Referral Agreement
A referral agreement is a contract in which one party agrees to refer prospective customers to another party's business in exchange for a commission on resulting sales. Use this when someone — a partner, a friend, an affiliate — is going to refer customers your way and you want clear, written terms on what counts as a qualified referral and how much they're paid.
What's included
A ready-to-use referral agreement with signature fields already placed for Company and Referrer. Fill in the bracketed details (like [Company Name] or [Date]) using Docracy's built-in text editor, then send it out for signature.
This is a general template for informational purposes only and does not constitute legal advice. Consult a qualified attorney to review it for your specific situation and jurisdiction before use.
Key clauses
- Definition of a qualified referral
- Commission rate and calculation method
- Payment timing and method
- Term and termination
- Confidentiality of business information
- Non-solicitation or exclusivity terms
What you'll fill in
[Referring Party Name][Business Name][Commission Percentage][Effective Date][Payment Schedule][Qualifying Referral Criteria][Term Length]Legal summary
Signing this agreement obligates the business to pay the referrer a commission for each qualifying customer they bring in, as defined by the agreed criteria. It also sets the payment timing, the duration of the arrangement, and any confidentiality or exclusivity restrictions that apply to the referrer.
Free for up to 2 signers, no account required. Need unlimited? Flat $10/month.
FAQ
Is this Referral Agreement legally binding?
Signing through Docracy uses a simple electronic signature (SES), which is legally recognized for everyday business agreements under laws like the U.S. ESIGN Act and the EU's eIDAS regulation. This is a general template, not legal advice — for high-stakes or regulated agreements, have a qualified attorney review it for your situation.
Who needs to sign this Referral Agreement?
This template includes signature fields for Company and Referrer — already placed, so you just fill in the details and send.
Can I edit this Referral Agreement before sending it?
Yes — Docracy's editor lets you edit the text, add or remove signature fields, redact sections, and reorder pages before you send it.
Do I need an account to send this Referral Agreement?
No — it's free for up to 2 signers with no account required. Create a free account only if you want to save it to a dashboard or reuse it later.
Try it with an AI assistant
Paste one of these into ChatGPT, Claude, or your assistant of choice:
“Fill out this Referral Agreement for an affiliate earning a 15% commission on sales.”
“Explain how the commission and qualified-referral definitions in this Referral Agreement work together.”
“Adapt this Referral Agreement for a flat fee per referral instead of a percentage commission.”
Why teams start with Docracy
“Docracy is a great product that I have tested and am using. It is easy to use, has good tools, is always up to date, and implements new features. Highly recommended.”— DACH Advisory
Free for up to 2 signers, no account required. Need unlimited? Flat $10/month.