MSAs and order forms

SaaS MSA playbook, vendor side

Positions for selling software on your own paper. Fifteen clauses, with the fallbacks sales can accept without legal.

Agreement

SaaS master services agreement

Side

Vendor

Positions

15 clauses

Last reviewed

October 2026

Overview

This playbook covers the clauses that carry most of the risk in a SaaS MSA. Each clause has a preferred position, a fallback your reviewers can accept without escalating, and a walk-away position that goes to the general counsel.

Every position is written as clause language, so a reviewer can paste it into the draft or accept a counterparty edit that matches it. A note under each clause explains what the position trades.

Who wrote it

Margaret Lindqvist, General Counsel at Proviso, with review from in-house lawyers at three of our customers. It was last checked against current market terms in October 2026.

Download the playbook

A Word version to edit, and a file you can load into Proviso in one step.

We send both files to your email. We do not add you to a mailing list unless you ask.

Sample positions

Three of the 15 clauses. The full playbook adds a note on each position and who can approve it.

Clause

Preferred

Fallback

Walk away

Limitation of liability

Preferred

Liability capped at the greater of fees paid in the prior 24 months or $2 million, with data breach and IP claims uncapped.

Fallback

A cap of 12 months of fees, with a separate cap of three times fees for data breach claims.

Walk away

Any cap below 12 months of fees, or a cap that also limits confidentiality and data obligations.

Indemnification

Preferred

The vendor defends and indemnifies against third-party IP claims, data breach and breach of law, uncapped.

Fallback

IP indemnity uncapped. Data breach indemnity under the separate data breach cap.

Walk away

No IP indemnity, or one that excludes claims about the vendor's own software.

Term and renewal

Preferred

No automatic renewal. The agreement renews only by a signed order form.

Fallback

Renews for one year unless either party gives 60 days' notice, with a reminder from the vendor 90 days before.

Walk away

Renewal terms longer than one year, or price increases above 5 percent at renewal without notice.

Load it into Proviso

Import the file from Playbooks in your workspace. Every position, fallback and approver comes across, ready to test on your last forty drafts before you publish it.

The limitation of liability clause in a Proviso playbook, with its preferred, fallback and walk-away positions

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