PIPEFY PARTNER PROGRAM AGREEMENT
This Agreement sets forth the rules and conditions governing participation in Pipefy’s Partner Program (the “Program”). By enrolling in and participating in any Program activity, Partner agrees to be bound by the applicable terms and conditions of this Agreement.
This Agreement is entered into by and between you, as Partner, and Pipefy Inc., a Delaware corporation (“Pipefy”), and governs the different participation models within the Program, as described below.
Part A applies to all Partners, together with the then-current Pipefy Partner Program Policy (the “Policy”), the Program Materials available on the Partner Portal, and Pipefy’s Privacy Policy, each of which is incorporated into this Agreement by reference.
Part B applies to Partners participating in direct-billing opportunities, while Part C applies to Partners participating in indirect-billing opportunities. Specific Exhibits applicable to certain models, such as Services, Technology Integration (ISV), Special Programs, White Label, Public Sector, and other complementary partnership initiatives, shall form part of this Agreement for the Partners subject to them. If Partner does not participate in the activities described in Parts B or C or in any Exhibits, those provisions shall not apply to Partner.
In the event of any conflict or inconsistency between this Agreement and any Exhibits or specific documents (“Additional Terms”), the Additional Terms shall prevail solely with respect to the specific matters regulated by them and only to the extent of such conflict or inconsistency.
PART A – TERMS APPLICABLE TO ALL PARTNERS
1. DEFINITIONS:
1.1. Unless defined elsewhere in this Agreement, the capitalized terms used herein shall have the meanings set forth below:
i) “Partner” or “You” means a company that has agreed to the terms of this Agreement and participates in Pipefy’s Partner Program.
ii) Partner Marketing Activities means the marketing activities carried out by Partner to promote the Software and attract End Users.
iii) Pipefy Related Entity means an affiliate of, or entity related to, Pipefy.
iv) Program Materials include training materials, brand usage guidelines, the Policy, and any applicable additional terms.
v) Direct Billing means billing performed by Pipefy, where the customer pays Pipefy directly.
vi) Indirect Billing means a model in which the customer pays Partner directly and not Pipefy. Partner purchases the Software directly from Pipefy at a discount off the standard price list available on the Partner Portal and is authorized to resell it to End Users.
vii) Program means Pipefy’s Partner Program, which is the subject matter of this Agreement.
viii) Pipefy Services means the products, services, and licenses offered by Pipefy, as specified in this Agreement.
ix) Tier means Partner’s level within the Program.
x) End Users means final customers that use the Pipefy Software.
xi) “Policy” means the then-current Pipefy Partner Program Policy, which governs, among other matters, tiers, eligibility criteria, benefits, incentives, operational models, and commercial rules of the Program.
xii) “Exhibits” means the instruments supplementing this Agreement that apply to specific Partner relationship models, including, without limitation, the Professional Services / Implementation Partners Exhibit, Technology Integration (ISV) Exhibit, Special Programs Exhibit, Public Sector Exhibit, and any other specific documents that, by their nature, supplement this Agreement.
xiii) “Partner Sourced Opportunity” means a commercial opportunity originated, developed, or materially driven by Partner, in accordance with the attribution criteria set forth in the Policy and Program Materials.
xiv) “Pipefy Sourced Opportunity” means a commercial opportunity originated directly by Pipefy, without meeting the criteria for a Partner Sourced Opportunity, in accordance with the Policy and Program Materials.
xv) “Services Program” means the Program model that governs Partners authorized to provide professional services related to implementation or equivalent initiatives, in accordance with the Policy and the applicable Exhibit.
2. PROGRAM MATERIALS AND REQUIREMENTS
2.1. In order to ensure adequate technical and marketing support to End Users, implementation quality standards, where applicable, and appropriate access to the Pipefy Services, Partner shall meet the authorization requirements described in the Policy, which will be available on the Partner Portal if Partner’s application to the Program is accepted.
2.2. Enrollment in the Partner Program requires:
i) Submission of the enrollment form completed by Partner, including all information identified as required. Pipefy may reject an application to the Program for any reason, in its sole discretion. Partner acknowledges that Pipefy will use the email address provided by Partner at enrollment as the primary communication method.
ii) Acceptance of and agreement to this Agreement;
iii) Confirmation by Pipefy of Partner’s approval to participate in the Program, by email sent to Partner; and
iv) Sufficient technical knowledge of Pipefy Products and Services and a commitment to complete the mandatory training made available by Pipefy, which is an essential condition for admission to and continued participation in the Program.
2.3. Tiers. After Pipefy approves the enrollment, Partner will be assigned to a specific Tier, as communicated by email or by any other form of communication sent by Pipefy, and must continuously comply with the requirements applicable to that Tier. Partner shall comply with the qualifications and participation criteria set forth in the Policy and undertakes to maintain such requirements throughout its participation in the Program. By applying to the Program, Partner represents and warrants that it meets the eligibility requirements set forth in the applicable materials.
2.3.1. If Pipefy determines that Partner no longer meets the requirements of the Tier in which it is enrolled, Pipefy may, in its discretion, move Partner to an appropriate Tier. Such change will become effective immediately upon notification by email or any other form of communication from Pipefy to Partner. Partner agrees to promptly notify Pipefy by email if it no longer meets the requirements of the Tier in which it is enrolled.
2.4. Changes to the Program and Agreement. The Program Materials, the Policy, and this Agreement may be changed by Pipefy at any time, in its sole discretion. Changes to this Agreement will become effective upon publication on Pipefy’s website and will take effect immediately.
2.4.1. Partner will be notified in advance, by email, of changes that impact its rights or participation conditions in the Program. If Partner does not agree to such changes, Partner may terminate this Agreement by discontinuing its participation in the Program. Continued participation after notice or publication of the changes will be deemed tacit acceptance of the new terms.
2.4.2. Without prejudice to the foregoing, changes that impact tiers, eligibility criteria, compensation models, opportunity attribution, incentives, eligibility for services or subcontracting, or any economic expectations reasonably formed within the Program may, at Pipefy’s discretion, be subject to reasonable prior notice and, where applicable, transitional rules. Unless expressly provided otherwise, such changes will not affect opportunities already registered and approved in the CRM before notice, which may remain subject to the conditions in effect at the time of registration.
2.4.3. Pipefy may also establish adjustment periods, grandfathering mechanisms, preservation of conditions for already registered opportunities, or any other instruments necessary for the orderly implementation of structural changes to the Program.
3. PARTNER RESPONSIBILITIES
I. MARKETING ACTIVITIES
3.1. Partner is encouraged to promote and publicize Pipefy Products through various channels, including, without limitation, trade shows, promotional materials, direct communications, advertising spaces, educational events, and sales conventions. Unless otherwise determined by Pipefy in its sole discretion, Partner shall be solely responsible for all costs and expenses related to marketing or promotional activities (collectively, “Partner Marketing Activities”), regardless of territory or medium used.
3.2. Partner shall obtain Pipefy’s prior approval for the use of any original materials that use Pipefy’s name, marks, logos, or other intellectual property assets, except when Partner uses official materials previously made available by Pipefy.
3.3. Electronic communications related to Pipefy must comply with the recipients’ prior express consent and all applicable laws and regulations, including those related to digital marketing, data protection, and commercial electronic communications (spam).
3.4. Partner agrees that it shall: (i) not send Pipefy-related communications to recipients who have not previously authorized receipt; (ii) include, in all communications, Partner’s contact information and a clear unsubscribe mechanism (“opt-out”); and (iii) not send communications that could lead third parties to believe they were sent directly by Pipefy.
3.5. Partner is prohibited from engaging in abusive or illegal marketing practices, including, without limitation, the use of malware, spyware, or any mechanisms that compromise third-party security. Partner shall not make false, misleading, or disparaging statements about Pipefy, nor use practices that may harm Pipefy’s reputation. Partner is also prohibited from imitating or reproducing Pipefy’s visual identity, websites, or materials in a manner likely to cause confusion.
