Parties
Full legal names and entity types for each party, including dba names where applicable, and primary corporate addresses for service and notices.
A clear Partner Program Agreement aligns expectations, reduces disputes, and protects commercial and intellectual property interests. It also documents consent for electronic execution under ESIGN (15 U.S.C. ch. 96) and state UETA laws when applicable, supporting enforceability and auditability.
Clear assignment of signatory authority and compliance obligations streamlines onboarding and reduces later contractual disputes.
Full legal names and entity types for each party, including dba names where applicable, and primary corporate addresses for service and notices.
Start and end dates, auto-renewal rules, notice windows for nonrenewal, and early termination rights with associated cure periods.
Geographic or vertical limits on sales activity, customer ownership rules, carve-outs for existing accounts, and lead allocation procedures.
Commission rates, payment schedule, reversal and clawback rules, conditions for bonuses or MDF, and reporting cadence for sales credits.
Minimum sales targets, certification or training requirements, and remediation steps or tier changes for underperformance.
Non disclosure obligations, permitted uses of marks and materials, ownership of jointly created IP, and data protection obligations.
| Field | Configuration |
|---|---|
| Authentication | Email link, SMS code, or KBA |
| Reminders | Auto-reminders at 3 and 7 days |
| Bulk Send | Enable for batch partner onboarding |
| Audit Trail | Capture IP, timestamp, and actions |
Confirm chosen provider can produce a verifiable audit trail and export signed records in PDF/A for long-term storage.
Optica needed a streamlined contract for high-volume referrals.
Tech Data required enterprise-grade controls and integrations.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |