A short walkthrough of partners in LetSign: add a partner, give them a referral code, and see exactly what you owe them.
The same flow as the video, written down. Partners are on the Team plan.
Open Partners and click Add partner. Pick the agreement to send from the Library or your own templates; they sign it like any proposal. If you signed one elsewhere, record it under Already signed.
In the program settings, choose whether referrals are approved by hand or automatically, when partners hear from you, and your fees and terms.
Every partner gets a referral code. Add it to any proposal link (for example ?ref=ATLAS) and the deal is credited to them. Approve new referrals, or credit a program on a proposal yourself.
When a referred client pays, the fee shows up under Fees. Pay the partner your usual way, then open the period and click Mark paid.
0:00Partners who send you clients deserve to be paid on time. In this video, you'll add a partner, give them a referral code, and see exactly what you owe them.
0:10Open Partners in the sidebar. Each partner is listed with their program, the clients they've referred, and the fees they've earned.
0:20To add one, click Add partner. Pick the agreement to send, from the Library or your own templates. They sign it like any proposal, and their program starts. If you signed one elsewhere, record it under Already signed.
0:37In the program settings, choose whether referrals are approved by hand or automatically, when partners hear from you, and your fees and terms.
0:47Every partner gets a referral code. Add it to any proposal link, and the deal is credited to them. You approve new referrals, or credit a program on a proposal yourself.
1:01When a referred client pays, the partner's fee shows up under Fees. Pay them your usual way, then mark it paid.
1:11Partners get their own Referrals page, to follow their clients and their fees. And you can ask your assistant: What do we owe our partners this month?
1:22That's the partner program, and the end of the series. You'll find every tutorial at letsign dot ai, slash tutorials.
With their referral code: add ?ref=CODE to any proposal link and the deal is credited to that partner. You can also credit a program on a proposal by hand.
No. LetSign works out what you owe each partner from what referred clients actually paid. You pay them your usual way and mark the period paid.
Partners get their own Referrals page with their programs, referred proposals, fees and tax details.
Partner programs are part of the Team plan.
Start free, then move to Team to run your partner program in LetSign.
START FREE FOREVER