3.5.1. Additionally, during the term of this Agreement and for twelve (12) months after its termination, Partner shall not direct communications to End Users with the purpose of persuading them to terminate or reduce their business relationship with Pipefy.
3.5.2. Partner shall, in all of its activities, fully comply with applicable law, including data protection, intellectual property, and advertising laws, and shall be responsible for obtaining all required consents.
II. COMPLIANCE WITH LAWS AND PIPEFY CODE OF CONDUCT
3.6. Partner shall fully comply with all laws, rules, and regulations applicable to its activities, including, without limitation, those related to personal data protection, intellectual property, trademarks, copyrights, anti-corruption, export controls, and any other relevant regulations. Partner shall also operate and offer its products and services in accordance with applicable industry standards and shall be responsible for obtaining and maintaining all licenses, authorizations, and registrations required to conduct its activities.
3.7. Partner represents and warrants that neither it nor its affiliates, subsidiaries, officers, directors, managers, or ultimate beneficial owners are persons or entities subject to sanctions imposed or administered by competent authorities, including, without limitation, the U.S. Department of the Treasury (OFAC), the U.S. Department of State, the United Nations Security Council, the European Union, or His Majesty’s Treasury. Partner further represents that it is not located, organized, or resident in a jurisdiction subject to comprehensive sanctions.
3.8. The Parties undertake to perform their contractual obligations in accordance with principles of respect for human rights, promoting an inclusive and non-discriminatory work environment, observing health and safety standards, and refraining from the use of child labor, forced labor, or labor analogous to slavery. Breach of these provisions may result in immediate termination of this Agreement, without prejudice to any other available legal remedies.
3.9. The Parties undertake to conduct their activities ethically and in accordance with best governance and integrity practices. Partner further agrees to comply with the guidelines set forth in Pipefy’s Code of Conduct for Customers, Suppliers, and Business Partners, as updated from time to time.
III. OTHER PARTNER CONDITIONS
3.10. If enrollment in the Program is made on behalf of a legal entity, that entity shall be deemed the Partner for all purposes of this Agreement. The individual completing the enrollment represents and warrants that he or she has sufficient authority to bind that entity to the terms set forth herein. Partner shall be responsible for compliance with this Agreement by its employees, agents, and subcontractors, and shall be liable for any acts or omissions by such third parties.
3.11. Partner acknowledges and agrees that it shall remain fully responsible for the performance of all of its contractual obligations, even if it performs such obligations through affiliates, subsidiaries, or third parties.
3.12. Partner’s participation in the Program, including the processing of any information transmitted or stored by Pipefy, shall be subject to Pipefy’s Privacy Policy. Partner shall be responsible for adopting appropriate security measures, including the protection of personal data and access credentials to materials, systems, and training.
3.13. Partner shall appoint a primary point of contact for matters related to this Agreement, who shall respond in a timely manner to Pipefy’s reasonable requests, including the provision of information and confirmations and the execution of documents when necessary.
3.14. Partner shall promptly notify Pipefy of any facts or circumstances of which it becomes aware that could reasonably result in claims, demands, or liabilities involving Pipefy before third parties.
3.15. Partner shall maintain accurate, complete, and up-to-date records related to its participation in the Program and activities performed under this Agreement. During the term of this Agreement and for up to one (1) year after termination, Pipefy may, upon prior notice, conduct audits to verify compliance, eligibility, commission payments, and performance of contractual obligations, including review of operational, commercial, and financial records.
3.16. Partner shall maintain, throughout the term of this Agreement, the insurance policies required by law and those consistent with market best practices, including, without limitation, Commercial General Liability Insurance and Cyber/Privacy Liability Insurance, and shall provide proof of such policies to Pipefy upon request.
3.17. Partner acknowledges that Pipefy may establish objective, auditable, and non-discriminatory criteria for the referral, allocation, qualification, maintenance, or replacement of Partners in opportunities, accounts, projects, services programs, or any other commercial initiatives, as further detailed in the Policy and Program Materials.
3.17.1. Partner agrees that Pipefy may, in its sole discretion, present more than one Partner option to a Customer, adopt a partner catalog, and apply objective criteria, including specialization, location, segmentation, delivery capacity, certifications, tier, performance history, and operational availability, without creating any exclusivity, preference, or automatic priority right for Partner.
3.17.2. Partner acknowledges that its participation in opportunities, accounts, projects, or programs will depend on continuous compliance with the eligibility criteria established by Pipefy, and that its participation may be suspended, limited, or reviewed if such criteria are no longer met, in accordance with the Policy and the applicable Exhibits.
3.17.3. Partner’s participation in co-selling opportunities shall comply with the attribution, eligibility, and governance criteria defined in the Program Policy.
IV. NON-COMPETE AND NON-SOLICITATION
3.18. While Partner is an approved Pipefy Partner or otherwise maintains a relationship with Pipefy, and for a period of twelve (12) months after termination of the partnership relationship, Partner agrees not to: (i) persuade or attempt to persuade any Pipefy customer to cease its business relationship with Pipefy or reduce its business volume with Pipefy; or (ii) hire or attempt to hire any Pipefy employee or consultant (or any person who was an employee or consultant during the relationship) for any role, or encourage such individuals to terminate their relationship with Pipefy.
3.18.1. In the event of breach of the obligations described above, Pipefy may terminate this Agreement immediately for cause. In addition, Partner shall be subject to payment of a non-compensatory penalty equivalent to the greater of: (i) thirty percent (30%) of the total amount paid by Pipefy to Partner in the last twelve (12) months under this Agreement; or, as applicable, (ii) the amount of the last salary paid to the solicited employee or the last monthly fee paid by the solicited customer.
4. PAYMENTS
4.1. The amounts due to Partner shall be calculated by Pipefy in accordance with the frequency and percentages set forth in the then-current Policy, according to the partnership type and the Tier in which Partner is classified on the applicable date.
4.2. If Pipefy and/or Partner participate in negotiations with End Users that result in commercial terms different from those set forth in the Policy, including non-standard discounts, the Parties may, by mutual agreement, review the applicable discount margin or commission. Any adjustment must be formalized by a specific contractual amendment signed by both Parties.
4.3. Pipefy shall make available to Partner a report containing the amounts due. Payment shall be subject to Partner’s issuance of a valid invoice corresponding to the calculated amounts.
4.3.1. All amounts due to Partner are net of taxes. Partner shall be solely responsible for any taxes levied on amounts received, as well as for its tax, labor, and social security obligations arising from its activities.
4.4. All payments shall be subject to internal risk assessment, fraud prevention, and anti-money laundering compliance procedures, and may be withheld by Pipefy during the verification period. Pipefy may also suspend payments if Partner fails to provide information or documentation necessary for payment.
4.5. Notwithstanding anything to the contrary, Pipefy shall not be responsible for paying any amounts to Partner in the following circumstances:
i) amounts refunded by Pipefy to End Users;
ii) referred End Users in which Partner holds a direct or indirect equity interest;
iii) fraudulent sales or sales obtained in violation of this Agreement or applicable law;
iv) revenues that have been canceled, charged back, or are delinquent;
v) Partners that have an employment relationship with Pipefy, regardless of the employment model;
vi) Partners that have an employment relationship with the End User related to the referral or sale;
vii) sales related to third-party products or services, including, without limitation, single tenant (cloud), add-ons, and integrated services;
viii) referrals and/or sales that did not follow the flow established in the Program or that are not in compliance with the Policy or Program Materials;
ix) referrals and/or sales arising from organic demand by the End User, without Partner’s effective participation;
x) referrals, opportunities, expansions, renewals, or any events that, under the then-current Policy, are not eligible for commission, margin, incentive, or accelerator, including, where applicable, Pipefy Sourced Opportunities not classified as Partner Sourced;
xi) situations in which Partner is not in compliance with the eligibility criteria of the Tier, specific Program, or Exhibit applicable to the activity giving rise to the economic claim;
xii) in indirect-billing cases, no additional commission shall be payable, as Partner’s compensation is reflected in the applicable commercial terms and discounts; and
xiii) eligibility for commission payments may be subject to proof of Partner’s participation, in accordance with the criteria defined in the Program Policy.
