open-agreements 0.5.0 → 0.7.2

package/content/recipes/nvca-rofr-co-sale-agreement/replacements.json

@@ -7,70 +7,14 @@
   "[AMENDED AND RESTATED]": "{amended_restated_upper}",
   "[Amended and Restated]": "{amended_restated}",
   "[judicial district]": "{judicial_district}",
+  "[state]": "{state_lower}",
   "[description of business]": "{business_description}",
   "[Signature Page Follows]": "{signature_page_marker}",
   "[_____ __, 20___]": "{effective_date}",
   "[specify percentage]": "{specify_percentage}",
+  "[45]": "{rofr_response_days}",
   "[Key Holders]": "{key_holders_label}",
   "[________], 20[__]": "{effective_date}",
   "among [____________], a Delaware": "among {company_name}, a Delaware",
-  "U.S. District Court for the District of [_____]": "U.S. District Court for the {judicial_district}",
-  "Depositions shall be conducted in accordance with the > [state]": "{state_lower}",
-  "submit to the jurisdiction of the state courts of > [state]": "{state_lower}",
-  "except in the state courts of > [state]": "{state_lower}",
-  "or any state court of > [state]": "{state_lower}",
-  "not later than > [45]": "{rofr_response_days}",
-  "(ii) > [45]": "{rofr_response_days}",
-  "Series > [___]": "{optional_blank_value}",
-  "Section 2 of Article Fourth, Part B": "Section Two of Article Fourth, Part B{optional_blank_value}",
-  ". In order to enforce the foregoing covenant": "In order to enforce the foregoing covenant{optional_blank_value}",
-  ". Unless and only to the extent otherwise superseded by an underwriting agreement entered into in connection with the underwritten Public Offering": "Unless and only to the extent otherwise superseded by an underwriting agreement entered into in connection with the underwritten Public Offering{optional_blank_value}",
-  "Email:   ": "Email:{optional_blank_value}",
-  "clause[(s)]": "clause{optional_blank_value}",
-  "clauses (a)": "clause (a){optional_blank_value}",
-  "clause (a) or (c) above": "clause (a) above{optional_blank_value}",
-  "(a)[, (c), (d) or (e)]": "(a){optional_blank_value}",
-  "[WHEREAS, the Company, [certain of]": "{optional_blank_value}",
-  "[, the Existing Investors]": "{optional_blank_value}",
-  "[amending and restating the Prior Agreement in its entirety and]": "{optional_blank_value}",
-  "[but excluding any shares of Common Stock issued upon Conversion of Preferred Stock pursuant to a Special Mandatory Conversion (as defined in the Restated Certificate)]": "{optional_blank_value}",
-  "[Additionally, in no event shall [____]": "{optional_blank_value}",
-  "[“DPA” means Section 721 of the Defense Production Act, as amended, including all implementing regulations thereof.": "{optional_blank_value}",
-  "“DPA Triggering Rights” means (i) “control” (as defined in the DPA);": "{optional_blank_value}",
-  "“Entity Transfer” means any sale, assignment, derivative transaction, issuance, encumbrance, hypothecation, pledge, conveyance in trust, gift, transfer by request, devise or descent, or other transfer or disposition of any kind, including, but not limited to, transfers to receivers, levying creditors, trustees or receivers in bankruptcy proceedings or general assignees for the benefit of creditors, whether voluntary or by operation of law, directly or indirectly of any ownership or economic interest in such entity.": "{optional_blank_value}",
-  "[“Foreign Person” means either (i) a Person or government that is a “foreign person” within the meaning of the DPA or (ii) a Person through whose investment a “foreign person” within the meaning of the DPA would obtain any DPA Triggering Rights.]": "{optional_blank_value}",
-  "[; provided, however, that any such person shall cease to be considered an Investor for purposes of this Agreement at any time such person and his, her or its Affiliates collectively hold fewer than [____________]": "{optional_blank_value}",
-  "[and Series [_]": "{optional_blank_value}",
-  "[“Qualified Direct Listing” has the meaning ascribed to it in the Restated Certificate.]": "{optional_blank_value}",
-  "[full-time]": "{optional_blank_value}",
-  "[or consultant (excluding service solely as member of the Board)]": "{optional_blank_value}",
-  "[, European Union, or United Kingdom]": "{optional_blank_value}",
-  "[, the Consolidated List of Persons, Groups, and Entities Subject to EU Financial Sanctions, and the UK’s Consolidated Sanctions List]": "{optional_blank_value}",
-  "[In the event of a conflict between this Agreement and any other agreement that may have been entered into by a Key Holder with the Company that contains a preexisting right of first refusal, the Company and the Key Holder acknowledge and agree that the terms of this Agreement shall control and the preexisting right of first refusal shall be deemed satisfied by compliance with Section 2.1(a) and this Section 2.1(b).]": "{optional_blank_value}",
-  "[In the event of a conflict between this Agreement and the Company’s Bylaws containing a preexisting right of first refusal, the terms of the Bylaws will control and compliance with the Bylaws shall be deemed compliance with this Section 2.1(a) and (b) in full.]": "{optional_blank_value}",
