Partnership Request Template
Define what Buyers must accept, meet and answer before requesting a partnership.
The partnership request template is what a Buyer sees when requesting a partnership with your program. It lets you collect what you need to decide, without back-and-forth emails. You configure it under Template Settings.
1. Agreements
Documents the Buyer must accept before sending the request, for example your program terms or a data agreement. Upload them as PDF. Each acceptance is recorded with a timestamp.
Agreements cannot be deleted, only deactivated. Buyers who accepted a document keep access to it. To change a document, deactivate the old version and upload a new one.
2. Requirements
Criteria a Buyer should meet, for example a minimum customer base or an active online presence. Requirements are informational; they are shown to the Buyer and recorded with the request so you can check them during review.
3. Questions
Free-text questions the Buyer answers in the request form, for example expected monthly volume or planned integration. Answers are shown with the request.
4. Capabilities
Select which capabilities you offer: Earn, Spend, Convert. Buyers can only request what you enable.
5. Reviewing Requests
When a request arrives you see the Buyer's profile, accepted agreements, answers and requested capabilities. Approve, or decline with a reason that is shown to the Buyer.
Need help? Submit a support ticket or email pei@qiibee.com.