4.6. If any amount paid to Partner is subsequently found to fall within one of the exclusion events set forth in Section 4.5, or was otherwise paid in error, Pipefy may, in its sole discretion: (i) require full reimbursement of the amounts paid; or (ii) offset such amounts against amounts due to Partner in subsequent periods. If this Agreement is terminated before full offset, Partner shall refund the remaining balance within thirty (30) days from the termination date.
4.7. Pipefy may change commercial and payment terms at any time upon reasonable prior notice to Partner by email. In the event of a dispute regarding amounts due, Pipefy’s calculation shall prevail, without prejudice to any review upon presentation of objective evidence by Partner.
4.7.1. Without prejudice to the foregoing, Pipefy may establish, in the Policy or through specific communication, transition rules applicable to already registered opportunities, already linked accounts, incentives under calculation, adjustment periods (grace periods), or other ongoing scenarios, in order to enable the orderly implementation of structural changes to the Program.
5. TERMINATION
5.1. Unless otherwise provided in this Agreement, either Party may terminate this Agreement upon at least thirty (30) days’ prior written notice.
5.2. The occurrence of fraud, misconduct, or breach of this Agreement, the Policy, or the Program Materials by Partner, as determined by Pipefy in its sole discretion, may result, individually or cumulatively, in the following measures: (i) termination of Partner’s relationship with one or more End Users; (ii) total or partial suspension of Partner’s rights and privileges in the Program; and/or (iii) full termination of Partner’s participation in the Program, without prior notice or right of appeal.
5.3. Upon termination or expiration of this Agreement:
i) each Party shall, at the other Party’s election, return or destroy all property, materials, and Confidential Information of the other Party in its possession or control, certifying such destruction upon request;
ii) Partner shall immediately cease use of any Pipefy materials, marks, logos, or other intellectual property assets;
iii) all rights granted to Partner under this Agreement shall automatically terminate, including access to systems, materials, reports, and any Program benefits, as well as the right to any payments, unless otherwise expressly authorized by Pipefy; and
iv) all End Users referred by Partner shall be treated as direct Pipefy customers, without any compensation, indemnity, or commission being owed to Partner. In indirect-billing cases, End Users may, at Pipefy’s discretion, be invited to migrate to a direct relationship, and if they refuse, access may be suspended.
v) Notwithstanding termination of this Agreement, commercial opportunities duly registered in the CRM and in an active stage may, at Pipefy’s discretion, remain eligible for commission, provided that the criteria defined in the Policy are met.
5.3.1. Termination of this Agreement shall not prejudice the application of specific provisions set forth in applicable Exhibits, including transition, continuity, sunset, migration, or temporary maintenance rules, where required by the nature of the applicable model.
5.3.2. Pipefy may, in its sole discretion, determine the transition or reallocation of projects, accounts, or activities to other partners, including as a result of termination or Program restructuring, without creating any retention, exclusivity, or indemnity right for Partner.
5.4. Provisions that by their nature should survive termination of this Agreement shall remain in full force and effect, including, without limitation, those relating to confidentiality, intellectual property, limitations of liability, indemnification, and payment obligations.
6. INTELLECTUAL PROPERTY
I. PIPEFY MATERIALS
6.1. All Pipefy materials shall be created and provided exclusively by Pipefy, unless otherwise agreed in advance in writing by Pipefy. Pipefy will provide Partner with copies of, or access to, Pipefy materials. Pipefy materials may also be accessed in the Partner Program area. By using Pipefy materials, Partner indicates acceptance of Pipefy’s trademark usage guidelines and understands that any violation of such guidelines or this Agreement will result in cancellation of Partner’s license or permission to use Pipefy materials. Pipefy materials are provided “as is” and without warranty of any kind.
6.2. Partner may display Pipefy materials solely for purposes of marketing and promoting the Service and any Pipefy marks permitted by Pipefy during the term of this Agreement, or until Pipefy, upon reasonable prior notice, instructs Partner to stop displaying Pipefy creative materials. Partner may not modify, amend, adapt, or translate Pipefy materials without Pipefy’s prior written consent. Nothing contained in any Pipefy material shall be deemed, in any way, a representation or warranty by Pipefy or any Pipefy Related Entity.
II. PIPEFY MARKS
6.3. During the term of this Agreement, Pipefy grants Partner a limited license to display Pipefy trademarks solely to perform Partner’s obligations set forth in this Agreement. Partner agrees to use Pipefy trademarks only in accordance with the guidelines and requirements provided by Pipefy in writing. Pipefy trademarks are the exclusive property of Pipefy, and Partner acquires no ownership rights in them. Partner agrees not to challenge the validity of Pipefy trademarks and not to use terms or marks similar to them.
6.4. Partners may not use Pipefy trademarks or variations thereof in trade names, logos, advertising, social media, domain names, products, or services, except as expressly permitted in this Agreement or previously consented to by Pipefy. In addition, Partners may not purchase or register pay-per-click keywords, trademarks, email addresses, or domain names that are similar to Pipefy trademarks and may cause confusion.
III. PIPEFY PROPRIETARY RIGHTS
6.5. All information, property, and intellectual property to which Partner has access as a result of its participation in the Partner Program belongs entirely to Pipefy, including, without limitation, End Users, Leads, the Services, Pipefy API, Software, documentation, hardware, equipment, devices, templates, tools, documents, processes, methodologies, know-how, websites, and any additional intellectual property or other property used by or on behalf of Pipefy or Pipefy Related Entities or otherwise related to the Service, Pipefy Partner Program, Pipefy, or Pipefy Related Entities, together with all copyrights, trademarks, patents, trade secrets, and any other proprietary rights inherent therein or related thereto (collectively, “Pipefy Property”). Pipefy Property shall be and remain the sole and exclusive property of Pipefy. To the extent any Pipefy Property right is not automatically assigned to Pipefy by virtue of this Agreement or otherwise, and is assigned to Partner, Partner transfers and assigns to Pipefy, upon creation, all rights, title, and interest that Partner may have in and to such Pipefy Property (and waives any and all moral rights, as applicable), including the right to sue and recover for past, present, and future infringements thereof.
IV. LICENSES AND USE OF INTELLECTUAL PROPERTY
6.6. Pipefy License to Partner. Subject to the terms and conditions of this Agreement, Pipefy grants Partner a limited, non-exclusive, non-transferable, revocable license to use the Software in a test environment during the partnership period. This license is intended solely for Partner’s internal use for analysis, authorized review, training, and demonstration of the Software to potential customers, as well as for development and testing related to the scope of the partnership (“Authorized Purposes”). Use must at all times comply with the conditions set forth in this Agreement.
6.7. Partner Use. Partner is authorized to:
i) Use the then-current version of the Software solely for the Authorized Purposes;
ii) Conduct demonstrations to potential customers and train its personnel; and
iii) Develop integrations and its own or third-party applications that connect to the Software, provided such activities are within the scope of the partnership and authorized by Pipefy.
6.8. Partner License to Pipefy. Partner grants Pipefy a worldwide, non-exclusive, royalty-free, transferable, and sublicensable license to use and display Partner’s marks, logos, trade names, and other intellectual property solely to the extent necessary to perform contractual obligations. In addition, use of such elements for marketing or promotional purposes shall require the other Party’s prior written consent.