-  "[Forfeiture of Rights. Notwithstanding the foregoing, if the total number of shares of Transfer Stock that the Company and the Investors have agreed to purchase in the Company Notice, Investor Notices and Undersubscription Notices is less than the total number of shares of Transfer Stock, then the Company and the Investors shall be deemed to have forfeited any right to purchase such Transfer Stock, and the selling Key Holder shall be free to sell all, but not less than all, of the Transfer Stock to the Prospective Transferee on terms and conditions substantially similar to (and in no event more favorable than) the terms and conditions set forth in the Proposed Transfer Notice, it being understood and agreed that (i) any such sale or transfer shall be subject to the other terms and restrictions of this Agreement, including, without limitation, the terms and restrictions set forth in Sections 2.2 and 6.9(b); (ii) any future Proposed Key Holder Transfer shall remain subject to the terms and conditions of this Agreement, including this Section 2; and (iii) such sale shall be consummated within 45 days after receipt of the Proposed Transfer Notice by the Company and, if such sale is not consummated within such 45 day period, such sale shall again become subject to the Right of First Refusal and Secondary Refusal Right on the terms set forth herein.]": "{optional_blank_value}",
-  "[(including any shares that such Participating Investor has agreed to purchase pursuant to the Secondary Refusal Right)]": "{optional_blank_value}",
-  "[(including any shares that all Participating Investors have collectively agreed to purchase pursuant to the Secondary Refusal Right)]": "{optional_blank_value}",
-  "[selling Key Holder]": "{optional_blank_value}",
-  "[To the extent one or more of the Participating Investors exercise such right of participation in accordance with the terms and conditions set forth herein, the number of shares of Transfer Stock that the selling Key Holder may sell in the Proposed Key Holder Transfer shall be correspondingly reduced.]": "{optional_blank_value}",
-  "[Limitation on Foreign Person Investors": "{optional_blank_value}",
-  ". Notwithstanding the covenants set forth in this Section 2, no Investor that is a Foreign Person shall be permitted to obtain greater than 9.9% of the outstanding voting shares of the Company.]": "{optional_blank_value}",
-  "[Entity Transfers. No Key Holder that is a trust, corporation, partnership, limited liability company or other entity shall engage or permit any Entity Transfer without complying with this Agreement mutatis mutandis as if such Entity Transfer were a direct Transfer of Transfer Stock by the Key Holder.]": "{optional_blank_value}",
-  "[; (d) to a pledge of Transfer Stock that creates a mere security interest in the pledged Transfer Stock, provided that the pledgee thereof agrees in writing in advance to be bound by and comply with all applicable provisions of this Agreement to the same extent as if it were the Key Holder making such pledge;]": "{optional_blank_value}",
-  "[or (e) to the sale by the Key Holder of up to [__]": "{optional_blank_value}",
-  "[(d) Foreign Person that pursuant to any such transfer would acquire any DPA Triggering Rights, unless otherwise approved by the majority of the disinterested members of the]": "{optional_blank_value}",
-  "[or Qualified Direct Listing, as applicable]": "{optional_blank_value}",
-  "[in which the consideration received by the Investors in such Deemed Liquidation Event is in the form of cash and/or publicly traded securities, or if the Investors receive substantially similar rights]": "{optional_blank_value}",
-  "[The parties (i) hereby irrevocably and unconditionally submit to the jurisdiction of the state courts of [state]": "{optional_blank_value}",
-  "[Upon the effectiveness of this Agreement, the Prior Agreement shall be deemed amended and restated and superseded and replaced in its entirety by this Agreement, and shall be of no further force or effect.]": "{optional_blank_value}",
-  "[Qualified]": "{optional_blank_value}",
-  "[provided that such consent shall not be required if the Key Holders do not then own shares of Capital Stock representing at least [__]": "{optional_blank_value}",
-  "[Notwithstanding Section 6.8(a) above, (i) this Agreement may not be amended, modified or terminated and the observance of any term hereunder may not be waived with respect to any Investor or Key Holder without the written consent of such Investor or Key Holder unless such amendment, modification, termination or waiver applies to all Investors and Key Holders, respectively, in the same fashion [(it being agreed that a waiver of the provisions of Section 2 with respect to a particular transaction shall be deemed to apply to all Investors in the same fashion if such waiver does so by its terms, notwithstanding the fact that certain Investors may nonetheless, by agreement with the Company, purchase or sell securities in such transaction; [provided, however, if, after giving effect to any waiver of Section 2 with respect to a particular transaction, a waiving Investor in fact purchases or sells securities in such transaction (a “Participating Investor”), the aforementioned waiver shall be deemed to apply to any Investor only if that Investor has been provided the opportunity to purchase or sell a proportional number of the securities in such transaction based on relative participation of all Participating Investors)]": "{optional_blank_value}",
-  "[__________]": "{optional_blank_value}",
-  "[Each party will bear its own costs in respect of any disputes arising under this Agreement.]": "{optional_blank_value}",
-  "[The prevailing party shall be entitled to reasonable attorney’s fees, costs, and necessary disbursements in addition to any other relief to which such party may be entitled.]": "{optional_blank_value}",
-  "[Key Holder Name": "{optional_blank_value}",
-  "Personal Address": "{optional_blank_value}",
-  "Personal Email]": "{optional_blank_value}",
-  "[Signature Page to [Amended and Restated]": "{optional_blank_value}"
+  "U.S. District Court for the District of [_____]": "U.S. District Court for the {judicial_district}"
 }

