How to write your Syndication Contract
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Use cases for this template
Protecting a Brand While Scaling Content Reach
The Challenge
Northstar Insights licensed code samples and research from VectorCode Labs but needed to expand reach without losing control over brand guidelines, sublicensing, or how materials display on publisher websites, while keeping credit terms and prospect protections in view.
The Solution
They executed a non-exclusive syndication agreement that barred edits and unauthorized transfers, set C.O.D./net 10 payment rules, and defined takedown and renewal mechanics; to support the contract, the team used Proposal Kit to assemble a rollout plan, brand-use guidelines, and an Exhibit A pricing attachment with automated line-item quoting, plus an AI Writer-produced ROI brief to estimate return on investment from the campaign.
The Implementation
VectorCode staged assets with access controls, logged approvals, and aligned a 90-day prospect registry with Northstar's sales calendar; Proposal Kit's templates produced a publishing playbook, while the AI Writer created training notes and a compliance checklist that mirrored the no-derivative-works and NDA clauses without modifying the legal contract.
The Outcome
The program grew audience and subscription revenue, added advertising-based passive income, and delivered measurable return on investment as content appeared consistently and securely on publisher sites, with faster updates and fewer brand exceptions.
Turning Complex Loan Data into Compliant Syndication
The Challenge
Fintech provider HarborLedger needed to syndicate capital-markets data to the QuantVista Publisher Network while maintaining accuracy for fields like syndicated contract identifier, facility contract reference number, tranche contracts, interest margins, lead arranger, lead bank, BIC code, and anacredit attributes.
The Solution
The parties signed a content syndication agreement with strict confidentiality, no re-syndication, and a cure process for defects; HarborLedger then used Proposal Kit to produce a data governance framework, a metadata management handbook, and a reporting analytics brief, with line-item quoting to price ad hoc charges and premium datasets without changing the contract language.
The Implementation
Workflows validated MIS details, settlement instructions, diary events, and holiday preferences before display on publisher websites; Proposal Kit's AI Writer generated a technical onboarding proposal and a change-management plan for amendments and versioning, ensuring support documents stayed aligned with the contract.
The Outcome
QuantVista launched compliant pages quickly, upsold premium data packages, and tracked return on investment through subscriber upgrades and reduced rework, while HarborLedger kept control of licensed content and consistent attribution.
Investor Education Content for a Real Estate Audience
The Challenge
BlueOak Syndication partnered with Crescent Bay Realty Partners to publish a learning hub explaining real estate syndication concepts to prospective limited partners and passive investors, aiming to support fundraising automation without blurring lines between education and solicitation.
The Solution
They executed a tight content license that limited sublicensing, enforced brand rules, and set net 10 payment terms; using Proposal Kit, the team assembled an editorial plan, an exit strategy explainer, a distribution calendar, and a sponsor prospectus with automated line-item quoting, while the AI Writer created supporting proposals and ROI summaries, not the legal contract itself.
The Implementation
Content rolled out in weekly lessons that clarified operating agreements, distribution schedules, and risk controls; when a regional affiliate, MetroStream Media, defaulted on their obligations on invoicing, BlueOak followed the termination and takedown procedures, with Proposal Kit templates generating notice letters, an asset purge checklist, and a post-campaign report.
The Outcome
The hub continued without disruption, produced sponsorships that added passive income, and improved return on investment for Crescent Bay through higher-quality leads, while governance stayed tight and contract compliance remained clear.
Abstract
This agreement sets up a long-term arrangement under which a provider and syndicator work together to distribute licensed content. The company grants a non-exclusive, time-bound license to display materials on publisher websites, with strict rules around company branding, the security of licensed content, and no right to create derivative works. The syndicatee promotes offerings in its own name, maintains a sales office, and bears marketing costs.
Payment runs C.O.D. or net 10 upon credit approval, and credit can be revoked if accounts default on obligations. Pricing and compensation may change per the terms of the syndication.
Operationally, the contract bars resyndication and sublicensing without written consent, limiting transfer rights and protecting governance over how content is used. The term is 12 months with automatic renewals, and termination can occur for breach, insolvency events, or mutual agreement. A nondisclosure obligation covers code, text, and methods; reverse engineering and alteration are prohibited.
Indemnification, a limited warranty to cure defects, force majeure, and prevailing-party fee recovery in disputes reinforce audits and compliance objectives. The license is limited and revocable rather than perpetual versus limited or irrevocable versus revocable.
This document is distinct from loan syndication or real estate syndication structures. It does not address limited partners, an operating agreement, a partnership agreement, a distribution schedule, a management fee, a property management fee, K-1 sharing, cash-on-cash returns, the equity method, exit strategies, or an ownership stake that real estate investors, a syndicator, passive investors, or a property manager might expect. However, publishers that provide data syndication about syndicated loans may handle fields such as a syndicated contract identifier, facility contract reference number, lead arranger, lead bank, participant contracts, ratio of participation, tranche contracts, draw down loan details, interest margins, settlement instructions, MIS details, adhoc charges, diary events, holiday preferences, inception date, bic code, anacredit attributes, reporting agent, and observed agent. Managing such feeds benefits from syndication software, metadata management, data curation, data validation, distribution management, reporting analytics, program implementation, and requirements analysis for an investor portal or data strategy support.