7. CONFIDENTIALITY
7.1. “Confidential Information” includes, without limitation, any information associated with a Party’s business that is not publicly disclosed, such as specific commercial information, technical processes and formulas, software, beta services, customer lists, lead lists, names, addresses and other information regarding customers and leads, product designs, sales procedures, costs, price lists, training materials, implementation methodologies, and other unpublished financial information, business plans and marketing data, as well as any other confidential and proprietary information, whether or not marked as confidential or proprietary.
7.2. The Parties shall protect Confidential Information with at least the same degree of confidentiality protection as set forth in this Agreement, unless: (i) it is disclosed to the Parties’ employees, agents, or contractors who need to know it for purposes of performing this Agreement and are subject to confidentiality obligations at least as stringent as those contained herein; or (ii) disclosure is required by law, regulation, or order of a court of competent jurisdiction with respect to the Parties and the subject matter of this Agreement. In such case, the receiving Party shall promptly notify the disclosing Party in writing, if legally permitted, and use commercially reasonable efforts to ensure that the disclosure receives confidential treatment.
7.3. Confidential Information does not include information that the receiving Party can prove: (a) is already publicly known, already known to, or in the possession of, the receiving Party at the time of disclosure; (b) is independently developed by the receiving Party without use of or reference to the Confidential Information of the other Party or Parties and without violating this Agreement; or (c) is subsequently lawfully obtained by the receiving Party from a source other than the disclosing Party without violating any provision of this Agreement.
7.4. Pipefy is free to discuss, review, develop, acquire, license, or create competing materials, products, or services, including applications or themes, without restriction, provided that it does not use Partner’s Confidential Information.
8. DISCLAIMER OF WARRANTY
8.1. The Pipefy Partner Program, Pipefy Services, Pipefy Trademarks, Pipefy Materials, Software, and API are provided “as is.” Pipefy makes no warranties under this Agreement, and Pipefy expressly disclaims all warranties, express or implied, including, without limitation, warranties of merchantability, non-infringement, or fitness for a particular purpose. Without limiting the foregoing, Pipefy disclaims all representations and warranties, express or implied, with respect to the Service, Pipefy trademarks, and Pipefy materials.
8.2. The warranty terms and permitted-use conditions for the Pipefy software shall be those specified in Pipefy’s standard sales terms and conditions (EULA), available on Pipefy’s website: https://www.pipefy.com/terms-and-conditions/
9. LIMITATION OF LIABILITY AND INDEMNIFICATION
9.1. Pipefy and its related entities shall not be liable for any direct, indirect, incidental, special, consequential, or exemplary damages arising out of the Pipefy Partner Program, the Service, the Pipefy API, Pipefy Trademarks, Pipefy Materials, or Pipefy’s obligations under this Agreement, including damages for lost profits, goodwill, use, data, or other intangible losses. Pipefy’s liability to Partner shall be limited to the amounts paid by Pipefy to Partner in the previous six (6) months. Pipefy shall not be liable for disputes between Partner and an End User, and shall not be liable for damages resulting from Partner’s relationship with any End User. These limitations apply even if Pipefy has been advised of the possibility of such damages and are subject to applicable law.
9.1.1. PIPEFY’s total liability to Partner arising out of this Agreement shall be limited to the amounts paid by PIPEFY to Partner in the six (6) months preceding the event giving rise to liability.
9.2. Partner agrees to indemnify, defend, and hold harmless Pipefy and its affiliates from and against any damages, losses, liabilities, settlements, and expenses (including, without limitation, costs and attorneys’ fees) arising out of or related to: (i) breach of this Agreement; (ii) failures in the provision of services by Partner; (iii) violation of third-party rights; (iv) misuse of the Pipefy Solution or PIPEFY’s intellectual property; or (v) any acts or omissions of Partner, its employees, agents, or subcontractors under this Agreement.
10. GENERAL PROVISIONS
10.1. Notices. All notices under this Agreement shall be in writing and shall be deemed duly delivered when received, if delivered personally; on the first business day after an email is sent to the email address provided by Partner herein, or, in the case of Pipefy, to [email protected] and [email protected]; and upon receipt, if sent by certified or registered mail (return receipt requested).
10.2. Entire Agreement. This Agreement, together with any completed enrollment form and all documents linked, incorporated, or referenced herein, constitutes the entire agreement between the Parties and supersedes all prior agreements, whether written or oral, relating to the subject matter of this Agreement (including prior versions of this Agreement). Neither Party shall be bound by, and each Party specifically objects to, any term, condition, or provision that differs from or is additional to the provisions of this Agreement (even if it does not materially alter this Agreement), unless agreed in writing by the bound Party.
10.3. Independent Parties. The Parties to this Agreement are independent contractors. Neither Pipefy nor Partner shall have the right, power, or authority to enter into contracts on behalf of the other Party, assume obligations or liabilities, or bind the other Party, unless expressly authorized in this Agreement.
10.4. Partner shall indemnify and hold PIPEFY harmless from and against any losses, damages, costs, or expenses arising from claims, demands, or losses caused to End Users due to failures, errors, omissions, or inadequacies in the provision of Services.
10.5. No Waiver. No failure or delay by either Party in exercising any right under this Agreement shall constitute a waiver of that right. If any provision of this Agreement is held by a court of competent jurisdiction to be contrary to law, such provision shall be deemed null and void, and the remaining provisions of this Agreement shall remain in effect.
10.6. Severability. If any provision of this Agreement is, for any reason, held invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision of this Agreement, and this Agreement shall be construed as if such invalid, illegal, or unenforceable provision had never been included herein.
10.7. Assignment. Neither Party may assign any of its rights or obligations hereunder, whether by operation of law or otherwise, without the other Party’s prior written consent; provided, however, that either Party may assign this Agreement in its entirety without the other Party’s consent to its Affiliate or in connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all of its assets.
10.8. Force Majeure. If either Party is prevented, impaired, delayed, or unable to perform any part of this Agreement due to events such as flood, riot, fire, judicial or governmental action (including legal or regulatory restrictions or embargoes prohibiting performance of this Agreement, or failure or refusal of a governmental agency to issue a license required to perform this Agreement), unforeseeable events, or any cause beyond that Party’s reasonable control, as understood under the legal concepts of act of God and force majeure, such Party shall be excused from performance to the extent prevented, impaired, or delayed by such events, notwithstanding anything to the contrary in this Agreement.
10.9. Out-of-Court Resolution. The Parties agree to seek out-of-court resolution of any dispute arising out of this Agreement, including its interpretation or performance. The Party that considers itself harmed shall notify the other Party of the dispute, requesting performance of the obligation that was not performed or was performed irregularly or incompletely. If the stated dispute is not resolved within thirty (30) days from receipt of notice, the evidently harmed Party may then seek judicial resolution of the dispute upon notice to the other Party of such decision.
10.10. Cooperation. Partner shall cooperate with Pipefy in connection with any inquiry, dispute, or controversy in which Pipefy may become involved in relation to this Agreement. Such cooperation shall include disclosure of relevant documents and financial information and interviews with Partner’s employees. This obligation shall survive expiration or termination of this Agreement. Pipefy shall not be liable for any loss resulting from a cause over which it has no direct control.
10.11. Governing Law. If Partner’s territory is Brazil, this Agreement shall be governed by the laws of Brazil, and the exclusive jurisdiction for resolving any disputes shall be the Central Courts of the City of Curitiba, State of Parana, Brazil. For all other territories, this Agreement shall be governed by the laws of the State of Delaware, United States, and any dispute shall be submitted to the exclusive jurisdiction of the courts of Dover, Delaware. The United Nations Convention on Contracts for the International Sale of Goods and the U.S. Uniform Computer Information Transactions Act shall not apply to this Agreement.
10.12. Investments. The Parties hereby state that there shall be no investment and/or acquisition of equipment, software, licenses, tools, or the like, and that each Party shall use its own qualified structure and workforce, in sufficient number, for the timely performance of its obligations under this Agreement.
10.13. Binding Effect, Precedence, and Replacement of Conditions. By signing this Agreement, the Parties expressly agree to be bound by the conditions set forth herein, which shall fully govern the commercial relationship between the Parties. Such conditions supersede and prevail over any prior negotiations, agreements, understandings, or commercial conditions, whether formal or informal, oral or written, regardless of their nature. The provisions of this Agreement become effective as of the date of signature and apply to all current and future commercial relationships, with full acceptance and waiver of any rights or interpretations based on prior understandings.
10.13.1. For clarity and organizational consistency within the Program, the Parties expressly acknowledge the following order of precedence among the documents applicable to the partnership relationship: (i) this Agreement; (ii) the specific Exhibits applicable to Partner’s model; (iii) the then-current Policy; and (iv) the Program Materials.
10.13.2. In the event of a conflict between documents, the hierarchically superior document shall prevail, except where the specific document, by its nature, regulates a special matter expressly identified and compatible with the architecture of this Agreement.
10.13.3. The existence of specific Exhibits does not alter the characterization of this instrument as the master agreement of the Program, and all modules, special programs, services regimes, technology integrations, white-label arrangements, or other partnership initiatives shall be subject to this Agreement.
10.13.4. The fact that Pipefy executes, makes available, or accepts Exhibits, policies, offers, amendments, operational forms, or specific documents for motions, programs, or complementary models does not create an autonomous legal regime separate from this Agreement, unless expressly provided otherwise.
PART B – ADDITIONAL TERMS APPLICABLE TO PARTNERS USING DIRECT BILLING
This Part B contains terms applicable to Reseller Partners in direct-billing opportunities, meaning billing performed by Pipefy, where the customer pays Pipefy directly.
1. FTC GUIDELINES
1.1. The United States Federal Trade Commission (“FTC”) has guidelines intended to ensure transparency and honesty in advertising and product or service endorsements. These rules are intended to increase transparency between endorsers and consumers. As a member of Pipefy’s Partner Program, Partner receives compensation for referrals of leads made to Pipefy. This may establish a “material connection” under the FTC rules, which creates an obligation for Partner to provide information to consumers.
1.2. Compliance with these guidelines requires, among other things, that Partner clearly and conspicuously disclose that Partner is compensated only for leads that effectively convert into sales and that Partner does not engage in deceptive advertising. For more information, Partner should consult the statement issued by the FTC regarding these guidelines.
2. REFERRAL METHOD
2.1. Partner shall immediately inform Pipefy of sales or referrals of End Users, as specified in the Program Materials. Any sale or referral outside these guidelines shall be considered invalid, and Pipefy shall not be responsible for any damages caused to third parties due to Partner’s failure to comply with the contractual guidelines.
2.2. A Partner will be deemed to have introduced only those End Users that it formally refers in accordance with the rules contained in the Program Materials.
2.3. Lead Disqualification. If Partner does not properly register the referral and progression of the lead into an opportunity as provided herein, Pipefy shall have no obligation to pass on to Partner any amount related to the End User.
2.4. Economic eligibility under direct billing shall additionally observe the Policy rules regarding opportunity classification, including the distinction between Partner Sourced Opportunities and Pipefy Sourced Opportunities, as well as any accelerators, exclusions, or attribution criteria.
3. GENERAL COMPENSATION GUIDELINES
3.1. Partner using direct billing shall be entitled to a commission on the value of Pipefy license sales that it effectively refers, in accordance with the criteria set forth in this Agreement. As provided in this Agreement, payments due to Partner shall be calculated by Pipefy in accordance with the frequency and percentage defined in the Pipefy Partner Program Policy for the type and level in which Partner is classified.
4. PARTNER RESPONSIBILITIES WHEN USING DIRECT BILLING
4.1. In this model, support to the End User and payment collection are Pipefy’s responsibility.
4.2. Disclosure Obligation. In the case of referrals involving a director, employee, owner, representative, consultant, or government agent, or any of their relatives, Partner must provide prior notice by email to [email protected] and cooperate with Pipefy’s requests for further information regarding such relationship.
4.3. Subject to the execution of Additional Terms, Partners using direct billing may also perform Software implementation and integration services with the End User (“Professional Services”), provided that they have completed the training required to ensure quality standards and comply with the guidelines set forth in an additional document to be executed by the Parties.
4.3.1. Partner’s participation in Professional Services, subcontracting, service referrals, or services programs shall also depend on compliance with the criteria defined in the Policy and the applicable Exhibit, including tier, certifications, quality, delivery capacity, and other eligibility requirements.
5. PROHIBITED ACTIVITIES
5.1. A Partner shall not:
i) Promote or advertise Pipefy or its Products and Services on coupon, deal, discount, or incentive websites, or display offer codes on public pages or through “click-to-reveal” offer codes.
ii) Use pay-per-click keywords (such as Google Ads), trademarks, or domain names using trademarks of Pipefy or any Pipefy Related Entities, or spelling variations that may be deceptively or confusingly similar to Pipefy’s trademarks or the names of its related entities.
iii) Create or participate in third-party networks or sub-affiliate networks without Pipefy’s express written permission.
iv) Use direct links to any page on Pipefy’s website without Pipefy’s prior written permission.
5.2. An End User may not be a company owned by, or directly related to, Partner (for example, where Partner has an employment relationship with the End User) for which Partner seeks compensation under this Agreement.
PART C – ADDITIONAL TERMS APPLICABLE TO PARTNERS USING INDIRECT BILLING
This Part C contains terms applicable to Reseller Partners or Resellers in indirect-billing transactions.
1. GUIDELINES
1.1. Territory. Partners may purchase Pipefy Software under special pricing terms to resell the Services to their End Users in a specific country, referred to as the “Territory.” At the time of enrollment in the Program, Partner shall request approval to operate legally in one or more countries. Partner may request updates to the Territory, subject to Pipefy’s written approval. Pipefy may discontinue operations in a given Territory at any time, in its sole discretion.
1.2. Credit Check. Partners must undergo a credit check and provide two years of audited financial statements, or a reasonable equivalent.
2. RESALE METHOD
2.1. Documentation. Each indirect-billing sales transaction conducted by Partner must involve at least the following contractual documents, which must be executed to complete the transaction:
i) Purchase Order: an order form to be signed by Partner with Pipefy for each purchase of Pipefy licenses or services. The order form details pricing, products, and other contracting information. The order form also refers to the terms and conditions for use of Pipefy licenses and services (“EULA”), available at https://www.pipefy.com/terms-and-conditions/.
ii) Agreement between Partner and End User(s): Partner must obtain acceptance from End Users of the EULA terms, ensuring evidence of their agreement. Pipefy shall have the right to audit Partner and shall only be required to release access to the End User once evidence of the End User’s acceptance of the EULA is confirmed.
2.2. Before being authorized to invoice End Users, Partner must acquire and pay for the Pipefy licenses. This guidance must be observed, as Pipefy shall not be liable to End Users for any violation of this policy by Reseller.
3. COMMERCIAL TERMS
3.1. Partner acknowledges and agrees that it shall not be entitled to any additional consideration beyond the differentiated commercial terms offered for the purchase of Pipefy licenses.
3.2. Partner understands that the differentiated commercial terms for acquiring Pipefy licenses are a form of incentive and exclusive benefit granted by Pipefy to foster and promote resale activities for the company’s products. By using indirect billing, Partner expressly waives any claim for additional consideration, such as commissions, royalties, or other payments, beyond the commercial terms agreed for the purchase of Pipefy licenses.
4. PARTNER RESPONSIBILITIES WHEN USING INDIRECT BILLING
4.1. In this model, support to End Users and payment collection are Partner’s exclusive responsibility.
4.2. Partner is responsible for all activities in End User accounts and for their compliance with the EULA. Pipefy does not guarantee the maintenance of any specific product or product or service model for any specified period. Pipefy reserves the right to modify the specifications or features of its products, licenses, and services, remove products from the market, and/or discontinue their production or support, in its sole discretion.
4.3. If Partner elects to sell Pipefy products or services to the Government (national, regional, or local), Partner does so at its own risk. Partner agrees not to involve Pipefy as a subcontractor or in any other capacity with the Government. Partner is solely and exclusively responsible for complying with all statutes and regulations governing sales to the Government. Pipefy makes no representations, certifications, or warranties as to the ability of its products, services, or pricing to meet such statutes and regulations.
4.4. Partner shall be responsible for payment for excess usage by its End Users. Pipefy undertakes to notify Partner of such excess prior to billing.
4.4.1. Where applicable, specific rules regarding excess usage, overusage, additional contracting, billing, and responsibility in specific models may be detailed in the Policy, Purchase Order, or applicable Exhibit, without prejudice to Partner’s responsibility under this Part C.
5. PROHIBITED ACTIVITIES
5.1. Partner has no authority to assume commitments on behalf of Pipefy, such as quantities, delivery, modifications, integration capacity, or software suitability. In addition, Partner is not permitted to modify the warranties offered by Pipefy, as set forth in the EULA. If Partner makes commitments not authorized by Pipefy, Partner shall indemnify Pipefy. If Pipefy identifies misleading or fraudulent representations or commercial practices by Partner, Partner shall cease them immediately upon receiving notice from Pipefy.
5.2. Partner shall not knowingly provide to any person, export, re-export, or allow the export or re-export of Pipefy products or services or any item related to this Agreement in violation of any restrictions, laws, or regulations of the U.S. Department of Commerce, the Office of Foreign Assets Control of the U.S. Department of the Treasury, or any other U.S. or foreign agency or authority. Partner acknowledges and agrees, without limitation, that the Controlled Object shall not be used, transferred, exported, or re-exported to countries subject to embargo by the United States (“Embargoed Countries”), or by citizens or residents of such countries, or by any person or entity listed on the U.S. Department of the Treasury’s Specially Designated Nationals List or the U.S. Department of Commerce’s Denied Persons List (“Designated Nationals”).
5.3. Partner acts as an independent contractor and is responsible for acquiring Pipefy Software for resale or providing Pipefy services to its End Users. Partner does not hold the position of Pipefy’s legal representative and has no authority to act on behalf of Pipefy, except as expressly set forth in this Agreement. The relationship between Pipefy and Partner is governed by contractual independence and does not create any employment or social security relationship between the Parties.
EXHIBIT I – PROFESSIONAL SERVICES
1. PURPOSE
1.1. This Exhibit sets forth the general conditions for the provision of professional services by PARTNER to PIPEFY related to the implementation, use, evolution, support, and optimization of the Pipefy Solution (the “Services”).
1.2. The Services may include, by way of example and without limitation: (i) Pipefy Solution implementation services, including process modeling, parameterization, configuration, and integrations; (ii) recurring evolution, maintenance, and optimization services; (iii) development of automations, integrations, and process improvements; (iv) training and enablement; and (v) any other related services defined in a Commercial Proposal, Purchase Order, or Statement of Work (SoW).
2. SERVICE DELIVERY MODEL
2.1. The Services may be provided under the following models:
(i) Intermediation by PIPEFY (White Label), in which PIPEFY maintains a direct contractual relationship with the end customer and designates PARTNER to perform the Services, with PARTNER acting as PIPEFY’s operational supplier without direct exposure to the end customer;
(ii) Referral with direct contracting, in which PIPEFY may refer PARTNER and the contractual relationship is entered into directly between PARTNER and the end customer; and
(iii) Resale of services, in which PARTNER may acquire Services for resale to its customers, pursuant to conditions approved by PIPEFY.
2.2. Specific rules for the White Label model
2.2.1. In the White Label model, PARTNER shall:
(i) perform the Services in accordance with the technical, operational, and quality guidelines defined by PIPEFY;
(ii) not directly contact the end customer without PIPEFY’s prior express authorization;
(iii) not negotiate commercial terms, scope, or deadlines directly with the end customer;
(iv) not present itself as the direct contractor of the end customer, unless expressly authorized by PIPEFY;
(v) maintain confidentiality as to the existence and nature of the White Label relationship; and
(vi) follow the operational flows and processes defined by PIPEFY.
2.2.2. PARTNER acknowledges that, in the White Label model:
(i) it has no ownership or title right over the end customer;
(ii) it may not use the customer relationship for its own commercial purposes;
(iii) it may not prospect or contract directly with the customer without PIPEFY’s authorization; and
(iv) PIPEFY shall be solely responsible for commercial communications.
2.2.3. Breach of the obligations set forth in this clause may result, at PIPEFY’s discretion, in: (i) immediate termination of PARTNER’s participation in this model; (ii) suspension of allocation of new projects; (iii) application of the penalties provided in the Agreement; and (iv) liability for losses and damages.
2.3. General provisions regarding the models
2.3.1. The applicable model shall be defined in the Commercial Proposal, Purchase Order, or SoW applicable to the case.
2.3.2. PARTNER acknowledges and agrees that it has no authority to represent, bind, or assume obligations on behalf of PIPEFY, nor to modify PIPEFY’s commercial or contractual conditions without prior express authorization.
3. PARTNER REFERRAL AND RELATIONSHIP WITH THE END CUSTOMER
3.1. PIPEFY may, in its sole discretion, refer PARTNER to customers interested in hiring Services.
3.2. Where the end customer elects to contract directly with PARTNER: (i) the contractual relationship shall be established exclusively between PARTNER and the end customer; (ii) PIPEFY shall not be a party to the commercial, contractual, or operational relationship; (iii) PIPEFY shall not be directly or indirectly responsible for the provision of Services, performance of obligations, payments, or any disputes between PARTNER and the end customer; and (iv) PARTNER shall be fully responsible for the performance of the Services and any obligations assumed before the end customer.
3.3. PARTNER acknowledges that it may not, under any circumstances, attribute to PIPEFY any responsibility for obligations assumed directly with the end customer.
4. SERVICE RESALE MODEL
4.1. PARTNER may, subject to PIPEFY’s prior approval, acquire Services for resale to its customers.
4.2. In such case, PARTNER shall: (i) be the primary point of contact before the end customer; (ii) be responsible for the commercial relationship, billing, and customer management; and (iii) be responsible for passing through the amounts due to PIPEFY, where applicable.
4.3. In the event of default by the end customer: (i) PARTNER shall immediately notify PIPEFY; (ii) PIPEFY may, in its discretion, suspend the provision of Services; and (iii) any exceptions shall depend on formal proof and PIPEFY’s prior approval.
4.4. PIPEFY shall not be required to maintain the provision of Services in the event of default by PARTNER or its customers.
5. PARTNER OBLIGATIONS
5.1. Without prejudice to the other obligations set forth in the Agreement, PARTNER agrees to: (i) perform the Services with diligence, quality, and in accordance with market best practices; (ii) use qualified and duly trained personnel; (iii) comply with the technical and operational guidelines provided by PIPEFY; (iv) maintain appropriate communication with PIPEFY; (v) report the progress of activities and deliverables; (vi) immediately report any material failures, risks, or delays; (vii) maintain compliance with applicable law; (viii) preserve the confidentiality of information; and (ix) not misuse PIPEFY’s intellectual property.
6. PIPEFY OBLIGATIONS
6.1. PIPEFY agrees to: (i) provide the information necessary to perform the Services; (ii) make available applicable technical guidelines and materials; (iii) make payments due to PARTNER, where applicable; and (iv) use reasonable efforts to monitor the performance of the Services.
7. COMPENSATION AND COMMERCIAL TERMS
7.1. PARTNER’s compensation shall be defined according to the applicable engagement model, as established by PIPEFY in the then-current Policy, subject to the following guidelines:
7.1.1. In cases of commercial engagement (including referral, resale, or co-selling), compensation may be based on the Annual Recurring Revenue (ARR) effectively contracted with the end customer, including, where applicable, contract renewals, subject to the applicable eligibility criteria and commercial rules.
7.1.2. In cases of service provision, including the white-label model, compensation shall be based on hours actually worked or on the scope previously agreed between the Parties, under the specific conditions of each project.
7.1.3. The applicable commercial terms, including eligibility criteria, calculation method, payment, and any limitations, shall be defined by PIPEFY in its then-current Policy and may be updated at any time.
7.1.4. PARTNER acknowledges and agrees that eligibility for compensation is subject to full compliance with the Policy and the commercial guidelines established by PIPEFY.
7.2. Payment to PARTNER shall be cumulatively conditioned upon: (i) registration of the opportunity in PIPEFY’s CRM system, in accordance with the criteria and flows defined by PIPEFY; (ii) validation by PIPEFY that the opportunity is eligible; (iii) effective contracting and billing to the end customer; (iv) PARTNER’s performance of its contractual obligations; and (v) where applicable, PIPEFY’s effective receipt of the relevant amounts.
7.3. PIPEFY shall have discretion to validate the eligibility of an opportunity and to calculate the amounts due to PARTNER based on the data registered in its systems.
7.4. The agreed compensation shall include all costs, expenses, and taxes related to PARTNER’s activities, and PARTNER shall be fully responsible for tax, labor, and social security charges.
7.5. The commercial terms of this Exhibit may not establish a permanent regime conflicting with the Policy and shall be interpreted as complementary and specific to the provision of Services.
8. QUALITY, MONITORING, AND GOVERNANCE
8.1. PIPEFY may monitor the performance of the Services and evaluate Partner’s performance based on objective criteria, including technical quality of deliverables, compliance with deadlines, End User satisfaction, and adherence to Program guidelines.
8.2. If deviations or unsatisfactory performance are identified, PIPEFY may, in its sole discretion, require a corrective action plan, restrict Partner’s participation in new projects, or reassess its eligibility in the Program.
9. LIABILITY
9.1. Partner is fully responsible for the performance of the Services and for any damages arising from its acts or omissions.
9.2. PIPEFY shall not be responsible for failures in the performance of Services by Partner or for damages caused to End Users arising from such failures.
9.3. Except in cases of willful misconduct, fraud, or breach of confidentiality or intellectual property obligations, neither Party shall be liable for indirect damages, lost profits, or loss of opportunity.
10. CONFIDENTIALITY AND DATA PROTECTION
10.1. The confidentiality and data protection obligations applicable to this Exhibit shall be those set forth in the Agreement and shall apply in full to activities related to the provision of Services.
10.2. PARTNER undertakes to comply with applicable data protection laws, including the LGPD, in connection with the performance of the Services.
11. INTELLECTUAL PROPERTY
11.1. The intellectual property provisions set forth in the Agreement apply in full to this Exhibit.
11.2. Without prejudice to the Agreement, PARTNER acknowledges that any deliverables related to the Pipefy Solution shall be subject to PIPEFY’s rights.
12. GENERAL PROVISIONS
12.1. This Exhibit forms part of the Master Agreement and does not constitute a standalone instrument. In the event of conflict, the Master Agreement shall prevail.
12.2. The relationship between the Parties is civil and commercial in nature and does not create any employment relationship.
APPENDIX A – SMB PROGRAM
1. PURPOSE
1.1. Partner may be designated by Pipefy to act with respect to an SMB customer base (“Designated Base”), focused on consultative support, increased solution adoption, and identification of expansion opportunities.
1.2. The engagement includes, among other activities, optimization of platform use, encouragement of feature adoption (including AI), and generation of new commercial opportunities and contract renewals.
2. COMPENSATION
2.1. For accounts included in the Designated Base, a specific commission model may apply in addition to the standard rules set forth in the Policy during its term.
2.2. Commissioning may take into account performance metrics, including, without limitation: (i) revenue variation (expansion or contraction); (ii) solution adoption level (e.g., usage, active users, features); and/or (iii) engagement indicators or health score defined by Pipefy. The applicable criteria, metrics, and percentages shall be defined and communicated by Pipefy to Partner.
3. PARTNER OBLIGATIONS
3.1. Partner shall act diligently and comply with Pipefy’s quality standards and guidelines.
3.2. Partner undertakes to: (i) maintain a trained team; (ii) follow Program best practices; (iii) report risks, friction points, or relevant customer feedback; and (iv) cooperate with monitoring and evaluation processes.
4. GOVERNANCE
4.1. Pipefy may monitor Partner’s performance based on operational and commercial metrics.
4.2. Pipefy may, in its discretion, adjust the Designated Base, engagement criteria, or Partner eligibility.
5. TERM
5.1. This Addendum shall remain in effect while Partner is designated to act with respect to SMB accounts, and the program may be terminated at any time by Pipefy upon notice.
6. GENERAL PROVISIONS
6.1. This Addendum does not create exclusivity, an employment relationship, or any rights over customers. This Addendum supplements the Main Agreement and the Policy. In the event of conflict, its provisions shall prevail with respect to the SMB scope.
6.2. All other terms of the Main Agreement remain unchanged.
EXHIBIT II – TECHNOLOGY INTEGRATION (ISV)
1. PURPOSE
1.1. This Exhibit governs the partnership between PIPEFY and PARTNER, as a technology provider or integrated-solution provider (“ISV Partner”), for purposes of developing, integrating, making available, commercializing, and supporting technology solutions that integrate with the Pipefy Solution (the “Integrated Solutions”).
1.2. The partnership may involve, as applicable: (i) technical integration between systems, APIs, or platforms; (ii) availability of Partner’s solution to PIPEFY End Users; (iii) joint commercialization or resale of the integrated solution; (iv) technical support and maintenance of the integrated solution; and (v) monitoring of use and consumption of the solution by End Users.
1.3. This Exhibit forms part of the Pipefy Partner Program Master Agreement (“Master Agreement”) and shall be interpreted together with the Pipefy Partner Program Policy (“Policy”).
2. TECHNICAL GOVERNANCE AND VALIDATION
2.1. The release of any Integrated Solution to the market shall be subject to PIPEFY’s prior validation, which may include, in PIPEFY’s sole discretion: (i) technical assessment of the integration; (ii) compatibility and stability testing; (iii) information security review; (iv) regulatory and data protection compliance review; and (v) alignment with PIPEFY’s portfolio and strategy.
2.2. PIPEFY may, at any time: (i) review integration criteria; (ii) require technical adjustments; and (iii) suspend or discontinue integrations that present technical, commercial, or reputational risks.
2.3. Partner acknowledges that approval of an integration does not imply a guarantee of continuous performance, and Partner is responsible for ensuring maintenance of its solution.
3. ISV PARTNER RESPONSIBILITIES
3.1. Partner agrees to: (i) ensure the proper functioning of its solution; (ii) perform preventive and corrective maintenance; (iii) ensure continuous compatibility with the Pipefy Solution; (iv) provide prior notice of any changes that may impact the integration; (v) provide technical support in accordance with agreed service levels; (vi) maintain up-to-date records of solution use and consumption; and (vii) comply with PIPEFY’s security, compliance, and data protection policies.
3.2. Partner shall be exclusively responsible for: (i) technical failures of its solution; (ii) unavailability or instability of its technology; (iii) bugs, errors, or integration failures arising from its solution; and (iv) impacts on End Users caused by its technology.
3.3. Partner may not: (i) negotiate directly with End Users without PIPEFY’s authorization, where applicable; (ii) bind PIPEFY to any obligation; or (iii) sublicense or resell its solution without PIPEFY’s consent, where applicable.
4. PIPEFY RESPONSIBILITIES
4.1. PIPEFY shall be responsible for: (i) providing technical access necessary for integration, where applicable; (ii) providing first-level support to End Users, where applicable; (iii) forwarding to Partner requests related to Partner’s solution; and (iv) acting as commercial intermediary, where applicable.
4.2. PIPEFY shall not be responsible for: (i) failures in Partner’s solution; (ii) problems arising from the technical integration under Partner’s responsibility; or (iii) losses caused by unavailability of Partner’s solution.
5. COMMERCIALIZATION MODEL
5.1. Integrated Solutions may be commercialized: (i) directly by PIPEFY to End Users; (ii) jointly by the Parties; or (iii) through other models defined in the Policy.
5.2. The applicable commercial terms shall be defined in: (i) a Commercial Proposal; (ii) a Purchase Order; or (iii) the Program Policy.
5.3. Payments to Partner shall be subject to: (i) the effective sale of the solution; (ii) PIPEFY’s receipt of the amounts, where applicable; and (iii) performance of contractual obligations.
5.4. The commercial terms of this Exhibit shall comply with the Policy and may not establish permanent regimes that conflict with the Program’s general model.
6. SUPPORT AND SERVICE LEVELS
6.1. Partner shall provide technical support for its solution in accordance with service levels defined between the Parties.
6.2. Support shall include: (i) handling technical incidents; (ii) correcting failures; (iii) answering technical questions; and (iv) communicating incident status.
6.3. Partner shall ensure response and resolution times compatible with the impact of the failure.
7. CONTINUITY AND TERMINATION
7.1. In the event of termination of the partnership: (i) Partner shall ensure continuity of the solution for the period necessary to transition End Users; (ii) such period shall be reasonably defined between the Parties; and (iii) there shall be no obligation of continuity for an indefinite term.
7.2. PIPEFY may suspend or terminate the integration in the event of: (i) recurring technical failures; (ii) security risks; (iii) contractual breach; or (iv) a material negative impact on End Users.
8. INTELLECTUAL PROPERTY
8.1. Each Party remains the exclusive owner of its intellectual property.
8.2. No provision of this Exhibit implies an assignment of rights between the Parties.
8.3. Partner warrants that its solution does not infringe third-party rights.
9. CONFIDENTIALITY AND DATA PROTECTION
9.1. The Parties shall keep confidential all information exchanged.
9.2. Partner undertakes to comply with applicable data protection laws, including the LGPD.
9.3. Partner shall adopt appropriate security measures and notify PIPEFY of incidents.
10. LIABILITY
10.1. Each Party shall be responsible for damages directly caused by its acts or omissions.
10.2. Partner’s liability shall not be limited in cases of: (i) willful misconduct or fraud; (ii) intellectual property infringement; (iii) breach of confidentiality; or (iv) breach of legal obligations.
10.3. Neither Party shall be liable for indirect damages, lost profits, or loss of opportunity, except in the cases above.
11. GENERAL PROVISIONS
11.1. This Exhibit forms part of the Master Agreement and does not constitute a standalone instrument. In the event of conflict, the Master Agreement shall prevail.
11.2. The relationship between the Parties is civil and commercial in nature and does not create any employment relationship.
EXHIBIT III – PUBLIC SECTOR NEGOTIATIONS
1. PURPOSE AND SCOPE OF APPLICATION
1.1. This Exhibit establishes the specific conditions applicable to PARTNER’s activities in opportunities, negotiations, bids, and contracts involving public administration bodies and entities within the scope of the Pipefy Partner Program.
1.2. This Exhibit applies to any and all Partner activities with public entities, regardless of the commercialization model adopted, including, without limitation: (i) bidding processes; (ii) direct contracting; (iii) Requests for Proposals (RFPs); (iv) Terms of Reference (TRs); and (v) other public-procurement modalities.
1.3. This Exhibit forms part of the Pipefy Partner Program Master Agreement (“Master Agreement”) and shall be interpreted together with the Pipefy Partner Program Policy (“Policy”).
2. DEFINITIONS
2.1. For purposes of this Exhibit, “Public Entity” means: (i) direct, indirect, or foundational public administration bodies at the federal, state, or municipal level; (ii) public companies and mixed-capital companies; (iii) regulatory agencies; (iv) international organizations; (v) political parties and candidates for public office; and (vi) any other entities subject to a public-law regime.
3. PUBLIC SECTOR ENGAGEMENT MODEL
3.1. Partner shall act in the public sector at its own risk and shall be responsible for complying with all applicable legal obligations.
3.2. Partner may not: (i) represent PIPEFY before Public Entities without prior express authorization; (ii) assume commitments on behalf of PIPEFY; or (iii) present PIPEFY as jointly or subsidiarily liable, except under a formal agreement.
3.3. Public sector transactions shall preferably follow the indirect-billing model, unless expressly authorized by PIPEFY.
4. COMPLIANCE WITH LAW
4.1. Partner undertakes to fully comply with the laws applicable to public procurement, including, without limitation, Brazilian Law No. 14,133/2021.
4.2. Partner shall: (i) maintain all required qualification conditions; (ii) fully comply with bid notices and administrative contracts; and (iii) notify any change that impacts its good standing.
5. INTEGRITY AND ANTI-CORRUPTION OBLIGATIONS
5.1. Partner represents that it is not prohibited from contracting with the Public Administration.
5.2. Partner undertakes not to: (i) offer, promise, or grant any undue advantage to a public official; (ii) make facilitation payments; (iii) engage third parties to conceal interests; and/or (iv) commit any act of corruption or fraud.
5.3. The following are expressly prohibited: (i) granting undue benefits to public officials; (ii) hiring relatives of public officials where there is a conflict of interest; (iii) using unapproved intermediaries; and/or (iv) any practice in violation of Brazilian Law No. 12,846/2013.
6. GOVERNANCE, AUDIT, AND CONTROL
6.1. PIPEFY may, at any time, conduct: (i) audits; (ii) due diligence; and (iii) compliance reviews.
6.2. Partner shall: (i) maintain complete records for at least ten (10) years; (ii) make documentation available upon request; and (iii) fully cooperate with audits.
7. SUBCONTRACTING
7.1. Subcontracting shall only be permitted: (i) within legal limits; and/or (ii) with PIPEFY’s prior authorization.
7.2. Partner shall remain fully responsible for subcontracted services.
8. DATA PROTECTION
8.1. Partner undertakes to comply with applicable data protection laws, including the LGPD.
8.2. When acting as a data processor, Partner shall: (i) follow the controller’s instructions; (ii) adopt appropriate security measures; and (iii) ensure protection against unauthorized access.
9. LIABILITY
9.1. Partner shall be fully responsible for: (i) its activities in the public sector; (ii) compliance with legal obligations; and (iii) damages caused to the Public Administration or third parties.
9.2. PIPEFY shall not be responsible for: (i) acts performed by Partner; (ii) Partner’s breach of legal obligations; or (iii) any penalties arising from Partner’s activities.
10. PENALTIES AND TERMINATION
10.1. Breach of this Exhibit may result, at PIPEFY’s discretion, in: (i) immediate termination of the partnership; (ii) suspension of Partner from the Program; and/or (iii) exclusion of Partner.
10.2. Partner shall indemnify PIPEFY for: (i) fines; (ii) reputational damages; (iii) legal costs; and/or (iv) any losses arising from Partner’s activities.
11. TRAINING AND ENABLEMENT
11.1. PIPEFY may require Partner and its team to participate in compliance training.
11.2. Participation may be a condition for continuation of the partnership.
12. GENERAL PROVISIONS
12.1. This Exhibit forms part of the Master Agreement and does not constitute a standalone instrument. In the event of conflict, the Master Agreement shall prevail.
12.2. The relationship between the Parties is civil and commercial in nature and does not create any employment relationship.
Last updated: August 27, 2026