What's in Partner Contracts Management
Introduction
Administrators use the Partner Contracts module to centrally manage, track, and oversee all agreements between the vendor and partners, ensuring compliance and smooth operations.
Filter
Administrators and partners use the Filter feature to efficiently locate specific contract templates by applying basic or advanced filter criteria to manage legal agreements.
Create View
Administrators can create and save custom views for the Contract Templates list, tailoring displayed information by selecting specific fields as columns.
Add/Edit a Contract Template
Administrators manage contract templates in the platform to standardize partner agreements, ensuring all partners operate under correct and up-to-date terms and conditions.
View a Contract Template
Administrators manage a centralized repository of contract templates to ensure consistent, compliant legal agreements for channel partners.
Contract Template with Assigned Groups
Contract Templates with Partner Accounts
Administrators centrally view contract template details and track associated partner contracts within the platform to monitor agreement deployment, partner compliance, and manage individual contract records by assigning access.
Agreement Templates
Administrators use Agreement Templates to manage legal documents for partner onboarding and lifecycle, ensuring all partners operate under correct terms and conditions.
Add/Edit an Agreement Template
Administrators manage agreement templates for partner contracts by creating, editing, and categorizing legal documents like Reseller or NDA agreements to ensure partners operate under defined terms.
Delete an Agreement Template
Administrators can delete agreement templates from the system, preventing their future use for new partner agreements.
Activate an Agreement Template
Administrators activate existing agreement templates to make them available for partner programs, changing their status from 'Inactive' to 'Active' for use in onboarding or renewals.
Agreement Logs
Administrators use Agreement Logs to audit all agreement activities, detailing who acted, on what agreement, and when, ensuring compliance.
View an Agreement Log
Administrators use Agreement Logs to view a comprehensive audit trail of all partner agreements, tracking who signed what, when, and its type for compliance and status verification.