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When Customer’s Insist on Their Own Paper: A Practical Playbook

Landing a large customer should feel like a win—until their procurement team insists on using a contract template that doesn’t fit the deal. For SaaS and product companies, this mismatch can introduce real legal and operational risk. This Playbook prepared by OGC Partner Jason Karp provides a practical framework for evaluating when a customer’s paper doesn’t align with the underlying transaction, helping teams identify key issues, protect core business interests, and keep deals moving forward.

Disclaimer: This publication should not be construed as legal advice or a legal opinion on any specific facts or circumstances nor an offer to represent you. It is not intended to create, and receipt does not constitute, an attorney-client relationship. The contents are intended for general informational purposes only, and you are urged to consult your attorney concerning any particular situation and any specific legal questions you may have. Pursuant to applicable rules of professional conduct, portions of this publication may constitute Attorney Advertising.

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