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Referral Agreement
Free referral agreement template — formalizes a business relationship where one party refers clients to another for a fee.
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This free referral agreement covers 1. Referral Arrangement, 2. Qualifying Referral, 3. Referral Fee, 4. No Exclusivity, 5. No Guarantee with 7 clearly marked [placeholder] fields to fill in — built for founders, freelancers, and small business owners formalizing a business decision or agreement without paying a lawyer to draft it from scratch. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.
Referral Agreement
Referrer: [Name/Company] Recipient: [Name/Company] Effective Date: [Date]
1. Referral Arrangement
Referrer agrees to refer potential clients to Recipient for [Recipient's product/service], and Recipient agrees to pay Referrer a fee for qualifying referrals as described below.
2. Qualifying Referral
A "qualifying referral" is a client that: (a) was directly introduced by Referrer, (b) did not already have an existing relationship with Recipient, and (c) becomes a paying customer within [Number] days of the referral.
3. Referral Fee
Recipient will pay Referrer [%/flat amount] for each qualifying referral, within [Number] days of [receiving payment from the referred client].
4. No Exclusivity
Unless stated otherwise, this arrangement is non-exclusive — either party may refer to or receive referrals from others.
5. No Guarantee
Referrer makes no guarantee that any referral will result in a sale.
6. Term and Termination
This Agreement continues until terminated by either party with [Notice Period] notice; fees remain owed for qualifying referrals made before termination.
Referrer: ______________________ Date: ____________ Recipient: ______________________ Date: ____________
*This document is provided for informational and educational purposes only and does not constitute legal advice. As with finder's fee arrangements, paying referral fees in certain regulated industries (real estate, insurance, lending, securities) can require the referrer to hold a license — confirm this is permitted for your specific industry.*
Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.
What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 6 standard sections: 1. Referral Arrangement, 2. Qualifying Referral, 3. Referral Fee, 4. No Exclusivity, 5. No Guarantee, 6. Term and Termination
- 7 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Includes a signature block, ready to print or sign digitally
- Fixed docstoc.io footer on every PDF (not removable)
Who this template is for
Freelancers & solo founders
Handling routine business paperwork without commissioning custom legal drafting for every document.
Small businesses
Standardizing recurring documents — leases, agreements, notices — across a growing operation.
Anyone reviewing before signing
Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.
Early-stage businesses
Getting the basics documented before things get more complex.
FAQ
Is this referral agreement template really free?
Yes. Like every template in docstoc's library, this referral agreement is free to use, with no account or signup needed to view, edit, or download it.
What does this referral agreement cover?
This business template includes 1. Referral Arrangement, 2. Qualifying Referral, 3. Referral Fee, 4. No Exclusivity. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.
Is this legal advice?
No. Templates like this cover the common ground most businesses need, but they can't anticipate your specific deal terms, jurisdiction, or industry rules. Treat it as a first draft to build from, and get a business attorney's eyes on it before signing anything that matters.
Can I edit the wording?
Yes. All 7 placeholder fields and every clause are editable right on the page — change what doesn't fit, then download an updated PDF anytime.
Where can I find more free templates like this?
Browse more free business and related document templates in the docstoc library at /document-templates/.
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Why use this instead of a generic template
Security
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Legality
Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.
Privacy
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Speed
Copy the subject and body directly — no form to fill in, no export step, no waiting on a download link.
Mobile-friendly
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API available
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