Applications in a shared inbox
Partner enquiries arrive by email and contact form, with no consistent way to review who you’re taking on.
Partner onboarding
Turn partner sign-ups into partners who actually sell
Portalstack takes referral, channel and reseller partners from application to agreement to enablement in one branded portal, so new partners are ready to send you business sooner.
14-day free trial · No credit card · Clients are always free
Most partners go quiet after signing up.Usually because onboarding lost them along the way.
Agreements that stall
The partner agreement goes out as an attachment and waits a fortnight for someone to print, sign and scan it.
No enablement after the signature
Pitch decks, pricing sheets and referral rules sit in a drive the partner never finds.
The partner journey
From application to first referral
Give every partner the same clear path, whether you run a handful of referral partners or a growing reseller channel.
Applications through a public web form
Put a partner application form on your website. Ask about their company, client base and markets, with conditional logic for referral versus reseller partners.
- reCAPTCHA keeps out spam
- A custom success message after submission
- Notified when an application comes in
Partner agreements signed online
Upload your referral or reseller agreement as a PDF, place the signature fields and send. Partners sign from any device and you keep a signing certificate.
- Sent, viewed and signed times with IP addresses
- Optional password and expiry on signing links
- Automatic reminders until it’s signed
Know who you’re partnering with
Request a government ID check through Stripe Identity from the partner’s record, and collect company details, tax forms and bank details for commission payments.
- Verified, requested and failed statuses
- US$3.50 per check, paid from credits
- Approve or comment on each answer
A partner hub they’ll come back to
Publish your sales playbook, ideal customer profile, pricing guide and FAQs in a knowledge hub, and share pitch decks and logos in a partner folder.
- Articles, checklists and embedded videos
- Shared with every partner or tailored to one
- See who opened and downloaded each file
Referrals and questions in one queue
Partners raise service requests for new introductions, co-marketing asks or questions. Your partner manager assigns, tracks and replies in one place.
- Status and owner on every request
- Comments and attachments in context
- A task list shows partners what’s outstanding
Built for partner programs
What partner managers get
Onboarding on repeat
Auto-assign your partner forms and agreement steps to every new partner, so nobody is onboarded differently.
Company details asked once
Common fields carry the partner’s company name, address and tax ID across every form.
Your program’s brand
Your logo, colors and a partner home page with a welcome video from your partnerships lead.
The whole partner firm
Add several people from each partner company, with one primary contact.
Reminders that do the chasing
Set reminder schedules for forms, signatures and documents still outstanding.
Contacts in sync
Sync partner contacts with HubSpot or Pipedrive, or import your existing list from CSV.
One link for every partner
Partners sign in once and find everything
No password to set up and no app to download. Partners sign in with a one-time code and land on a home page you design, with their checklist, agreements and resources in one place.
- Turn portal sections on or off and reorder the menu
- Badges show partners what needs their attention
- Preview the portal as a test partner before launch
Who uses Portalstack
Partner onboarding across professions
FAQ
Partner onboarding questions
Do we pay for each partner?
No. You pay per internal team member. Partners use the portal for free, and paid plans have no limit on how many you add.
Can prospective partners apply from our website?
Yes. Build a public web form with reCAPTCHA, link it from your partner page and get notified on every submission. You can see how long each application took to complete.
Can partners sign the agreement without logging in?
Yes. Send the agreement through the portal or by a unique link, with an optional password and expiry. Each request has one signer.
How does partner ID verification work?
From the partner’s record, request an identity check powered by Stripe Identity. The partner photographs a government ID document and you see whether it was verified. Each check costs US$3.50 in credits.
Can we pay partner commissions through Portalstack?
No. Portalstack invoices your clients through Stripe, but it doesn’t pay out commissions. You can collect the bank and tax details you need for payouts in an onboarding form.
Get started
Launch your partner portal this week
Build your application form, upload your partner agreement and invite your first partner.
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