Partnership application form template

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:

Welcome page: Cover page with a logo and some quick info about the partnership opportunity being offered
Basic information: Information about the applicant, and their business.
Previous experience: Information about their previous work and partnership experience.
Expectations: Inquire about their goals and expectations, like revenue sharing, and profit projections.
Wrap-up: Get feedback on the process, and ask for any other information.

Use cases

SaaS: A SaaS company offering partnership opportunities to resellers and integration partners
Non-profit: A non-profit offering CSR partnership avenues
Retail: A small mom-and-pop store offering partnership to influences and photographers
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.

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.

Horizontal bar chart showing the distribution of responses for the multiple choice field 'Industry operating in' — Field analysis

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

Do I need coding skills to use this template?

No, you don’t need any coding skills. The form builder is user-friendly and allows you to customize your form with simple drag-and-drop actions.

How do I share the form with others?

You can easily share the form via a direct link, embed it on your website, or even send it through email. This makes it convenient for applicants to find and complete the form.

Can I export the data collected from the form?

Definitely! You can export the collected data into formats like CSV or Excel. This makes it easy to analyze or share the information as needed.

Is the data secure?

Yes, security is a top priority. The form and the collected data are protected with SSL encryption to keep the information safe and confidential.

Can respondents upload files on this form?

Yes, the form includes file upload fields where respondents can upload documents like financial projections and legal agreements, making the application process comprehensive.

How can I track the submitted forms?

You can track submissions via the form dashboard. Here, you can see all completed forms and monitor the progress of the application process.