P R O G R A M G U I D E

Kofax
Global Partner
Program
Guide 2019

February 28, 2019

 Table of Contents
Partnering with Kofax 1
Kofax Global Partner Program Agreement 1
Kofax Global Channel Program Overview 2
Program Benefits 4
Sales Enablement Benefits 5
Marketing Benefits 6
Training Benefits 7
Support Benefits 7
Additional Partner Programs and Designations 8
Competency-Based Partner Types 9
Premier Designation Partner Types 10
Kofax Global Partner Program Terms and Conditions 10
Contact Us 10
Kofax Global Partner Program Requirements and Discount Matrix 11

Exhibits
Exhibit A – Deal Registration Guidelines 12
Exhibit B – Lead Referral Guidelines 14
Exhibit C – U.S. Public Sector Partner Program 15
Exhibit D – Solutions based on Partner Competency Type 17
Exhibit E – Regional Tier Designations 18
Exhibit F – Countries excluded from the Emerging Market discount 19

www.kofax.com
Partnering with Kofax
The Kofax® Global Partner Program offers reseller, referral,
influence, ISV, service provider and system integrator partners
the ability to deliver the most comprehensive Information
Capture, Financial Process Automation and Digital
Transformation capabilities to organizations around the globe.
We view our partner community as an ecosystem, recognizing
that every partner type is valuable and necessary to maintain
the balance of that ecosystem. As a vendor, we believe it is our
responsibility to develop the best products and solutions,
provide competitive pricing and partner enablement to ensure
our partners have the tools and resources they require to
address our customers’ needs building solutions on our
capture, transformation, process management, analytics and
mobile platforms. Kofax recognizes that partners all have
different models and strategies and has designed a partner
program that encompasses, recognizes and rewards all of the
many partner types.
Kofax software enables organizations to Work Like Tomorrow™—
today. Kofax’s Intelligent Automation software platform helps
organizations transform information-intensive business
processes, reduce manual work and errors, minimize costs, and
improve customer engagement. We combine RPA, cognitive
capture, process orchestration, mobility and engagement, and
analytics to ease implementations and deliver dramatic results
that mitigate compliance risk and increase competitiveness,
growth and profitability. Kofax provides a rapid return on
investment for over 20,000 customers in financial services,
insurance, government, healthcare, supply chain, business
process outsourcing and other markets. Kofax delivers its
software and solutions through its direct sales and services
organization and more than 650 indirect channel partners and
integrators in more than 60 countries throughout the
Americas, EMEA and Asia Pacific. For more information,
visit kofax.com.
Together, Kofax and its global partner community are dedicated
to providing exceptional ROI to customers worldwide.
Kofax Global Partner Program Guide – 2019 1
Kofax Global Partner Program Agreement
The Kofax Global Partner Program provides consistent
requirements and policies that are effective on a global basis.
All partners are required to sign a Kofax Global Partner
Program agreement.
Requirements to Resell Software
In order to resell Kofax software, Partners must be authorized,
have a counter-signed Kofax Global Partner Program
agreement and meet the certification criteria for the specific
software to be sold. Partners may be able to resell software for
which they are not certified, subject to Kofax approval and
provided they resell the applicable Kofax Professional Services
and support.
Price Book
The Kofax Global Price List is available to authorized Kofax
partners via the Kofax Partner Portal (partner.kofax.com). This
document will be updated when needed, please ensure you
reference this before providing any pricing.
Authorized Sales Territories
The Kofax Global Partner Program Agreement authorizes
partners by geography: Americas, EMEA or Asia Pacific.
Partners may qualify to resell in multiple territories; however, a
global version of the Kofax Agreement is required. Certification
prerequisites and other contractual provisions apply, and a
global agreement requires Kofax executive management
approval. Please contact the Kofax Partner Strategy &
Development team for additional details.
In general, partners must have completed technical certification
to be able to resell, implement and provide support for Kofax
software solutions. Partners without product certifications are
eligible for the referral and influence program, and in some
circumstances, limited reselling with the assistance of Kofax
Professional Services. Only Partner Employees with
certifications on the product in question will be able to open
cases and log issues with Support.
Kofax Global Channel Program Overview discount on net software licenses, exclusive access to events
and sponsorship by key Kofax management.
Program Achievements, Tiers and Requirements
Kofax offers a tiered program structure with benefits that Gold Partner

increase as partners increase revenue commitment, product Gold tier partners demonstrate a significant commitment to

knowledge and technical expertise. Program requirements are Kofax and have a proven track record of delivering the highest

structured to recognize a partner’s investment in and value to customers. Gold partners also demonstrate expertise

contribution to delivering solutions that drive joint success. in Kofax solutions and consistently achieve revenue targets.

The higher the partnership tier, the greater the combined Kofax rewards Gold partners with added program benefits,

commitment and collaborative resources to achieve and including extensive access to sales resources, marketing

sustain the partnership momentum. incentives and support assistance.

Program achievement tiers for partners are determined by Associate Partner

annual net software license revenue to Kofax and are based on Partners at the Associate Partner tier are either beginning a

Partner’s geographic location and sales territory. In addition to partnership with Kofax, or developing a business model that

revenue attainment, there are additional requirements includes Kofax products and services around their solution or

resellers must meet at specific tier levels, including but not services offerings. Partners at this tier enjoy a broad range of

limited to number and type of technical training certifications benefits and resources from Kofax.

and customer success references. The following revenue

Please reference the Kofax Global Partner Program
sources qualify towards a partner’s annual tier status:
Requirements Matrix and Discount Matrix for specific

• Net software license revenue from purchases made directly requirements by tier level.

from Kofax
Global Partner Program Regions
• Net software license revenue to Kofax from purchases
made through Kofax authorized distributors Partners’ Regional Tier designation is based on the country

• Net software license revenue from documented and closed each Partner is located in. A general description of Tier

opportunities made through approved Kofax Lead Referral classifications are as follows:

Program
• Region 1 represents highly-populated countries with large,

Global Partner Program developed economic markets

• Region 2 represents moderately-populated countries with
Platinum Partner
mid-sized economic markets
The Platinum tier is the highest achievement level within the
• Region 3 represents moderately- to less-populated
program. Platinum partners that have been invited to join this
countries with smaller economic markets
level must provide a significant commitment and require
product and solution experience. Platinum partners must A detailed list of countries and associated tiers can be found in

commit to having technical and sales personnel trained on a Exhibit E.

broad selection of Kofax products, as well as expertise in Smart

Process Applications (SPAs). With the increased commitment
comes increased benefits, which include an additional margin

Kofax Global Partner Program Guide – 2019 2

Customer Information / Order Information Form
Each order placed by a partner must be accompanied by an
Order Information Form that includes the end-user company
name and address and the maintenance and business contact
name, address, phone and e-mail information.

Partner Status Review

Kofax reviews partner status on a semi-annual basis during the
months of January and July. The primary program tier-setting
review is held in January. Partners that attain the requirements
for the next program tier, as applicable, will be notified by the
end of February of each year and new benefits will take effect
within 30 days.

