Free partner program templates
Agreements, plans, reviews and checklists for running a partner program, written for B2B SaaS. Read each one in full on the page, then download it in Word or Excel. Free, with no sign-up.
Agreements
- Affiliate agreement templateA free SaaS affiliate program agreement you can use as click-through program terms, covering tracking links, cookie windows, recurring commissions, payouts, FTC disclosure and prohibited promotion.Word
- Referral partner agreement templateA free referral partner agreement template for B2B SaaS, covering referral acceptance, protection periods, commission on collected revenue, clawbacks, W-9s and termination.Word
- SaaS reseller agreement templateA free SaaS reseller agreement template for US software companies, covering tiered discounts, resale pricing, ordering, billing, deal registration, support, data protection and customer transition.Word
Plans & reviews
- Joint business plan templateA free joint business plan template for SaaS partnerships, in Word and Excel: shared goals, target accounts, quarterly revenue and pipeline targets, marketing, enablement, investment, governance and risks.Word + Excel
- Partner QBR templateA free partner QBR template for B2B SaaS: a 60-minute agenda and a slide-by-slide outline covering results, pipeline, wins and losses, enablement, joint marketing, asks and next quarter goals.Word
- Partner scorecard templateA free weighted partner scorecard for SaaS partner programs, in Excel and Word: eight metrics across revenue, pipeline, engagement, enablement and retention, a 1 to 5 scoring guide and tier rules.Excel + Word
Forms & checklists
- Deal registration form templateA free deal registration form template for SaaS partner programs, with required and optional fields, a partner attestation, a vendor approval section and a one-page policy summary.Word
- Partner onboarding checklist templateA free partner onboarding checklist for SaaS partner programs: 40 steps from approval to the 90-day review, grouped by phase with owners, plus a kickoff call agenda and milestone dates.Word
Outreach
Careers
- Partner manager 30-60-90 day plan templateA free 30-60-90 day plan for partner managers and channel managers: goals, activities and deliverables for each phase, measurable outcomes, and tips for presenting it in an interview.Word
- Partner manager job description templateA free partner manager job description template for B2B SaaS: responsibilities, 6 and 12 month success measures, requirements and a compensation section, with notes on channel and partnership manager titles.Word