contract-and-proposal-writer

合同与提案撰写工具

等级: POWERFUL
类别: 业务增长
领域: 法律文件、业务拓展、客户关系

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概述

生成专业的、兼顾司法辖区的商业文件:自由职业合同、项目提案、工作说明书 (SOW)、保密协议 (NDA) 和主服务协议 (MSA)。输出结构化 Markdown,并附带转换为 docx 的说明。涵盖美国 (特拉华州)、欧盟 (GDPR)、英国以及 DACH (德国法) 司法辖区。

不能替代法律顾问。 请将这些模板用作良好的起点;对于高价值或复杂的业务,请交由律师审阅。

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核心能力

• 自由开发合同 (固定价格与按小时计费)
• 含时间线与预算拆分的项目提案
• 含交付物矩阵的工作说明书 (SOW)
• 保密协议 (NDA) (双向与单向)
• 主服务协议 (MSA)
• 特定司法辖区条款 (美国/欧盟/英国/DACH)
• GDPR 数据处理附录 (欧盟/DACH)

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关键条款参考

条款	选项
付款条件	Net-30、按里程碑付款、月度固定费用
知识产权归属	雇佣作品 (美国)、转让 (欧盟/英国)、回授许可
责任上限	1 倍合同金额 (标准)、3 倍 (高风险)
终止	因故终止 (14 天补救期)、无故终止 (30/60/90 天通知)
保密期限	2-5 年,商业秘密永久保密
保证	"现状"免责声明,有限的 30/90 天修复保证
争议解决	仲裁 (AAA/ICC)、法院 (因司法辖区而异)

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适用场景

• 开启新的客户合作,需要快速拟定合同
• 客户要求提供包含报价与时间线的提案
• 合作或供应商关系需要 MSA
• 需要用 NDA 保护知识产权或保密信息
• 欧盟/DACH 项目需要符合 GDPR 的数据条款

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工作流程

1. 收集需求

向用户询问:

1. 文件类型?(合同 / 提案 / SOW / NDA / MSA)
2. 司法辖区?(美国-特拉华州 / 欧盟 / 英国 / DACH)
3. 合作类型?(固定价格 / 按小时 / 固定费用)
4. 各方信息?(名称、角色、营业地址)
5. 范围概述?(1-3 句话)
6. 总金额或小时费率?
7. 开始与结束日期或期限?
8. 特殊要求?(知识产权转让、白标、分包商)

2. 选择模板

类型	司法辖区	模板
固定价格开发合同	任意	模板 A
咨询固定费用	任意	模板 B
SaaS 合作	任意	模板 C
双向 NDA	美国/欧盟/英国/DACH	NDA-M
单向 NDA	美国/欧盟/英国/DACH	NDA-OW
SOW	任意	SOW 基础版

3. 生成并填写

填写所有 [方括号] 占位符。将缺失的数据标记为 "REQUIRED"。

4. 转换为 DOCX

# Install pandoc
brew install pandoc        # macOS
apt install pandoc         # Ubuntu

# Basic conversion
pandoc contract.md -o contract.docx \
  --reference-doc=reference.docx \
  -V geometry:margin=1in

# With numbered sections (legal style)
pandoc contract.md -o contract.docx \
  --number-sections \
  -V documentclass=article \
  -V fontsize=11pt

# With custom company template
pandoc contract.md -o contract.docx \
  --reference-doc=company-template.docx

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司法辖区说明

美国 (特拉华州)

• 适用法律:特拉华州法律
• 适用雇佣作品原则 (版权法第 101 条)
• 仲裁:AAA 商事规则
• 竞业限制:范围与期限合理时可执行

欧盟 (GDPR)

• 若涉及个人数据处理,必须包含数据处理附录
• 部分成员国要求知识产权转让须另行签署书面契据
• 仲裁:ICC 或当地商会

英国 (脱欧后)

• 适用英格兰法律
• 知识产权:1977 年专利法 / 1988 年版权、外观设计和专利法 (CDPA)
• 仲裁:LCIA 规则
• 数据:英国 GDPR (脱欧后的对应法规)

DACH (德国 / 奥地利 / 瑞士)

• 合同由《德国民法典》(BGB, Buergerliches Gesetzbuch) 规范
• 某些条款需满足书面形式要求 (BGB 第 126 条)
• 知识产权:作者始终保留人身权;必须明确转让使用权 (Nutzungsrechte)
• 竞业限制:最长 2 年,且需支付补偿 (商法典 HGB 第 74 条)
• 管辖:德国地方法院 (Landgericht) 或 DIS 仲裁
• 个人数据处理必须遵守 DSGVO (GDPR 的德国实施法)
• Kuendigungsfristen:适用法定通知期限