package/content/recipes/nvca-stock-purchase-agreement/computed.json

@@ -1,6 +1,13 @@
 {
   "version": "1.0",
   "max_passes": 4,
+  "defaults": {
+    "initial_word_lower": "",
+    "initial_word_title": "",
+    "closing_heading": "Closing.",
+    "optional_plural_suffix": "",
+    "purchaser_scope": "all"
+  },
   "rules": [
     {
       "id": "derive-dispute-resolution-track-arbitration",
@@ -70,6 +77,29 @@
         "judicial_district": "District of Delaware"
       }
     },
+    {
+      "id": "derive-purchaser-scope-narrow",
+      "description": "Narrow consent: each purchaser binds only their own convertible securities.",
+      "when_all": [
+        { "field": "bind_all_convertible_holders_to_convert", "op": "eq", "value": "false" }
+      ],
+      "set_fill": {
+        "purchaser_scope": "such"
+      }
+    },
+    {
+      "id": "derive-closing-type-additional",
+      "description": "When closing_type is additional, populate Initial qualifier fields.",
+      "when_all": [
+        { "field": "closing_type", "op": "eq", "value": "additional" }
+      ],
+      "set_fill": {
+        "initial_word_lower": "initial ",
+        "initial_word_title": "Initial ",
+        "closing_heading": "Initial Closing.",
+        "optional_plural_suffix": "s"
+      }
+    },
     {
       "id": "derive-governing-law-baseline",
       "description": "NVCA SPA governing law clause is fixed to Delaware.",