Partners must be in good standing to be eligible for the benefits

of the higher tier. Kofax will perform audits during the semi-
annual status reviews to ensure partners have achieved at least
40 percent of annual tier revenue attainment goals (at mid-
year), all training and certifications meet designated tier
requirements and other tier level requirements have been met.

The annual review will also measure partner on-time

maintenance renewals. Partners found to be consistently
delinquent in their maintenance renewals, defined as less than
a 90 percent on-time performance of renewals, may be subject
to a one-tier reduction in their maintenance renewal discount
at Kofax’s discretion.

Kofax Global Partner Program Guide – 2019 3

Program Benefits
Kofax Global Partner Program participants are eligible to receive a variety of sales, marketing and support benefits. Resources are
provided to help partners successfully sell and support Kofax solutions and services. Program requirements and benefits are
structured to complement different business models and vary by tier level.

The following chart provides an overview of program benefits summarized by tier level, with additional information regarding each
benefit detailed below the chart. The Benefits included in the Kofax Partner Program will begin once the Partner Fee has been paid.

Program Benefits Matrix

Program Benefit: Sales Enablement Associate Gold Platinum
Pre-Sales Telephone Support Yes Yes Yes
Not-for-Resale (NFR) Software Yes Yes Yes
Online Sales Enablement Courses Yes Yes Yes
Lead Referral No Yes Yes
Deal Registration Distribution Yes Yes
Joint Business Planning Sessions Distribution Eligible Yes
Executive Business Briefings Distribution Eligible Yes
Joint Customer Briefings Yes Yes Yes
Sales Leads No Yes Yes
Online Configuration and Sales Tools Yes Yes Yes

Program Benefit: Marketing Associate Gold Platinum

Kofax Partner Portal Access Yes Yes Yes
Kofax Partner Logo Yes Yes Yes
Channel Marketing Funds No Eligible Preferred
Appointed Marketing Support No No Yes
Kofax Marketing Events and Promotions Yes Yes Yes
Success Stories Eligible Eligible Eligible
Marketing and Promotional Materials Yes Yes Yes
Kofax Partner News Brief Yes Yes Yes

Program Benefit: Training Associate Gold Platinum

Technical Training and Product Certification Program Eligible Eligible Eligible
Partner Training Discounts 15% 15% 15%
Certification Training Program Vouchers 2 5 10
Free Channel Webinars Yes Yes Yes

Program Benefit: Support Associate Gold Platinum

Web-based Support Yes Yes Yes
Software Maintenance and Support Services Renewal Assistance Yes Yes Yes
Escalation Handling Yes Yes Yes
Not-for-Resale (NFR) Software Support for Partners Yes Yes Yes

Program benefits are designed to help Kofax partners source new opportunities, gain a competitive advantage and close business.

Kofax Global Partner Program Guide – 2019 4

Sales Enablement Benefits
Product Discounts
Kofax partners are eligible for product discounts that increase
by program tier. A counter-signed Kofax Global Partner
Program Agreement must be on file to qualify for discounts.
Please reference the Kofax Global Partner Program
Requirements and Discount Matrix below for specific
requirements by tier level and geography.
Partner Enablement
Upon entry into the Kofax Global Partner Program, partners
are provided with Not-for-Resale (NFR) software and access
to the Kofax Partner Portal.
Partners, depending on their tier, have access to Partner
Account Managers, Territory Sales Representatives, Partner
Development Managers, Sales Engineers, Support
Representatives, and Distribution Partners to answer sales,
product, licensing and other pre-sales questions, and to help
close business.
Not-for-Resale (NFR) Software
Not-for-Resale (NFR) Software is issued to partners for their
internal and limited use. NFR software can be used at partner
training facilities and briefing centers to demonstrate product
functionality to prospects and customers, train employees and
provide support to end users. NFR software may not be used on
internal production networks, resold or otherwise transferred or
distributed. Solution Partners will receive special approval for
use of NFR software develop and test solutions. Partners must
note that NFR software is not intended as a development
platform for delivering customer solutions. NFR Software is
distributed to new partners with the Program Welcome Kit.
Partners are eligible to receive additional NFR software upon
the successful completion of a Kofax technical certification
course. New versions of NFR Software are made available to
partners in conjunction with major Kofax product releases via
the electronic fulfillment process.
Kofax Global Partner Program Guide – 2019 5
Partners wishing to provide evaluation copies of software to
potential end users can request such through their appointed
Sales Support Representative.
Online Sales Enablement Courses
A web-based training platform designed to enable Kofax
partners to better understand and sell Kofax solutions is
available for all authorized partners. This self-paced training
includes high-quality courses covering key Kofax products and
services, and each course includes narration and online tests.
Active Kofax partners are eligible to receive unlimited training
and online sales enablement training is offered at no cost.
Deal Registration
The Deal Lead Registration Program defines a process for
managing and protecting prospect opportunities generated by
a partner. Kofax partners must meet the requirements and
adhere to the terms and conditions outlined in the Kofax Deal
Registration Program Guidelines when submitting a prospect
opportunity or “lead” for registration. For additional details,
please review the Kofax Deal Registration Guidelines, Exhibit A.
Note: For Deal Registration of U.S. Public Sector opportunities,
please refer to the U.S. Public Sector Guidelines, Exhibit C.
Lead Referral
Partners can earn a referral fee and tier level revenue credit for
a qualified lead shared with Kofax that results in the sale of
Kofax products. Upon acceptance of a lead referral, Kofax
manages all activities associated with finalizing the deal, along
with providing customer billing and support. Deal size
prerequisites and additional eligibility requirements apply.
Contact your Kofax Representative for additional details and
refer to the Lead Referral Guidelines document, Exhibit B.
Joint Business Planning Session
Eligible partners have the opportunity to participate in joint
business planning sessions with key Kofax resources. Emphasis
is placed on partner account management, solution
development and pipeline generation. Joint business planning
sessions can be scheduled with a designated account manager.
Executive Reseller Business Briefings
Platinum-level partners will have access to annual briefings
with key Kofax executives and technical resources. Briefings
are hosted at Kofax offices or associated to a Kofax sponsored
event. Partners will be informed of and can schedule briefings
via their Kofax Partner Account Manager.
Joint Customer Briefings
Designated partner tiers are eligible to co-host joint customer
briefings at Kofax offices worldwide. Partners can schedule
briefings with a Kofax account manager.
Kofax Partner Logo
Branding is a key component of the Kofax Global Partner
Program, and a partner’s relationship with Kofax is symbolized
by the Kofax Partner Logo. Companies all over the world
recognize Kofax as a market leader and partners have the
advantage of leveraging this valuable market position and
brand strength each time the Kofax Partner Logo is displayed.

Sales Leads
Partners are eligible to receive sales leads produced from
Kofax-generated marketing campaigns and events. Leads are
distributed at the sole discretion of Kofax and vary by region.

