A tech partner can now put its partner agreement on a program, and agencies can read it and sign it without leaving Partner Partner. Partner Partner provides the signing tool and keeps a copy for both sides. It isn't a party to the agreement.
This article has a section for tech partners (publishing) and a section for agencies (signing).
đĄ Not the same as uploading an agreement. If you're an agency and you want Partner Partner to read the terms of a contract you already have (rate, payout cadence, renewal), see Uploading a Partner Agreement. This article is about a tech partner publishing an agreement for its partners to sign in the app.
1. For Tech Partners: Publish an Agreement
You need to be a Tech Partner Admin. Go to Programs, open the program, and click the Agreement tab.
Add your legal details. In Your company's legal details, enter your legal name and registered address, then click Save details. They fill the merge fields for your legal name and address, and publishing needs them when your agreement uses them. You can also keep them under Settings âș Company profile âș Legal details, which says they're used on partner agreements you publish or sign.
Start the draft. Click Start the agreement. Give it a title and paste in your agreement text. The editor is paste-only.
Add merge fields where you want details filled in. The tab lists the fields you can use, including
{{companyName}},{{partnerCompany}}and{{programName}}. Partner Partner fills them in for each partner when they open the agreement.Choose whether signing is required. The box Partners must sign before joining controls whether a partner has to sign before they can join the program.
Save and preview. Click Save draft, then Preview. You see the agreement with a sample partner. This is exactly how partners will see it.
Sign and publish. When it reads right, click Sign and publishâŠ. This is where your company countersigns. Once it's published, partners see it. If Partners must sign before joining is ticked, they are asked to sign it.
â After publishing, the program header reads â Partner agreement v1 live · view, and Versions lists the version with a Live label, who signed for your company, how many partners have signed, and the date.
If the program has no agreement, the header reads No agreement on file, and Settings shows Partner agreement: None. Partners join without signing. with an Open the Agreement tab link.
2. Publishing a New Version
Once a version is live, click Start a new version. It starts as a copy of the current one, and you edit, preview and publish it the same way. From version 2 on, the editor also asks what kind of change it is, a short summary of what changed, and a number of notice days.
âł Check the options on screen before you publish a later version. They decide how partners are told about the change, and this article doesn't cover them in detail.
3. For Agencies: Where You'll See a Request to Sign
If a program asks you to sign, you'll see it in three places.
Where | What you see |
Programs list | A Sign agreement pill on that program's row. |
The program's Assessment & Benefits page | An agreement card at the top, with Review and sign. |
A Pending invitation | The accept strip's button reads Review and sign, with the line [Vendor] asks partners to sign its partner agreement to join. |
For how invitations and Pending work, see When a Partner Adds You to Their Partner Program.
4. Signing the Agreement
Click Review and sign. A window opens titled [Vendor] partner agreement âą version N âą [Program]. It says the agreement is between the vendor and your company, and that Partner Partner isn't a party to it.
Read the agreement. The full text is shown in the window.
Check your legal name and address. The field [Your company]'s legal name and address, as they appear in the agreement is editable. If you change it, click Update the agreement text so the text shows what you'll sign.
Tick both boxes.
I've read this agreement and agree to it on behalf of [Company], and I'm able to bind [Company] to it.
I agree to sign electronically and to receive this agreement and notices about it electronically. I can download a copy at any time from this program's page.
Type your full name. Add Your title (optional) if you like.
Click Sign. Click Not now to close the window without signing.
What's recorded. The window says: Signing records your name, email, company, the time, your IP address and browser, and a fingerprint (hash) of this exact text.
5. Joining a Program That Requires a Signature
If the vendor added you and your membership is Pending, the button is Review and sign, and the signing window's button is Sign and join instead of Sign. Signing and joining happen together.
â After you sign, the membership becomes Active. You can't accept the invitation without signing while the vendor requires it.
6. Getting Your Copy
After you sign, Partner Partner emails you a copy of the agreement with the signed PDF attached. The vendor's admins get a copy by email too.
You can also get your copy in the app. The agreement card on the program's Assessment & Benefits page shows Partner agreement · signed, with who signed, the date and the version. Click Download PDF to get your copy. You can come back and download it whenever you need it.