package/content/recipes/nvca-stock-purchase-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: NVCA Model Stock Purchase Agreement
+category: venture-financing
 description: >-
   Series preferred stock purchase agreement for venture capital financings, covering purchase terms, representations,
   and closing conditions.
@@ -52,30 +53,33 @@ fields:
     type: string
     description: Optional word inserted before Closing in bracketed templates
     default: ""
-  - name: optional_closing_reference
-    type: string
-    description: Optional bracket fragment after Exhibit A in opening purchase clause
-    default: ""
-  - name: optional_clause_text
-    type: string
-    description: Optional alternate purchase-price clause text for conversion scenarios
-    default: ""
+  - name: include_convertible_securities
+    type: boolean
+    description: Include convertible securities conversion clause in Section 1.1(b)
+    default: "false"
+  - name: include_closing_reference
+    type: boolean
+    description: Include "with respect to such Closing" bracket in purchase clause
+    default: "false"
+  - name: purchaser_scope
+    type: string
+    description: Convertible securities consent scope word — set by computed.json from bind_all_convertible_holders_to_convert
   - name: optional_plural_suffix
     type: string
-    description: Optional plural suffix used in bracketed labels like Closing[s]
-    default: ""
+    description: Optional plural suffix — set by computed.json defaults
   - name: closing_heading
     type: string
-    description: Heading text used for single-closing default
-    default: Initial Closing.
+    description: Heading text — set by computed.json defaults
   - name: initial_word_lower
     type: string
-    description: Lowercase word used for single-closing phrasing
-    default: initial
+    description: Lowercase qualifier — set by computed.json defaults and rules
   - name: initial_word_title
     type: string
-    description: Titlecase word used for single-closing phrasing
-    default: Initial
+    description: Titlecase qualifier — set by computed.json defaults and rules
+  - name: bind_all_convertible_holders_to_convert
+    type: boolean
+    description: Purchasers agree on behalf of all convertible security holders to convert (not just their own)
+    default: "true"
   - name: closing_type
     type: enum
     description: Single closing or additional closings

package/content/recipes/nvca-stock-purchase-agreement/replacements.json

@@ -16,14 +16,14 @@
   "purchase price of $ > [__]": "{purchase_price_per_share}",
   "such Series > [__]": "{series_designation}",
   "[applicable]": "{applicable_word}",
-  "[with respect to such Closing]": "{optional_closing_reference}",
-  "[or, as applicable, a purchase price of $[___] per share with respect to the shares of Series [____] Preferred Stock being issued [in the Initial Closing] pursuant to any cancellation or conversion of Convertible Securities (as defined below) as set forth in Section 1.3 below]": "{optional_clause_text}",
+  "[such/all]": "{purchaser_scope}",
   "Closing > [s]": "{optional_plural_suffix}",
-  "[Initial Closing.]": "{closing_heading}",
-  "[initial]": "{initial_word_lower}",
-  "[Initial]": "{initial_word_title}",
-  "[Initial/applicable]": "{initial_word_title}",
-  "[applicable/Initial]": "{initial_word_title}",
+  "[Initial Closing.]": { "value": "{closing_heading}", "format": { "underline": true } },
+  "[initial] ": "{initial_word_lower}",
+  "[Initial] ": "{initial_word_title}",
+  "[Initial/applicable] ": "{initial_word_title}",
+  "[applicable/Initial] ": "{initial_word_title}",
+  "[Initial][applicable] ": "{initial_word_title}",
   "[location]": "{arbitration_location}",
   "[judicial district]": "{judicial_district}",
   "[Balance Sheet Date]": "{balance_sheet_date}",