Online Configuration and Sales Tools

Various sizing, calculators and configuration tools and guides are Logos include program tier designations and are subject to

available for reference and download from the Kofax Partner Portal.
Marketing Benefits
Marketing benefits include scalable programs and resources to
support go-to-market initiatives and assist Kofax partners in
increasing market exposure. Please contact your Kofax
Channel Marketing team.
Kofax Partner Portal Access
http://partner.kofax.com
The Kofax Partner Portal is a password-protected portal for
trademark policies and branding guidelines. Branding
guidelines and instructions on how to obtain program logos are
available on the Kofax Partner Portal.
Appointed Marketing Support
Platinum-level partners can qualify for access to assigned
marketing resources for assistance in developing marketing
initiatives that increase and accelerate lead acquisition.
Contact your Kofax Representative.
Kofax Marketing Events and Promotions
Kofax hosts a variety of marketing events and initiatives on a

Kofax partners. It includes features to assist in managing regional basis, including conferences, road shows, launches and

account information, contacts, deal registration, lead webinars to which eligible partners may be invited to attend or

distribution and more. The Kofax Partner Portal also includes a participate.

Content Library offering a comprehensive collection of sales

Success Stories
and marketing tools, product information, webinar recordings
Kofax works with partners to promote joint customer wins and
and technical resources designed to enable our partners to
customer success stories. Kofax determines eligibility for creating
effectively sell and support Kofax solutions.
customer news and success stories on a case-by-case basis.
Please contact your Kofax Representative to discuss
opportunities to promote joint customer wins and success stories.

Kofax Global Partner Program Guide – 2019 6

Kofax Marketing and Promotional Materials
Most Kofax marketing materials, such as data sheets,
brochures, white papers and customer success stories are
available for download on the Kofax Partner Portal and from
the Kofax web site (http://www.kofax.com). Partners can search
for content within the partner portal by keywords and tags to
filter on the search results to effectively pinpoint the content
that meets their needs.
Go Social
Kofax Go Social is a free social media platform that allows
partners to quickly and easily build brand advocacy and serves
as a powerful social selling tool. It includes an online hub of
shareable content to gain quick access to thought leadership
content, expand professional networks, grow pipeline and
build individual and company brands.
Kofax Partner News Brief
The Kofax Partner News Brief is a quarterly newsletter that
includes timely information on Kofax products, partner program
announcements, education opportunities and events. The
newsletter is distributed to authorized partners via e-mail
where they have opted in for marketing communications. In
order to
opt-in please go to https://www.kofax.com/go/subscription-
preference-center and check the box for Kofax Partner
Communications.
Training Benefits
Partner readiness and technical expertise is paramount to
successful customer engagements. Kofax offers a variety of
training options designed to enhance product knowledge,
meet partner certification requirements and accelerate
customer ROI. For additional information on Kofax training
opportunities or to register for a training course, visit the Kofax
website for details.
Kofax Global Partner Program Guide – 2019 7
Technical Training and Certification Program
Kofax provides award-winning training delivered by Kofax staff
at headquarters or regional training facilities, online or on
demand. Partners are eligible to obtain Kofax product-specific
certifications and status.
Training Vouchers
All partners will be eligible to receive training vouchers by
participating in the new Certification Training Program. Kofax
Certification Training will be made available to Partners at a
heavily discounted rate with bundled kits for each Partner Tier.
Participation in the program is optional, one bundle per
Partner per year.
Partner Training Discounts
Partners receive discounts to participate in Kofax instructor-
led and online training courses. Training courses are offered by
Kofax Education Services.
Free Channel Webinars
Kofax offers a series of webinars on topics that are particularly
relevant to partners. These online events provide a quick way
to enhance knowledge of Kofax products. Webinar topics
typically encompass product overviews, sales training and
product positioning as well as technical topics. Information on
webinars is posted on the Kofax Partner Portal and
communicated in e-mail notifications and the monthly Kofax
Partner News Brief.
Support Benefits
Support benefits serve as the foundation for delivering and
supporting Kofax products and technologies. For additional
information on Kofax support resources please refer to the
Kofax Global Partner Program agreement.
Web-based Technical Support
Partners have access to an extensive knowledge base, online
technical information, FAQs, configuration tools and software
downloads: http://knowledge.kofax.com
Kofax Maintenance and Support Services
Please refer to the Software Maintenance and Support section,
Schedule B of your reseller agreement for details.
Software Maintenance and Support Services Renewal
Assistance
Kofax will provide quotations to the partner of record for all
maintenance renewals. It is standard procedure for Kofax not to
offer competitive maintenance renewal quotations to partners
that are NOT the partner of record without the proper
notification from an end user customer requesting a change in
partner for future support in maintenance. Contact a Kofax
Maintenance and Support Renewal representative for
assistance. (Note: for all U.S. Public Sector Maintenance
Renewals, Carahsoft will provide such assistance.)
Escalation Handling
Kofax Support Services provides partners with assistance in
managing the escalation process for critical customer
support issues.
Not-for-Resale (NFR) Software Support for Partners
Partners are eligible to receive standard-level support for NFR
software during regular Kofax business hours, Monday - Friday,
excluding holidays.
Additional Partner Programs and
Designations
U.S. Public Sector Partner Program
(Kofax Software and United States Only)
As a component of the Kofax Global Partner Program, Kofax has
implemented the U.S. Public Sector Partner Program applicable to
Kofax software. This program delivers significant benefits to partners
who resell to U.S. Public Sector customers. Partners will register their
Kofax software U.S. Public Sector opportunities, request quotes and
place orders through Kofax’s Public Sector distribution partner,
Carahsoft. For additional information, please reference the Exhibit C
of this guide, the Kofax Global Price List and the U.S. Public Sector
Partner Program—Frequently Asked Questions (FAQ) available on
the Kofax Partner Portal at partner.kofax.com.
Kofax Global Partner Program Guide – 2019 8
Associate Partners Reselling Kofax Solutions
For Associate Partners that resell Information Capture, Financial
Process Automation and Digital Transformation solutions, Kofax
will provide a 10 percent discount on orders placed directly with
Kofax. Associate Partners are strongly encouraged to work with
distribution partners in order to have access to sales and support
resources and to also receive competitive pricing.
Distribution Partners
In order to better support reseller partners, Kofax has relationships
with select distribution partners around the world that offer a
number of services and support resource required to effectively
sell and implement Kofax solutions.
Value Added Distribution Partners
Kofax Distributors are authorized to distribute Kofax solutions
based on obtaining appropriate certification requirements and
credentials. Distributors have appropriate resources in place in
order to provide Kofax partners the following services:
Sales Support Pre-Sales Support Partner Enablement
Master VAR Partners
Kofax Master VARs are authorized to sell and support Kofax solutions
based on obtaining appropriate certification requirements and
credentials. Master VARs have appropriate resources in place in
order to provide Kofax partners the following services:
Sales Support Professional Services
Pre-Sales Support Technical Support
Partner Enablement
System Integrator Program
SI Business Partners are a key component of the Kofax business
model. Building the right teaming relationships is essential in
order to attain growth and capture new opportunities. SI
companies know that an investment in building skills on Kofax
products provides a long-term competitive advantage and holds
the potential for increased opportunities and revenue. Kofax SIs
provide implementation, integration and consulting services for
Kofax customers. Kofax collaborates with these influential
services firms in its target industry markets to help increase
market-share, build new customer relationships and enhance
existing customer experiences.
Competency-Based Partner Types: The Digital Transformation portfolio consists of the
following solutions:
Information Capture Partners, Financial Process
Automation Partners and Digital Transformation Kofax TotalAgility® Kofax Analytics for
Kofax Communications TotalAgility™
Partners
Server™ DPI for Kofax TotalAgility™
Due to the vast Kofax solution portfolio, the issues Kofax Kofax Customer Kofax Total Agility Solutions**
solutions resolve and the diverse market served, the Kofax Communications Manager™ Kofax RPA™
Kofax FraudOne® Kofax Mobile™
Partner Program recognizes partners based on their market
Kofax Insight™ Kofax Analytics for Mobile™
expertise and solution competencies. Partners focused on Kofax Insight Upgrade From Kofax Optitrade™
selling and implementing Information Capture solutions are Analytics Kofax SignDoc®

