contract-and-proposal-writer

合同与提案撰写

## 概述（中文）

合同与提案撰写

## 技能正文

# 合同与提案撰写

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

---

## 概述

生成专业的、适配司法管辖区的商务文件： 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 及 docx 转换说明。 覆盖美国（特拉华）、欧盟（GDPR）、英国和 DACH（德国法律）司法管辖区。

**不能替代法律顾问。** 将这些模板作为有力起点；高价值或复杂合作请由律师审阅。

---

## 核心能力

- 自由职业开发合同（固定价格与按小时）
- 含时间线与预算分解的项目提案
- 含交付物矩阵的工作说明书（SOW）
- 保密协议（双向与单向）
- 主服务协议（MSA）
- 司法管辖区特定条款（美国/欧盟/英国/DACH）
- GDPR 数据处理附录（欧盟/DACH）

---

## 关键条款参考

| 条款 | 选项 |
|--------|---------|
| 付款条款 | 净 30 天、里程碑制、月度 retainer |
| 知识产权归属 | 雇佣作品（美国）、转让（欧盟/英国）、许可回授 |
| 责任上限 | 1 倍合同金额（标准）、3 倍（高风险）|
| 终止 | 有因（14 天补救期）、便利（30/60/90 天通知）|
| 保密 | 2-5 年期，商业秘密永久 |
| 质保 | 「按原样」免责声明、有限 30/90 天修复质保 |
| 争议解决 | 仲裁（AAA/ICC）、法院（依管辖区）|

---

## 使用场景

- 启动新客户合作，需要快速起草合同
- 客户要求含定价和时间线的提案
- 合作或供应商关系需要 MSA
- 用 NDA 保护知识产权或保密信息
- 欧盟/DACH 项目需要 GDPR 合规数据条款

---

## 工作流

### 1. 收集需求

询问用户：

    1. 文件类型？（合同 / 提案 / SOW / NDA / MSA）
    2. 司法管辖区？（美国-特拉华 / 欧盟 / 英国 / DACH）
    3. 合作类型？（固定价格 / 按小时 / retainer）
    4. 当事方？（名称、角色、商业地址）
    5. 范围摘要？（1-3 句）
    6. 总金额或小时费率？
    7. 开始日期 / 结束日期或期限？
    8. 特殊要求？（IP 转让、白标、分包商）

### 2. 选择模板

| 类型 | 管辖区 | 模板 |
|------|-------------|----------|
| 开发合同（固定价）| 任意 | 模板 A |
| 咨询 retainer | 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 |

### 3. 生成与填写

填写所有 [方括号] 占位符。缺失数据标记为「REQUIRED」。

### 4. 转换为 DOCX

```bash
# 安装 pandoc
brew install pandoc        # macOS
apt install pandoc         # Ubuntu

# 基础转换
pandoc contract.md -o contract.docx \
  --reference-doc=reference.docx \
  -V geometry:margin=1in

# 带编号章节（法律风格）
pandoc contract.md -o contract.docx \
  --number-sections \
  -V documentclass=article \
  -V fontsize=11pt

# 使用自定义公司模板
pandoc contract.md -o contract.docx \
  --reference-doc=company-template.docx
```

---

## 管辖区说明

### 美国（特拉华）
- 适用法律：特拉华州
- 适用雇佣作品原则（版权法第 101 条）
- 仲裁：AAA 商业规则
- 竞业限制：合理范围/时间内可执行

### 欧盟（GDPR）
- 处理个人数据须包含数据处理附录
- 部分成员国 IP 转让需单独书面契约
- 仲裁：ICC 或当地商会

### 英国（脱欧后）
- 受英国法管辖
- 知识产权：1977 年专利法 / 1988 年版权法
- 仲裁：LCIA 规则
- 数据：英国 GDPR（脱欧后等效）

### DACH（德国 / 奥地利 / 瑞士）
- 合同法由 BGB（德国民法典）管辖
- 部分条款须书面形式（BGB 第 126 条）
- 知识产权：作者始终保留精神权利；须明确转让 Nutzungsrechte（使用权）
- 竞业限制：最长 2 年，须补偿（HGB 第 74 条）
- 管辖：德国法院（地方法院）或 DIS 仲裁
- 个人数据处理强制适用 DSGVO（GDPR 实施）
- 解约通知期：适用法定通知期

---

## 模板 A：网站开发固定价格合同

```markdown
# 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 Retainer 协议

```markdown
# 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.
```

---

## 模板 C：SaaS 合作协议

```markdown
# 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