contract-and-proposal-writer

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English

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Chinese

Contract & Proposal Writer

合同与提案撰写工具

Tier: POWERFUL
Category: Business Growth
Domain: Legal Documents, Business Development, Client Relations

等级：功能强大
类别：业务增长
适用领域：法律文档、业务拓展、客户关系

Overview

概述

Generate professional, jurisdiction-aware business documents: freelance contracts, project proposals, SOWs, NDAs, and MSAs. Outputs structured Markdown with docx conversion instructions. Covers US (Delaware), EU (GDPR), UK, and DACH (German law) jurisdictions.

Not a substitute for legal counsel. Use these templates as strong starting points; review with an attorney for high-value or complex engagements.

生成符合司法管辖区要求的专业商业文档：自由职业合同、项目提案、SOW、NDA和MSA。输出结构化Markdown格式文档，并附带转DOCX格式的操作说明。支持美国（特拉华州）、欧盟（GDPR）、英国和DACH（德国法律体系）司法管辖区。

不能替代法律顾问。请将这些模板作为强有力的起点；对于高价值或复杂合作，需请律师审核。

Core Capabilities

核心功能

Freelance development contracts (fixed-price & hourly)
Project proposals with timeline/budget breakdown
Statements of Work (SOW) with deliverables matrix
NDAs (mutual & one-way)
Master Service Agreements (MSA)
Jurisdiction-specific clauses (US/EU/UK/DACH)
GDPR Data Processing Addenda (EU/DACH)

自由职业开发合同（固定价格&按小时计费）
含时间线/预算拆分的项目提案
含交付物矩阵的工作说明书（SOW）
双向&单向NDA
主服务协议（MSA）
特定司法管辖区条款（美国/欧盟/英国/DACH）
GDPR数据处理附录（欧盟/DACH）

Key Clauses Reference

关键条款参考

Clause	Options
Payment terms	Net-30, milestone-based, monthly retainer
IP ownership	Work-for-hire (US), assignment (EU/UK), license-back
Liability cap	1x contract value (standard), 3x (high-risk)
Termination	For cause (14-day cure), convenience (30/60/90-day notice)
Confidentiality	2-5 year term, perpetual for trade secrets
Warranty	"As-is" disclaimer, limited 30/90-day fix warranty
Dispute resolution	Arbitration (AAA/ICC), courts (jurisdiction-specific)

条款	可选方案
付款条款	Net-30、基于里程碑、月度预付费
知识产权所有权	职务作品（美国）、转让（欧盟/英国）、反向授权
责任上限	合同金额1倍（标准）、3倍（高风险）
终止条款	合理事由（14天整改期）、任意终止（30/60/90天通知期）
保密条款	2-5年期限、商业秘密永久保密
质保条款	"按现状"免责、30/90天有限修复质保
争议解决	仲裁（AAA/ICC）、特定司法管辖区法院

When to Use

使用场景

Starting a new client engagement and need a contract fast
Client asks for a proposal with pricing and timeline
Partnership or vendor relationship requiring an MSA
Protecting IP or confidential information with an NDA
EU/DACH project requiring GDPR-compliant data clauses

开启新客户合作，需要快速生成合同
客户要求提供含定价和时间线的提案
合作或供应商关系需要MSA
需要通过NDA保护知识产权或机密信息
欧盟/DACH项目需要符合GDPR的数据条款

Workflow

工作流程

1. Gather Requirements

1. 收集需求

Ask the user:

1. Document type? (contract / proposal / SOW / NDA / MSA)
2. Jurisdiction? (US-Delaware / EU / UK / DACH)
3. Engagement type? (fixed-price / hourly / retainer)
4. Parties? (names, roles, business addresses)
5. Scope summary? (1-3 sentences)
6. Total value or hourly rate?
7. Start date / end date or duration?
8. Special requirements? (IP assignment, white-label, subcontractors)

询问用户：

1. 文档类型？（合同/提案/SOW/NDA/MSA）
2. 司法管辖区？（美国-特拉华州/欧盟/英国/DACH）
3. 合作类型？（固定价格/按小时计费/预付费）
4. 合作方？（名称、角色、经营地址）
5. 范围摘要？（1-3句话）
6. 总金额或小时费率？
7. 开始日期/结束日期或合作时长？
8. 特殊要求？（知识产权转让、白标、分包商）

2. Select Template

2. 选择模板

Type	Jurisdiction	Template
Dev contract fixed	Any	Template A
Consulting retainer	Any	Template B
SaaS partnership	Any	Template C
NDA mutual	US/EU/UK/DACH	NDA-M
NDA one-way	US/EU/UK/DACH	NDA-OW
SOW	Any	SOW base

类型	司法管辖区	模板
固定价格开发合同	任意	模板A
咨询预付费合同	任意	模板B
SaaS合作协议	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基础模板

3. Generate & Fill

3. 生成并填充

Fill all [BRACKETED] placeholders. Flag missing data as "REQUIRED".

