{"id":37585,"date":"2024-02-10T07:12:17","date_gmt":"2024-02-10T07:12:17","guid":{"rendered":"https:\/\/www.process.st\/templates\/sales-representative-agreement-template\/"},"modified":"2024-03-05T17:07:15","modified_gmt":"2024-03-05T17:07:15","slug":"sales-representative-agreement-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sales-representative-agreement-template\/","title":{"rendered":"Sales Representative Agreement Template"},"content":{"rendered":"\n<section id=\"identify-the-key-points-to-include-in-the-agreement\"> \n <h2>Identify the key points to include in the agreement<\/h2>\n <div class=\"text-content\">\n   In this task, brainstorm and determine the essential points that need to be incorporated into the Sales Representative Agreement. Consider aspects like sales targets, commissions, intellectual property, non-compete clauses, and any other critical factors. This task sets the foundation for a comprehensive and effective agreement. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List the key points to include in the agreement <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"gather-all-necessary-information-from-both-parties\"> \n <h2>Gather all necessary information from both parties<\/h2>\n <div class=\"text-content\">\n   Ensure you have all the crucial information from both parties involved in the agreement - the company and the sales representative. This information may include contact details, legal names, addresses, identification numbers, and any other pertinent data that will be needed to draft the agreement. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Full legal name of the Company <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Company's address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Company's identification number <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Full legal name of the Sales Representative <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Sales Representative's address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Sales Representative's identification number <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"create-a-draft-of-the-sales-representative-agreement\"> \n <h2>Create a draft of the Sales Representative Agreement<\/h2>\n <div class=\"text-content\">\n   Based on the gathered information and the key points identified, craft an initial draft of the Sales Representative Agreement. Pay attention to the language used, ensuring clarity and comprehension. It serves as the preliminary version that will be refined and modified as necessary. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Draft of the Sales Representative Agreement <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"include-detailed-job-responsibilities-of-the-sales-representative\"> \n <h2>Include detailed job responsibilities of the sales representative<\/h2>\n <div class=\"text-content\">\n   Specify the detailed job responsibilities of the sales representative in the agreement. This ensures a clear understanding of expectations and helps align the representative's duties with the company's objectives. Emphasize areas such as lead generation, customer acquisition, client relationship management, and reporting requirements. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List the detailed job responsibilities of the sales representative <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"outline-the-term-and-termination-conditions-of-agreement\"> \n <h2>Outline the term and termination conditions of agreement<\/h2>\n <div class=\"text-content\">\n   Highlight the duration or term of the agreement, along with the conditions under which it can be terminated. Consider factors such as notice periods, performance criteria, and any specific circumstances that may allow either party to terminate the agreement. This helps ensure clarity and stability for both parties involved. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the term of the agreement <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      1 year \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      2 years \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      3 years \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      4 years \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      5 years \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Specify the termination conditions of the agreement <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"specify-the-compensation-plan-for-the-sales-representative\"> \n <h2>Specify the compensation plan for the sales representative<\/h2>\n <div class=\"text-content\">\n   Define the compensation plan for the sales representative in the Sales Representative Agreement. This includes aspects such as the base salary, commissions or bonuses, expense reimbursements, and any other financial considerations. Clearly state the method and frequency of payment as well. \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Specify the base salary for the sales representative <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Explain the commission or bonus structure for the sales representative <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Specify the frequency of payment <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select additional compensation elements <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Performance bonuses \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Stock options \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Profit sharing \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Sales incentives \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Travel allowances \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"note-all-the-confidential-obligations\"> \n <h2>Note all the confidential obligations<\/h2>\n <div class=\"text-content\">\n   In this task, outline the confidential obligations that both the company and the sales representative need to adhere to. This may include the protection of proprietary information, customer data, trade secrets, and any other sensitive or confidential material. Clearly define the scope, duration, and consequences of breaching these obligations. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List the confidential obligations to be included in the agreement <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"include-dispute-resolution-mechanism-within-the-agreement\"> \n <h2>Include dispute resolution mechanism within the agreement<\/h2>\n <div class=\"text-content\">\n   Add a dispute resolution mechanism to the Sales Representative Agreement to address any potential conflicts or disagreements between the parties. Consider options such as mediation, arbitration, or escalation processes, providing a fair and efficient way to resolve disputes. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the preferred dispute resolution mechanism <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Mediation \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Arbitration \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Litigation \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Negotiation \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Escalation \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"legal-review-of-the-drafted-sales-representative-agreement\"> \n <h2>Legal review of the drafted Sales Representative Agreement<\/h2>\n <div class=\"text-content\">\n   Seek legal expertise to review the drafted Sales Representative Agreement before finalizing it. This ensures compliance with applicable laws and regulations, as well as the inclusion of necessary clauses for protection and enforceability. Address any potential legal issues or concerns identified during the review. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the legal consultant for review <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-legal-consultant\"> \n <h2>Approval: Legal Consultant<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Legal review of the drafted Sales Representative Agreement<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"make-necessary-changes-upon-legal-consultants-feedback\"> \n <h2>Make necessary changes upon legal consultant's feedback<\/h2>\n <div class=\"text-content\">\n   Carefully consider and address any feedback or recommendations provided by the legal consultant during the review process. Modify the Sales Representative Agreement accordingly, ensuring its legal integrity and compliance. Collaborate with the legal consultant, if required, to resolve any outstanding concerns or points of clarification. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe the changes made based on the legal consultant's feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"send-the-amended-draft-for-review-to-both-parties\"> \n <h2>Send the amended draft for review to both parties<\/h2>\n <div class=\"text-content\">\n   Distribute the amended draft of the Sales Representative Agreement to both the company and the sales representative for their review. Emphasize the importance of carefully reviewing the document and highlighting any concerns or suggested modifications necessary. Encourage open communication to ensure a mutually agreeable final agreement. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the person from the company for review <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the sales representative for review <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"incorporate-the-suggestions-and-modifications-from-both-parties\"> \n <h2>Incorporate the suggestions and modifications from both parties<\/h2>\n <div class=\"text-content\">\n   Collate and review the suggestions and modifications received from both the company and the sales representative. Carefully consider each input and incorporate the agreed-upon changes into the Sales Representative Agreement. Strive for a balanced and fair representation of both parties' interests. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe the suggestions and modifications from both parties <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-both-parties\"> \n <h2>Approval: Both Parties<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Send the amended draft for review to both parties<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Incorporate the suggestions and modifications from both parties<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-the-final-copy-of-sales-representative-agreement\"> \n <h2>Prepare the final copy of Sales Representative Agreement<\/h2>\n <div class=\"text-content\">\n   Based on the incorporated feedback, finalize the Sales Representative Agreement. Ensure that all changes, clauses, and obligations are correctly reflected in the document. Double-check for consistency, clarity, and accuracy before proceeding to the signing stage. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Final copy of the Sales Representative Agreement <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"get-the-sales-representative-agreement-signed-by-both-parties\"> \n <h2>Get the Sales Representative Agreement signed by both parties<\/h2>\n <div class=\"text-content\">\n   Arrange for the signing of the Sales Representative Agreement by both the company and the sales representative. This signifies their acceptance and agreement to the terms and conditions outlined. It is essential to obtain the proper signatures and ensure the document's legal validity. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date of signing <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"arrange-for-a-notary-public-to-witness-and-seal-the-agreement\"> \n <h2>Arrange for a notary public to witness and seal the agreement<\/h2>\n <div class=\"text-content\">\n   Engage a notary public to witness the signing of the Sales Representative Agreement. Their presence and official seal help validate and authenticate the agreement. Coordinate with the notary public to ensure their availability at the scheduled signing arrangement. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Select the notary public for witnessing <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"distribute-executed-copies-to-all-parties\"> \n <h2>Distribute executed copies to all parties<\/h2>\n <div class=\"text-content\">\n   Ensure that all parties involved receive an executed copy of the Sales Representative Agreement. Email or deliver the copies promptly, ensuring that each party has their own signed version for reference and record-keeping purposes. Maintain clear communication regarding the distribution process and confirm receipt. \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email address of the company <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email address of the sales representative <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"store-the-completed-sales-representative-agreement-in-company-records\"> \n <h2>Store the completed Sales Representative Agreement in company records<\/h2>\n <div class=\"text-content\">\n   Organize and store the completed Sales Representative Agreement in the company's records. Ensure it is easily accessible for future reference, audit, or legal requirements. Determine the appropriate location or system for storage, taking into consideration privacy and security measures. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload the completed Sales Representative Agreement <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Identify the key points to include in the agreement In this task, brainstorm and determine the essential points that need to be incorporated into the Sales Representative Agreement. Consider aspects like sales targets, commissions, intellectual property, non-compete clauses, and any other critical factors. This task sets the foundation for a comprehensive and effective agreement. List [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcbc","cover_icon_url":"","tasks_count":"19","template_description":"Streamline your sales rep agreement process with our comprehensive workflow, addressing key points, draft creation, legal review, signing, and storage.","template_id":"o4Gj5NVkuKtsmk3mWwtIig","task_0":"Identify the key points to include in the agreement","task_slug_0":"identify-the-key-points-to-include-in-the-agreement","task_1":"Gather all necessary information from both parties","task_slug_1":"gather-all-necessary-information-from-both-parties","task_2":"Create a draft of the Sales Representative Agreement","task_slug_2":"create-a-draft-of-the-sales-representative-agreement","task_3":"Include detailed job responsibilities of the sales 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