Recruitment & onboarding
Turn interest into an active, enabled partner without the email ping-pong. PartnerOS runs the whole intake — a branded application form, a review queue with approve/decline, and a staged onboarding checklist that provisions the partner's portal the instant they're approved.
Recruitment lives in forms, spreadsheets, and someone's inbox
A typed-up application form, a spreadsheet of who applied, a Slack thread to approve them, and a welcome email nobody remembers to send. New partners wait days to get access — and the ones who slip through the cracks never activate.
The flow, end to end
Apply
A prospective partner submits your application form; it lands as an application record in the review queue.
Review
Your team approves or declines. Approval spins up the partner organization and its portal.
Onboard
The partner works a staged checklist — sign the agreement, complete their profile, finish enablement.
Activate
Completed onboarding flips the partner to active and, if you want, auto-enrolls them in a nurture playbook.
What's in the box
Branded application intake
Public application forms scoped to your program, captured as first-class records — no third-party form tool.
Review queue
Approve or decline applications from one queue, with the applicant's details and a full audit trail.
Staged onboarding
A configurable checklist (agreements, profile, training) that moves each partner through onboarding stages.
Auto-provisioned portal
Approval creates the partner org, its first user, and its white-label portal automatically.
Kick off a playbook
Approval emits an event, so a welcome journey, doc send, or task assignment fires with zero manual work.
Onboarding that fits your program, not a fixed template
Onboarding stages are configurable — reorder them, add your own, and mark which stage means "active." Every transition is an event the automation engine can react to.
- ✓Reorderable onboarding stages with a terminal "active" state
- ✓Auto-attached agreements generated from your document templates
- ✓Every stage change emits an event for playbooks to hook
Approval is one click that stands up an entire tenant
When you approve an application, PartnerOS creates the partner organization, seeds its first user, applies its branding, and opens its white-label portal — in one motion. There is no separate "now set up the account" step for your team to forget, and declining is first-class too, with a reason kept on the record.
- ✓Partner org + first login created on approval
- ✓Portal, theme, and default pipeline attached automatically
- ✓Decline is captured with a reason, not a silent drop
Deal registration & PRM
Register deals, protect them, and move them across configurable pipelines on a shared board.
Learn moreContent & legal OS
Foldered material libraries plus document templates, e-signature, and renewal automation.
Learn morePlaybooks automation
An event-driven, node-graph engine that turns any signal into the right action, automatically.
Learn moreReady to run your partner program in one place?
Book a walkthrough and see recruitment, PRM, automation, payouts, CX, and dashboards working together — on one platform.