填充所有[方括号]占位符。将缺失的数据标记为「REQUIRED」。

4. Convert to DOCX

4. 转换为DOCX

bash

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bash

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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

---

pandoc contract.md -o contract.docx
--reference-doc=company-template.docx

---

Jurisdiction Notes

司法管辖区说明

US (Delaware)

美国（特拉华州）

Governing law: State of Delaware
Work-for-hire doctrine applies (Copyright Act 101)
Arbitration: AAA Commercial Rules
Non-compete: enforceable with reasonable scope/time

管辖法律：特拉华州法律
适用「职务作品」原则（《版权法》第101条）
仲裁：AAA商业规则
竞业禁止条款：在合理范围和期限内可执行

EU (GDPR)

欧盟（GDPR）

Must include Data Processing Addendum if handling personal data
IP assignment requires separate written deed in some member states
Arbitration: ICC or local chamber

若处理个人数据，必须包含数据处理附录
在部分成员国，知识产权转让需单独书面契约
仲裁：ICC或当地商会

UK (post-Brexit)

英国（脱欧后）

Governed by English law
IP: Patents Act 1977 / CDPA 1988
Arbitration: LCIA Rules
Data: UK GDPR (post-Brexit equivalent)

受英国法律管辖
知识产权：《1977年专利法》/《1988年版权、设计与专利法》
仲裁：LCIA规则
数据：英国GDPR（脱欧后等效法规）

DACH (Germany / Austria / Switzerland)

DACH（德国/奥地利/瑞士）

BGB (Buergerliches Gesetzbuch) governs contracts
Written form requirement for certain clauses (para 126 BGB)
IP: Author always retains moral rights; must explicitly transfer Nutzungsrechte
Non-competes: max 2 years, compensation required (para 74 HGB)
Jurisdiction: German courts (Landgericht) or DIS arbitration
DSGVO (GDPR implementation) mandatory for personal data processing
Kuendigungsfristen: statutory notice periods apply

合同受《德国民法典》（BGB）管辖
部分条款需书面形式（《德国民法典》第126条）
知识产权：作者始终保留精神权利；需明确转让Nutzungsrechte（使用权）
竞业禁止条款：最长2年，需支付补偿金（《德国商法典》第74条）
管辖：德国法院（州法院）或DIS仲裁
DSGVO（GDPR德国实施法案）对个人数据处理为强制性要求
通知期限：适用法定通知期

Template A: Web Dev Fixed-Price Contract

模板A：Web开发固定价格合同

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SOFTWARE DEVELOPMENT AGREEMENT

软件开发协议

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

生效日期： [日期] 客户： [客户法定名称]，[地址]（「客户」） 开发者： [你的法定名称/公司]，[地址]（「开发者」）

1. SERVICES

1. 服务内容

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]

开发者同意设计、开发并交付：

项目： [项目名称] 描述： [1-3句话描述范围]

交付物：

[交付物1] 截止日期 [日期]
[交付物2] 截止日期 [日期]
[交付物3] 截止日期 [日期]

2. PAYMENT

2. 付款条款

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.

总费用： [货币] [金额]

里程碑	金额	付款时间
合同签署	50%	签署后立即支付
Beta版本交付	25%	[日期]
最终验收	25%	验收后5天内

逾期付款每月按1.5%计息。客户有[10]个工作日以书面形式接受或拒绝交付物。

3. INTELLECTUAL PROPERTY

3. 知识产权

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.

收到全额付款后，开发者将工作成果的所有权利、所有权和利益作为职务作品（美国）/通过未来版权转让（欧盟/英国）转让给客户。

开发者保留在作品集展示工作成果的权利，除非客户在交付后[30]天内书面要求保密。

预先存在的知识产权（工具、库、框架）仍归开发者所有。开发者授予客户永久、免许可费的权利，以使用嵌入在工作成果中的预先存在的知识产权。

4. CONFIDENTIALITY

4. 保密条款

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

双方应对从对方收到的所有非公开信息保密。本义务在合同终止后持续[3]年。

5. WARRANTIES

5. 质保条款

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."

开发者保证工作成果在交付后[90]天内基本符合规格。在此期间，开发者将免费修复重大缺陷。除上述规定外，工作成果「按现状」提供。

6. LIABILITY

6. 责任限制

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

开发者的总责任不超过本协议项下支付的总费用。任何一方均不承担间接、附带或后果性损害赔偿责任。

7. TERMINATION

7. 终止条款

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.

