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

Navigating sales compensation compliance best practices, image of papers and calculator on desk
Leadership
Navigating Sales Compensation Compliance: Best Practices

More than 60 percent of SEC enforcement actions against companies for financial statement fraud relate to improper revenue recognition. Some of these violations were the result of unethical practices. However,...

Calculating the true cost of compensation - green background featuing - hiring, onboarding, management, technology, support, and training in copy
Leadership
Calculating the True Cost of Sales Compensation: Key Metrics and Considerations

Without a clear understanding of your sales compensation costs, you’re flying blind. It’s impossible to optimize your sales strategy or forecast future profitability accurately. According to Alexander Group, the cash...

inbound lead response time blue background with clock and 5 portraits
Leadership
How to Drive Inbound Leads Response Times

Who needs to improve their inbound lead response strategies?  Timing is everything when it comes to qualifying inbound leads. The possibility of qualifying a prospect drops by a staggering 21X...

Keep up with our content

Subscribe to our newsletter and get fresh insights monthly