Document 14: Founding Customer Order Form

Plain-language summary: This is the blank template of the Order Form a founding customer signs. It records the commercial terms of one organization's subscription: the free period, the band and seats, the founding rate and how long it is held, and whether the organization lets Relae use its name. It adds no new obligations; every term it records is defined in the Master Subscription Agreement (Document 2), and it is published here so anyone can read the form before signing it.

This posted version is a blank template. A signed Order Form is negotiated with one organization and may differ from it. Where a signed Order Form and this template differ, the signed Order Form is the agreement between the parties and this page is not. If you hold a signed Order Form, that document, not this one, states your terms.

Schedule A is not binding. The founding customer programme at the end of this document records what each side hopes the relationship will involve. Nothing in it obliges either party to do anything, and not doing any of it is not a breach.

1. What this document is

An Order Form is a document signed by Relae and a Customer that records the commercial terms of that Customer's subscription and any negotiated variations to the Agreement, as defined in the Shared Definitions (Document 0). Where a Customer signs an Order Form, the Order Form is part of the Master Subscription Agreement (Document 2, clause 1).

This template states no term that the Master Subscription Agreement does not already define. Its purpose is to record values, not to create obligations: the free period, the band and seat count, the founding rate, the lock period, and the reference-rights window. The rules that govern those values are in clauses 8, 8A, 8B, 18A and 18B of the Master Subscription Agreement, and are summarized below only for the convenience of a reader who has the form in front of them.

An Order Form cannot vary the Data Processing Agreement (Document 4) or the tax-receipting allocation in the Tax Receipting framework (Document 11). Clause 19 of the Master Subscription Agreement sets out the order of precedence: the DPA for any matter concerning Donor Data; the Tax Receipting framework for any matter concerning receipts; a signed Order Form for the commercial terms it addresses; then the Agreement; then the other incorporated policies.

2. The Customer

The Order Form records the organization's legal name, its CRA charity registration number where it has one, and the name, title and email of the person authorized to sign on its behalf.

It also records an approval contact for the purposes of section 6: the name and email of the person to whom requests for approval of a reference use are sent. If none is recorded, requests go to the signatory. Either party may change its contact by written notice under section 6.2.

3. Subscription

The Order Form records the Customer's budget band and its included seat count. Fees are set by budget band under clause 8 of the Master Subscription Agreement. The band selected also sets the liability floor under clause 16 and carries through any Free Term to the paid subscription without being selected again.

4. Free Term

The Order Form records the start and end dates of the Free Term.

Under clause 8A of the Master Subscription Agreement: no fees are payable during the Free Term and the billing provisions of clause 8 are suspended for its duration. Relae may extend a Free Term unilaterally by written notice, and email is sufficient, any number of times. On expiry without conversion, access continues at no charge on a month-to-month basis until either the Customer converts or either party gives thirty (30) days' notice. All data-protection, security, confidentiality, breach-notification and data-return obligations apply in full during a Free Term. The subscription term under clause 15 begins on the conversion date, not on the effective date of the Order Form.

5. Founding Rate

The Order Form records the annual founding rate in Canadian dollars, the discount it represents against the then-current list rate where one is stated, and the lock period in months.

The Founding Rate is the lower of (a) an annual rate agreed in writing by the parties, or (b) seventy-five percent (75%) of Relae's published annual subscription rate for the Customer's budget band as at the Conversion Date. Where no rate is published at that date, the rate recorded in Relae's price book entry in force for that band applies. Relae will not increase the Founding Rate for a period of not less than thirty-six (36) months from the Conversion Date.

The Founding Rate is therefore ascertainable without further negotiation. Neither party needs to agree anything more for the rate to be determined, and the absence of an agreed figure under (a) does not leave the price open: (b) determines it.

Under clause 8B of the Master Subscription Agreement, the rate hold applies to the base subscription at the tier and seat count stated in this Order Form. It does not apply to usage-based charges, or to modules and capabilities that are not part of the Services at the date of this Order Form, which are priced at then-current rates. Expansion beyond the stated band or seat count is priced at then-current rates. The rate hold ends if the subscription lapses for non-payment or is terminated.

Because the period runs from the Conversion Date, the date on which the rate hold ends cannot be stated on this Order Form. It is determined when the Customer converts.

6. Reference rights

The Order Form records whether the Customer grants reference rights and, if so, the period in months. The period runs from the Conversion Date, not from the date this Order Form is signed. Relae will not name the Customer publicly while the Customer is still within a Free Term.

Under clause 18B of the Master Subscription Agreement, Relae will not identify the Customer publicly or use its name or logo except as the Customer agrees in writing. Where the Customer grants reference rights, Relae may name the Customer and use its logo in a case study and one quotation, each subject to the Customer's approval before publication, for the period stated. The Customer may withdraw the permission at any time on written notice, and Relae will remove the material within thirty (30) days. Declining reference rights does not affect any other term of this Order Form or of the Agreement.

6.1 What Relae must send to ask for approval

A request for approval is valid only if it specifies all of the following:

(a) the exact wording Relae proposes to publish, including any quotation attributed to the Customer or to an individual; (b) the logo file Relae proposes to use and where on the page or material it will be placed; (c) the URL, or the identified material if it is not a web page, where the use will appear.

