Tools on Sales and Marketing

Vice President of Marketing Job Description

The Vice President of Marketing Job Description is used by companies as a template to create an accurate description of the position for potential applicants. The Vice President of Marketing Job Description provides standards for their duties, tasks, and qualifications. The description is used when placed in a job posting, and is customizable for your company’s specific usage.  View tool

Marketing Director Job Description

The Marketing Director Job Description is used by companies as a guide for creating a company job description for the Marketing Director position. Use the Marketing Director Job Description to outline the position overview, key job tasks and specifications for the position. The description can be used when defining the role of any of the following types of marketing positions within a company: Marketing Director, Marketing Manager, Marketing Assistant, Marketing Officer, and Marketing Executive. This description is customizable for your company’s usage.  View tool

Sales Forecasting Model

The Sales Forecasting Model is a form used by companies to predict future sales based on past sales performance and an analysis of expected market conditions. The Sales Forecasting Model is used to organize data that will be used to analyze future sales. This form is customizable to fit your company’s specific needs.  View tool

Bulk Sales Contract

The Bulk Sales Contract is a contract between a seller of a large quantity of a good and a purchaser, outlining the terms and conditions for the sale of the good. This Bulk Sales Contract is an attorney-drafted document that will ensure your sale or purchase of bulk goods is clearly laid out and documented, and includes many customizable features including a deposit, price information, and deliver options.  View tool



Ancillary Services Fee Policy

The Ancillary Services Fees Policy is an official document that outlines the five criteria of the eligibility determination process that Ex-Im Bank uses to determine whether ancillary service fees are eligible for financing as part of the Ex-Im Bank supported export transaction to which the ancillary services relate. The Ancillary Services Fees Policy is available in an online version on Ex-Im Bank's website.  View tool

Advertising Insertion Order Form

The Advertising Insertion Order Form is used by individuals and entities to buy advertising space in a printed medium. The Advertising Insertion Order Form provides sections for advertiser information, insertion schedule, total, and payment information. This form is downloadable and should be used for your specific usage.  View tool

Agency Long Term Master Guarantee Agreement

The Master Guarantee Agreement (Agency-Long Term Credits) outlines the details of a guarantee agreement between a specified agent and the Export-Import Bank of the United States. A Master Guarantee Agreement enables an agent (acting on behalf of a lender) to establish long term export financing credit and extend financing guaranteed by Ex-Im Bank for the benefit of borrowers approved by Ex-Im Bank under transactions.  View tool

Agency MGA Form of Request

The Master Guarantee Agreement (Agency-Long Term Credits) outlines the details of a guarantee agreement between a specified agent and the Export-Import Bank of the United States. A Master Guarantee Agreement enables an agent (acting on behalf of a lender) to establish long term export financing credit and extend financing guaranteed by Ex-Im Bank for the benefit of borrowers approved by Ex-Im Bank under transactions.  View tool

Agreement to Rescind Contract of Sale

Agreement to Rescind Contract of Sale is an agreement between a buyer and seller to cancel a contract of real estate sale between the parties. The Agreement to Rescind Contract of Sale provides blanks for the “Seller” and “Buyer” to be customized to fit your specific needs.  View tool

Annex B: Authorized Officer Designation Notice

The Annex B: Authorized Officer Designation Notice is a form that lists the officers of the lender who have completed the Ex-Im Bank "Delegated Authority Lender" training course and are therefore designated as Authorized Officers. This form tabulates information regarding the Authorized Officers, specimen signatures and the date that training was completed.  View tool

Anti-Lobbying Certificate

The Anti-Lobbying Certificate is a legal document signed by an exporter or local cost provider promising that no federal appropriated funds have or will be paid by the exporter to any person for the purpose of influencing an officer or employee of any federal agency. Submission of the Anti-Lobbying Certificate is a prerequisite for making or entering into an agreement enforced by the U.S. code that places a limitation on use of appropriated funds to influence certain federal contracting and financial transactions.  View tool

Application for Master Guarantee Agreement

The Application for Master Guarantee Agreement is an application for a contract between the Export-Import Bank of the United States and a lender. A Master Guarantee Agreement enables a lender to function as an independent financial institution to support U.S. manufactured exports with the Guarantee of the Export-Import Bank of the United States.  View tool

Application for MT Master Guarantee Agreement - Finance Lease

The Application for Master Guarantee Agreement - Finance Lease is an application for a guarantee agreement (Medium Term Credits-Electronic Compliance Program) between the Export-Import Bank of the United States and a finance company with international leasing experience. A Master Guarantee Agreement enables the leasing company to function as an independent financial institution to support U.S. manufactured exports with the Guarantee of the Export-Import Bank of the United States.  View tool

