POST/​v1/​envelopes/​blueprint/​official/​saas-services-agreement/​

SaaS Services Agreement

A SaaS Sales Agreement based on the YCombinator template.

Use this blueprint to create an agreement with detailed terms and conditions that cover every aspect of the SaaS sale. Payment terms, SLAs, support, warranties, confidentiality and much more!

An envelope using this blueprint may be created via the API or it may be created directly on the web using a form that has a one-to-one correspondence with the API.

The API to use a blueprint is identical from blueprint to blueprint except for two things. First, each blueprint has a unique context object that's passed in the API call. This is because the information needed to generate a Confidentiality Agreement is different than the information needed to generate an Independent Contractor Agreement, for example.

Second, a blueprint may sometimes call for you to pass in the parties separately from the context, but that depends on the shape of that blueprint's context. This SaaS Services Agreement blueprint does not require a parties property.

Request Body

  • Name
    name
    Type
    string
    required
    Description

    The name of the envelope. Limited to 254 characters that are alphanumeric, spaces, numbers, or symbols.

  • Name
    context
    Type
    object
    required
    Description

    An object containing the specific information required to render the blueprint. The shape of this object depends on which blueprint is being used.

    Since this is an official blueprint, the reference on the shape of their context is provided in this documentation.

  • Name
    webhook_url
    Type
    string
    Description

    The URL where Magistrate will POST webhooks related to this envelope. If this is provided, the API will immediately POST a webhook of type webhook_url_verification to the endpoint, and if it does not return a 2xx response within a couple seconds, the whole API call fail with a 400 response.

  • Name
    autosign
    Type
    boolean
    Description

    If autosign is true, any signatures belonging to the creator of the envelope will be signed automatically. The creator will not receive an email soliciting their signature since they will have already signed.

    This is ignored if the action is draft. This is also ignored if the creator of the envelope is not also a signatory.

  • Name
    suppress_emails
    Type
    string
    Description

    If provided, it must be the string creator. If this is provided, the creator of the envelope will not receive any emails related to the envelope.

  • Name
    action
    Type
    string
    required
    Description

    One of the following strings: send or draft.

    send will generate an envelope and send it for signature to all parties in one step.

    draft will generate an envelope and save it as a draft. To make any edits or send it for signature, you must log into the web user interface.

Request

POST
/v1/envelopes/blueprint/official/saas-services-agreement/
curl "https://api.getmagistrate.com/v1/envelopes/blueprint/official/saas-services-agreement/"  \
  -H "Authorization: Token d0b0b4628e184832b1b0bc1e93fbd487" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "SaaS Services Agreement",
    "context": {
      "basic": {
        "monthly_fee": 10000,
        "term": 12,
        "favor": "balanced",
        "date": "2023-02-01",
        "governing_law": "NY"
      },
      "services": [
        "Custom blueprint generation",
        "Electronic signatures",
        "API access"
      ],
      "company": {
        "name": "Magistrate Inc.",
        "email": "harry@getmagistrate.com",
        "is_entity": true,
        "authorized_human": {
          "name": "Harry Khanna",
          "title": "Chief Executive Officer"
        }
      },
      "customer": {
        "name": "BigCorp, Inc.",
        "is_entity": true,
        "email": "bigcorp@example.com",
        "authorized_human": {
          "name": "Jane Smith",
          "title": "Chief Executive Officer"
        }
      }
    },
    "webhook_url": "https://your-domain.example.com/webhooks/",
    "action": "send"
  }'

Context

This is the context specific to this blueprint. It is the object that you pass to the context property of the request body.
  • Name
    basic
    Type
    object
    required
    Description

    Basic information about the agreement.

    Basic Information Expand
  • Name
    services
    Type
    list of strings
    required
    Description

    Name and briefly describe the services your SaaS provides. These are not implementation services, which are separately listed.

  • Name
    service_capacity
    Type
    object
    Description

    Are there any limits on the customer's usage?

    Service Capacity Limits Expand
  • Name
    implementation
    Type
    object
    Description

    Are there any one-time implementation services the company is doing to set the customer up?

    Implementation Expand
  • Name
    pilot
    Type
    object
    Description

    Is there a pilot period where the services are discounted or restricted, and the agreement can be easily terminated by the customer?

    Pilot Use Expand
  • Name
    sla
    Type
    object
    Description

    Does the company commit to a certain level of uptime (e.g., 99.9% reliability)?

    Service Level Agreement Expand
  • Name
    support
    Type
    object
    Description

    Does the company commit to email or telephone technical support services that are different than its standard practice?

    Special Support Terms Expand
  • Name
    on_prem
    Type
    boolean
    Description

    Is any portion of the software deployed or hosted on the customer's premesis or devices?

  • Name
    press_release
    Type
    boolean
    Description

    Should the parties release a joint press release about the relationship within 90 days?

  • Name
    company
    Type
    object
    required
    Description

    Information about the company providing the SaaS services.

    Company Expand
  • Name
    customer
    Type
    object
    required
    Description

    Information about the customer purchasing the SaaS services.

    Customer Expand
{
  "basic": {
    "monthly_fee": 10000,
    "term": 12,
    "favor": "balanced",
    "date": "2023-02-01",
    "governing_law": "NY"
  },
  "services": ["Custom blueprint generation", "Electronic signatures", "API access"],
  "company": {
    "name": "Magistrate Inc.",
    "email": "harry@getmagistrate.com",
    "is_entity": true,
    "authorized_human": {
      "name": "Harry Khanna",
      "title": "Chief Executive Officer"
    }
  },
  "customer": {
    "name": "BigCorp, Inc.",
    "is_entity": true,
    "email": "bigcorp@example.com",
    "authorized_human": {
      "name": "Jane Smith",
      "title": "Chief Executive Officer"
    }

  }
}

Response

If the request is successful, the endpoint will return a status code of 201 Created.

The response body will be the new envelope object.