Confidentiality Agreement (Revenue Recovery Engagement)

This confirms limited confidentiality + non-use terms for post-decision revenue recovery evaluation and execution. No obligation to proceed. Data remains Company property.

Parties

Company Name

Agreement Date

Company Representative Name

Company Representative Title

Operator Name

Governing State

Acknowledgments (checkbox = acceptance)

Operator may use Company information only for the Permitted Purpose (post-decision revenue recovery). All customer, deal, pricing, and CRM data remains the sole property of Company. Operator will not disclose Company Confidential Information to any third party. Operator will not copy, resell, transfer, or repurpose Company data outside this engagement. Confidentiality and non-use obligations survive termination. Nothing here obligates either party to proceed with any business relationship.

Agreement Text (read-only)

1) Purpose: Company may disclose confidential information solely for evaluating and executing post-decision revenue recovery activities (the “Permitted Purpose”).

2) Confidential Information: Includes customer/prospect lists, deal data, proposals, pricing, estimates, CRM records, communications, transaction history, processes, and internal metrics—whether oral, written, electronic, or visual.

3) Exclusions: Confidential Information does not include information that is public through no fault of Operator, lawfully known prior to disclosure, or independently developed without use of Company information.

4) Obligations: Operator will protect Confidential Information, use it only for the Permitted Purpose, and not disclose it to third parties.

5) Non-Use: Operator will not use Company Confidential Information for Operator’s own benefit or any third party outside the Permitted Purpose. No ownership or license is granted beyond limited use stated here.

6) Data Containment & Access: Activity may be conducted in an isolated environment. Upon termination or written request, Operator will cease use and relinquish access.

7) Term & Survival: Effective as of the date above. Confidentiality and non-use obligations survive termination.

8) Governing Law: The laws of the State specified above.

Signatures

Company Representative Signature

Operator Signature

Tip: If you want the form to be “Company-only signature,” I can remove the Operator pad and auto-stamp the Operator name/date.