Managing "Terms of Service" on your Order Forms

Your order form agreement will typically include a set of legal terms that both you and your customers agree to. These terms will depend on a number of different factors, for example, the type of products purchased, the size of the contract, or the length of the contract.

In this guide, we'll go over the two most common ways to compose "Terms of Service" on your agreement.

  • Online Terms of Service
  • Redlined Service Agreement

Online Terms of Service

Many companies will publish their Terms of Use publicly on their website. When creating an order form, instead of referencing the entire Terms of Use again, we recommend simply referencing your online Terms of Use by including a shorter Terms of Service agreement block on your order form. Here, you can link to your online terms and include the approved legal language to communicate the effective date of this term.

Here's how we do it at RevOps:


This keeps your order form simple and easy to review, making for a much quicker closing process.

Redlined Service Agreement

In more complex order forms, referencing the online terms of service is not always an option though. Contracts that are more complex or span multiple years, will sometimes require a more thoroughly redlined master service agreement between you and your customer's legal team.

When this happens, RevOps recommends removing the terms of service completely from your order form. Instead, once the redlined master service agreement has been approved, you can attach it as a PDF or DocX file directly to your deal.

To do this, go to your deal and expand the "Additional Agreements" card on the right-hand side. Then click on "Upload Document" and attach your approved master service agreement.

Once your agreement has been attached, you can select whether your customer must sign both the Order Form and the MSA as two separate signature pages or as a single document.

If Data Processing Agreements (DPAs) or Service Level Agreements (SLAs) are commonly attached to your order form, you can also upload those instead.

 

RevOps will attach both documents together so that when your customer is reviewing your deal, they can easily view both the order form as well as your MSA.

 

When signing, both documents are combined into a single file for a faster signing experience. Signing has been completed, the documents are stored as a single file.

There isn't a one size fits all approach to managing the terms of service for your Sales agreements. At RevOps, we believe in providing you with composable parts so that you can easily build the agreements you and your customers are happiest with. With these two features, we hope to offer you flexibility in making every sale easy to close.