recognized as Information Capture Partners. Partners focused

**Please see Exhibit D for a complete list of products and solutions
on selling and implementing Financial Process Automation
Solutions are classified as Financial Process Automation
Partners, and partners focused on selling and implementing
Digital Transformation solutions are classified as Digital
Transformation Partners. Partners may sell hybrid solutions
providing they are certified and authorized to sell solutions that
fall within each of the portfolios highlighted below.

The Information Capture portfolio consists of the

following Kofax Solutions:

Kofax VRS®* DPI for Capture™

Kofax ExpressTM* Kofax Analytics for Capture™
Kofax Capture™ Kofax Front Office Server™
Kofax Capture Add-ons Kofax Monitor™
and Solutions** Kofax Web Capture™
Kofax Transformation™

* Please note that Kofax VRS and Express qualify for standard
Information Capture discounts however sales of these products
do not count towards minimum revenue requirements.

The Financial Process Automation portfolio consists

of the following Kofax Readsoft and Kofax Markview
solutions:

Kofax Readsoft Collector™ Kofax ReadSoft Process

Kofax ReadSoft Forms™
Kofax ReadSoft Invoice
Portal™
Kofax ReadSoft Invoices™
Kofax Readsoft Marketplace
Components
Kofax Readsoft Online
Director™
Kofax Readsoft Supplier Portal
for SAP
Kofax Readsoft Xbound
Kofax MarkView® for AP
Kofax Analytics for MarkviewTM

Kofax Global Partner Program Guide – 2019 9

Premier Designation Partner Types
While the primary Kofax partner model is centered on partners
with business models focused on resale and support of Kofax
licenses, Kofax also recognizes the value of partners with
different business models and go-to-market strategies.
Contact Us
For assistance with the Kofax Global Partner Program, contact
a Kofax Partner Strategy and Development representative or
send an e-mail to prm@kofax.com.

Application Process
An application for the Kofax Global Partner Program can be
obtained by e-mailing a request to channel.kfx@kofax.com.
Prospective partner applications will be reviewed and
responded to within 30 business days. Upon acceptance to the
program and following the execution of a Kofax Global Partner
Program Agreement, the corresponding program benefits will
be activated.

Annual Partner Tier Review Process

Kofax partner tier levels are reviewed and updated on an
annual basis. Partner tiers are based on annual license
revenue generated in the 12 months prior to tier review.
(January-December of prior year) Tier revenue targets are
subject to change.

Kofax Global Partner Program Terms

and Conditions
The terms of this Kofax Global Partner Program Guide are
subject to the terms of the Kofax Global Partner Program
Agreement.

Kofax reserves the right to administer the Kofax Global Partner

Program at its discretion. Kofax reserves the right to change
any and all of the elements of the program including the
requirements and benefits stated in this Partner Program
Guide. Changes and modifications will be made available on
the Kofax Partner Portal and announced in the Kofax Partner
News Brief. It is highly recommended that partners check the
Partner Resources
Kofax Partner Portal on a regular basis to ensure they are up to Kofax Partner Portal: partner.kofax.com
date on the partner program and its elements. Partner Inquiries: e-mail prm@kofax.com

Kofax Global Partner Program Guide – 2019 10

Kofax Global Partner Program Requirements and Discount Matrix
Global Partner Program Requirements Associate Gold Platinum
Annual Program Fee $395 $395 $395
Annual Certification Training Program $995 $1,995 $3,995
Training Vouchers Included 2 5 10

Signed Kofax Global Channel Program Agreement Required Required Required

Kofax Software Kofax Software Kofax Software

Certifications Required to Resell Products ReadSoft Software ReadSoft Software ReadSoft Software

Minimum of 1 certifications Minimum of 2 certifications Minimum of 3 certifications

Technical Certifications per product per product per product
Annual Joint Business Plan Eligible Eligible Required
Kofax Sponsored Business Reviews Eligible Eligible Annually - update Quarterly
*For correct currency conversion of the partner fee, please refer to the Global Price List under the Partner Kit tab.

Global Partner Program Software License Discount Matrix

Associate Gold Platinum
IC, FPA, DX 10% Discount 35% Discount 45% Discount
Region 1 Revenue Requirements N/A $150,000+ $625,000+
Region 2 Revenue Requirements N/A $125,000+ $300,000+
Region 3 Revenue Requirements N/A $75,000+ $175,000+
**See full list of products included in the Information Capture, Financial Process, and Digital Transformation portfolios under the Competency-Based Partner Types section in this guide.
Regional Tier designations are based on the country each Partner is located in. A detailed list of countries and associated tiers can be found in Exhibit E.
Net software license revenue includes:
• Purchases made directly from Kofax
• Purchases made through Kofax authorized distributors
• Documented and closed opportunities made through approved Kofax Lead Referral Program (100% license revenue credit).

Global Partner Program Software Maintenance Discount Matrix

Partner must provide First Line Support; Associate Gold Platinum
certifications required. 1st Year Renewal 1st Year Renewal 1st Year Renewal
Information Capture 10% 10% 25% 10% 25% 10%
FPA 10% 10% 25% 25% 25% 25%
Digital Transformation 10% 10% 25% 25% 25% 25%

* For Authorized Partners selling into customers in specified emerging market countries the standard discount levels for new and renewal support will be amended so that it is the same discount as
applies to licenses. See Exhibit G for the list of countries excluded from the Emerging Market discount. The first year and renewal maintenance discounts only apply when Partners are selling to a
customer with the primary headquarter location in one of the applicable emerging countries. The discounts apply to new and existing customers.

Global Partner Program Additional Discounts

Associate Gold Platinum
Training Discount 15% 15% 15%
Partners are eligible to take Kofax Technical Training courses at a discounted rate. The rate applies to all Technical Training.
Kofax Professional Services Discount
10% 10% 10%
(Standard Consulting Services)
Partners are eligible to receive a discount on professional services for Kofax products contracted to the Kofax Professional Services Group.