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模板 A:网页开发固定价格合同

# SOFTWARE DEVELOPMENT AGREEMENT

**Effective Date:** [DATE]
**Client:** [CLIENT LEGAL NAME], [ADDRESS] ("Client")
**Developer:** [YOUR LEGAL NAME / COMPANY], [ADDRESS] ("Developer")

---

## 1. SERVICES

Developer agrees to design, develop, and deliver:

**Project:** [PROJECT NAME]
**Description:** [1-3 sentence scope]

**Deliverables:**
- [Deliverable 1] due [DATE]
- [Deliverable 2] due [DATE]
- [Deliverable 3] due [DATE]

## 2. PAYMENT

**Total Fee:** [CURRENCY] [AMOUNT]

| Milestone | Amount | Due |
|-----------|--------|-----|
| Contract signing | 50% | Upon execution |
| Beta delivery | 25% | [DATE] |
| Final acceptance | 25% | Within 5 days of acceptance |

Late payments accrue interest at 1.5% per month.
Client has [10] business days to accept or reject deliverables in writing.

## 3. INTELLECTUAL PROPERTY

Upon receipt of full payment, Developer assigns all right, title, and interest in the
Work Product to Client as a work made for hire (US) / by assignment of future copyright (EU/UK).

Developer retains the right to display Work Product in portfolio unless Client
requests confidentiality in writing within [30] days of delivery.

Pre-existing IP (tools, libraries, frameworks) remains Developer's property.
Developer grants Client a perpetual, royalty-free license to use pre-existing IP
as embedded in the Work Product.

## 4. CONFIDENTIALITY

Each party keeps confidential all non-public information received from the other.
This obligation survives termination for [3] years.

## 5. WARRANTIES

Developer warrants Work Product will substantially conform to specifications for
[90] days post-delivery. Developer will fix material defects at no charge during
this period. EXCEPT AS STATED, WORK PRODUCT IS PROVIDED "AS IS."

## 6. LIABILITY

Developer's total liability shall not exceed total fees paid under this Agreement.
Neither party liable for indirect, incidental, or consequential damages.

## 7. TERMINATION

For Cause: Either party may terminate if the other materially breaches and fails
to cure within [14] days of written notice.

For Convenience: Client may terminate with [30] days written notice and pay for
all work completed plus [10%] of remaining contract value.

## 8. DISPUTE RESOLUTION

US: Binding arbitration under AAA Commercial Rules, [CITY], Delaware law.
EU/DACH: ICC / DIS arbitration, [CITY]. German / English law.
UK: LCIA Rules, London. English law.

## 9. GENERAL

- Entire Agreement: Supersedes all prior discussions.
- Amendments: Must be in writing, signed by both parties.
- Independent Contractor: Developer is not an employee of Client.

---

CLIENT: _________________________ Date: _________
[CLIENT NAME], [TITLE]

DEVELOPER: _________________________ Date: _________
[YOUR NAME], [TITLE]

---

模板 B:月度咨询固定费用合同

# CONSULTING RETAINER AGREEMENT

**Effective Date:** [DATE]
**Client:** [CLIENT LEGAL NAME] ("Client")
**Consultant:** [YOUR NAME / COMPANY] ("Consultant")

---

## 1. SERVICES

Consultant provides [DOMAIN, e.g., "CTO advisory and technical architecture"] services.

**Monthly Hours:** Up to [X] hours/month
**Rollover:** Unused hours [do / do not] roll over (max [X] hours banked)
**Overflow Rate:** [CURRENCY] [RATE]/hr for hours exceeding retainer

## 2. FEES

**Monthly Retainer:** [CURRENCY] [AMOUNT], due on the 1st of each month.
**Payment Method:** Bank transfer / Stripe / SEPA direct debit
**Late Payment:** 2% monthly interest after [10]-day grace period.

## 3. TERM AND TERMINATION

**Initial Term:** [3] months starting [DATE]
**Renewal:** Auto-renews monthly unless either party gives [30] days written notice.
**Immediate termination:** For material breach uncured after [7] days notice.

On termination, Consultant delivers all work in progress within [5] business days.

## 4. INTELLECTUAL PROPERTY

Work product created under this Agreement belongs to [Client / Consultant / jointly].
Advisory output (recommendations, analyses) are Client property upon full payment.

## 5. EXCLUSIVITY

[OPTION A - Non-exclusive:]
This Agreement is non-exclusive. Consultant may work with other clients.

[OPTION B - Partial exclusivity:]
Consultant will not work with direct competitors of Client during the term
and [90] days thereafter.

## 6. CONFIDENTIALITY AND DATA PROTECTION

EU/DACH: If Consultant processes personal data on behalf of Client, the parties
shall execute a Data Processing Agreement (DPA) per Art. 28 GDPR.