package/content/recipes/nvca-stock-purchase-agreement/selections.json

@@ -5,6 +5,7 @@
       "type": "checkbox",
       "standalone": true,
       "markerless": true,
+      "subClauseStopPatterns": ["^Closing Deliverables", "^Defined Terms"],
       "options": [
         {
           "marker": "Additional Closings",
@@ -12,6 +13,48 @@
           "replaceWith": "[Reserved]"
         }
       ]
+    },
+    {
+      "id": "tranche_closing_clause",
+      "type": "checkbox",
+      "standalone": true,
+      "markerless": true,
+      "inline": true,
+      "options": [
+        {
+          "marker": ", [Each Purchaser at the Initial Closing shall be obligated to purchase that number of Tranche Closing Shares (as defined below) as is set forth opposite such Purchaser's name on Exhibit A under the heading \"Tranche Closing Shares\" (as to any Purchaser, its \"Tranche Closing Shares\"), as provided in Section [1.2(c)] below.]",
+          "trigger": { "field": "include_tranche_closing", "equals": true },
+          "replaceWith": ""
+        }
+      ]
+    },
+    {
+      "id": "convertible_securities_clause",
+      "type": "checkbox",
+      "standalone": true,
+      "markerless": true,
+      "inline": true,
+      "options": [
+        {
+          "marker": "[or, as applicable, a purchase price of $[___] per share with respect to the shares of Series [____] Preferred Stock being issued [in the Initial Closing] pursuant to any cancellation or conversion of Convertible Securities (as defined below) as set forth in Section 1.3 below]",
+          "trigger": { "field": "include_convertible_securities", "equals": true },
+          "replaceWith": ""
+        }
+      ]
+    },
+    {
+      "id": "closing_reference_bracket",
+      "type": "checkbox",
+      "standalone": true,
+      "markerless": true,
+      "inline": true,
+      "options": [
+        {
+          "marker": "[with respect to such Closing]",
+          "trigger": { "field": "include_closing_reference", "equals": true },
+          "replaceWith": ""
+        }
+      ]
     }
   ]
 }

package/content/recipes/nvca-voting-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: NVCA Model Voting Agreement
+category: venture-financing
 description: >-
   Standard-form voting agreement for venture capital financings, covering board composition, drag-along rights, and
   stockholder voting obligations.

package/content/templates/bonterms-mutual-nda/metadata.yaml

@@ -1,4 +1,5 @@
 name: Bonterms Mutual NDA
+category: confidentiality
 description: >-
   Cover page for the Bonterms Mutual NDA (Version 1.0). The standard terms are incorporated by reference from
   bonterms.com.

package/content/templates/bonterms-mutual-nda/signing.yaml

@@ -0,0 +1,35 @@
+signers:
+  - role: party_1
+    nameField: party_1_name
+    signatureField: sig_party_1
+    dateField: date_party_1
+    routingOrder: 1
+  - role: party_2
+    nameField: party_2_name
+    signatureField: sig_party_2
+    dateField: date_party_2
+    routingOrder: 2
+
+providerAnchors:
+  docusign:
+    sig_party_1: "/sn1/"
+    sig_party_2: "/sn2/"
+    date_party_1: "/ds1/"
+    date_party_2: "/ds2/"
+  dropboxsign:
+    sig_party_1: "[sig|req|signer1]"
+    sig_party_2: "[sig|req|signer2]"
+    date_party_1: "[date|req|signer1]"
+    date_party_2: "[date|req|signer2]"
+  adobesign:
+    sig_party_1: "{{sig1_es_:signer1:signature}}"
+    sig_party_2: "{{sig2_es_:signer2:signature}}"
+    date_party_1: "{{date1_es_:signer1:date}}"
+    date_party_2: "{{date2_es_:signer2:date}}"
+  pandadoc:
+    sig_party_1: "{{signature:party_1}}"
+    sig_party_2: "{{signature:party_2}}"
+    date_party_1: "{{date:party_1}}"
+    date_party_2: "{{date:party_2}}"
+
+emailSubjectTemplate: "Bonterms Mutual NDA — {{party_1_name}} / {{party_2_name}}"

package/content/templates/bonterms-professional-services-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: Bonterms Professional Services Agreement
+category: professional-services
 description: >-
   Cover page for the Bonterms Professional Services Agreement (Version 1.2). The standard terms are incorporated by
   reference from bonterms.com.

