@open-agreements/open-agreements 0.2.2 → 0.3.0

package/content/templates/common-paper-design-partner-agreement/metadata.yaml

@@ -38,10 +38,58 @@ fields:
     type: string
     description: Open text entry for additional details
     section: Terms
-  - name: other_details
+  - name: partner_other_details
     type: string
-    description: Other details to fill in
-    section: Terms
+    description: Additional partner commitments not listed above
+    section: Program
+  - name: provider_other_details
+    type: string
+    description: Additional provider commitments not listed above
+    section: Program
+  - name: has_partner_other_details
+    type: boolean
+    description: >-
+      Set to true when additional partner commitments are specified
+      in partner_other_details.
+    section: Program
+  - name: has_provider_other_details
+    type: boolean
+    description: >-
+      Set to true when additional provider commitments are specified
+      in provider_other_details.
+    section: Program
+  - name: partner_feedback_sessions
+    type: boolean
+    description: Partner will participate in feedback sessions
+    section: Program
+  - name: partner_case_study
+    type: boolean
+    description: Partner will provide a case study
+    section: Program
+  - name: partner_private_list
+    type: boolean
+    description: Partner will appear in private customer lists
+    section: Program
+  - name: partner_public_list
+    type: boolean
+    description: Partner will appear on public customer lists and website
+    section: Program
+  - name: partner_reference
+    type: boolean
+    description: Partner will serve as a reference for prospective customers
+    section: Program
+  - name: provider_discount
+    type: boolean
+    description: Provider will give a discount for long-term agreement
+    section: Program
+  - name: provider_develop_functionality
+    type: boolean
+    description: Provider will develop specific product functionality
+    section: Program
+  - name: has_fees
+    type: boolean
+    description: Whether fees apply under this agreement
+    section: Payment
   - name: governing_law
     type: string
     description: State whose laws govern the agreement
@@ -52,6 +100,54 @@ fields:
     description: Courts with jurisdiction over disputes
     default: courts located in New Castle County, Delaware
     section: Legal
+  - name: provider_signatory_type
+    type: enum
+    description: Whether the Provider signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: provider_signatory_name
+    type: string
+    description: Full legal name of the Provider's signatory
+    section: Signature Block
+  - name: provider_signatory_title
+    type: string
+    description: Title/role of the Provider's signatory (entity only)
+    section: Signature Block
+  - name: provider_signatory_company
+    type: string
+    description: Company name for the Provider signatory (entity only)
+    section: Signature Block
+  - name: provider_signatory_email
+    type: string
+    description: Notice email address for the Provider
+    section: Signature Block
+  - name: partner_signatory_type
+    type: enum
+    description: Whether the Partner signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: partner_signatory_name
+    type: string
+    description: Full legal name of the Partner's signatory
+    section: Signature Block
+  - name: partner_signatory_title
+    type: string
+    description: Title/role of the Partner's signatory (entity only)
+    section: Signature Block
+  - name: partner_signatory_company
+    type: string
+    description: Company name for the Partner signatory (entity only)
+    section: Signature Block
+  - name: partner_signatory_email
+    type: string
+    description: Notice email address for the Partner
+    section: Signature Block
 required_fields:
   - company_name
   - product_description

package/content/templates/common-paper-design-partner-agreement/selections.json

@@ -0,0 +1,27 @@
+{
+  "groups": [
+    {
+      "id": "partner_commitments",
+      "type": "checkbox",
+      "options": [
+        { "marker": "Participate in {free_text} Feedback sessions", "trigger": { "field": "partner_feedback_sessions" } },
+        { "marker": "Provide case study", "trigger": { "field": "partner_case_study" } },
+        { "marker": "Appear as a customer in private customer lists", "trigger": { "field": "partner_private_list" } },
+        { "marker": "Appear as a customer on Provider\u2019s website", "trigger": { "field": "partner_public_list" } },
+        { "marker": "Serve as a reference", "trigger": { "field": "partner_reference" } },
+        { "marker": "{partner_other_details}", "trigger": { "field": "has_partner_other_details" } },
+        { "marker": "Give a {discount_amount} discount", "trigger": { "field": "provider_discount" } },
+        { "marker": "Develop the following Product functionality", "trigger": { "field": "provider_develop_functionality" } },
+        { "marker": "{provider_other_details}", "trigger": { "field": "has_provider_other_details" } }
+      ]
+    },
+    {
+      "id": "fee_structure",
+      "type": "radio",
+      "options": [
+        { "marker": "During the Term, Partner will pay Provider", "trigger": { "field": "has_fees", "equals": true } },
+        { "marker": "There are no Fees under this Agreement", "trigger": "default" }
+      ]
+    }
+  ]
+}

