SaaS subscriptions
Set out plans, billing dates, renewals, service levels, account limits, and when access may be suspended.
Scope example: monthly plans with annual renewal terms.Technology agreements · California
Technology, SaaS, and Online Commerce Contracts
Your product changes every two weeks. Your customer agreement should not need a rewrite every time. Potter Accord helps software startups, mobile app developers, and online businesses set clear terms for the product they sell and the way customers use it.
Subscriptions
Licensing
Development
Website terms
Product termsOne agreement, clear tiers
Mapped
StarterCore access and monthly billing
Plan 01
TeamSeat limits and shared workspace
Plan 02
EnterpriseOrder form and negotiated terms
Plan 03
Built around how you sell
Technology Agreement Coverage
The terms should match the customer journey, payment model, and product you actually operate. Start with the agreements your business needs now.
Software licenses
Define who may use the software, what use is permitted, and the rules for copying, transfer, and distribution.
Scope example: internal-use rights with clear user limits.App and product development
Document delivery milestones, acceptance tests, change requests, payment points, and ownership of project work.
Scope example: staged delivery with written acceptance criteria.Website and purchase terms
Connect terms of service and checkout conditions to order acceptance, product availability, returns, and recurring charges.
Scope example: checkout terms aligned with fulfillment rules.Make ownership explicit
Data, Intellectual Property, and Ownership
A useful agreement distinguishes customer information from your product, code, and tools. The line should still make sense to the people handling data and shipping features.
Customer inputContent and account data
Service handlingAccess, security, retention
Product improvementUse defined by the agreement
Separate product IP from customer work
State who owns existing code, new custom features, models, content, and other work made during the relationship.
Set the license in usable terms
Spell out what the customer can access and use, while preserving the provider's rights in its platform and underlying tools.
Write down operational data duties
Address handling, security responsibilities, access, and retention in language your product and support teams can follow.
Define product-improvement use
If customer data may inform product improvements, the agreement should describe the permitted use and its limits.
Terms that follow checkout
E-Commerce and Online Purchase Terms
The moment a customer places an order should line up with the terms behind your storefront. Details matter when inventory, recurring charges, or a fulfillment partner changes the transaction.
Order acceptance, price, and availability
Explain when an order is accepted, how displayed pricing is handled, and what happens if an item is unavailable.
Shipping, fulfillment, and returns
Set expectations for dispatch, delivery, returns, refunds, and the roles of outside fulfillment providers.
Recurring billing and cancellation
Make renewal timing, payment frequency, cancellation steps, and the effect of cancellation clear to buyers.
Vendors behind the storefront
Account for third-party suppliers and service providers that affect delivery, customer support, or order processing.
A clear drafting sequence
Building a Technology Agreement
We start with the way your product and revenue work. Then we put the agreement beside the customer flow and check that the two match.
Map the product
Identify who buys, who uses the service, how access works, and how revenue is collected.
Separate stable from variable
Keep core legal terms distinct from plan limits, service details, and features that may change.
Draft the documents
Prepare the main agreement and any customer-facing terms, exhibits, order forms, or license schedules.
Check the user flow
Compare the agreement with the checkout or onboarding steps before customers accept the terms.
Straight answers
Technology Contract Questions
Get the key product and customer details in the documents before your next release or launch.
Do we need separate terms for each product tier?
Usually, one agreement can cover several plans if it clearly identifies which limits, features, service levels, or fees vary by tier. A separate order form or schedule can capture customer-specific terms.
How should we handle uptime commitments?
Define how availability is measured, what maintenance is excluded, how incidents are reported, and what remedy applies when a stated service level is missed. The commitment should reflect what your team can measure and support.
Who owns custom features built for one customer?
The agreement can distinguish customer-funded deliverables from your pre-existing code, tools, and general product improvements. Set out ownership and any license rights before development begins.
Can you review our existing terms of service before a launch?
Yes. Potter Accord can review the current terms alongside your product plans and checkout or onboarding flow, then identify provisions that need clarification or revision before launch.
Before the next release
Get the Product Terms Right Before Launch
Put the subscription, license, data, and customer-facing terms in place before your next product release or storefront update.