Pre-Approved Commercial Terms Table of Contents

RevOps HC Article: How to add Pre-Approved Language to a Quote and SO

Product Specific Terms

1. Pooled Agent or Agent Months
2. Supplemental Agent Months (Subscriber + Reseller)
3. Agent Months Running Hot Re-Term
4. Bulk Talk/Telephony Credit Transfer
5. Tiered Pricing
6. Unlimited Collaboration (Light) Agents

Pricing Specific Terms

1. Billing Agent
2. Currency Change
3. Discount if Signed by a Certain Date
4. Price Increase Cap for Subsequent Subscription Term
5. Price Guarantee for current Subscription Term
6. Pricing Guarantee for Subsequent Subscription Term
7. Refund for overlapping Subscription Term

Master Subscription Agreement

1. Assign MSA
2. Data Processing Agreement (DPA) Reference
3. Governing Law New York or Delaware
4. Governing Law - English Law (EMEA)
5. Defining Renewal Term (Instance Alignments / Non-Standard Initial Terms)
6. Negotiated MSA Reference
7. Non Auto Renewal (Opt Out)
8. Supersede SO + SOW Language
9. PubSec Deals
10. AWS Marketplace 
11. Outstanding Invoices

LATAM Specific Terms

1. LATAM: Withholding Tax (WHT)
2. LATAM: Pricing NDA (MSA 5)
3. LATAM: Price Per Agent Guarantee
4. LATAM: Agent Location