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Sales & Proposals

Referral Agreement

A one-off or ongoing agreement paying a referral fee when a referred lead becomes a paying customer.

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Free general-purpose template, not legal advice. Fill in the placeholders and consider having a lawyer review it before you rely on it.

1. Parties & Effective Date

This Referral Agreement ("Agreement") is entered into as of [Effective Date] between [Company Name] ("Company") and [Referrer Name] ("Referrer").

2. Referrals

Referrer may introduce potential customers to Company. A "Qualified Referral" is a new customer who was not already in contact with Company, and who Company confirms was introduced by Referrer.

3. Referral Fee

Company will pay Referrer [a flat fee of [Amount] / [Percentage]% of the first [invoice / X months of revenue]] for each Qualified Referral that becomes a paying customer, paid within [Number] days after Company receives payment from that customer.

4. No Guarantee

Company is not obligated to accept any particular referral as a customer, and no fee is owed for referrals that do not convert to paying customers.

5. No Agency

Referrer has no authority to make representations, negotiate terms, or bind Company in connection with any referral.

6. Term & Termination

This Agreement continues until terminated by either party with [Number] days’ written notice. Fees owed for Qualified Referrals made before termination remain payable.

7. Governing Law & Signatures

This Agreement is governed by the laws of the State of [State / Jurisdiction].

Referrer Signature: _______________________ Date: _______________

Company Representative Signature: _______________________ Date: _______________

Frequently asked questions

Free, with no account required — download the Referral Agreement as many times as you're setting up referral relationships.

Section 2's definition of a "Qualified Referral" is worth being specific about — vague language around what counts as a referral is the most common source of disputes over whether a fee is actually owed. Section 5's no-agency language also matters: it keeps the referrer from being able to negotiate terms or make promises on the company's behalf, which protects the company from commitments it never agreed to.

A specific definition of what counts as a qualifying referral, the fee structure (flat fee or a percentage, and of what), when the fee actually gets paid, a statement that no fee is owed unless the referral converts to a paying customer, and confirmation the referrer has no authority to negotiate or make commitments on the company's behalf.

Edit the referral fee, payment trigger, and term with any PDF editor after downloading, or click "Sign this online for free" to fill it in inside SignFastAi before sending it out.

This page is just the agreement document. Actually getting it signed — by you and whoever's referring business to you — happens through SignFastAi's core product: upload it, place signature fields, and send a secure link.

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