Set up and configure the Partner Agreements functionality to automate your Partner contracting process. Learn more about how the Partner Agreements functionality works in Channeltivity here: What is the Partner Agreements functionality, and how does it work?


Agreement Settings Configuration  


Permissions:

The Agreement Permission settings allow you to manage Partner User access to Agreements based on your Organization’s policies.

  1. Go to Settings > Partner Agreements > Partner Agreement Settings.
  2. Toggle the switch labeled " Status" to the ON position to enable the Partner Agreements functionality. 
  3. You'll then scroll down to the Permissions section to enable or disable the following setting: 
    • "Partner Users can only access the portal once all required Agreements are signed by an Authorized User" - Switching this toggle to the ON position will require all pending Agreements to be signed by an authorized User before anyone from that Organization can access the portal.  Leaving it in the OFF position will allow Partner Users to access the portal even if required Agreements are unsigned.

  4. You can also choose to give all the Users at Partner Organization access to download their signed Agreements from their Organization Profile, or you can choose one of the following options instead:
    • Disabled - Prevents Users from accessing signed Agreements. They'll only be able to download Agreements right after signing them. 
    • Primary Contact only - Gives the Primary Contact (one Contact) the ability to access signed Agreements.
    • Key Contacts only - Gives the Key Contacts (multiple Contacts) the ability to access signed Agreements.
    • Everyone - All Partner Users will have access to view and download signed agreements.

Letterhead Configuration (Optional) 

Customize your Agreements by uploading your company letterhead. If enabled, all new Agreements will use your letterhead as a background. 


To add your letterhead, toggle the switch labeled "Use a custom letterhead for PDF Agreements to the ON position and click the "Upload File" button to upload your letterhead. 


You'll then 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. Once you’re satisfied with the adjustments, click "Save" to apply your changes.


Partner Signature Block

Whenever a Partner User signs an Agreement, the User’s signature and contact details are placed on the document. You can format and configure the signature block by arranging placeholders in the text box below.

Sample - Partner Signature Block 


Internal Counter Signature (Optional)

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.


To enable the Internal Counter Signature functionality, toggle the switch labeled "Enable automatic countersigning of agreements" to the ON position and enter the details of the person whose signature and information should appear in the countersignature block. 


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. 

Sample - Internal Counter Signature 



Page Text

Customize the messaging that appears on the following Partner-facing pages during the Agreement signature process. 


Signed Agreement Notification (Optional)  

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 


Adding a Partner Agreement 


With your Agreement settings in place, you can now add your Agreements.

  1. Go to Settings > Partner Agreements > Partner Agreement Templates > New to create a new Agreement template. 
  2. Enter a title for your Agreement and a description. 
  3. Specify the template's assignment requirements:
    • You can either manually assign the Agreement Template to Partner Organizations by selecting the "None" option or automate the assignment by choosing the "Specific Partner Types and Regions" option, using Partner Types and Regions as the assignment criteria. Learn more about this topic here: How Do I Assign/Unassign Partner Agreements? . 

Important Note: While you can manually override automatic Agreement assignments on a per Partner basis, making Agreement Templates required for Partner Types and Regions that contain multiple currently active Partners should be done carefully. We recommend that customers with a large number of existing Partners in Channeltivity submit a support ticket before rolling out the Partner Agreements functionality so we can assist with the planning and configuration process. 

Partner Agreement Assignment - Partner Types and Regions

   

4. Copy your contract and paste it into the Agreement text box. Add placeholders for the Partner Signature Block and Internal Countersignature Block (Optional). You can also add additional placeholders for Partner information, such as Partner name, address, and date. Placeholders are used to automatically populate the Agreement with details from the User and Partner profiles. To add a placeholder, select "Placeholder" in the Agreement text toolbar.

New Agreement- Placeholders


5. Click "Save". Repeat the process for each template. 



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