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Approving an Agreement (and What Happens Next)

What the Approve button actually does — and why it isn't the same as your tech partner publishing a program

Uploading an agreement gets its terms into Partner Partner — see Uploading a Partner Agreement for that step. Approving it is what puts those terms to work.

This article covers the one action every uploaded agreement needs — the draft-to-active approval — and the two things it sets in motion: your own Receipts, and a Program + Tier draft on your tech partner's side that only they can publish.


1. Before You Approve

Every uploaded agreement starts as a draft. Before you approve it, review what Partner Partner extracted — rate, payout cadence, and renewal date — against the agreement itself.

If anything couldn't be read with confidence, you'll see it called out directly on the agreement, for example:

  • ⚠️ Gaps flagged — review before approving, with the specific items listed (a missing effective date, an unclear dispute window, and so on)

  • Nothing flagged — all fields extracted with high confidence

Treat a gap like you would a typo in a contract summary — worth a second look before you sign off, not a sign that anything is wrong.


2. Approving: Draft → Active

Once you're satisfied the terms are right, approving the agreement flips its status from draft to active. You'll see the change reflected immediately, on the agreement's review panel and in its row on the agreements list.

This one action is the gate. Nothing about the agreement's terms is used anywhere else in Partner Partner until it's active.


3. What Approval Starts: Your Receipts

The moment an agreement goes active, Partner Partner starts checking your ongoing partner data against its terms — and surfacing what's worth bringing to your partner conversation as a Receipt, evidence attached. Against an active agreement, that includes things like:

  • Whether a renewal is coming up

  • Whether payments are landing on the cadence the agreement specifies

  • Whether the rate you're actually being paid matches the agreement

  • Whether commission continues — or correctly stops — after any tail period the agreement defines

  • Whether your current tier assignment matches what the agreement specifies

Each of these Receipts carries a confidence label and links back to the source agreement, so you can always see where a finding came from. For how agreement-derived Receipts differ from the Receipts built from your ongoing commission data, see How Agreement-Based Receipts Work.


4. What Approval Also Starts: A Program + Tier Draft

Approving an agreement does one more thing behind the scenes: Partner Partner drafts a Program and Tier on your tech partner's side, seeded from the terms you just approved — for example, a tier carrying the commission rate your agreement specifies.

This draft is owned entirely by the tech partner. It is not visible to your partners, and it does not appear as a program anywhere in your own account — because it isn't yours to publish.


5. The Governance Line: Approving Is Not Publishing

This is the part worth being precise about.

Your approval activates the agreement and starts your Receipts. Your tech partner's publish action is a separate step, owned by them, that makes a program and its tiers visible to their partners. One does not cause the other to go live.

Action

Who does it

What it affects

Approve an agreement

You (the agency)

The agreement's own status — draft → active. Starts Receipts against it.

Publish a program

Your tech partner

The program's visibility to partners. Drafted from your approval, but only they can publish it.

Until your tech partner publishes, the drafted program and tier exist only on their side, in draft. Nothing you do in your own account changes that. For what happens on the tech partner's side and how they publish, see Publishing Your Program & Partner Tiers.


Related: Uploading a Partner Agreement · How Partner Tier Health & Accountability Works (once a program is published and you're assigned a tier, that's where you'll track it) · How Agreement-Based Receipts Work · Publishing Your Program & Partner Tiers

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