A request that omits any of (a), (b) or (c) is not a valid request and does not start any approval period running. Relae must send a fresh, complete request.

6.2 How a request is sent

A request is sent by email to the person who signed this Order Form, or to a named approval contact recorded in section 2, if one is recorded. Either party may change its contact by written notice to the other, and a request sent to a superseded contact after that notice is not validly sent. It is the Customer's responsibility to keep its contact current, and Relae's responsibility to use the most recent contact it has been given.

6.3 Reminder, and approval deemed given

If the Customer does not respond to a valid request within three (3) business days, Relae will send one reminder to the same contact, repeating the request in full.

If the Customer does not respond within five (5) business days of the reminder, approval is deemed given for that use, in that wording, in that placement, at that URL or in that identified material, and for nothing else. The five business days run from the reminder, not from the original request. Approval is never deemed given where no reminder was sent, or where the underlying request was not valid under section 6.1.

A response withholding approval, asking for a change, or asking for more time is a response, and stops the period running. Relae may then send a fresh request.

Business days are days other than Saturday, Sunday, and a statutory holiday in the Province of Ontario.

6.4 What can never be deemed approved

Approval is never deemed given, and must always be obtained expressly in writing, for:

(a) any use that states or implies that the Customer endorses or recommends Relae, or is satisfied with Relae, beyond a factual statement that the Customer uses the Services; and (b) any use in paid advertising, sponsored placement, or any material whose distribution Relae pays for.

Silence is never approval for either of these, however many reminders are sent.

7. Consideration

The parties record expressly what each is giving for what, so that it is not left to be inferred:

(a) the Customer grants the reference rights in section 6 in consideration of the Founding Rate in section 5 and of Relae's obligation to hold that rate for the period stated; and (b) Relae grants the Founding Rate and undertakes to hold it for that period in consideration of the reference rights in section 6, and of the Customer entering into this Order Form.

Where the Customer declines reference rights, the Founding Rate and the rate hold are given in consideration of the Customer entering into this Order Form alone, and remain fully binding on Relae.

8. Signature, counterparts, and electronic execution

This Order Form takes effect when it is signed by the Customer and countersigned by Relae. Neither signature alone creates the agreement.

The parties consent to transacting by electronic means and to signing this Order Form electronically. Each party agrees that an electronic signature is the equivalent of a manual signature, that this Order Form is not invalid or unenforceable by reason only of being in electronic form, and that it may be introduced in evidence in that form. Neither party will contest the validity, enforceability, or admissibility of this Order Form on the ground that it was created, signed, or retained electronically.

This Order Form may be executed in counterparts, each of which is an original and all of which together are one instrument. A counterpart delivered by electronic transmission, including through an electronic signature service, is as effective as delivery of an original.

The record kept of a signed Order Form, including the signature image, the signer's name and email, the network addresses from which the document was opened and signed, and the completion certificate, is described in the Privacy Policy (Document 3) under Agreement Records, together with how long it is kept and why.

9. Which versions applied

This Order Form records the versions of the Agreement and the incorporated policies that were in force on its effective date. That is a record, not an election: it does not pin those versions and it does not displace the amendment-on-notice right in clause 19.

The version pinning mechanism in clause 18A of the Master Subscription Agreement is not exercised by this form. Where a Customer and Relae agree to pin versions, they do so under clause 18A and state it there. Pinning never applies to the Data Processing Agreement (Document 4), the Privacy Policy (Document 3), or the sub-processor register, which must remain able to track actual processing.

Schedule A: the founding customer programme

This Schedule records what Relae and the Customer each hope the founding customer relationship will involve. It is set out so that both sides have the same expectations in writing, and for no other purpose.

A.1 Status of this Schedule

Nothing in this Schedule creates a legally binding obligation on either party. This Schedule is not a condition of the Agreement or of this Order Form, and nothing in it is a representation, warranty, or covenant.

Failure by either party to do anything described in this Schedule:

(a) is not a breach of this Order Form or of the Agreement; (b) is not a ground for terminating either, and is not a condition whose non-fulfilment affects either; and (c) is not a ground for withholding, reducing, adjusting, or refunding any fee, and does not affect the Founding Rate or the rate hold in section 5.

If any provision of this Schedule is nevertheless held to be legally binding, that holding does not affect any other provision of this Schedule, each of which continues to be non-binding, and does not affect the remainder of this Order Form or of the Agreement.

For the avoidance of doubt, the reference rights in section 6 are binding and are not part of this Schedule.

A.2 What Relae hopes to offer

Direct access to the people building the Platform, rather than a support queue. Early sight of capabilities before general release, where the Customer wants it. Time spent understanding the Customer's own way of working, and a genuine attempt to reflect it in the Platform.

A.3 What Relae hopes for in return

Candid feedback, including when something does not work. Occasional conversations about how the Customer's fundraising actually runs. Willingness to consider, without any obligation to agree, a written case study under section 6.

Last updated: 18 August 2026.