Requesting sales contracts

Sales-related contracts

  • All customer and revenue related contracts should be initiated in Salesforce.
  • For Software License Agreements (either Self-Managed or Cloud), the following minimum thresholds must be met before Mattermost Legal will deviate from its standard licensing terms (Mattermost Self-Managed or Mattermost Cloud):
    • Modifications to the standard terms will only be considered if the software order exceeds $25,000, and
    • Mattermost will only consider reviewing the customer’s standard agreement if the software order exceeds $100,000.

Requesting a new template

  1. 1.
    Enter into the "Opportunity" for which you are looking to have a contract created.
  2. 2.
    Select "Send Contract" in the top right corner of the Opportunity.
  3. 3.
    From the drop-down list, select the contract template you would like to create, select “Confirm”.
Note: You will not see the templates for the Software License Agreements if your Opportunity does not meet the minimum threshold for modifying the terms as required above.
Once you have chosen your template you will be directed to the SpotDraft contract management system. If you do not have access to SpotDraft, you can contact IT and request access.
Within SpotDraft, please follow the workflow below to complete your request for the applicable template:

Software license agreements

If your "Opportunity meets the above thresholds then you will be able to select either the "Mattermost Cloud Subscription License Agreement" or "Mattermost Software License Agreement" template.
  1. 1.
    Select the appropriate Mattermost Signatory. Please consult the Handbook for proper signing authority if you need additional guidance.
  2. 2.
    Choose the Company that will be entering into the Agreement with Mattermost. If the Company is not in the list, select “Invite a New Company and fill out all of the required fields. Select “Save”.
  3. 3.
    Verify the terms of the Agreement, then select “Complete Draft”.
  4. 4.
    In the “Party Information” box, please select “Signatories Signing Order” and toggle so that “Signing Order” is ‘ON’ and the other party is set to sign first. Select “Save”.
  5. 5.
    You may now “Send” the Agreement. This will send the document to the other party for review and signature.

Non-Disclosure agreements

If you selected the “Mattermost - Non-Disclosure Agreement” template:
  1. 1.
    Select the appropriate Mattermost Signatory. Please consult the Handbook for proper signing authority if you need additional guidance.
  2. 2.
    Choose the Company that will be entering into the Non-Disclosure Agreement with Mattermost. If the Company is not in the list, select “Invite a New Company and fill out all of the required fields. Select “Save”.
  3. 3.
    Verify the terms of the Agreement, then select “Complete Draft”,
  4. 4.
    In the “Party Information” box, please select “Signatories Signing Order” and toggle so that “Signing Order” is ‘ON’ and the other party is set to sign first. Select “Save”.
  5. 5.
    You may now “Send” the Draft Non-Disclosure Agreement. This will send the document to the other party for review and signature.

Reseller agreements

If you selected the “Non-Exclusive Reseller Agreement” template:
  1. 1.
    Select the appropriate Mattermost Signatory. Please consult the Handbook for proper signing authority if you need additional guidance.
  2. 2.
    Choose the Reseller that will be entering into the Reseller Agreement with Mattermost. If the Reseller is not in the list, select “Invite a New Reseller” and fill out all of the required fields. Select “Save”.
  3. 3.
    Choose whether this will be a one-time resale transaction or an ongoing reseller relationship.
  4. 4.
    Verify the contract default contract information, then select next.
  5. 5.
    Verify the information for the Exhibits of the Reseller Agreement (as applicable), then select “Complete Draft”,
  6. 6.
    In the “Party Information” box, please select “Signatories Signing Order” and toggle so that “Signing Order” is ‘ON’ and the other party is set to sign first. Select “Save”.
  7. 7.
    You may now “Send” the Draft Reseller Agreement. This will send the document to the other party for review and signature.
If the other party returns any redlines to the template created, please submit them back to Legal through the Opportunity by creating a case.