* For U.S. Public Sector details, please refer to Exhibit C of this guide, the Kofax Global Price List and the U.S. Public Sector Partner Program—Frequently Asked Questions (FAQ), both on the Kofax
Partner Portal at my.kofax.com.
**As Partners were notified by Kofax on October 12, 2017, the Maintenance and Support Services Discount for Maintenance and Support Services renewals with terms commencing on or after
January 1, 2018 have changed. Kofax quotations reflect such pricing adjustment accordingly based upon this program change.

Kofax Global Partner Program Guide – 2019 11

 Exhibit A
Opportunity Registration Guidelines
The Kofax Deal Registration Program clearly defines a process for managing and protecting prospect opportunities generated by a
reselling partner. Kofax partners must meet the requirements and follow the guidelines outlined below when submitting a prospect
opportunity or “lead” for registration. The Kofax Deal Registration Program engages the Kofax Field sales organization to co-sell
with the Partner while protecting the Partner against Kofax Field Sales quoting customer directly.

Deal Registration Benefits

• Minimize conflict between Kofax sales teams and Kofax partners
• A shorter sales cycle through improved communication—Kofax can better serve our partners with improved visibility into
opportunities

Deal Registration Criteria

Kofax partners that wish to register a lead must meet the following criteria:

Criteria Description
Participant Eligibility Participants in the Kofax Global Partner Program.
Partners at the following tiers:
• Associate
• Gold
• Platinum
Must be an active partner and in good standing with Kofax.

Requirements to Register Deal
Demonstrable presales efforts must be included at time of submission
• Site visits
• Requirements development
• Demonstrations
• Proof of concept development
• Project descriptions including Kofax products to be delivered
• Statement of Work
• Budget identified
• Decision-makers identified
• Customer emails and related communications

Opportunity Eligibility • The opportunity is not registered by another Kofax Partner

• The opportunity is not being pursued by the Kofax Sales team

Approval/Rejection Timeframe 21 working days from time of receipt

Kofax Approval Kofax Sales Team

The registered opportunity must close within 180 days, which is calculated from the date of Kofax’s notification of approval.
Registration Expiration This expiration date can be extended with the approval of the Vice President of Channel Sales.

Definition of Terms:
End User: Refers to a business or entity that is licensed to use Kofax. Businesses or entities may be organized into separate business
units, subsidiaries, affiliates or departments, and as such there may be more than one End User within a single business or entity.
Prospect: An End User organization that is a candidate for Kofax solutions and is not currently a Kofax customer or in the Kofax sales
database.
Partner: An organization that is an authorized partner in the Kofax Global partner Program.
Opportunity: When a partner is actively engaged in conversations with a Prospect, where a business need has been identified and
there is interest in a Kofax solution to address that need. An Opportunity is a prospective transaction with an End User.
Lead creation: the process by which a partner enters a prospective opportunity into the Kofax Community Portal. Once the required
information is provided, the Kofax representative can convert the lead to an opportunity thus approving the registration.

Kofax Global Partner Program Guide – 2019 12

Terms and Conditions:

1. Opportunity eligibility criteria:

a. The opportunity is not already submitted by another Kofax Partner.
b. The opportunity is not being pursued by the Kofax Sales team.
c. Before the Kofax representative converts a lead to an opportunity, the partner has made significant pre-sales efforts related to the deal, such as meeting with the
decision-makers, qualifying the opportunity, helping the end user to quantify the project budget with Kofax products, and helping the end user to define the project
requirements to include Kofax products. Partners must include a description of such efforts on the Kofax Deal Registration Form.
d. Where there is more than one prospective End User within a single business or entity, protection from a deal registration will relate only to the specific opportunity with a
single End User.
e. The partner enters the opportunity as a lead in the Kofax Partner Community. The Kofax representative will convert to an approved opportunity if the required criteria is met.
2. Each registered deal must represent a single opportunity with a single end user. Partners may not combine opportunities or end user accounts for any purpose.
3. Each deal registration is valid for a single opportunity. After a deal is closed, add-on sales or follow on opportunities with the same end user are not covered under the initial
deal registration.
4. Registration Process:
a. Partner must submit a lead for review via the Kofax Partner Community Portal in the Manage Lead section, all necessary fields MUST be completed before the lead is
converted to an opportunity. The first partner to submit a deal that meets all program criteria will be approved for that end user opportunity.
b. If a deal is approved, Kofax will notify the partner by e-mail. Kofax strives to notify partners of its decision within seven (7) business days.
c. If a deal is declined, the Partner will continue to view the lead in the Portal, but the lead will not be converted to an opportunity.
5. Deal Registration Expiration. A partner must close an approved deal prior to the expiration period of 180 days from approval date. Partners may request one extension per
opportunity. At its discretion, Kofax may extend the approval period if sufficient justification exists.
6. Protection and Exceptions. An opportunty that is approved by Kofax provides the registering partner with protection against Kofax Field sales quoting directly to the
customer for that end-user opportunity subject to the following exceptions, under which Kofax may directly pursue the same opportunity:
a. If the registered end-user requests a quote or bid directly from Kofax or is unable or unwilling to do business with the partner, then Kofax may provide a quotation to such
party (based upon Kofax’s then current Kofax Global Price List less any other special consideration that Kofax and Partner may have previously agreed to for that party),
provided that Kofax will make commercially reasonable efforts thereafter to notify partner of such request. Kofax will also wait 48 hours before accepting and shipping an
order from such registered prospect based upon such quotation. During this period of time, Kofax will permit the registered prospect to cancel such order without penalty
and place the order through the partner.1
b. If the registered prospect has rejected the registering partner’s bid or quote;
c. If the partner does not close the deal within the Registration Expiration period specified above, and no extension has been granted;
d. If the partner does not quote Kofax products or services as identified in its registration form;
e. If the partner becomes inactive or is no longer in good standing within the 180 days from the deal registration approval date; or
f. If the partner does not include the opportunity in regular Kofax forecasting reports or fails to involve Kofax sales in deal activities such as joint sales calls and joint
presentations, unless otherwise agreed to by Kofax.
g. If the partner fails to provide adequate contact and follow up with registered prospects on a regular basis consistent with good business practices or behaves in any man-
ner that is detrimental to Kofax’s business.
h. If the scope of the deal expands beyond the original statement of work or project plan provided by the partner with the initial deal registration (see section 8(b) for
additional details and remedy on this exception).
7. Remedy.
a. In the event that a Kofax sales representative violates the terms of this deal registration program prior to the deal registration expiration date (for example, by pursuing an
approved registered deal where no exception provides for a Kofax direct engagement), then the partner is eligible, as partner’s sole and exclusive remedy, to receive com-
pensation up to the partner’s then current discount percentage of the net value of the software licenses and the first year of maintenance and support received by Kofax.
b. In the event the scope of the deal expands beyond the original size provided by the partner in the initial deal registration whereby the end user wishes to expand the op-
portunity to other business units, subsidiaries, affiliates or departments and requests to work directly with Kofax on this expanded deal, then Kofax will make
commercially reasonable efforts to notify partner of such request. If Kofax does ultimately accept an order from the end user for this expanded opportunity (prior to the
deal registration expiration date) then the partner is eligible for a fee in compensation up to the partner’s then current discount percentage of the net value of software
licenses and the first year of maintenance and support received by Kofax for the portion of the deal that was originally registered by the partner.
c. In the event the end user prospect requests a quote or bid directly from Kofax or is unable or unwilling to do business with the partner, then Kofax may provide a
quotation to such party (based upon Kofax’s then current Kofax Global Price List less any other special consideration that Kofax and Partner may have previously agreed
to for that party), provided that Kofax will make commercially reasonable efforts to notify partner of such request and wait 48 hours before accepting and shipping an
order from the registered prospect based upon such quotation. If Kofax does ultimately accept an order from the end user (prior to the deal registration expiration date)
then the partner is eligible, if approved by Kofax, for a fee in compensation up to the partner’s then current discount percentage of the deal value of software licenses and
the first year of maintenance and support received by Kofax.
8. Participation. Partners must formally submit a prospective opportunity as a lead through the Kofax Partner Community Portal and Kofax must formally accept such registra-
tion by converting the lead to an opportunity in order to be afforded the protection and benefits outline in this document.
9. Disputes. Partners must submit any disputes arising from this deal registration program to channel.kfx@kofax.com, including a written description of all issues and alleged
harm, prior to commencing any legal proceeding or formal dispute-resolution procedure. Any applicable dispute resolution provisions in the Kofax Global Partner Program
Agreement shall apply.
10.Miscellaneous. Approval or rejection of a deal registration submission will be made at the sole discretion of Kofax and will be non-negotiable and final. Kofax does not guar-
antee the success or closure of any registered deal approved under this program. Kofax reserves the rights to modify, supersede, or eliminate all or any of these terms and
conditions or to terminate the program without notice.
11. RFPs and RFQs are not eligible for deal registration unless the registering partner can demonstrate that they were fundamental to the creation of the RFP/RFQ.

