This article explains how to manage Agreement Template assignments for Partner and Distributor Organizations in Channeltivity. For more information about Agreements, check out this article: What is the Agreements Functionality and How Do I Use It?.


Assigning an Agreement Template to an Organization ensures that the Agreement requires a signature by default. When creating an Agreement Template, you can choose to "Manually" assign the Template to Organizations or automate the assignment using the "Smart Assignment" functionality. 


Manual Assignment:


Agreement Templates set to be manually assigned to Organizations are intended for special cases, such as when an Agreement applies only to a specific Partner or Distributor rather than being broadly applicable to all or a subset of Organizations. This approach gives you greater control over which Partners or Distributors are prompted to sign a particular Agreement.


To manually assign an Agreement Template to a Partner or Distributor Organization:


  1. Go to the "Partner Management" module (or the Distributor Management module if assigning a Template to a Distributor Organization) in the left navigation menu and click on the name of the Organization to which you wish to assign the Agreement Template. 
  2. On the left side panel of the Organization's Details page, click "Agreements." 
  3. In the Pending Agreements section, click the "New" button to select the Template from the dropdown menu > Save. 


Smart Assignment:


You have the ability to automate the assignment of Agreement Templates to Partner/Distributor Organizations using the Smart Assignment functionality, which automatically assigns Agreement Templates based on the specific rules that you specify. To automate the assignment, go to Settings > Agreements > Agreement Templates > New to create a new Agreement Template. 


For example, the rules in the screenshot below will ensure that the Agreement Template is automatically assigned to Partner and Distributor Organizations located in Canada and the United States.


You can also view and track the assignment criteria for each Template through the Agreement Template lister page  (Settings > Agreements > Agreement Templates). Use the filter area on the left to narrow down your list of Agreement Templates by Assignment Mode and more. 



Overriding Agreement Template Assignments:


Agreement Templates assigned manually or through Smart Assignment rules can be unassigned by navigating to the Organization's Profile and selecting the "Agreements" tab in the left side panel of the Organization’s Details page. From there, check the box next to the Template you want to remove and click "Remove." 


You can also unassign Agreement Templates in bulk by hovering over the "Partner Management" module (or the Distributor Management module for Distributor Organization Template Assignments) in the left navigation menu and selecting  "Agreements" from the sub-navigation menu.


You'll then set the "Status" filter on the left to Pending to view all Pending Agreement Templates (Templates awaiting signature) and select the checkboxes next to the Templates you wish to remove from each Partner > Actions > Remove Agreement.





Related Documentation: 

What is the Agreements Functionality and How Do I Use It?

Agreements

How Do I Track Signed Agreements?