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E signature partnership agreement

when you sign up a new channel partner this often means filling out reseller agreements and other legal documents channel tivities partner relationship management system can help you manage the signing of these partner contracts this video shows you how so this is what app new partner sees once they activate their account they complete their profile and get sent to the agreement page where they are first asked whether they're authorized to enter into legally binding contracts for their organization if they say yes they are presented with the agreements they need to sign for each of them they click to view the agreement that has been customized with their information and then type in their name to add their electronic signature hitting the sign button saves the signed document as a unique PDF once all agreements have been signed the partner can continue and log into the portal if they ever want to access their signed agreements they can be viewed in the organization profile page at the very bottom now let's switch over to the admin view and see what this looks like on the backend partner agreements are part of the partner module and are managed from the partner details page here in the agreement section you'll see pending agreements at the top these are documents that are waiting to be signed by the partner and it's easy to edit this list using the controls here and here below that are the agreements that have already been signed and you also have the ability to upload scanned agreements that were signed outside of chalant annuity which allows you to keep all your legal partner docs in one place finally let's look at how to manage those agreement templates in the partner module settings find the partner agreements area and then from there select agreement templates so each agreement type exists as a template that has all the agreement text including placeholders that get filled in automatically you can specify whether the agreement is mandatory for all partners or for only certain partner types in specific regions or whether you want to not make it required at all and then manually specify the partner that needs to sign these default agreement template settings can be overridden on a partner by partner basis which is what we saw earlier so as you can see the partner agreements functionality allows you to easily manage your reseller agreements all in one place