New Partner Onboarding

Send Partnership Agreement & Quotation
Send the Partnership Agreement link along with a quotation for payment.

Verify Submitted Agreement
Once the partner submits the Partner Agreement, its status will be set to Open.
The Partner Manager has to verify the details. Ensure Company Name is accurate.

Invoice Creation
After payment is received, the accounts team should create an Invoice.

Link Invoice to Agreement
Once the invoice is ready, the Partner Manager updates the Payment Mode to Bank Transfer and links the Invoice ID to the Partner Agreement.

Create Partner Record
Create a new Partner Record with all the required information and mark it as Enabled (this step is done manually by the Partner Manager).

Link Partner Record to Agreement
Link the newly created Partner record to the Partner Agreement using the Partner field.

Submit Partnership Agreement
Change the Partner Agreement Status to Submitted. This will:

• Send a notification to the partner that their partnership is activated.
• Share the signed Partnership Agreement with them.

Verify Partner Record Details
Go to the Partner Record and double-check the following:

• Enabled is ticked
• Partner Name and Company Name are correct
• User email is set (must match the Frappe Cloud account email, since Partner Privileges on FC are tied to the same email)
• Address, Country, and Territory are filled properly
• Contract Start Date and Contract End Date are accurate as per the Partner Agreement (most important, as renewal notifications are based on this field)
• Partner Manager is set
• Certifications are linked (if available)