package/content/templates/common-paper-independent-contractor-agreement/README.md

@@ -21,6 +21,24 @@ An independent contractor agreement based on [Common Paper's](https://commonpape
 | `governing_law` | string | yes | State whose laws govern the agreement |
 | `jurisdiction` | string | yes | Courts with jurisdiction |
 
+
+### Signature Block
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `company_signatory_type` | enum (`entity` / `individual`) | no | Whether the Company signatory is an entity or individual (default: `entity`) |
+| `company_signatory_name` | string | no | Full legal name of the Company's signatory |
+| `company_signatory_title` | string | no | Title/role of the Company's signatory (entity only) |
+| `company_signatory_company` | string | no | Company name for the Company signatory (entity only) |
+| `company_signatory_email` | string | no | Notice email address for the Company |
+| `contractor_signatory_type` | enum (`entity` / `individual`) | no | Whether the Contractor signatory is an entity or individual (default: `entity`) |
+| `contractor_signatory_name` | string | no | Full legal name of the Contractor's signatory |
+| `contractor_signatory_title` | string | no | Title/role of the Contractor's signatory (entity only) |
+| `contractor_signatory_company` | string | no | Company name for the Contractor signatory (entity only) |
+| `contractor_signatory_email` | string | no | Notice email address for the Contractor |
+
+> **Note:** `*_title` and `*_company` are only rendered when the corresponding `*_type` is `entity` (default). When set to `individual`, those cells are left blank even if values are provided.
+
 ## Attribution
 
 Based on the Common Paper Independent Contractor Agreement, available at https://commonpaper.com.

package/content/templates/common-paper-independent-contractor-agreement/clean.json

@@ -0,0 +1,8 @@
+{
+  "removeRanges": [
+    {
+      "start": "^Interpreting help text$",
+      "end": "^Send to your counterparty"
+    }
+  ]
+}

package/content/templates/common-paper-independent-contractor-agreement/metadata.yaml

@@ -34,6 +34,10 @@ fields:
     type: string
     description: Start date, end date, timeline, milestones, etc.
     section: Terms
+  - name: other_terms
+    type: string
+    description: Additional terms relevant to the engagement (e.g., expense or travel reimbursements)
+    section: Terms
   - name: governing_law
     type: string
     description: State whose laws govern the agreement
@@ -44,6 +48,54 @@ fields:
     description: Courts with jurisdiction over disputes
     default: San Francisco County, California
     section: Legal
+  - name: company_signatory_type
+    type: enum
+    description: Whether the Company signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: company_signatory_name
+    type: string
+    description: Full legal name of the Company's signatory
+    section: Signature Block
+  - name: company_signatory_title
+    type: string
+    description: Title/role of the Company's signatory (entity only)
+    section: Signature Block
+  - name: company_signatory_company
+    type: string
+    description: Company name for the Company signatory (entity only)
+    section: Signature Block
+  - name: company_signatory_email
+    type: string
+    description: Notice email address for the Company
+    section: Signature Block
+  - name: contractor_signatory_type
+    type: enum
+    description: Whether the Contractor signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: contractor_signatory_name
+    type: string
+    description: Full legal name of the Contractor's signatory
+    section: Signature Block
+  - name: contractor_signatory_title
+    type: string
+    description: Title/role of the Contractor's signatory (entity only)
+    section: Signature Block
+  - name: contractor_signatory_company
+    type: string
+    description: Company name for the Contractor signatory (entity only)
+    section: Signature Block
+  - name: contractor_signatory_email
+    type: string
+    description: Notice email address for the Contractor
+    section: Signature Block
 required_fields:
   - company_name_and_address
   - contractor_name_and_address

package/content/templates/common-paper-independent-contractor-agreement/replacements.json

