Download a SDR compensation policy template

SDR commission agreement template

We’ve shared downloadable AE compensation policy templates as well as a generic sales commission agreement. Next up: we have an SDR compensation policy template. 

Download the SDR comp policy template


Why use this template for your SDR policy

If you’re involved in sales, you know that one of the key components to success is having a solid commission policy. Yet, these can be tricky to write out for several reasons.

First and foremost, you need to tailor the policies to the company’s specific needs and goals and the sales teams that make up a revenue department. That leads to much back and forth between stakeholders involved in the process.

Additionally, sales compensation agreements consider various factors that can impact compensation, such as the type of product or service being sold, the length of the sales cycle, and the size of the deal. 

What’s more, sales compensation policies must be legally sound and compliant with any relevant regulations or laws, which call for specific language or clauses to ensure that it is legally binding and enforceable.

Finally, sales commission agreements involve money, and money is emotional.

Both the company and the sales team are vested in ensuring that the commission structure is fair and transparent, which can lead to detailed negotiations and complex calculations.

Inside the SDR compensation policy template

To help write your compensation agreement, we created a downloadable SDR commission agreement template. We designed this SDR compensation agreement template so that you can customize it to the unique needs of your SDR team. 

The default plan models the Qualified Opportunity Bonus & Closed Won Commission SDR comp plan example. This compensation plan (one of 20 free comp plan templates from Compensation Hub) pays a flat-rate bonus when the SDR qualifies. Additionally, for any deal the AE closes that the SDR generated the lead for, the SDR earns a commission percentage.

The template also includes sections on commission rates, payment terms, and performance metrics, as well as provisions for disputes and clawback

To automate the distribution and signatures of compensation policies, check out QuotaPath’s Plan Verification feature.

We believe that a strong compensation policy is key to building transparency and trust on your sales team, and we’re excited to share this resource with you.

Download our SDR commission agreement template today and take the first step toward maximizing your sales success!

Try QuotaPath for free

Try the most collaborative solution to manage, track and payout variable compensation. Calculate commissions and pay your team accurately, and on time.

Start Trial

About QuotaPath

QuotaPath automates sales compensation management and commission tracking for scaling GTM teams. Integrate your CRM for trusted and real-time earnings and forecasted earnings data. Simplify commission payouts and communications, and align your teams with a variable compensation source of truth. 

Sign up for a  30-day trial, or book time with our team for a custom demo. 

Related Blogs

comp plan committee and collaboration
Leadership
How to Foster Comp Plan Collaboration and Alignment

October marks the beginning of Comptober at QuotaPath—when teams should begin building their compensation plan proposals for the upcoming year.  As we dive into comp planning, one theme stands out...

Data & Analysis to Begin Comp Planning
Leadership
How to Conduct Data & Analysis to Begin Comp Planning

“Comptober” is a term we use to signify the critical month of October when RevOps leaders begin planning and strategizing their sales compensation for the upcoming year. Starting the compensation...

commission payment agreement template
Leadership
Commission Payment Agreement Template

A commission policy creates alignment and transparency throughout the planning and implementation of a sales compensation plan. This agreement helps reps understand how and when they earn commissions, creates buy-in,...

Keep up with our content

Subscribe to our newsletter and get fresh insights monthly