# Referral Agreement Template, Word and PDF Source: https://nerix.ai/templates/referral-agreement Buy to download This page shows a preview. Buy the document on nerix.ai to download it as Word and PDF and print it. https://nerix.ai/templates/referral-agreement # Referral agreement Pay a partner or customer a fee for sending you new business, with clear rules on when it is earned. Before you send it Referral fees can be limited, banned or need to be disclosed in some trades and places, for example finance, insurance, health, property and law. Privacy and marketing laws also limit how a person's details may be passed on. Check the rules for your field and place, and ask a lawyer to review this agreement before you sign it. This is not legal advice. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/referral-agreement) **€9.99, pay once, Word and PDF** Included in every paid nerix plan. ### Referral agreement **Date:** 20 December 2027 **Starts:** 1 January 2028 ## The parties **Northgate Building Ltd** 5 Market Street, Dublin, D02 XY12, Ireland ("the Company") **Sofia Marin Design Studio** 18 Canal Walk, Cork, T12 EF78, Ireland ("the Referrer") The Company and the Referrer are together "the parties". ## 1. Purpose and status The Referrer may introduce potential customers to the Company. The Company will pay a fee for referrals that lead to business, as set out in this agreement. The Referrer is an independent business or person. It is not an employee, agent, partner or representative of the Company. It has no authority to make promises, quote prices, accept orders, sign contracts or take money for the Company, and it must not say or suggest that it has. The Referrer decides whether and how to refer, and is not obliged to refer anyone. ## 2. What is referred Customers who buy a home extension or renovation service from Northgate Building Ltd. ## 3. What counts as a referral A new customer, not already known to the company in the last 12 months, who the referrer introduces by email or through the referral form, and who signs a contract within 6 months. The Company decides whether to accept each customer and on what terms. It may refuse any customer for any lawful reason, and it has no duty to make an offer. A customer's contract is with the Company alone. 4. Registering a lead 5. The fee 6. Conduct and disclosure 7. Confidentiality ⁦2 / 4⁩ 8. Personal data 9. Marks and materials 10. Length and ending 11. General ⁦3 / 4⁩ 12. Law and disputes Signatures ⁦4 / 4⁩ The full document unlocks when you download The rest is written and waiting, with your answers in place. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A referral agreement covering what counts as a referral, lead registration, the protection period, the fee, payment, honesty rules, data protection and ending. It is free to fill in online and needs no account. The finished Word document and PDF cost €9.99, paid once. [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 18 details. The document fills itself in as you type. - ### Company receiving referrals For example: Northgate Building Ltd - ### Company address For example: 5 Market Street, Dublin, D02 XY12, Ireland - ### Referrer For example: Sofia Marin Design Studio - ### Referrer's address For example: 18 Canal Walk, Cork, T12 EF78, Ireland - ### Start date For example: 1 January 2028 - ### What is being referred For example: Customers who buy a home extension or renovation service from Northgate Building Ltd. - ### What counts as a referral Clear rules prevent most arguments. For example: A new customer, not already known to the company in the last 12 months, who the referrer introduces by email or through the referral form, and who signs a contract within 6 months. - ### How the referrer registers a lead The Company will confirm each lead in writing. For example: By email to leads@northgate.example, with the person's name, contact details and what they need, after the person has agreed to be contacted. - ### Protection period for a registered lead How long a sale to that lead still counts as this referrer's. For example: 9 months from the date the Company confirms the lead - ### Fee A fixed amount or a percentage. Use one line for each type of referral if the fee differs. For example: 5 percent of the contract price, excluding tax - ### When the fee is earned and paid For example: The fee is earned when the customer has paid the first invoice in full. It is paid within 30 days after that. - ### Maximum fee per referral optional For example: EUR 2,500 - ### Fee on repeat business (optional) optional Leave it empty if the fee is paid once only. For example: 2 percent of contracts the same customer signs in the 12 months after the first one - ### Length of agreement For example: 12 months, renewing for further 12 month periods unless one side gives 30 days' written notice - ### Which country's or state's law applies For example: Ireland - ### Place for deciding disputes For example: Dublin - ### How disputes are decided - ### Date of signing For example: 20 December 2027 Sales and marketing ## What is inside The parts of this document, in order. - 1 The parties - 2 1. Purpose and status - 3 2. What is referred - 4 3. What counts as a referral - 5 4. Registering a lead - 6 5. The fee - 7 6. Conduct and disclosure - 8 7. Confidentiality - 9 8. Personal data - 10 9. Marks and materials - 11 10. Length and ending - 12 11. General Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Pay once and get it as a Word document to edit further and as a PDF to send or print. The link comes by email too. ### Was this template helpful? Sales and marketing ## Questions people ask ### What details does this template ask for? The form asks for 18 details, starting with Company receiving referrals, Company address, Referrer, Referrer's address, Start date. 2 more are optional. ### How much does this template cost? €9.99, paid once. Filling it in and seeing the first part is free. You pay when you download the finished Word document and PDF, with no account and no subscription. Every paid nerix plan includes it. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, press Download and pay once. You get the finished document as a Word file to keep editing and as a PDF to send or print, and the link by email. ### Is what I type sent anywhere? While you fill it in, what you type stays in your browser. When you buy the document, your answers go to nerix to make your files. They are kept for seven days so you can download again, then deleted. ### What should I check before I use this template? Referral fees can be limited, banned or need to be disclosed in some trades and places, for example finance, insurance, health, property and law. Privacy and marketing laws also limit how a person's details may be passed on. Check the rules for your field and place, and ask a lawyer to review this agreement before you sign it. This is not legal advice. ### Are these marketing templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do I need a customer's permission for a case study? Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. 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