When you sign up a new channel partner, this often means filling out reseller agreements and other legal documents. The Partner Agreements feature helps manage this process by allowing your Partners to electronically sign legal documents, such as partnership agreements, NDAs, etc., right within Channeltivity. This article explains how the Partner Agreements functionality works in Channeltivity. For Partner Agreement setup & configuration instructions, check out: Partner Agreements in the Implementation Guide.
How do Partner Agreements work?
Create Agreement text templates of your legal documents and include placeholders for the Partner User's signature and other Partner-specific information, e.g., Company Name, address, etc., in the template. 
Specify which Partner Types and Regions will be automatically required to sign the Agreement by default.
When a Partner User who is authorized to sign Agreements for their Organization logs into the portal, any unsigned Agreements will be presented for their review and signature upon entry.
View & Sign Agreements Page
After reviewing the Agreement, they will type/enter their name to create an electronic signature.
Agreement Signature Page
The signed Agreement is stored in the Partner's Profile in the portal. 
Organization Profile - Partner View
FAQs
Can I impersonate a Partner User and sign their Agreements?
To protect the integrity of the system, impersonated Users are not able to sign Agreements.
What determines whether a User is authorized to sign Agreements?
Unless their authorization level has been specified prior, a Partner User will be asked whether they are authorized the first time they log in if there's a Pending Agreement awaiting signature for their Organization.
You can specify whether a User is authorized to sign Agreements by editing their profile and selecting from the corresponding dropdown:
What happens if the User is not authorized to sign Agreements?
The system will allow them to log in and access the portal unless the Agreement settings are configured to only allow Partner Users to access the portal once all required Agreements are signed by an authorized User at their Organization. The User will then see the below customizable system message. Learn more about the Partner Agreement Settings here. 
How do I assign Partner Agreements?
Agreements can be assigned automatically using Partner Types and Regions or manually from the Partner's Details page. Learn more about this topic here: How Do I Assign Partner Agreements?.
Can I manually upload Agreements that were signed outside of Channeltivity to a Partner's profile?
Yes, learn more about this topic here: How Do I Manually Upload a Signed Agreement to a Partner's Profile?.
How can I automatically countersign Partner Agreements?
You can enable the Internal Counter Signature functionality to automatically add your company’s countersignature to Partner Agreements after the Partner signs. Simply specify the countersignatory in the settings and add the Internal Countersignature placeholder to your Agreement templates.
- Go to the Partner Agreements Settings page (Settings > Partner Agreements > Partner Agreement Settings).
- Scroll down to the Internal Counter Signature section and toggle the switch labeled "Enable automatic countersigning of agreements" to the ON position.
- Enter the details of the person whose signature and information should appear in the countersignature block. You can also update the contents of the Countersignature Block at any time.
- Once you've configured the Internal Counter Signature settings, click "Save" and go to Settings > Partner Agreements > Partner Agreement Templates to add the Internal Countersignature Block placeholder to your templates.
Can I be notified when a Partner User signs an Agreement?
Yes, you can enable the Signed Agreement Notification by going to Settings > Partner Agreement Settings. Scroll to the bottom of the page to toggle the switch labeled "Send an email notification whenever an Agreement is signed" to the ON position. You'll then enter the email addresses of the internal recipients you want notified when an Agreement is signed > Save.
Signed Agreements Notification
How can I make my Partner Agreements prettier by using my company letterhead/stationery?
Adding PDF letterhead to use as a backdrop for your Partner Agreements is easy to set up and configure:
- Go to Settings > Partner Agreements > Partner Agreement Settings and scroll down to the Letterhead section.
- Toggle the switch labeled " Use a custom letterhead for PDF Agreements" to the ON position.
- Upload a PDF of your letterhead by selecting the "Upload File" button.
- Use the drag-and-drop feature (blue margin lines) to refine the placement of the text to ensure the body content does not overlap with the company logo or contact information in the header.
- Click "Save" to save your changes.
- Any Agreements signed by your Partners moving forward will now use your letterhead as a backdrop.
Are Partners notified about Pending Agreements Awaiting Signature?
Partners do not receive notifications of pending Agreements. However, authorized Users are prompted to sign any pending Agreements upon logging in to the portal and/or activating their User account.
Do Partner Agreements sync with Salesforce or HubSpot?
Partner Agreements do not sync with Salesforce or HubSpot.
Can Partner Users download signed Agreements?
Yes, the below setting in the Partner Agreement Settings (Settings > Partner Agreements > Partner Agreement Settings) allows you to specify which Users can download signed Partner Agreements from their Organization's Profile.
Can Agreement Templates be assigned to Distributor Organizations?
The Partner Agreements functionality is for Partner Organizations only.
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