@@ -0,0 +1,3 @@
+{
+  "[ Add any other terms relevant to the engagement, such as expense or travel reimbursements. Delete this row if not applicable ]": "{other_terms}"
+}

package/content/templates/common-paper-letter-of-intent/README.md

@@ -19,6 +19,24 @@ A letter of intent template for SaaS and technology deals, based on [Common Pape
 | `fees_description` | string | yes | Description of fees and pricing |
 | `nda_date` | string | no | Date of the existing NDA between the parties |
 
+
+### Signature Block
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `provider_signatory_type` | enum (`entity` / `individual`) | no | Whether the Provider signatory is an entity or individual (default: `entity`) |
+| `provider_signatory_name` | string | no | Full legal name of the Provider's signatory |
+| `provider_signatory_title` | string | no | Title/role of the Provider's signatory (entity only) |
+| `provider_signatory_company` | string | no | Company name for the Provider signatory (entity only) |
+| `provider_signatory_email` | string | no | Notice email address for the Provider |
+| `customer_signatory_type` | enum (`entity` / `individual`) | no | Whether the Customer signatory is an entity or individual (default: `entity`) |
+| `customer_signatory_name` | string | no | Full legal name of the Customer's signatory |
+| `customer_signatory_title` | string | no | Title/role of the Customer's signatory (entity only) |
+| `customer_signatory_company` | string | no | Company name for the Customer signatory (entity only) |
+| `customer_signatory_email` | string | no | Notice email address for the Customer |
+
+> **Note:** `*_title` and `*_company` are only rendered when the corresponding `*_type` is `entity` (default). When set to `individual`, those cells are left blank even if values are provided.
+
 ## Attribution
 
 Based on the Common Paper Letter of Intent, available at https://commonpaper.com.

package/content/templates/common-paper-letter-of-intent/metadata.yaml

@@ -34,6 +34,54 @@ fields:
     type: string
     description: Date of the existing NDA between the parties
     section: Terms
+  - name: provider_signatory_type
+    type: enum
+    description: Whether the Provider signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: provider_signatory_name
+    type: string
+    description: Full legal name of the Provider's signatory
+    section: Signature Block
+  - name: provider_signatory_title
+    type: string
+    description: Title/role of the Provider's signatory (entity only)
+    section: Signature Block
+  - name: provider_signatory_company
+    type: string
+    description: Company name for the Provider signatory (entity only)
+    section: Signature Block
+  - name: provider_signatory_email
+    type: string
+    description: Notice email address for the Provider
+    section: Signature Block
+  - name: customer_signatory_type
+    type: enum
+    description: Whether the Customer signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: customer_signatory_name
+    type: string
+    description: Full legal name of the Customer's signatory
+    section: Signature Block
+  - name: customer_signatory_title
+    type: string
+    description: Title/role of the Customer's signatory (entity only)
+    section: Signature Block
+  - name: customer_signatory_company
+    type: string
+    description: Company name for the Customer signatory (entity only)
+    section: Signature Block
+  - name: customer_signatory_email
+    type: string
+    description: Notice email address for the Customer
+    section: Signature Block
 required_fields:
   - company_name
   - product_name

package/content/templates/common-paper-mutual-nda/README.md

@@ -10,18 +10,40 @@ A mutual non-disclosure agreement based on [Common Paper's](https://commonpaper.
 