1
If the registered prospect’s request to transact directly with Kofax is made within the last 48 hours of any calendar quarter, then Kofax may accept an order from the prospect
prior to the end of such quarter, subject to giving notice to the registering partner. The registering partner will be entitled to compensation per Section 7(a) if the prospect ac-
knowledges (no later than 10 days after fulfillment) that it would have dealt with the registering partner on the order if asked by the partner, had notice been given as contem-
plated by the provision.

Kofax Global Partner Program Guide – 2019 13

 Exhibit B
Lead Referral Guidelines
The Kofax Lead Referral Program enables a Kofax partner to earn additional revenue by simply referring opportunities to Kofax. This program
provides a fee to partners that submit a referral for Kofax products and services that turn into a successful sale to an end user within 180 days.
The lead referral process is easy, and is an effective way for partners to enjoy a generous reward of 10 percent of the net price of Kofax
products and services. The Kofax Lead Referral Program is ideal for partners that have opportunities for products that are not available to our
channel partners or for services and support that are delivered by Kofax and are complementary to a partner’s own offerings.

Lead Referral Criteria

Kofax partners that wish to refer a lead to Kofax must meet the following criteria:

Criteria Description
Participant Eligibility Participants in the Kofax Global Partner Program. Must be an active partner and in good standing with Kofax.
Partners at the following tiers:
• Associate
• Gold
• Platinum

Requirements to Refer a Lead
Partner must complete and submit a signed Referral Agreement and Referral Schedule to the Kofax Partner team that
includes:
• Kofax Partner Information
• Referral End User Information
• Kofax products/services for referral
• Anticipated opportunity close date

Lead Referral Eligibility • The referral end user (“lead”) is not actively working with another Kofax partner.
• The referral end user (“lead”) is not actively working with the Kofax Sales team.
• Additional eligibility terms and conditions listed below

Approval/Rejection Timeframe Kofax strives to notify partners of lead referral status with seven (7) working days from time of receipt.

Kofax Approval Matrix Kofax Partner Management team

The registered opportunity must close within 180 days which is calculated from the date of Kofax’s notification of approval.
Registration Expiration This expiration date can be extended with the approval of the Vice-President of Channel Sales.

Terms and Conditions:

1. Lead referral eligibility criteria:
a. The referral end user ("lead") is not actively working with another Kofax Partner.
b. The referral end user ("lead") is not actively working with the Kofax Sales team except where the Partner is working collaboratively with the Kofax Sales team.
c. Where there is more than one prospective end user within a single business or entity, the lead referral will relate only to a specific opportunity with a business unit,
subsidiary, affiliate or department within such business or entity.
2. Each lead must represent a single opportunity with a single end user. Partners may not combine opportunities or end user accounts for any purpose.
3. Each lead referral is valid for a single opportunity. After a deal is closed, add-on license or volume sales, support/maintenance renewals, or other follow on opportunities
with the same end user are not covered under the initial lead referral agreement.
4. Lead Referral Submission Process:
a. Partner must complete and submit a signed Referral Agreement and Referral Schedule to the Kofax Sales team.
b. If the lead referral is approved, Kofax will notify the partner and provide a counter-signed referral agreement. Kofax strives to notify partners of its decision within
seven (7) business days.
c. If a lead referral is declined, Kofax will notify the partner by e-mail, and will include the reasons for such decision.
5. Lead Referral Expiration. Kofax must receive a firm order from the referral end user upon which Kofax can close the order and recognize revenue within 180 days after
acceptance of the lead referral.
6. Payment:
a. Lead referral fees are payable to a partner on the following deal components:
i. Kofax Licenses: 10% of the net value received by Kofax up to a maximum fee of $100,000.
b. Payment is conditioned upon receipt of a firm order from the referral end user. Kofax must be able to recognize revenue on this order and the referral end user must
submit full payment to Kofax for this order.
c. Payment of referral fees will be due and payable within forty (45) days following Kofax’s receipt of payment from the Referral End User.
7. Disputes. Partners must submit any disputes arising from this lead referral program to channel.kfx@kofax.com, including a written description of all issues and alleged
harm, prior to commencing any legal proceeding or formal dispute-resolution procedure. Any applicable dispute resolution provisions in the Kofax Global Partner
Program Agreement shall apply.
Miscellaneous. Approval or rejection of a lead referral submission will be made at the sole discretion of Kofax and will be non-negotiable and final. Kofax does not
guarantee the success or closure of any referred lead approved under this program. Kofax reserves the rights to modify, supersede, or eliminate all or any of these terms
and conditions or to terminate the program without notice.

Kofax Global Partner Program Guide – 2019 14

 Exhibit C
U.S. Public Sector Partner Program
The Kofax U.S. Public Sector Partner Program clearly defines a process for managing and improving Kofax software prospect
opportunities in the U.S. Public Sector space that are generated or maintained by a reselling partner. Kofax partners must meet the
requirements and follow the guidelines outlined below when submitting a Prospect Opportunity or “deal” for registration and
processing orders.

