Centralized Contract Management
Effortlessly manage and monitor all partner-related contractual documents from a single platform.
- Upload contracts in PDF format and assign to partner groups.
- Digitally or non-digitally send contracts for review and signature.
- Allow partners and admins to download and review signed contracts.
Drives higher sales velocity by accelerating the contract signing process for new partners and programs.
Flexible E-Signature & DocuSign Support
Choose between DocuSign-integrated or non-DocuSign contracts to meet diverse business needs.
- Enable or disable DocuSign integration from the portal settings.
- Upload DocuSign-integrated contracts for digital signatures.
- Use non-DocuSign contracts that partners accept with a simple click.
Lowers operating costs by providing flexible signing options that reduce physical document handling and legal overhead.
Streamlined Multi-Party Signing
Define and manage the signing sequence for multiple parties on any contract.
- Add multiple signees from both the partner and admin sides.
- Set a specific signing order with drag-and-drop functionality.
- Automate notifications and track the progress of each signatory.
Increases compliance and security by enforcing a predefined signing order and creating an audit trail.
Automated Contract Personalization – Dynamic Hashtag Integration
Automatically populate contracts with partner-specific details using configurable dynamic hashtags.
- Embed hashtags in templates for information like partner name & email.
- Ensure each contract is personalized when viewed by the partner.
- Streamline the process of generating unique contracts at scale.
Drives higher sales velocity by eliminating manual data entry, allowing for faster contract generation and execution.
Agreement Hub for Partner Onboarding
Enforce GDPR/Local-Privacy agreement acceptance before granting portal access, ensuring compliance and security.
- Set up flexible agreement templates tailored to your compliance needs.
- Use signature tracking, role-based access, and automated verification tools.
- Boost compliance and streamline onboarding through a secure, auditable process.
Low operating costs are achieved by automating the onboarding process and reducing non-compliance risk.
Effortless Partner Experience
Partners can review and accept contracts with a simple, guided process.
- Partners are notified via email to review and sign new contracts.
- Contracts integrate with DocuSign for digital signatures or one-click acceptance.
- Once signed, the contract status is automatically updated to ‘Signed’.
Drives higher sales velocity by providing a fast and straightforward experience for partners to accept contracts.
