Partner Application → Review Workflow → Contract Generation
Streamline partner onboarding by automatically routing applications for review and generating contracts for approved partners. Perfect for businesses with partner programs.
Workflow Steps
Typeform
Collect partner applications
Create a comprehensive partner application form capturing company details, revenue, target market, and integration capabilities. Include file uploads for business documents.
Airtable
Store and score applications
Send form responses to an Airtable base with automated scoring based on company size, revenue, and fit criteria. Use formulas to calculate qualification scores.
Slack
Notify review team
Send qualified applications (score above threshold) to your partnerships team's Slack channel with application summary and direct link to Airtable record for quick review.
Airtable
Track approval decisions
Update the record status when team members mark applications as approved/rejected in Airtable, triggering the next step in the workflow.
DocuSign
Generate partnership agreements
For approved partners, automatically create and send DocuSign contracts using a template populated with partner details from Airtable, including revenue sharing terms and integration requirements.
Workflow Flow
Step 1
Typeform
Collect partner applications
Step 2
Airtable
Store and score applications
Step 3
Slack
Notify review team
Step 4
Airtable
Track approval decisions
Step 5
DocuSign
Generate partnership agreements
Why This Works
Creates a systematic approach to partner evaluation while ensuring approved partners can start quickly with automated contract generation, scaling your partner program efficiently.
Best For
Managing high-volume partner applications
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