Use cases include a publisher licensing research for display on subscriber sites; a software firm delivering code snippets under a syndication deal; or a capital markets site distributing borrower facility contract data with clear amendments controls and re-syndication limits.
Proposal Kit helps teams assemble documents that reflect these controls, including automated line-item quoting, an AI Writer to build supporting documents, and an extensive template library that speeds compliant, easy-to-use agreements aligned to your exit strategy, reporting, and distribution management needs.
Expanding on business impact, this agreement helps teams design a measurable content program with clear governance. By tightly controlling how materials display on publisher websites and forbidding unauthorized edits or transfers, leaders can protect brand value while tracking return on investment through traffic, lead quality, and downstream conversions driven by licensed content. Publishers may also structure passive income models around compliant placements, such as subscription access or advertising, while keeping the security of licensed content intact.
Financial controls matter as well. C.O.D. and net 10 terms, plus the right to revoke credit and terminate, reduce exposure when partners default on their obligations. Prospect registration windows support orderly pipeline management, and the no-sublicensing rule limits leakage. Organizations operating adjacent initiatives-such as investor education or capital-markets data feeds-can align this contract with separate tools for analytics, distribution management, and even fundraising automation, while keeping licensed content usage within the boundaries set here.
Proposal Kit can streamline creation and upkeep of these agreements by assembling consistent language, building pricing exhibits with automated line-item quoting, and using its AI Writer to generate supporting documents like brand-use guidelines, NDAs, and policy summaries. Its template library helps teams stand up repeatable workflows so sales, marketing, and compliance stay aligned, improving speed to market and clarity for stakeholders without adding complexity.
Beyond the basics, teams should plan implementation details that make this syndication workable day to day. Start with onboarding: inventory the licensed content, set access controls that prevent edits, and pre-stage brand assets so company branding remains intact. Define internal SLAs for publishing updates and a cure process that mirrors the limited warranty's reasonable efforts standard.
Establish an incident response plan for mistaken postings, plus a takedown workflow to remove materials from publisher websites quickly if termination or amendments require changes. Build a change log so product, marketing, and compliance can verify that no one attempts to create derivative works or resyndicate without written consent.
Commercial operations benefit from a calendar-driven cadence. Track the 90-day prospect registration windows, renewal dates, and the 12-month term so negotiations start early. Prepare for pricing adjustments by modeling situations and aligning sales offers.
Set credit approval checks and cash controls for C.O.D. and net 10 terms, and define escalation paths if partners default on obligations or default on their obligations. For corporate events, the 60-day change-of-control notice means M&A teams should include content rights in pre-close checklists and plan content transition. On exit, include a content purge, final accounting, and confirmation letters to each publisher.
For data-led use cases, align internal governance with the contract by restricting credentials, validating metadata before syndication, and documenting who approved each display decision. A simple KPI set, reach, engagement, conversion, and return on investment, helps executives evaluate the program without diluting controls.
Proposal Kit can streamline this lifecycle by assembling the core contract and Exhibit A, generating consistent clause sets for limited versus revocable licenses, and using the AI Writer to write supporting documents such as prospect registration forms, change-of-control notices, takedown instructions, and brand-use guidelines. Its automated line-item quoting and template library simplify recurring updates, so provider and syndicator teams produce clear, compliant agreements faster while keeping workflows easy to manage.
How to write my Syndication Contract document - The Narrative
SYNDICATION AGREEMENT
THIS AGREEMENT is made this Current Day day of Current Month, Current Year by and between Company Name ("Company") and Company Name ("Syndicatee"). The purpose of this Agreement (hereafter referred to as the "Agreement") is to define a long-term contract arrangement under which Syndicatee will provide Syndication services on behalf of Company. As a service, the standard Syndication agreement with Company is provided below.
Definitions
"Content" shall mean all code that Company makes available to Syndicatee under this Agreement. Content includes, but is not limited to: computer source code, text, articles, utilities, graphics, logos, and all other content made available or directly provided to Syndicatee by Company. "Company Branding" shall mean all logos, graphics, and content provided to Syndicatee that contains Company Trademarks, Servicemarks, or other content that cannot be edited or altered in any format by Syndicatee.
Grant of Rights
Subject to the terms and conditions of this Agreement, Company grants Syndicatee a non-exclusive right to display on its web site all content made available to Syndicatee by Company.
Representation
Syndicatee shall maintain a sales office for product promotion and is responsible for all costs incurred for the promotion and sale of Company products and services. Syndicatee shall conduct business in its own name and shall not represent itself as an employee or agent of Company. Prospects may be registered with Company and will be protected for 90 days.
This protection may be renewed at Company's discretion for a further 90 days.
Restrictions
End-user pricing and Syndicatee compensation are outlined in Exhibit A, attached, and are subject to change at the sole discretion of Company.
Compensation
Terms of payment are C.O.D. unless credit approval has been granted by Company. If credit approval has been granted, credit terms are net 10 days upon receipt of invoice. Company reserves the right to revoke any credit extended if payment is in arrears or delinquent for more than 30 days.