U.S. Public Sector Partner Program Benefits

• Minimize channel conflict between Kofax sales teams and Kofax partners
• Encourage investment and competition—Kofax partners that invest in significant presale efforts will be able to register deals to
avoid opportunism by other Kofax distribution channels
• A shorter sales cycle through improved communication—Kofax can better serve our partners with improved visibility into opportunities
• Optimize resource allocation—partners improve efficiency by having visibility into opportunities already registered by other partners

Definition of Terms:
End User: Refers to a U.S. Public Sector entity that is licensed to use Kofax software. Entities may be organized into separate units,
branches, divisions or departments and, as such, there may be more than one End User within a single entity.
Opportunity: When a Partner is actively engaged in conversations with a Prospect, where a need has been identified and there is
interest in a Kofax solution to address that need. An Opportunity is a Prospective transaction with an End User.
Partner: An organization authorized by Kofax to resell Kofax software to End Users. Partners typically add value to a Kofax system
and provide integration expertise to End Users.
Prospect: An End User Public Sector entity that is a candidate for Kofax solutions and is not currently a Kofax customer or in the
Kofax sales database. May also refer to a new buying Opportunity within an existing installed base account.
Public Sector: Any United States-based Federal, State, or Local government entity or other agency or educational institution
primarily supported by public funds.

Deal Registration Criteria Kofax Partners that wish to register a deal must meet the following criteria:

Criteria Description
Participant Eligibility Must be an active Partner and in good standing in the Kofax Global Partner Program.
Partners at the following tiers: • Associate • Gold • Platinum

Requirements to Register Deal Demonstrable presales efforts which may include the following:

• Site visits • Project descriptions including Kofax • Decision-makers identified

• Requirements development products to be delivered • Customer emails, communication
• Demonstrations • Statement of Work • Quote from Carahsoft
• Proof of concept development • Budget identified

Opportunity Eligibility
• All Kofax software Public Sector opportunities through partners must be registered with Carahsoft
• The Opportunity is with a U.S. Federal Government, State Government, or Local Government entity or other agency or
educational institution primarily supported by public funds
• The Opportunity is not a current End User working with a Kofax Partner or directly with Kofax
• The Opportunity is not registered by another Kofax Partner
• The Opportunity is not being pursued by the Kofax Sales team

Approval/Rejection Timeframe Seven (7) working days from time of receipt

Registration Expiration The registered Opportunity must close within 180 days which is calculated from the date of approval notification. This
expiration date may be extended with the approval of Carahsoft and Kofax management.

Kofax Global Partner Program Guide – 2019 15

Terms and Conditions:
1. All transactions including software licenses, first- year maintenance and maintenance renewals for Public Sector customers must be transacted through Carahsoft unless specifically
approved in writing by Kofax.
2. All requests for U.S. Public Sector quotations will be directed to Carahsoft and Carahsoft will create and deliver quotes to authorized resellers.
3. Carahsoft is the sole GSA Schedule 70 holder for Kofax software. Access to Carahsoft’s GSA Schedule 70 will only be provided on registered opportunities and to the Partner who regis-
tered the Opportunity.
4. Carahsoft will impose a 4% U.S. Public Sector Fee on all quotations, registered opportunities and orders.
5. Authorized Kofax Partners with approved deal registrations will receive the net discounts based on their current Kofax Partner program tier level less the 4% Public Sector Fee to Carah-
soft as stated in the Public Sector Program Guide posted on the partner portal.
• Platinum– 36% for licenses. 36% for 1st year and renewal maintenance
• Gold– 26% for licenses. 26% for 1st year and renewal maintenance
• Associate– 21% for licenses. 21% for 1st year and renewal maintenance
Authorized Partners requesting a quotation on an Opportunity that is registered with another Partner will be eligible for a 5% net discount on quotations for licenses or for 1st year mainte-
6. nance inclusive of the U.S. Public Sector Fee.
7. Authorized Partners may receive quotes and place orders on non-registered opportunities at the discounts listed in #5 above.
8. Professional Services will be quoted at a 10% discount.
9. The partner of record for an end-user opportunity shall be deemed the registered partner for a maintenance renewal opportunity. As such, maintenance renewal opportunities are auto-
matically registered to the partner of record. The partner of record can receive quotes on their registered maintenance renewal opportunities at the discounts listed in #5 above. For part-
ners that are not the partner of record for a maintenance renewal, those partners can receive quotes on registered maintenance renewal opportunities at the discounts listed in #6 above.
8. Opportunity eligibility criteria:
a. The Opportunity must be with a Public Sector entity.
b. The Opportunity is not a current End User that is working with another Partner or with Kofax directly
c. The Opportunity is not registered by another Kofax Partner.
d. The Opportunity is not being pursued by the Kofax Sales team.
e. On occasion, registered Partners or Kofax may work cooperatively with another Partner. The terms of that engagement will be negotiated on a case-by-case basis.
f. Before registering a deal, the Partner has made significant presales efforts related to the deal, such as meeting with the decision-makers, qualifying the Opportunity, helping the End
User to quantify the project budget with Kofax products, helping the End User to define the project requirements to include Kofax products and
delivering demonstrations or proofs of concept. Partners must include a description of such efforts on the Kofax Public Sector Deal Registration Form.
g. Where there is more than one Prospective End User within a single business or entity, protection from a deal registration will relate only to the specific Opportunity with a single End
User.
h. Opportunities sourced from bid boards are not eligible for Deal Registration.
i. Opportunities originating from RFP/RFQ scenarios may be rejected unless there is adequate justification to show the Partner influenced the Opportunity and/or added value in the
RFP process.
9. Each registered deal must represent a single Opportunity with a single End User. Partners may not combine opportunities or End User accounts for any purpose.
10. Each deal registration is valid for a single Opportunity. After a deal is closed, add-on sales or follow on opportunities with the same End User are not covered under the initial deal registra-
tion.
11. In the event two opportunities are submitted and later are found to be the same Opportunity, the registration will go to the Partner who registered the Opportunity first, as long as ad-
equate justification and evidence of value-add is provided.
12. Registration Process:
a. Partner must submit Opportunity for review via the Kofax Public Sector Deal Registration Form. The first Partner to submit a deal that meets all program criteria will be approved for
that End User Opportunity. Carahsoft will deliver software quotations for all approved opportunities.
i. Deal Registration forms shall be submitted to Carahsoft at the following website: http://www.carahsoft.com/dealreg/
b. If a deal is approved, Carahsoft will notify the Partner by e-mail. Carahsoft strives to notify Partners of its decision within seven (7) business days.
c. If a deal is declined, Carahsoft will notify the Partner by e-mail, and will include the reasons for such decision.
13. Registration Expiration. A Partner must close an approved deal prior to the expiration period of 180 days from approval date. Partners may request one extension per
Opportunity. With Kofax review and approval, Carahsoft may extend the approval period if sufficient justification exists.
14. Exclusivity and Exceptions. A deal that is approved by Carahsoft provides the registering Partner with exclusivity from Kofax Sales team efforts for that End User
Opportunity, subject to the following exceptions, under which Kofax may directly pursue the same Opportunity:
a. If the registered Prospect requests a quote or bid directly from Kofax or is unable or unwilling to do business with the Partner, then Kofax may provide a quotation to such party (based upon Kofax’s
then current Kofax Global Price List less any other special consideration that Kofax and Partner may have previously agreed to for that party), provided that Kofax will make commercially reason-
able efforts thereafter to notify Partner of such request. Kofax will also wait 48 hours before accepting and shipping an order from such registered Prospect based upon such quotation. During this
period of time, Kofax will permit the registered Prospect to cancel such order without penalty and place the order through the Partner.
b. If the registered Prospect has rejected the registering Partner’s bid or quote;
c. If the Partner does not close the deal within the Registration Expiration period specified above, and no extension has been granted;
d. If the Partner does not quote Kofax products or services as identified in its registration form;
e. If the Partner represents competing products;
f. If the Partner becomes inactive or is no longer in good standing within the 180 days from the deal registration approval date;
g. If the Partner does not include the Opportunity in regular Carahsoft/ Kofax forecasting reports or fails to involve Kofax sales in deal activities such as joint sales calls and joint presenta-
tions, unless otherwise agreed to by Kofax;
h. If the Partner fails to provide adequate contact and follow up with registered Prospects on a regular basis consistent with good business practices or behaves in any manner that is
detrimental to Kofax’s business;
i. If the scope of the deal expands beyond the original statement of work or project plan provided by the Partner with the initial deal registration.
15. Remedy
a. In the event that a Kofax sales representative violates the terms of this deal registration program prior to the deal registration expiration date (for example, by pursuing an approved reg-
istered deal where no exception provides for a Kofax direct engagement), then the Partner is eligible, as Partner’s sole and exclusive remedy, to receive compensation up to the Partner’s
then current discount percentage of the net value of the software licenses and the first year of maintenance and support received by Kofax.
b. In the event the scope of the deal expands beyond the original size provided by the Partner in the initial deal registration whereby the End User wishes to expand the Opportunity to
other business units, subsidiaries, affiliates or departments and requests to work directly with Kofax on this expanded deal, then Kofax will make commercially reasonable efforts to no-
tify Partner of such request. If Kofax does ultimately accept an order from the End User for this expanded Opportunity (prior to the deal registration expiration date) then the Partner
is eligible for a fee in compensation up to 15% of the net value of software licenses and the first year of maintenance and support received by Kofax for the portion of the deal that was
originally registered by the Partner.
16. Disputes. Partners must submit any disputes arising from this deal registration program to Kofax@carahsoft.com, including a written description of all issues and alleged harm, prior to
commencing any legal proceeding or formal dispute-resolution procedure. Any applicable dispute resolution provisions in the Kofax Global Partner Program Agreement shall apply.
17. Approval or rejection of a deal registration submission will be made at the sole discretion of Carahsoft and Kofax and will be non-negotiable and final. Kofax reserves the rights to modify,
supersede, or eliminate all or any of these terms and conditions or to terminate the program without notice.
18. Any reseller found to violate these terms, or “free riding” on the significant presales efforts of other resellers, can and may be suspended from the Deal Registration program.
19. Kofax may request review and approval on any registered opportunities. Any requests for deal registration with a value in excess of $100,000 must also be approved by Kofax.