合理事由：若一方严重违约且在收到书面通知后[14]天内未整改，另一方可终止合同。

任意终止：客户可提前[30]天书面通知终止合同，并支付已完成工作的费用加上剩余合同金额的[10%]。

8. DISPUTE RESOLUTION

8. 争议解决

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.

美国：根据AAA商业规则进行有约束力的仲裁，适用特拉华州[城市]法律。欧盟/DACH：ICC/DIS仲裁，适用[城市]德国/英国法律。英国：LCIA规则，伦敦仲裁，适用英国法律。

9. GENERAL

9. 一般条款

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]

---

完整协议：取代所有先前讨论。
修改：必须以书面形式并经双方签署。
独立承包商：开发者并非客户的员工。

客户：_________________________ 日期：_________ [客户姓名]，[职位]

开发者：_________________________ 日期：_________ [你的姓名]，[职位]

---

Template B: Monthly Consulting Retainer

模板B：月度咨询预付费协议

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CONSULTING RETAINER AGREEMENT

咨询预付费协议

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

生效日期： [日期] 客户： [客户法定名称]（「客户」） 顾问： [你的姓名/公司]（「顾问」）

1. SERVICES

1. 服务内容

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

顾问提供[领域，例如：「CTO咨询与技术架构」]服务。

月度工时： 每月最多[X]小时 工时结转： 未使用工时[允许/不允许]结转（最多结转[X]小时） 超额费率： 超出预付费工时部分按[货币][费率]/小时计费

2. FEES

2. 费用

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.

月度预付费： [货币][金额]，每月1日到期。 付款方式： 银行转账/Stripe/SEPA直接借记 逾期付款： 宽限期[10]天后每月按2%计息。

3. TERM AND TERMINATION

3. 期限与终止

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.

初始期限： [3]个月，自[日期]起 续约： 除非任何一方提前[30]天书面通知，否则自动按月续约。 立即终止： 严重违约且在[7]天通知期内未整改的，可立即终止。

终止时，顾问需在[5]个工作日内交付所有在工作品。

4. INTELLECTUAL PROPERTY

4. 知识产权

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

本协议项下创建的工作成果归[客户/顾问/双方共有]所有。咨询输出（建议、分析）在全额付款后归客户所有。

5. EXCLUSIVITY

5. 排他性

[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.

[选项A - 非排他：] 本协议为非排他性协议。顾问可为其他客户提供服务。

[选项B - 部分排他：] 在协议期限内及之后[90]天，顾问不得为客户的直接竞争对手提供服务。

6. CONFIDENTIALITY AND DATA PROTECTION

6. 保密与数据保护

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

欧盟/DACH：若顾问代表客户处理个人数据，双方应根据GDPR第28条签署数据处理协议（DPA）。

7. LIABILITY

7. 责任限制

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

Signatures as above.

---

顾问的累计责任上限为索赔发生前[3]个月内收到的费用的[3倍]。

签署方式同上。

---

Template C: SaaS Partnership Agreement

模板C：SaaS合作协议

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SAAS PARTNERSHIP AGREEMENT

SaaS合作协议

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

生效日期： [日期] 提供商： [名称]，[地址] 合作伙伴： [名称]，[地址]

1. PURPOSE

1. 目的

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

提供商授予合作伙伴对提供商的[产品名称]（「软件」）的[转售/推荐/白标/集成]权利，受本协议约束。

2. PARTNERSHIP TYPE

2. 合作类型

[ ] 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.

[ ] 推荐：合作伙伴推荐客户；每推荐一个客户可获得首年ARR的[X%]佣金。 [ ] 转售：合作伙伴转售许可证；可享受标价[X%]的折扣。 [ ] 白标：合作伙伴为软件重新品牌化；每月支付[金额]平台费。 [ ] 集成：合作伙伴通过API集成软件；条款见附录A。

3. REVENUE SHARE

3. 收益分成

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.

等级	月度推荐ARR	佣金比例
青铜	< $10,000	[X]%
白银	$10,000-$50,000	[X]%
黄金	> $50,000	[X]%

付款：月末后Net-30支付，最低门槛$[500]。

4. INTELLECTUAL PROPERTY

4. 知识产权

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).

