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Partner Contracts Management

ZINFI’s Partner Relationship Management (PRM) platform includes a Partner Contracts Management module that enables your organization to dynamically manage and keep track of all the contractual documents that channel partners sign during the various phases of partner engagement cycle.

Partner Contracts Management

The Partner Contracts Management module allows your organization to automate and streamline complex processes associated with managing partner contracts in different regions, with different partner types, encompassing different program rules, etc.

With this module, your organization can upload new contracts and categorize them based on partner type, geographic location and other factors. System alerts allow you to automatically notify your channel partners of a new contract assignment and prompt them to review and sign the document digitally or manually.

Key Features Include:

  • Contract Setup & Upload
  • Partner Notifications
  • Partner Signature & Upload
  • Contract Expiration Management
  • Contract Compliance Reporting

Group & Signee Management

The Partner Contracts Management module allows your organization to manage partner contacts who are responsible for signing a specific contract. Using our granular signee management features, you can keep track of the progress of each participating partner in the contract signing process.

Our group & signee management features also allow you to efficiently create contracts within a multi-level channel partner ecosystem, assigning contracts to a specific partner contact or to partner groups based on the partner engagement process.

Key Features Include:

  • Group Association Management
  • Contract Signee Management
  • Contract Status Tracking


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