package/content/templates/closing-checklist/metadata.yaml

@@ -1,4 +1,5 @@
 name: Closing Checklist
+category: other
 description: >-
   A stage-first, document-first closing checklist that tracks canonical
   documents, checklist entries, signatories, action items, and issues.

package/content/templates/common-paper-ai-addendum/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper AI Addendum
+category: data-compliance
 description: >-
   An AI addendum cover page and standard terms, based on Common Paper's standard form. Adds AI-specific provisions to an
   existing agreement, covering model training, input/output rights, and AI usage policies.

package/content/templates/common-paper-ai-addendum-in-app/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper AI Addendum In-App
+category: data-compliance
 description: >-
   An in-app AI addendum based on Common Paper's standard form. A streamlined version of the AI addendum designed to be
   accepted electronically within an application.

package/content/templates/common-paper-amendment/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Amendment
+category: deals-partnerships
 description: >-
   An amendment template for modifying existing agreements, based on Common Paper's standard form. References the
   original agreement and details the specific changes being made.

package/content/templates/common-paper-business-associate-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Business Associate Agreement
+category: data-compliance
 description: >-
   A HIPAA business associate agreement cover page and standard terms, based on Common Paper's standard form. Covers the
   use and protection of protected health information (PHI) between a covered entity and a business associate.

package/content/templates/common-paper-cloud-service-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Cloud Service Agreement
+category: sales-licensing
 description: >-
   A cloud service agreement with order form and framework terms, based on Common Paper's standard terms. Covers SaaS
   subscriptions, payment, SLAs, liability, and data processing. Includes full Standard Terms v2.1.

package/content/templates/common-paper-csa-click-through/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper CSA Click-Through
+category: sales-licensing
 description: >-
   A click-through cloud service agreement based on Common Paper's standard terms. Designed for self-serve SaaS products
   where the customer accepts terms online rather than negotiating a paper agreement.

package/content/templates/common-paper-csa-with-ai/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper CSA With AI
+category: sales-licensing
 description: >-
   A cloud service agreement with AI provisions, key terms, and standard terms, based on Common Paper's standard form.
   Extends the standard CSA with AI-specific terms covering model training, input/output rights, and AI usage policies.

package/content/templates/common-paper-csa-with-sla/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper CSA With SLA
+category: sales-licensing
 description: >-
   A cloud service agreement with SLA provisions, key terms, and standard terms, based on Common Paper's standard form.
   Includes uptime targets, response times, and support schedules alongside full CSA terms.

package/content/templates/common-paper-csa-without-sla/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper CSA Without SLA
+category: sales-licensing
 description: >-
   A cloud service agreement with key terms and standard terms, based on Common Paper's standard form. Covers SaaS
   subscriptions, payment, liability, and data processing.

package/content/templates/common-paper-data-processing-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Data Processing Agreement
+category: data-compliance
 description: >-
   A data processing agreement cover page and standard terms, based on Common Paper's standard form. Covers GDPR and data
   protection compliance, including processor/controller roles, data transfers, subprocessors, and security measures.

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

@@ -1,4 +1,5 @@
 name: Common Paper Design Partner Agreement
+category: deals-partnerships
 description: >-
   A design partner agreement cover page and standard terms, based on Common Paper's standard form. Covers partnerships
   where a company provides early access to a product in development in exchange for feedback and collaboration.

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

@@ -1,4 +1,5 @@
 name: Common Paper Independent Contractor Agreement
+category: professional-services
 description: >-
   An independent contractor agreement based on Common Paper's standard form. Covers the engagement of an independent
   contractor, including scope of services, rates, payment, timeline, and governing law.

