Partnership Application
Evaluate strategic partners with company profiles, synergy assessments, and growth projections
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What's Included in This Template
10 Fields
Pre-configured fields with the right input types, validation, and layout for application.
Full Customization
Change colors, fonts, add your logo, rearrange fields, and make it match your brand perfectly.
42+ Integrations
Connect with Mailchimp, HubSpot, Zapier, n8n, Google Sheets, Slack, and more. Automate your workflow.
Form Structure
Multi-page layout keeps your form organized and easy to complete.
Partnership inquiries tend to arrive as two-line emails: "Love what you're doing, we should team up." No company details, no sense of the deal they have in mind, no materials to review. Someone on your team then spends a week of back and forth extracting basics that a structured application would have captured in one pass. This template does the extracting for you. Applicants work through a company profile, pick a defined deal structure, and make a written case for the collaboration, all in an estimated 15 to 20 minutes.
Ten fields that force a real pitch instead of a vague hello
The form opens with the identity block: Company Name, Contact Person Name, email, phone, and Company Website. Then two dropdowns do the early sorting. Company Size spans five brackets, from 1-10 employees up to 1000+, so you know instantly whether you're talking to a two-person startup or an enterprise. Partnership Type asks applicants to commit to one of five deal structures: Technology Integration, Reseller / Distributor, Co-Marketing, Referral Partnership, or Strategic Alliance.
The substance comes from two long-form prompts, "Describe your company and offerings" and "How do you envision the partnership?" Both are required, which means every submission includes an actual pitch, not just contact details. A final field invites a company overview or pitch deck; it's the only optional item of the ten, and attached documents come through as links you can open when reviewing. The form runs as a traditional multi-page flow with a cover page and closing screen, so applicants aren't staring down one intimidating wall of inputs.
Built for whoever owns the partner pipeline
Partner managers at software companies use this to triage integration requests before they reach engineering. Founders fielding a steady trickle of "let's collaborate" messages use it as a polite filter: serious companies fill it out, tire kickers don't. Channel and marketing leads recruiting resellers or co-marketing partners get every applicant answering the same questions, which makes side-by-side comparison possible for the first time.
Reading applications as a batch, not one thread at a time
Once submissions accumulate, the per-question breakdowns start earning their keep. The Partnership Type chart shows what the market actually wants from you; if most applicants pick Referral Partnership and nobody picks Technology Integration, that tells you where to invest. Company Size distribution shows whether you're attracting the segment you're targeting.
For deeper scoring, export everything to CSV and rank applicants in a spreadsheet against your own criteria. If your pipeline lives in a CRM, webhooks or the Zapier connection can push each new application straight into it, so a promising applicant becomes a pipeline record the moment they hit submit.
Where prospective partners will actually find it
Most teams link the form from a "Partners" or "Work with us" page, either as a plain link or embedded directly with the snippet. WordPress sites can drop it in with a shortcode through the Uplup plugin. It also does quiet work in replies to inbound inquiries: instead of a fifteen-question interrogation over email, you send one sentence and a URL. At conferences and partner events, a QR code on a booth banner turns a hallway conversation into a completed application by the time you're back at the office.
Before any of that, adjust the template to fit your program. Every field is editable, so you can rename the partnership types to match your actual offerings, tighten the company size brackets, or add a question about expected deal volume. Apply your logo and brand colors, and the application reads as yours, not as a borrowed form.
Who Is This Template For?
This template works for a wide range of goals and industries.
Vetting technology integration requests
Software companies route every integration inquiry through the form, so engineering only hears about applicants who have named their company size, described their offering, and made a concrete case for the integration.
Recruiting resellers and distributors
Channel teams building out a reseller network use the Reseller / Distributor option and the company profile fields to compare candidates on the same criteria instead of piecing together details from scattered emails.
Screening co-marketing and alliance proposals
Marketing leads collect co-marketing and strategic alliance pitches in one queue, with the required vision prompt forcing each applicant to spell out what the collaboration would actually look like.
Key Features
Five deal structures built in
The Partnership Type dropdown ships with Technology Integration, Reseller / Distributor, Co-Marketing, Referral Partnership, and Strategic Alliance, and every option can be renamed or replaced to match your program.
Complete company profile in one pass
Company name, contact person, email, phone, website, and a five-bracket Company Size dropdown capture the who and how-big before you ever get on a call.
Per-question analytics and CSV export
Breakdowns by partnership type and company size show what your applicant pool wants, and a CSV export lets you score the full batch in a spreadsheet.
CRM handoff through webhooks and Zapier
Push each new application into your CRM or deal pipeline automatically, so promising partners get a follow-up while the interest is still warm.
How It Works
Choose This Template
Click "Use This Template Free" to get started. You will get a full copy of this form in your account, ready to edit.
Customize It
Edit the fields, update the design, add your branding, and set up integrations. Everything is editable from the visual builder.
Share & Collect Responses
Publish your form and share it with a link, embed it on your website, or post it on social media. View responses in real time.
Frequently Asked Questions
How long does the partnership application take to fill out?
Can I change the five partnership types in the dropdown?
Do applicants have to upload a pitch deck?
Which Uplup plan do I need for this template?
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