunder, constitutes the entire agreement between the Parties and supersedes all prior and contemporaneous agreements, proposals and communications, whether oral or written, relating to the subject matter hereof.

14.3 Severability. If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall continue in full force and effect and the Parties shall negotiate in good faith a valid provision that most nearly effects the Parties' intent in the invalid provision.

15. MISCELLANEOUS

15.1 Relationship of the Parties. The Parties are independent contractors. Nothing in this Agreement creates any partnership, joint venture, employment, franchise, or agency relationship, and neither Party may bind the other except as expressly provided herein.

Partner A - Printed Name:

Partner B - Printed Name:

By:

Title:

Date:

By:

Title:

Date:

Enter text✕

What a Partner Services Agreement Is and When It’s Used

A Partner Services Agreement is a written contract that defines the commercial relationship, roles, deliverables, payments, and liability between two or more business partners or channel participants. Commonly used for resellers, system integrators, referral partners, and joint-marketing arrangements, the agreement sets performance standards, termination rights, confidentiality obligations, and intellectual property treatment. It can be executed on paper or electronically when parties meet ESIGN Act (15 U.S.C. ch. 96) and applicable state UETA/ESRA requirements, and should reference governing law, notice procedures, and dispute resolution provisions.

Why this Agreement Matters for Risk, Revenue, and Compliance

A clear Partner Services Agreement reduces commercial ambiguity, limits exposure, and documents compensation and reporting obligations. When executed correctly it creates enforceable rights under the ESIGN Act and applicable state law, supports auditability, and helps teams meet industry rules such as HIPAA or data-protection obligations where partner access to protected data exists.

Why this Agreement Matters for Risk, Revenue, and Compliance

Who Typically Drafts, Reviews, and Signs This Agreement

Use role-based review checklists before execution to ensure each party’s operational, legal, and financial requirements are met.

  • Partnership Managers and Sales Ops who track commissions, KPIs, and onboarding obligations in channel relationships.
  • Legal and Compliance teams that draft warranty, indemnity, data and IP clauses and confirm enforceability.
  • Finance and Procurement teams that verify payment terms, invoicing schedules, and tax or withholding requirements.

Core Sections to Include in a Professional Partner Services Agreement

A thorough agreement groups obligations and protections into standard sections so parties can easily reference rights, performance, and remedies.

Parties

Full legal names, entity type, and primary business addresses for each contracting entity; list any affiliates included under the agreement.

Scope

Precise description of services, territories, exclusivity limits, permitted activities, and deliverables with measurable performance obligations and acceptance criteria.

Compensation

Fees, commission formulas, payment timing, invoicing requirements, tax responsibilities, and procedures for disputed invoices or chargebacks.

Data & Security

Data handling, access rights, encryption expectations, breach notification timelines, and any required business associate agreement for HIPAA-covered interactions.

IP & Licensing

Ownership of preexisting IP, licenses granted, usage limits, and work-for-hire or assignment language for jointly created deliverables.

Termination & Remedies

Termination notice periods, cure rights, post-termination obligations, transition assistance, and liquidated damages or indemnity provisions where appropriate.

Step-by-Step: How to Complete and Execute the Partner Services Agreement

Follow a consistent sequence from draft to signed record to reduce rework and ensure auditability.

  • 01
    Draft: Populate parties, scope, payment, and termination terms with input from legal and finance.
  • 02
    Review: Have legal, compliance, and business owners confirm obligations and risk allocation.
  • 03
    Finalize: Resolve open issues, insert effective date, and confirm signatory authority.
  • 04
    Execute: Collect signatures and preserve the audit trail and final PDF for records.

How to Configure an Online Signing Workflow

Set up fields, authentication, and routing to match your internal approval steps and compliance needs.

Field Configuration
Signature Placement Required signature and date fields for each party; include initials for page acceptance.
Authentication Email link plus SMS or KBA where stronger identity proof is needed.
Signing Order Sequential or parallel signer order depending on approval workflow.
Integrations Connect to CRM, document repository, or ERP for automatic storage and invoicing.

