When to Use This
You need to review or update your rep agreement template
You want to verify a rep has a signed agreement on file
You need to access a specific rep's signed agreement
Your company is updating agreement terms and needs to roll out new documents
You want to understand how agreements are managed in Sequifi
Who Can Manage Rep Agreements
Managing rep agreement templates requires admin-level access. Individual reps can view their own signed agreements, and managers may have limited visibility depending on permissions.
Understanding Rep Agreements
A rep agreement typically includes:
Position and responsibilities What the rep is expected to do and their role in the organization.
Compensation structure How commissions are calculated, override eligibility, and payment terms.
Agreement duration When the agreement starts and ends (if applicable).
Company policies Rules and expectations the rep must follow.
Termination conditions How and when the agreement can be ended by either party.
Legal provisions Confidentiality, non-compete clauses, dispute resolution, and other legal terms.
Step-by-Step Walkthrough
Accessing Rep Agreement Templates
Make sure you're in admin view. Click "Switch to Admin" in the upper right corner if needed.
Click on "Sequadox" in the left-hand menu. This is where document templates are managed.
Find your rep agreement template. It may be listed as "Rep Agreement," "Contractor Agreement," or similar.
Click to view or edit the template.
Viewing an Individual Rep's Agreement
To see a specific rep's signed agreement:
Find the rep using one of these methods:
Through User Management:
Click the gear icon in the upper right corner
Select "User Management"
Search for the rep by name
Click on their name
Through Management:
Click "Management" in the left-hand menu
Click "Personnel"
Find and click on the rep
Go to the "Documents" tab on their profile.
Find the rep agreement in their document list.
Click to view the signed document.
Download if needed. Look for a download option to save a copy.
Verifying Agreement Status
To check if a rep has a current, signed agreement:
Open the rep's profile.
Go to the "Documents" tab.
Look for the rep agreement.
Check the status:
Signed: Agreement is complete and on file
Pending: Agreement is waiting for signature
Expired: Agreement has passed its end date
Review agreement dates. Check when it was signed and when it expires (if applicable).
Updating Rep Agreement Templates
If you need to change your standard rep agreement:
Go to Sequadox.
Find your rep agreement template.
Click "Edit" or access template settings.
Make your changes:
Update terms and language
Modify compensation sections
Add or remove clauses
Update company information
Save the updated template.
Important: Changes to templates only affect future agreements. Existing signed agreements are not modified.
Rolling Out New Agreements
When you need all reps to sign updated agreements:
Option 1: Use the Resign Process
Update your rep agreement template.
Identify which reps need new agreements.
Use the Resign process for each rep. This sends them a new agreement to sign without full re-onboarding.
Track who has signed. Monitor the onboarding employees section for completion.
Follow up with those who haven't signed.
Option 2: Annual Renewal Process
If your company does annual renewals:
Set agreement end dates when hiring. Agreements expire at year end (or your renewal date).
Before expiration, initiate resignings. Send new agreements to all reps.
Track completion. Ensure everyone signs before the new period begins.
Managing Different Agreement Types
If you have different agreements for different positions:
Create separate templates:
Sales Rep Agreement
Standard commission structure
No override provisions
Basic terms
Manager Agreement
Override structure included
Management responsibilities
Additional provisions
Senior Rep Agreement
Enhanced commission structure
Tier provisions
Expanded terms
Using the right template:
When hiring, select the appropriate offer letter template.
The correct agreement is included based on the template.
Each position type signs the agreement appropriate to their role.
Tracking Agreement Expirations
If your agreements have end dates:
Know when agreements expire. Track end dates for all reps.
Plan ahead. Begin renewal process 30-60 days before expiration.
Monitor completion. Track who has signed renewed agreements.
Follow up on outstanding renewals. Contact reps who haven't completed their renewal.
Address expired agreements. Decide how to handle reps who don't renew by the deadline.
Adding Addendums to Agreements
For special terms that apply to specific reps:
Create addendum documents in Sequadox.
Bonus structure addendums
Special commission arrangements
Housing agreements
Equipment agreements
Include addendums in offer letter templates. Add them to templates where they apply.
Or add addendums individually. During the hiring process, include specific addendums for that rep.
Addendums are signed along with the main agreement. They become part of the complete agreement package.
Agreement Best Practices
Document Retention
Keep signed agreements on file for all active reps
Retain agreements for terminated reps according to your retention policy
Download and backup important documents regularly
Version Control
Date your agreement templates
Keep records of when templates were changed
Note which version each rep signed
Compliance
Have agreements reviewed by legal counsel
Update agreements when laws change
Ensure agreements comply with state-specific requirements
Communication
Explain agreement terms to new hires
Be available to answer questions
Provide copies to reps upon request
Tips and Common Mistakes
Review agreements regularly. Laws and business needs change. Update your templates periodically.
Have legal review changes. Before updating agreement terms, have legal counsel review the changes.
Track agreement dates. Know when agreements were signed and when they expire.
Don't let agreements lapse. If using term agreements, start renewals well before expiration.
Keep templates organized. Use clear names and maintain only the templates you need.
Ensure consistency. All reps in similar positions should have similar agreement terms.
Document special arrangements. Use addendums for individual arrangements rather than modifying the main agreement.
Provide copies to reps. Reps should be able to access their signed agreements at any time.
Common Questions
Can I change a rep's agreement after they've signed? No, signed agreements cannot be modified. If terms need to change, you'll need to issue a new agreement or addendum.
What if a rep loses their copy of the agreement? They can access their signed documents in their Sequifi profile under the Documents tab.
How long should I keep signed agreements? Follow your company's document retention policy. Many companies keep employment documents for at least 7 years after termination.
Can different reps have different agreement terms? Yes, through different templates or addendums. However, similar positions should generally have consistent terms.
What happens when an agreement expires? The rep needs to sign a new agreement to continue. Use the resign process to issue renewal agreements.
Can I require reps to sign a new agreement mid-term? This depends on your original agreement terms. Consult legal counsel before requiring mid-term resignings.
What to Do Next
Now that you understand how to manage rep agreements, explore these related topics:
Creating Offer Letters – Include agreements in offer packages
Resigning a Rep – Issue new agreements to existing reps
Adding Background Checks – Include additional compliance documents
Viewing Your Documents – How reps access their agreements
If you have questions about managing rep agreements or need help with your document templates, reach out to our support team and we'll be happy to assist!