## 7. LIABILITY

Consultant's aggregate liability is capped at [3x] the fees paid in the [3] months
preceding the claim.

---

Signatures as above.

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模板 C:SaaS 合作协议

# SAAS PARTNERSHIP AGREEMENT

**Effective Date:** [DATE]
**Provider:** [NAME], [ADDRESS]
**Partner:** [NAME], [ADDRESS]

---

## 1. PURPOSE

Provider grants Partner [reseller / referral / white-label / integration] rights to
Provider's [PRODUCT NAME] ("Software") subject to this Agreement.

## 2. PARTNERSHIP TYPE

[ ] Referral: Partner refers customers; earns [X%] of first-year ARR per referral.
[ ] Reseller: Partner resells licenses; earns [X%] discount off list price.
[ ] White-label: Partner rebrands Software; pays [AMOUNT]/month platform fee.
[ ] Integration: Partner integrates Software via API; terms in Exhibit A.

## 3. REVENUE SHARE

| Tier | Monthly ARR Referred | Commission |
|------|---------------------|------------|
| Bronze | < $10,000 | [X]% |
| Silver | $10,000-$50,000 | [X]% |
| Gold | > $50,000 | [X]% |

Payout: Net-30 after month close, minimum $[500] threshold.

## 4. INTELLECTUAL PROPERTY

Each party retains all IP in its own products. No implied licenses.
Partner may use Provider's marks per Provider's Brand Guidelines (Exhibit B).

## 5. DATA AND PRIVACY

Each party is an independent data controller for its own customers.
Joint processing requires a separate DPA (Exhibit C - EU/DACH projects).

## 6. TERM

Initial: [12] months. Renews annually unless [90]-day written notice given.
Termination for Cause: [30]-day cure period for material breach.

## 7. LIMITATION OF LIABILITY

Each party's liability capped at [1x] fees paid/received in prior [12] months.
Mutual indemnification for IP infringement claims from own products.

---

Signatures, exhibits, and governing law per applicable jurisdiction.

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GDPR 数据处理附录（欧盟/DACH 条款集）

## DATA PROCESSING ADDENDUM (Art. 28 GDPR)

Controller: [CLIENT NAME]
Processor: [CONTRACTOR NAME]

### Subject Matter
Processor processes personal data on behalf of Controller solely to perform services
under the main Agreement.

### Categories of Data Subjects
[e.g., end users, employees, customers]

### Categories of Personal Data
[e.g., names, email addresses, usage data]

### Processing Duration
For the term of the main Agreement; deletion within [30] days of termination.

### Processor Obligations
- Process data only on Controller's documented instructions
- Ensure persons authorized to process have committed to confidentiality
- Implement technical and organizational measures per Art. 32 GDPR
- Assist Controller with data subject rights requests
- Not engage sub-processors without prior written consent
- Delete or return all personal data upon termination

### Sub-processors (current as of Effective Date)
| Sub-processor | Location | Purpose |
|--------------|----------|---------|
| [AWS / GCP / Azure] | [Region] | Cloud hosting |
| [Other] | [Location] | [Purpose] |

### Cross-border Transfers
Data transfers outside EEA covered by: [ ] SCCs  [ ] Adequacy Decision  [ ] BCRs

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常见误区

1. 缺少知识产权转让条款：仅有"work for hire"（雇佣作品）不足以满足欧盟要求；在 DACH 地区需明确转让 Nutzungsrechte（使用权）
2. 验收标准模糊：务必定义"验收通过"的含义（书面签字确认、拒绝验收的天数限制）
3. 缺少变更单流程：范围蔓延会拖垮固定价格项目；应添加针对范围外工作的条款
4. 管辖法律不匹配：为一个仅涉及德国的项目选择特拉华州法律，会导致执行困难
5. 缺少责任限制条款：若无上限，一个 Bug 就可能导致无限赔偿
6. 口头修改：口头修改的合同难以执行；应始终要求书面修改

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最佳实践

• 对于金额超过 1 万美元的项目，优先采用里程碑付款而非 net-30，以降低现金流风险
• 针对欧盟/DACH：务必检查是否需要 DPA（只要涉及任何个人数据即需要）
• 针对 DACH：务必明确包含 Schriftformklausel（书面形式条款）
• 对于持续超过 3 个月的情况，添加不可抗力条款
• 对于长期顾问合同（retainer），定义响应时间 SLA（例如紧急 4 小时 / 普通 24 小时）
• 将模板纳入版本控制；使用 git diff 跟踪变更
• 每年审查一次，因为法律会变化，尤其是 GDPR 的执法解释
• 对于保密协议（NDA），务必规定合同终止时保密材料的归还或销毁