Application for Quotation Export Credit Insurance

The Application for Quotation Export Credit Insurance provides an applicant's basic business and financial information, which the Ex-Im Bank uses to determine a commercial bank's eligibility for support. The information provided will be reviewed to determine the participant's ability to perform and pay under the transaction referenced in this application. The form may also be used for Letters of Credit, Bank Deductible, or Financial Institution Supplier Policies.  View tool

Bill of Sale Template

The Bill of Sale Template is an agreement between two parties whereas the Seller wished to sell and the Buyer wishes to buy the property or assets under the specified terms and conditions. This Bill of Sale Template is used by two parties who agree to conduct the sale without warranties. This agreement is downloadable and customizable for your specific usage.  View tool

Breach of Contract Complaint for Negligence Form

The Breach of Contract Complaint for Negligence Form is used by individuals or entities to notify a party that, due to a negligent breach by the other party, you will no longer be bound by contract, and they may owe you damages. This form is used by any party in a contract where the other party has breached by not paying, not performing, or any other negligent action. This form is customizable to your company's specific usage.  View tool

Business Consultant Contract

The Business Consultant Contract form is an agreement between a company who desires business consulting, and a professional business consultant. The Business Consultant Contract form outlines services performed, payment details, materials, term of agreement, and termination of agreement and can be easily modified by your company when deemed necessary.  View tool

Business Consulting Agreement

The Business Consultant Agreement form is an agreement between a company who desires business consulting, and an independent business consultant. The Business Consultant Agreement form outlines services performed, terms of agreement, time devoted, payment details, etc. and can be easily modified by your company when deemed necessary.  View tool

Call Center Support Outsourcing Agreement

The Call Center Support Outsourcing Agreement is used by a company who desires to retain the services of a call center to provide customer support to potential and current customers of the company. The Call Center Support Outsourcing Agreement is a contract between a company and a call center that outlines the terms and conditions set forth in this agreement.  View tool

Compromise Contract Agreement

The Compromise Contract Agreement is used by companies to settle disputes with employees outside of court. The Compromise Contract Agreement provides that an employee will receive a certain amount of money from the employer, in exchange for agreement that the employee will have no further claims against the employer. The agreement is customizable to fit your company's specific usage.  View tool

Computer Consulting Agreement for Independent Contractors

The Computer Consulting Agreement For Independent Contractors is used by companies to form a subcontract with an independent contractor that is hired to do all or part of the computer consulting work. The Computer Consulting Agreement for Independent Contractors provides a way to improve the efficiency of your business by hiring consultants as independent contractors to complete computer based projects. This agreement is customizable for your company's specific usage.  View tool

Computer Consulting Contract

The Computer Consulting Contract is a template used by companies to form an agreement with a computer consultant to work on certain projects for the company. The Computer Consulting Contract also provides for consultants to make agreements with potential employers. The contract is used when a consultant and employer need to communicate expectations of work and income clearly to each other.  View tool

Consulting Agreement Template

The Consulting Agreement Template is used by a company as a form to create contracts for consultants who develop software. The purpose of the Consulting Agreement Template is to allow for different payment options in exchange for a variety of service options outlined in the document. The agreement is utilized when consultants are hired on for software related work and is customizable for your company's specific usage.  View tool

Consulting Contract

The Consulting Contract is a template used by a company to legally hire a consultant or consulting firm for specific tasks and projects. The Consulting Contract provides a way to establish terms and conditions in detail for the recipients. The agreement is utilized when consultants first begin their work for the business and is customizable for your company's specific usage.  View tool

Consulting Contract Sample Form

The Consulting Contract Sample Form is used by state offices to establish legal agreement for hiring a consultant or consulting firm to perform a specific task or project. The Consulting Contract Sample Form outlines the terms, conditions, and payment options for the contracted work to be performed. This sample form is customizable for your state office's specific usage.  View tool

Consulting Services Agreement

The Consulting Services Agreement is a contract between a company and an independent contractor that sets terms and provisions for a project. The Consulting Services Agreement outlines service delivery, statement of labor, changes in scope and compensation plans. This agreement is used when the consultants sign onto a project is customizable for your company's specific usage.  View tool

Content Policy for Short Term Programs

The Content Policy for Short Term Programs outlines the eligibility criteria for goods and services exported by small business exporters as defined by SBA and non-small business exporters. Ex-Im Bank offers two short term programs-Export Credit Insurance and Working Capital Guarantee. Applicable U.S. content consists of the direct costs and indirect costs associated with the production of the U.S. export.  View tool

Content Provider Agreement

The Content Provider Agreement is used by a party to legally maintain or transfer ownership of content provided to a client. The Content Provider Agreement outlines the terms, payment options, taxation, and confidentiality of the content. This agreement is used when the content created is requested by another party and is customizable for your company's specific usage.  View tool

Contract Addendum

The Contract Addendum form is used by companies to provide a written, legal agreement between both parties for additions or changes to a contract.  View tool