Free pilot agreement template overview

Pilot Agreement template

Pilot agreements cover time-boxed evaluations before a production MSA or subscription. They focus on scope, success criteria, data use, and conversion.

Sample pilot agreement outline with placeholders for a limited proof of concept.

PILOT AGREEMENT

This Pilot Agreement (the "Agreement") is entered into as of [Effective Date], by and between [Party A], [Entity Type], with an address at [Address] ("Party A"), and [Party B], [Entity Type], with an address at [Address] ("Party B").

1. Pilot scope. Provider will make the [Product] available for a pilot lasting [Pilot Duration] for up to [User Limit] users.

2. Success criteria. The parties will evaluate the pilot against [Success Criteria]. Results are for internal evaluation only unless otherwise agreed.

3. Data use. Customer data provided for the pilot may be used only to run the evaluation and will be deleted or returned within [Data Return Period] after the pilot ends.

4. Conversion. If Customer elects to proceed, the parties will enter a production agreement on or before [Conversion Deadline].

Party A: [Party A] By: ________________________________ Name: [Signatory] Title: [Title]

Party B: [Party B] By: ________________________________ Name: [Signatory] Title: [Title]

Prefer a guided fill-in?

Keep the raw template if you like editing in Word. Or use Formable's free contract creator for guided clause choices and a filled-in draft from the same template—no paid plan required.

FAQ

  • Should a pilot be free?

    Many are fee-waived or discounted, but the template still needs liability, data, and IP rules even when no fees are due.

Sources: Nolo: Framework contracting for multi-phase engagements

Next step for your Pilot

Download the placeholder file, or create a filled-in draft with the free contract creator—party names, purpose, and governing terms included.

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