 ## Fields
 
+### Terms
+
 | Field | Type | Required | Description |
 |-------|------|----------|-------------|
-| `party_1_name` | string | yes | Full legal name of the first party |
-| `party_1_email` | string | yes | Notice email address for the first party |
-| `party_2_name` | string | yes | Full legal name of the second party |
-| `party_2_email` | string | yes | Notice email address for the second party |
+| `purpose` | string | yes | How Confidential Information may be used |
 | `effective_date` | date | yes | Date the NDA takes effect |
-| `purpose` | string | yes | Purpose for which confidential information will be shared |
-| `mnda_term` | string | yes | Duration of the NDA agreement |
-| `confidentiality_term` | string | yes | How long confidential information remains protected |
+| `mnda_term` | string | yes | Period for sharing Confidential Information (e.g. "1 year", "2 years") |
+| `confidentiality_term` | string | yes | How long Confidential Information remains protected |
+| `confidentiality_term_start` | string | yes | When the confidentiality term begins counting |
+
+### Legal
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
 | `governing_law` | string | yes | State whose laws govern the agreement |
 | `jurisdiction` | string | yes | Courts with jurisdiction over disputes |
+| `changes_to_standard_terms` | string | no | Any modifications to the Common Paper Standard Terms |
+
+### Signature Block
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `party_1_type` | enum (`entity` / `individual`) | no | Whether the first party is an entity or individual (default: `entity`) |
+| `party_1_name` | string | no | Full legal name of the first party's signatory |
+| `party_1_title` | string | no | Title/role of the first party's signatory (entity only) |
+| `party_1_company` | string | no | Company name for the first party (entity only) |
+| `party_1_email` | string | no | Notice email address for the first party |
+| `party_2_type` | enum (`entity` / `individual`) | no | Whether the second party is an entity or individual (default: `entity`) |
+| `party_2_name` | string | no | Full legal name of the second party's signatory |
+| `party_2_title` | string | no | Title/role of the second party's signatory (entity only) |
+| `party_2_company` | string | no | Company name for the second party (entity only) |
+| `party_2_email` | string | no | Notice email address for the second party |
+
+> **Note:** `party_N_title` and `party_N_company` are only rendered when `party_N_type` is `entity` (default). When set to `individual`, those cells are left blank even if values are provided.
 
 ## Attribution
 

package/content/templates/common-paper-mutual-nda/metadata.yaml

@@ -49,6 +49,54 @@ fields:
     description: Any modifications to the Common Paper Standard Terms
     default: None.
     section: Legal
+  - name: party_1_type
+    type: enum
+    description: Whether the first party is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: party_1_name
+    type: string
+    description: Full legal name of the first party's signatory
+    section: Signature Block
+  - name: party_1_title
+    type: string
+    description: Title/role of the first party's signatory (entity only)
+    section: Signature Block
+  - name: party_1_company
+    type: string
+    description: Company name for the first party (entity only)
+    section: Signature Block
+  - name: party_1_email
+    type: string
+    description: Notice email address for the first party
+    section: Signature Block
+  - name: party_2_type
+    type: enum
+    description: Whether the second party is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: party_2_name
+    type: string
+    description: Full legal name of the second party's signatory
+    section: Signature Block
+  - name: party_2_title
+    type: string
+    description: Title/role of the second party's signatory (entity only)
+    section: Signature Block
+  - name: party_2_company
+    type: string
+    description: Company name for the second party (entity only)
+    section: Signature Block
+  - name: party_2_email
+    type: string
+    description: Notice email address for the second party
+    section: Signature Block
 required_fields:
   - purpose
   - effective_date

package/content/templates/common-paper-one-way-nda/README.md

@@ -21,6 +21,19 @@ A one-way (unilateral) non-disclosure agreement based on [Common Paper's](https:
 | `jurisdiction` | string | yes | Courts with jurisdiction over disputes |
 | `changes_to_standard_terms` | string | no | Any modifications to the Standard Terms |
 
+
+### Signature Block
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `recipient_signatory_type` | enum (`entity` / `individual`) | no | Whether the Recipient signatory is an entity or individual (default: `entity`) |
+| `recipient_signatory_name` | string | no | Full legal name of the Recipient's signatory |
+| `recipient_signatory_title` | string | no | Title/role of the Recipient's signatory (entity only) |
+| `recipient_signatory_company` | string | no | Company name for the Recipient signatory (entity only) |
+| `recipient_signatory_email` | string | no | Notice email address for the Recipient |
+
+> **Note:** `*_title` and `*_company` are only rendered when the corresponding `*_type` is `entity` (default). When set to `individual`, those cells are left blank even if values are provided.
+
 ## Attribution
 
