Release: Partner Agreements Letterhead, Countersignatures & More

Updated March 22, 2023
Published in Our PRM Product, Release Notes

Our next release is going live tomorrow Wednesday, July 2nd between 5 am and 7 am EDT. Here are the key improvements:

Partner Agreements Letterhead

Set your company letterhead/stationery as a backdrop for all Partner Agreements signed through Channeltivity. Just upload a PDF of your letterhead and adjust the margins, and then any newly signed Agreements will use your company branding.

Partner Agreements Automatic Countersignature

Automatically add your company’s countersignature to Partner Agreements when the Partner signs. Simply add the countersignature placeholder to your Agreement templates and specify the countersignatory in the settings.

Seamlessly Embed Webpages using IFrames

Embed external pages using IFrames and display them in the navigation menu of your Channeltivity portal. Combine this with our Outgoing Single Sign-On API to seamlessly and securely embed your external applications within Channeltivity.

Other Improvements

  • Set up automatic email responses to “Become a Partner” form submissions
  • Data API: support for Deal Registration, Account and Contact entities
  • Data API: ability to look up a Partner’s region
  • Exclude certain Partners from the public Partner Locator map
  • New setting to prevent Partners from changing their company name
  • Many small improvements and bugfixes

As always, there’s nothing that’s needed from you – all customers on the current cloud version will be automatically upgraded.


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