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Working with Pilots

How to set up a pilot, trial, free trial, proof of concept, or a POC

Jake Stein avatar
Written by Jake Stein
Updated over 2 months ago

The Cloud Service Agreement and Software License Agreement both default to describing a vendor/customer relationship with a single phase. However, some vendors need their contract to cover two phases - a shorter initial pilot (also known as a proof of concept or trial) and then a longer-term phase after the pilot has concluded. To handle this, the Order Form of both agreements has an optional variable called Pilot.

This variable allows you to specify a two-phase relationship. In the first phase, your customer tries out your product, evaluates if it's a fit for their needs, and has the option to cancel. If the customer doesn't opt out, at the end of the pilot period, they default to transitioning into the second phase. This is the traditional vendor/customer relationship with the terms specified by the rest of the order form.

However, not all pilots work that way. Sometimes, the vendor may not be ready to specify the details of the second phase of the relationship at the beginning of the pilot.

If you're not ready to specify the post-pilot terms, then you'll be creating a contract that only covers a single phase. That's how the Order Form works by default, so there's no need to use the Pilot variable. Instead, set the Subscription Term equal to the length of the pilot period, turn off auto-renewal, and set the fees equal to zero (or to whatever fees are if it's a paid pilot). You can also use the Other Changes section to specify any deviations from the Standard Terms, such as removing Covered Claims or representations and warranties, from the single-phase pilot.

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