PartnerAlign

Support your partners, grow your partner programs, and scale partner revenue. PartnerAlign integrates SaaS companies into the partner sales workflow giving them access to an award-wining sales platform and a powerful partner portal, rolled in one.

Creation of Product Collections
1. Go to Marketplace -> Product collections 2. Click on ‘Add product’ and enter all details on the product. Add Pricing Plan Our plans contain thre...
Wed, 15 Jun, 2022 at 4:59 AM
Inviting Partner to PartnerAlign
Steps to Inviting a partner at PartnerAlign (vendor) 1. Go to the partner's tab 2. Click on the invite partner button 3. Enter the name, and emai...
Thu, 13 Oct, 2022 at 5:53 AM
Vendors to be able to add resources to be listed in align
Vendors can add resources to help partners gain a better understanding of their products or sell them better with marketing and sales collateral. In the...
Wed, 15 Jun, 2022 at 4:42 AM
Create and Share opportunities with Partners
As a vendor, you can share opportunities (leads) with your Partners and collaborate with them to close such deals. Prerequisites: The partner with whom ...
Tue, 19 Jul, 2022 at 9:09 AM
Reassign Opportunity to Partner
An opportunity that has already been shared with a partner can be reassigned to a different partner if needed. Prerequisites: The partner with whom you ...
Tue, 19 Jul, 2022 at 9:11 AM
Delete Opportunities Shared with Partner
An opportunity that is shared with a partner can be deleted. Step-1 From the left-side panel of PartnerAlign, click on the Opportunity card that needs ...
Tue, 19 Jul, 2022 at 9:12 AM