Where to Send the Agreement and How Execution Typically Flows

Determine each party’s delivery method and verify receipt to maintain a clear execution record.

  • Send to Counterparty: Upload final PDF and send signer invite to the designated signatory email address.
  • Signer Authentication: Signers authenticate, review, and apply signature and dates in the prescribed fields.
  • Return Copies: System delivers executed copies and a timestamped audit trail to all parties.
  • Record Storage: Store the signed PDF and metadata in your document management system.

Technical Considerations for Electronic Execution and Storage

Choose settings that preserve audit trails, enable reproducible records under ESIGN/UETA, and meet any industry-specific authentication or retention requirements.

  • File Formats: PDF, DOCX, and editable templates supported for upload and final archive.
  • Integrations: Connectors to Salesforce, NetSuite, Microsoft 365, Google Workspace, and cloud storage.
  • Authentication: Options include email, SMS codes, KBA, and SSO where required.

Typical Timelines, Deadlines, and Processing Expectations

Set internal deadlines for review, execution, and onboarding milestones to avoid service interruptions and billing delays.

Internal Review Window:

Allow 3–7 business days for legal and finance review depending on complexity.

Counterparty Execution:

Request signature within 7–14 calendar days to keep onboarding on track.

Notice Periods:

Termination or change often requires 30–90 days’ written notice as specified in the agreement.

Renewal Notice:

Provide automatic renewal and opt-out timelines, commonly 30–60 days before renewal.

Record Availability:

Retain executed copies and audit logs in searchable storage immediately after signing.

Potential Penalties and Legal Risks to Watch For

Unenforceability: Improper execution can render the agreement void or unenforceable.
Breach Damages: Monetary liability for failure to meet contractual obligations.
Data Liability: HIPAA or privacy violations can trigger fines and remediation obligations.
Tax Exposure: Incorrect reporting can cause withholding, penalties, or audits.
Notary Defects: Invalid notarization may invalidate specific acknowledgements or filings.
Reputational Harm: Contract disputes with partners can damage market relationships.

Common Mistakes When Preparing a Partner Services Agreement

  • Using vague scope language that leaves deliverables, acceptance criteria, and performance metrics undefined, creating avoidable disputes.
  • Failing to confirm signatory authority or corporate approval which can delay enforcement or require post-execution ratification.
  • Omitting data-protection and access rules for partner-held customer data, risking HIPAA or state privacy noncompliance.
  • Neglecting renewal and termination mechanics, including automatic renewals, notice periods, and post-termination transition support obligations.

Security and Compliance Features to Include or Verify

Encryption: TLS 1.2/1.3
At-Rest Protection: AES-256
Audit Trails: Signed timestamps
Certifications: SOC 2 Type II
Regulatory Support: ESIGN and UETA
HIPAA Support: BAA available

Real-World Examples of Partner Services Agreements in Use

These brief examples illustrate typical commercial scenarios and operational results.

Optica Ventures

Optica standardized partner onboarding for recurring services with a written agreement that defined KPIs and commissions.

  • The template included monthly reporting and termination for material breach.
  • The result reduced disputes and sped partner onboarding while preserving audit-ready signed records for compliance reviews.

Xerox NetSuite Integration

Xerox used standardized partner service contracts tied to NetSuite invoicing to enforce payment terms and deliverable acceptance.

  • Contracts routed automatically for signatures and storage.
  • This integration ensured consistent contract data, faster invoice generation, and a clear trail for revenue recognition.

Signatures and Platform Pricing Comparison

A neutral comparison of common vendor starting prices and core features. signNow is shown first for alignment with platform data.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day trial No No Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

FAQs and Troubleshooting for Partner Services Agreements

Common questions about execution, enforceability, and corrections with practical answers to avoid delays or disputes.


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