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

@@ -1,4 +1,5 @@
 name: Common Paper Letter of Intent
+category: deals-partnerships
 description: >-
   A letter of intent template for SaaS and technology deals, based on Common Paper's standard form. Outlines product,
   timeline, fees, and references an existing NDA.

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

@@ -1,4 +1,5 @@
 name: Common Paper Mutual NDA
+category: confidentiality
 description: >-
   A mutual non-disclosure agreement cover page based on Common Paper's standard terms. The cover page references the
   Standard Terms posted at commonpaper.com.

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

@@ -1,4 +1,5 @@
 name: Common Paper One-Way NDA
+category: confidentiality
 description: >-
   A one-way (unilateral) non-disclosure agreement cover page based on Common Paper's standard terms. The Discloser
   shares confidential information with the Receiver, but not vice versa. References the Standard Terms posted at

package/content/templates/common-paper-order-form/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Order Form
+category: sales-licensing
 description: >-
   An order form template for cloud service agreements, based on Common Paper's standard form. References existing Key
   Terms and covers subscription details, fees, pilot period, payment, and professional services.

package/content/templates/common-paper-order-form-with-sla/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Order Form with SLA
+category: sales-licensing
 description: >-
   An order form template with service level agreement (SLA) provisions, based on Common Paper's standard form. Extends
   the standard order form with uptime targets, response times, and support schedules.

package/content/templates/common-paper-partnership-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Partnership Agreement
+category: deals-partnerships
 description: >-
   A partnership agreement cover page and standard terms, based on Common Paper's standard form. Covers business
   partnerships including obligations, fees, territory, liability, and data processing.

package/content/templates/common-paper-pilot-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Pilot Agreement
+category: deals-partnerships
 description: >-
   A pilot agreement cover page and standard terms, based on Common Paper's standard form. Covers trial or pilot periods
   for cloud services, including fees, support, and liability provisions.

package/content/templates/common-paper-professional-services-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Professional Services Agreement
+category: professional-services
 description: >-
   A professional services agreement with key terms, statement of work, and standard terms, based on Common Paper's
   standard form. Covers consulting and professional services engagements including deliverables, IP ownership, fees, and

package/content/templates/common-paper-software-license-agreement/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Software License Agreement
+category: sales-licensing
 description: >-
   Standard terms for a software license agreement, based on Common Paper's standard form. Provides the framework terms
   for on-premise software licensing, to be used with a separate cover page and order form.

package/content/templates/common-paper-statement-of-work/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Statement of Work
+category: professional-services
 description: >-
   A statement of work template for professional services engagements, based on Common Paper's standard form. References
   a PSA or CSA Key Terms and covers scope, deliverables, timeline, fees, and expenses.

package/content/templates/common-paper-term-sheet/metadata.yaml

@@ -1,4 +1,5 @@
 name: Common Paper Term Sheet
+category: deals-partnerships
 description: >-
   A term sheet template for outlining key business terms, based on Common Paper's standard form. A simple
   topic-and-details format for early-stage deal discussions.

package/content/templates/openagreements-employee-ip-inventions-assignment/metadata.yaml

@@ -1,4 +1,5 @@
 name: OpenAgreements Employee IP and Inventions Assignment
+category: employment
 description: >-
   Employee proprietary information and inventions assignment agreement with
   explicit prior-inventions and personal-project carveout language placeholders.

package/content/templates/openagreements-employment-confidentiality-acknowledgement/metadata.yaml

@@ -1,4 +1,5 @@
 name: OpenAgreements Employment Confidentiality Acknowledgement
+category: employment
 description: >-
   Employee confidentiality and acceptable-use acknowledgement companion for
   onboarding packets, including reporting and post-employment handling.

package/content/templates/openagreements-employment-offer-letter/metadata.yaml

@@ -1,4 +1,5 @@
 name: OpenAgreements Employment Offer Letter
+category: employment
 description: >-
   A startup-focused employment offer letter template for full-time or part-time
   hiring with compensation, equity summary, and at-will framing.