Kofax Global Partner Program Guide – 2019 16

 Exhibit D
Solutions based on Partner Competency Type

Information Capture Portfolio Details

Kofax Capture Add-ons include:
Full Text PDF
Kofax PDF Compression
Kofax VRS for Kofax Capture (AE# and UE# part numbers only)
Kofax Capture Solutions include:
Kofax Invoice Processing Solution

Financial Process Automation Portfolio Details

FPA Add-ons include:
Readsoft Process Director Umbrella
Financial Process Automation Solutions Include:
Kofax Accounts Payable Automation Solution with Invoice Processing

Digital Transformation Portfolio Details

KTA Solutions Include:
Kofax Claims Agility
Kofax Onboarding Agility
Kofax IP Agility
Kofax Mortgage Agility

Please note that Kofax Express and VRS qualify for the standard Information Capture discounts, however they do not count towards
minimum revenue requirements for tier assignment.

Kofax Global Partner Program Guide – 2019 17

 Exhibit E
Regional Tier Designations

Americas (AMS) Europe, Middle East and Africa (EMEA)

Argentina 3 Albania 3 Kenya 3
Brazil 2 Algerie 3 Kuwait 3
Canada 1 Angola 3 Latvia 3
Chile 3 Austria 2 Luxembourg 2
Colombia 3 Bahrain 3 Macedonia 3
Costa Rica 3 Belgium 2 Malta 3
Curacao 3 Congo 3 Maroc 3
Ecuador 3 Côte D’Ivoire 3 Mauritius 3
El Salvador 3 Croatia 3 Netherlands 2
Jamaica 3 Cyprus 3 Norway 2
Mexico 2 Czech Republic 2 Poland 3
Panama 3 Denmark 2 Portugal 3
Peru 3 Egypt 3 Qatar 3
Trinidad and Tobago 3 Estonia 3 Romania 3
United States of America 1 Finland 2 Russian Federation 3
Uruguay 3 France 1 Saudi Arabia 3
Venezuela 3 Georgia 3 Slovakia 3
Germany 1 Slovenia 3
Greece 3 South Africa 3
Guernsey 3 Spain 2
Asia Pacific (APAC) Hungary 3 Sweden 2
Iceland 3 Switzerland 2
Australia 1
Ireland 2 Tanzania 3
China 2
Israel 3 Turkey 3
Hong Kong 2
Italy 2 Ukraine 3
India 2
Jersey 3 United Arab Emirates 2
Indonesia 2
Jordan 3 United Kingdom 1
Japan 1
Kazakhstan 3
Malaysia 2
New Zealand 1
Philippines 3
Singapore 2
Thailand 3
Vietnam 2

Kofax Global Partner Program Guide – 2019 18

 Exhibit F
The countries below are excluded from the Emerging Market discount.

Americas (AMS) Europe, Middle East and Africa (EMEA)

Canada Austria Jersey
United States of America Belgium Luxembourg
Greenland Denmark Netherlands
Finland Norway
France Portugal
Asia Pacific (APAC) Germany Republic of Ireland
Australia Guernsey Spain
Hong Kong Iceland Sweden
Japan Ireland Switzerland
New Zealand Italy United Kingdom
Singapore

Other countries related to the listing in Exhibit F may also be eligible for non-Emerging Market status. If clarification is
required, please seek guidance from Kofax Sales Support.

Kofax Global Partner Program Guide – 2019 19

 Kofax
15211 Laguna Canyon Road
Irvine, CA 92618-3603
Tel: +1 (949) 727-1733
Fax: +1 (949) 727-3099
info@kofax.com
www.kofax.com