Nondisclosure
Proprietary information exchanged hereforth shall be treated as such by Syndicatee and held in the strictest of confidence. This information shall include, but is not limited to, the provisions outlined in this Agreement, product and services information, pricing, source code, company practices, methodology, and procedures. Syndicatee further agrees not to edit, alter, distribute, decompose, disassemble, decode, or reverse engineer any Company content delivered to Syndicatee or any portion thereof, without prior written approval of Company.
Transfer of Rights
Syndicatee may not assign or transfer this Agreement, in whole or in part without the prior written consent of Company. Syndicatee may not sublicense any of the content to any third party unless otherwise agreed upon in writing by Company. Examples of improper sublicensing include, but are not limited to: contractors, affiliates, partners, web site visitors or any other third party to whom Syndicatee transfers or allows the transfer of Company content.
In the event that Syndicatee contemplates whole or partial sale of its business, ownership change, or a change in its jurisdiction, Syndicatee shall notify Company by email, facsimile, or email no less than sixty (60) days prior to the effective date of the event.
Term of Agreement
The term of this Agreement is twelve (12) months from the date of execution by Company. This Agreement shall be continuously renewed every twelve (12) months unless Syndicatee notifies Company in writing thirty (30) days prior to the expiration date.
Termination
Company may terminate this Agreement at its sole discretion upon the occurrence of one or more of the following events: 1) failure to comply with any provisions of the Agreement upon receipt of written notice from Company of said failure, 2) appointment of Receiver or upon the filing of any application by Syndicatee seeking relief from creditors, 3) upon mutual agreement in writing by Company and Syndicatee.
Disputes
If legal proceedings are commenced to resolve a dispute arising out of or relating to this Agreement, the prevailing party shall be entitled to recover all costs, legal fees, and expert witness fees, as well as any costs or legal fees in connection with any appeals.
Indemnification
Syndicatee shall indemnify and hold Company harmless from and against any and all claims, judgments, awards, costs, expenses, damages, and liabilities (including reasonable attorney fees) of whatsoever kind and nature that may be asserted, granted, or imposed against Company directly or indirectly, arising from or in connection with Syndicatee's marketing or support services of the product or services or the unauthorized representation of the product and services or any breach of this Agreement by Syndicatee.
Limited Warranty
Company's only responsibility to Syndicatee concerning content, tolls, utilities, or other materials made available under this Agreement will be to use reasonable efforts, consistent with industry standards, to cure any defects, errors, or omissions brought to Company's attention.
Force Majeure
Neither party shall be held responsible for delay or failure in performance hereunder caused by acts of nature, strikes, embargoes, fires, war, or other causes beyond their reasonable control.
Binding Effect
If any provision of this Agreement is held to be unenforceable, the enforceability of the remaining provisions shall in no way be affected or impaired thereby. This agreement and any disputes arising hereunder shall be governed by the laws of State state, without regard to conflicts of law principles. A failure by any party to exercise or a delay in exercising a right or power conferred upon it in this Agreement shall not operate as a waiver of any such right or power.
The parties represent and warrant that, on the date first written above, they are authorized to enter into this Agreement in its entirety and duly bind their respective principals by their signatures below.

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Frequently Asked Questions
How do I customize this contract to fit my business needs?
Customizing this contract involves editing the document to include your business details, terms, and conditions. The templates are designed to be flexible, allowing you to insert your company's name, address, and other relevant information. You can modify clauses to reflect your unique business practices and legal requirements.
Is this contract compliant with laws and regulations?
The legal contract templates are written by legal professionals and designed to comply with current laws and regulations at the time of their writing. However, laws can vary by jurisdiction and change over time, so it's recommended to have your contract reviewed by a local attorney to ensure it meets all legal requirements specific to your region and industry. Templates are licensed as self-help information and not as legal advice.
Can I use the same contract for different clients or projects?
You can use the same contract for different clients or projects. The templates are versatile and easily adapted for various scenarios. You will need to update specific details such as client names, project descriptions, and any unique terms for each new agreement to ensure that each contract accurately reflects the particulars of the individual client or project.
What should I do if I encounter a clause or term I don't understand?
If you encounter a clause or term in the contract that you need help understanding, you can refer to guidance notes explaining each section's purpose and use. For more complex or unclear terms, it's advisable to consult with a legal professional who can explain the clause and help you determine if any modifications are necessary to suit your specific needs.
How do I ensure that the contract is legally binding and enforceable?
To ensure that the contract is legally binding and enforceable, follow these steps:
- Complete all relevant sections: Make sure all blanks are filled in with accurate information.
- Include all necessary terms and conditions: Ensure that all essential elements, such as payment terms, deliverables, timelines, and responsibilities, are clearly defined.
- Signatures: Both parties must sign the contract, and it is often recommended that the contract be witnessed or notarized, depending on the legal requirements in your jurisdiction.
- Consult a legal professional: Before finalizing the contract, have it reviewed by an attorney to ensure it complies with applicable laws and protects your interests.
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.By Ian Lauder
Published by Proposal Kit, Inc.Disclaimers
Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the contract template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.


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