ConnectWise Master Agreement and Addendums (2026-07-01)
Catalog row in Vendor License Sources · Cited
- Kind
- Contract
- Format
- Applies to
- All ConnectWise Offerings, including trials and Free Offerings. Master Terms sections 1 to 16 (definitions incl. Agent, Named Users, Authorized Use Limitation; usage limits; fees; free trial; tracking; term and renewal; audit; governing law), then the SaaS Addendum (SaaS licence grant, Managed Services grant, evaluation, overage, monthly minimum), the Software Addendum (on-premises subscription and perpetual licences, Automate managed-services grant, Assurance) and the Services Addendum (professional services, Education, Prepaid Funds). Headed "Revised July 1, 2026".
- Aliases
- Master Agreement; Master Terms; SaaS Addendum; Software Addendum; Services Addendum
- Evidence
- Agent definition
- Named User definition
- Billing Metric definition
- ConnectWise Free Trial and Free Offerings terms
- ConnectWise SaaS Evaluation Period terms
- ConnectWise Monthly Minimum terms
- ConnectWise Assurance terms
- One Agent per operating system instance, including virtual partitions
- Named User credentials may not be shared
- Devices and processes with their own credentials can count as Named Users
- Exceeding an Authorized Use Limitation requires a new Schedule or payment
- SaaS overage is treated as an order and billed
- Offerings track Agents, users and usage; customer may not hinder tracking
- Non-perpetual offerings stop without periodic authorisation
- Subscriptions and Assurance renew automatically unless 60 days’ notice is given
- Licensed quantities cannot be decreased during a subscription term
- Renewal at a lower volume is re-priced
- Price increases at most once every 12 months with 30 days’ notice
- Invoices are deemed accepted unless disputed within 10 days
- ConnectWise may audit on 30 days’ notice, normally once per calendar year
- Competitors may not use ConnectWise Offerings without consent
- Assignment requires ConnectWise consent
- MSP licensees may sublicense the agent to End Users only to deliver Managed Services
- Authorized Users exclude outsourcers and MSPs
- SaaS Agents left after evaluation become a paid subscription (USD 250 monthly minimum)
- SaaS evaluation limited to internal network and five End User sites
- Free trials are for non-production evaluation only
- Agents visible in the ConnectWise Portal are billable
- Automate for Managed Services is licensed for the designated Operations Center
- Assurance requires the current release
- Perpetual licence refunds use a three-year amortisation
- Prepaid Funds for services and education expire after one year