Content & legal OS
Everything partners need to sell, and everything you need signed, in one library. Block-based materials and generated legal documents share one explorer, a ready-made contract set, e-signature and countersign, bundles, expiry-driven renewals — and export to PDF, HTML, or an editable PPTX deck with every variable filled in.
Enablement content and contracts live in two broken places
Sales decks scattered across a shared drive, and agreements handled by a separate e-sign tool with no link to the partner record. Nothing is foldered, nothing renews on its own, and nobody knows which contract is current.
The flow, end to end
Organize
Build folder trees for enablement materials and for documents, scoped to the right partners and products.
Generate
Pick a template, fill the variables, and generate a document — or create an ad-hoc one from raw text.
Sign
Route it for signature; partner and vendor sign; the document tracks its own signing status.
Renew
As terms approach expiry, the expiry sweep fires events so a renewal playbook takes over.
What's in the box
One library
Materials and documents live in a single explorer with a shared folder rail, tenant- and product-scoped.
Export anywhere
Download any document or material as PDF, HTML, or an editable PPTX deck — variables already applied.
A ready contract set
Reseller, order form, MSA, mutual NDA, DPA, SCC cover, and sub-processor templates, ready to generate.
Document templates
Author templates with variables and sections; generate a document in one click.
E-signature
Partner and vendor signatures with countersign, tracked as first-class signature records.
Bundles
Group related documents into a legal set that shares folder and lifecycle.
Renewal automation
A background sweep emits expiring / expired / renewed events into the same playbook rail.
Documents are the single legal surface — bundles, signatures, and expiry included
Rather than a bolt-on e-sign tool, documents are native: generated from templates, signed in-product, grouped into bundles, and swept for expiry. Renewal is just a playbook listening for a document.expiring event.
- ✓Template-driven or ad-hoc single-section documents
- ✓Role-tagged signatures with derived signing status
- ✓Expiry sweep → events → renewal journeys, no separate scheduler
Sales content and contracts in one place — and out in any format
Decks, one-pagers, and contracts live in one explorer with a shared folder rail, scoped to the right partners and products. Any of them exports as a styled HTML page, a print-faithful PDF, or an editable PPTX deck, with every {{variable}} resolved exactly as it renders on screen.
- ✓Documents and materials behind one type toggle
- ✓PDF, HTML, and PPTX export with variables applied
- ✓Folder browsing respects scope — it never widens visibility
Recruitment & onboarding
Application intake, approval, and a portal provisioned the moment a partner is approved.
Learn morePlaybooks automation
An event-driven, node-graph engine that turns any signal into the right action, automatically.
Learn moreWhite-label portals
Branded portals on a partner's own verified domain — certificates issued automatically, health probed from outside.
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.