各方保留自有产品的所有知识产权。无默示许可。合作伙伴可根据提供商的品牌指南（附录B）使用提供商的标识。

5. DATA AND PRIVACY

5. 数据与隐私

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

各方为自身客户的独立数据控制者。联合处理数据需单独签署DPA（附录C - 欧盟/DACH项目）。

6. TERM

6. 期限

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

初始期限：[12]个月。除非提前[90]天书面通知，否则每年自动续约。合理事由终止：严重违约的，有[30]天整改期。

7. LIMITATION OF LIABILITY

7. 责任限制

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.

---

各方的责任上限为过去[12]个月内支付/收到的费用的[1倍]。双方就自有产品引发的知识产权侵权索赔相互赔偿。

签署、附录及管辖法律依适用司法管辖区而定。

---

GDPR Data Processing Addendum (EU/DACH Clause Block)

GDPR数据处理附录（欧盟/DACH条款块）

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DATA PROCESSING ADDENDUM (Art. 28 GDPR)

数据处理附录（GDPR第28条）

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

控制者：[客户名称] 处理者：[承包商名称]

Subject Matter

标的

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

处理者仅为履行主协议项下的服务，代表控制者处理个人数据。

Categories of Data Subjects

数据主体类别

[e.g., end users, employees, customers]

[例如：终端用户、员工、客户]

Categories of Personal Data

个人数据类别

[e.g., names, email addresses, usage data]

[例如：姓名、电子邮件地址、使用数据]

Processing Duration

处理期限

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

主协议期限内；终止后[30]天内删除。

Processor Obligations

处理者义务

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

仅根据控制者的书面指示处理数据
确保授权处理人员已承诺保密
根据GDPR第32条实施技术和组织措施
协助控制者响应数据主体的权利请求
未经事先书面同意，不得委托子处理者
终止后删除或返还所有个人数据

Sub-processors (current as of Effective Date)

子处理者（截至生效日期）

Sub-processor	Location	Purpose
[AWS / GCP / Azure]	[Region]	Cloud hosting
[Other]	[Location]	[Purpose]

子处理者	所在地	用途
[AWS / GCP / Azure]	[地区]	云托管
[其他]	[地点]	[用途]

Cross-border Transfers

跨境传输

Data transfers outside EEA covered by: [ ] SCCs [ ] Adequacy Decision [ ] BCRs

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向EEA以外传输数据的依据：[ ] SCCs [ ] 充分性决定 [ ] BCRs

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Common Pitfalls

常见陷阱

Missing IP assignment language - "work for hire" alone is insufficient in EU; need explicit assignment of Nutzungsrechte in DACH
Vague acceptance criteria - Always define what "accepted" means (written sign-off, X days to reject)
No change order process - Scope creep kills fixed-price projects; add a clause for out-of-scope work
Jurisdiction mismatch - Choosing Delaware law for a German-only project creates enforcement problems
Missing limitation of liability - Without a cap, one bug could mean unlimited damages
Oral amendments - Contracts modified verbally are hard to enforce; always require written amendments

缺少知识产权转让条款 - 在欧盟仅使用「职务作品」表述并不足够；在DACH地区需要明确的Nutzungsrechte（使用权）转让条款
验收标准模糊 - 始终定义「验收」的含义（书面签署、X天内拒绝）
无变更订单流程 - 范围蔓延会搞砸固定价格项目；添加针对超范围工作的条款
司法管辖区不匹配 - 针对仅在德国开展的项目选择特拉华州法律会导致执行问题
缺少责任限制条款 - 没有上限的话，一个漏洞可能意味着无限赔偿
口头修改 - 口头修改的合同难以执行；始终要求书面修改

Best Practices

最佳实践

Use milestone payments over net-30 for projects >$10K - reduces cash flow risk
For EU/DACH: always check if a DPA is needed (any personal data = yes)
For DACH: include a Schriftformklausel (written form clause) explicitly
Add a force majeure clause for anything over 3 months
For retainers: define response time SLAs (e.g., 4h urgent / 24h normal)
Keep templates in version control; track changes with
```
git diff
```
Review annually - laws change, especially GDPR enforcement interpretations
For NDAs: always specify the return/destruction of confidential materials on termination

对于金额超过1万美元的项目，优先使用里程碑付款而非Net-30付款——减少现金流风险
对于欧盟/DACH项目：始终检查是否需要DPA（处理任何个人数据=需要）
对于DACH项目：明确添加Schriftformklausel（书面形式条款）
对于期限超过3个月的合同，添加不可抗力条款
对于预付费协议：定义响应时间SLA（例如：紧急请求4小时内/普通请求24小时内）
将模板纳入版本控制；使用
```
git diff
```
跟踪变更
每年审核一次——法律会变化，尤其是GDPR的执行解释
对于NDA：始终明确终止时需返还/销毁机密材料