SaaS Partner Referral Program Enrollment Form

Looking to scale your SaaS business through strategic partnerships? This partner referral program enrollment form is designed specifically for B2B SaaS companies ready to build a thriving channel partner ecosystem.

Managing partner relationships manually through spreadsheets and email threads creates confusion, slows down deal registration, and makes commission tracking a nightmare. This Paperform template streamlines the entire partner onboarding process—from initial enrollment and tier selection to deal registration and commission calculations—all in one professional, automated workflow.

What makes this template perfect for SaaS partner programs:

The form guides potential partners through a structured enrollment process, capturing essential company information, partnership preferences, and co-selling capabilities. Built-in conditional logic adapts the form based on partnership tier selection, showing relevant commission structures and requirements for each level. The integrated calculator gives partners real-time visibility into potential earnings based on deal size and tier, creating transparency and motivation from day one.

Automate your partner ecosystem with Stepper:

Connect this form to Stepper to automate your entire partner lifecycle. When a new partner enrolls, automatically create their profile in your CRM, send tier-specific welcome packets, provision partner portal access, and notify your channel team for onboarding calls. For deal registrations, route approvals based on deal size, check for conflicts with existing opportunities, and trigger commission tracking workflows—all without manual intervention.

Close the loop with Papersign:

Once partners are approved, send partnership agreements and co-selling contracts for eSignature through Papersign. Link agreements directly to the enrollment submission, maintain a complete audit trail, and ensure legal compliance before activating partner accounts.

Whether you're launching your first partner program or scaling an existing channel, this template gives you the professional infrastructure to attract quality partners, maintain clear expectations, and build a revenue-driving referral ecosystem. Trusted by growing SaaS companies looking to expand market reach through strategic partnerships.