Sales Representative Agreement
Customized Agreements
Sales Representative Agreement
Appoint an independent sales representative for defined products, services, accounts, channels, or territory with controlled solicitation authority and a reproducible commission system covering the earned event, payment timing, adjustments, split credit, worked examples, and post-termination opportunities.
Also called: commission sales representative agreement, independent sales representative agreement, sales commission agreement.
What you walk away with
A clean multi-page PDF and DOCX after you finish — not a web-form dump. Preview the document before you pay.
- PDF export
- DOCX export
- E-sign included
- No subscription
Sales-representative commission, wage-payment, worker-classification, agency, wholesale, franchise, advertising, telemarketing, privacy, competition, restrictive-covenant, tax, indemnity, and termination rules vary by governing state, selling locations, customer type, industry, sales method, and actual working practices.
Jurisdiction details
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When this fits
Use this document when…
- A manufacturer appointing a nonemployee representative to solicit wholesale accounts in a defined territory
- A company using a commission-based representative for named accounts, channels, or product lines
- A sales program that needs house-account, deal-registration, split-credit, and pricing-approval rules
- A company replacing an informal commission plan with written calculations and an orderly customer handoff
Before you start
Information you will need
- Company, representative, offerings, customers, territory, accounts, channels, jurisdictions, contacts, and term
- Appointment type, exclusivity, house accounts, opportunity registration, authority limits, order acceptance, pricing, and approved claims
- Commission base, deductions, rates, tiers, earned event, statements, payment, returns, bad debt, chargebacks, splits, draws, and worked examples
- Targets, reports, CRM, expenses, actual independent-status facts, other lines, compliance, and insurance
- Confidentiality, customer information, personal data, brand, IP, risk allocation, pending opportunities, post-termination commissions, property return, and transition
What you receive
- One customized Sales Representative Agreement
- Schedule A appointment, offerings, territory, accounts, channels, and authority
- Schedule B commission base, rates, earned event, payment, adjustments, and splits
- Schedule C sales process, reporting, compliance, data, brand, and responsibilities
- Schedule D worked commission examples
- Schedule E termination, pending opportunities, property, and transition
- PDF and DOCX export with electronic signature capability
Document questions
Questions about this document
What is a Sales Representative Agreement?
Appoint an independent sales representative for defined products, services, accounts, channels, or territory with controlled solicitation authority and a reproducible commission system covering the earned event, payment timing, adjustments, split credit, worked examples, and post-termination opportunities.
How do I create a Sales Representative Agreement?
A manufacturer appointing a nonemployee representative to solicit wholesale accounts in a defined territory; A company using a commission-based representative for named accounts, channels, or product lines; A sales program that needs house-account, deal-registration, split-credit, and pricing-approval rules
What should a Sales Representative Agreement include?
Company, representative, offerings, customers, territory, accounts, channels, jurisdictions, contacts, and term; Appointment type, exclusivity, house accounts, opportunity registration, authority limits, order acceptance, pricing, and approved claims; Commission base, deductions, rates, tiers, earned event, statements, payment, returns, bad debt, chargebacks, splits, draws, and worked examples; Targets, reports, CRM, expenses, actual independent-status facts, other lines, compliance, and insurance; Confidentiality, customer information, personal data, brand, IP, risk allocation, pending opportunities, post-termination commissions, property return, and transition
Special situations
- The representative solicits and develops opportunities while the company retains quote, credit, order-acceptance, customer-contract, pricing, warranty, collection, and delegation authority except for narrow listed grants.
- Territory, accounts, channels, house accounts, registered opportunities, direct sales, and other representatives receive distinct attribution and commission treatment.
- Commission mechanics separate the earned event from calculation, statement, and payment dates and reconcile returns, cancellations, bad debt, chargebacks, split credit, tiers, draws, and examples.
- The exit schedule assigns every pending opportunity, quote, order, commission, expense, sample, record, credential, data set, customer communication, and transition task one outcome.
Frequently asked questions
Can the representative sign customer contracts?
Not unless Schedule A grants narrow, explicit authority. Solicitation alone does not authorize the representative to bind the company.
When is commission earned?
The parties select one measurable earned event and separately define the calculation, statement, payment, adjustment, and dispute timeline.
Does it support chargebacks and split commissions?
Yes. Each selected adjustment or split receives a defined trigger, amount, evidence, notice, time limit, dispute path, and worked example.
Does calling the representative independent decide worker status?
No. The workflow records the intended relationship and actual working facts because a label or commission method alone does not determine classification.
What happens to pending deals after termination?
The exit schedule freezes the pipeline record and gives each opportunity one outcome under the selected tail period, earned event, rate, split, adjustment, and payment rules.
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Not legal advice
Locke Direct helps structure documents and workflows. It does not replace a qualified lawyer for complex, unusual, or high-risk situations.
Last reviewed August 2, 2026.