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Partnership form templates

Forms for bringing partners on board: agencies, resellers, affiliates and referral partners, with the details you need to vet each applicant.

2 templatesOpens in DecksForms

A closer look at Partnership Deck.

A quiet, warm-grey deck for proposing a referral-and-delivery partnership between two complementary firms, from why-now to the commercial model and the first ninety days. Here it is slide by slide.

See the template
  1. 1Cover: both firms and the date on a hairline rail, the proposal in one line, and a quiet studio photograph
  2. 2The proposal: a single sentence set low and large on a putty slide, with nothing else on it
  3. 3Why now: an oversized percentage beside the sentence it proves, over a note on where the figure came from
  4. 4What each side brings: two columns of capability separated by hairlines, each closing on founding year, size and average fee
  5. 5Where we overlap: two hairline circles meeting in the middle, with the joint offer written in the lens
  6. 6The shared client: a tall photograph beside four label-and-answer pairs describing who we are both chasing
  7. 7Clients between us: a plain wall of eight drawn wordmarks in two rows, one per firm
  8. 8What we would offer: four numbered propositions in a quadrant, each with a line on how it works
  9. 9How it works: refer, scope and deliver as three big verbs with notes and a small abstract render each
  10. 10The commercial model: three large figures for the referral fee, the revenue split and the payment window
  11. 11Who invoices: a three-step money flow in outlined panels, with referred and jointly delivered work set out beneath
  12. 12What each side commits to: eight numbered pledges in two columns, four per firm, over a quarterly review note
  13. 13The first ninety days: a five-phase timeline on a hairline, from signing to the first joint project going live
  14. 14How we measure it: five first-year targets with hairline bars beside a quarterly chart of joint fees
  15. 15Why a client picks the pair of us: a large circle for the partnership with three smaller circles for the alternatives
  16. 16The next step: a single ask, three fixed dates and both firms' addresses on a putty slide

About partnership form templates.

Something else on your mind? Ask us in the chat, bottom right of the page.

Are these partnership form templates free?

Yes. They open in Docsiv’s Decks and Forms app with a free account, which collects the responses in your workspace. The Free plan includes every Docsiv app and 500 AI credits a month.

Which app do they open in?

Decks: slides, PPTX, PDF and HTML exports. Forms: responses exported as CSV.

Can Docsiv AI write the partnership form for me?

Yes. Choose Customise with Docsiv AI on any template, tell it about the client or the project, and it drafts the content in that template’s style for you to review and edit. AI uses credits; the Free plan includes 500 a month.

Can I change the design?

Yes, all of it: the colours, fonts, photos and every word, and you can add or remove slides. Your brand kit’s colours are in every colour picker.

Where do the responses go?

Responses are collected in Docsiv with the form, and you can export them as a CSV file. Share the form with its fill link.

More from the gallery.

All templates

Describe the partnership form you need

Docsiv AI drafts it in the style of these templates, with your details in place, ready for you to edit.