Partnership application form

Multi-step layout

This form uses a multi-step layout for efficient data collection. The form is divided into the following steps, each asking a specific set of questions:

1. Welcome page: Cover page with company name and logo, and a short introduction to the partnership opportunity.
2. Basic information: Collect personal and company details, including name, contact info, and industry.
3. Previous experience: Ask for past partnership involvement and impact, with elaboration opportunity.
4. Expectations: Require revenue-sharing preferences, partnership expectations, plans, financials, and legal documents.
5. Wrap-up: Request feedback on process, interest in future opportunities, and additional comments.

Use cases

1. 
   SaaS: A SaaS company offering partnership opportunities to resellers and integration partners
2. 
   Non-profit: A non-profit offering CSR partnership avenues
3. 
   Retail: A small mom-and-pop store offering partnership to influences and photographers
4. 
   Marketing: A marketing agency looking for content creators, and outreach partners

Form workflows

You can use Formcrafts' built in workflows to connect your form to other services, and create processes like:

• 
  Email:

  You can set up notifications to alert you by email whenever someone submits a form.

• 
  Salesforce:

  You can create a new contact and account based on the submitted information in the form.

• 
  HubSpot:

  You can create a new contact based on the form info.

Partial submissions

You can enable capturing partial submissions on this template. This would allow you to capture information from prospective partners who started the form but didn't finish it. You can then reach out to them and offer assistance.

Supplementary documents

You can allow prospective partners to upload different types of documents on the form, including incorporation certificate, business proposal, revenue projections, reference letters, etc ...

Field insights

Field analytics can provide valuable insights for form creators. For the person using the Partnership application form template, analyzing the data from the "Industry operating in" field can help them understand the industries that potential partners belong to.

Engagement analysis

Analyzing engagement helps pinpoint where users drop off in the application form. Knowing which steps take longer can guide you to streamline questions. This helps improve form completion rates.

Questions and answers

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