 Based on the Common Paper One-Way NDA, available at https://commonpaper.com.

package/content/templates/common-paper-one-way-nda/metadata.yaml

@@ -49,6 +49,30 @@ fields:
     description: Any modifications to the Common Paper Standard Terms
     default: None.
     section: Legal
+  - name: recipient_signatory_type
+    type: enum
+    description: Whether the Recipient signatory is an entity or individual
+    options:
+      - entity
+      - individual
+    default: entity
+    section: Signature Block
+  - name: recipient_signatory_name
+    type: string
+    description: Full legal name of the Recipient's signatory
+    section: Signature Block
+  - name: recipient_signatory_title
+    type: string
+    description: Title/role of the Recipient's signatory (entity only)
+    section: Signature Block
+  - name: recipient_signatory_company
+    type: string
+    description: Company name for the Recipient signatory (entity only)
+    section: Signature Block
+  - name: recipient_signatory_email
+    type: string
+    description: Notice email address for the Recipient
+    section: Signature Block
 required_fields:
   - discloser_name_and_address
   - effective_date

package/content/templates/common-paper-one-way-nda/selections.json

@@ -0,0 +1,38 @@
+{
+  "groups": [
+    {
+      "id": "nda_term_options",
+      "type": "radio",
+      "options": [
+        {
+          "marker": "Expires {nda_term} from Effective Date.",
+          "trigger": "default"
+        },
+        {
+          "marker": "Continues until terminated in accordance with the terms of the NDA.",
+          "trigger": {
+            "field": "nda_term",
+            "equals": "until terminated"
+          }
+        }
+      ]
+    },
+    {
+      "id": "confidentiality_term_options",
+      "type": "radio",
+      "options": [
+        {
+          "marker": "{nda_term} from {confidentiality_term_start}, but in the case of trade secrets, until Confidential Information is no longer considered a trade secret under applicable laws.",
+          "trigger": "default"
+        },
+        {
+          "marker": "In perpetuity.",
+          "trigger": {
+            "field": "confidentiality_term_start",
+            "equals": "In perpetuity"
+          }
+        }
+      ]
+    }
+  ]
+}

package/content/templates/common-paper-order-form/README.md

@@ -30,6 +30,24 @@ An order form template for cloud service agreements, based on [Common Paper's](h
 | `professional_services_description` | string | no | Professional services description |
 | `professional_services_reference` | string | no | SOW or PSA reference |
 
+
+### Signature Block
+
+| Field | Type | Required | Description |
+|-------|------|----------|-------------|
+| `provider_signatory_type` | enum (`entity` / `individual`) | no | Whether the Provider signatory is an entity or individual (default: `entity`) |
+| `provider_signatory_name` | string | no | Full legal name of the Provider's signatory |
+| `provider_signatory_title` | string | no | Title/role of the Provider's signatory (entity only) |
+| `provider_signatory_company` | string | no | Company name for the Provider signatory (entity only) |
+| `provider_signatory_email` | string | no | Notice email address for the Provider |
+| `customer_signatory_type` | enum (`entity` / `individual`) | no | Whether the Customer signatory is an entity or individual (default: `entity`) |
+| `customer_signatory_name` | string | no | Full legal name of the Customer's signatory |
+| `customer_signatory_title` | string | no | Title/role of the Customer's signatory (entity only) |
+| `customer_signatory_company` | string | no | Company name for the Customer signatory (entity only) |
+| `customer_signatory_email` | string | no | Notice email address for the Customer |
+
+> **Note:** `*_title` and `*_company` are only rendered when the corresponding `*_type` is `entity` (default). When set to `individual`, those cells are left blank even if values are provided.
+
 ## Attribution
 
 Based on the Common Paper Order Form, available at https://commonpaper.com.