---
title: "New Partner Onboarding"
space: "Handbook"
url: "https://frappe.io/handbook/new-partner-onboarding"
updated: "2026-05-07"
---

1. **Send Partnership Agreement & Quotation**  
   Send the [**Partnership Agreement**](https://frappe.io/partnership-agreement/new) link along with a quotation for payment.

2. **Verify Submitted Agreement**  
   Once the partner submits the [**Partner Agreement**](https://frappe.io/app/partner-agreement), its status will be set to **Open**.  
   The Partner Manager has to verify the details. Ensure **Company Name** is accurate.

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

4. **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**.

5. **Create Partner Record**  
   Create a new [**Partner Record**](https://frappe.io/app/partner) with all the required information and mark it as **Enabled** (this step is done manually by the Partner Manager).

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

7. **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.

8. **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)