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Documentation Index

Fetch the complete documentation index at: https://docs.partneros.ai/llms.txt

Use this file to discover all available pages before exploring further.

Deal registration gives your partners a way to formally claim credit for a prospect they are actively working. When a partner registers a deal, your team reviews it, decides whether to approve exclusive protection on that opportunity, and — once approved — converts it into a tracked deal in PartnerOS. This process protects partners from channel conflict, encourages them to bring deals to you early, and gives your team visibility into the pipeline your partners are generating.

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Deal registration statuses

Every registration moves through a defined lifecycle. Understanding these statuses helps both your team and your partners know exactly where a deal stands.
StatusMeaning
SubmittedThe partner submitted the registration; it is waiting for your team to begin review.
Under reviewA team member has started evaluating the registration.
Approved (converted)The registration was approved and converted into a tracked deal. An expiry date is set automatically.
RejectedThe registration was declined. The partner receives a notification with the reason if one was provided.
ExpiredAn approved registration was not converted to a closed deal before its expiry date.
A registration moves to Converted automatically when it is approved — PartnerOS creates a matching deal record at the same time.

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Submit a deal registration

Partners and internal users with the appropriate permissions can submit deal registrations.
1

Go to Deal Registrations

In the left sidebar, click Deal Registrations. The table shows all existing registrations for your organization.
2

Click New registration

Select New registration in the top-right corner. The create form opens.
3

Select the partner

Choose the partner that sourced or is co-selling this deal from the Partner dropdown.
4

Enter the account details

Fill in the required fields:
  • Account name — the prospect or customer organization’s name.
  • Deal value — the estimated contract value in your organization’s currency.
  • Expected close date — the date by which the deal is expected to close.
5

Add supporting context (optional)

Providing detail here helps reviewers make faster, more informed decisions:
  • Customer contact name and email — the buyer-side contact.
  • Business challenges — what problem the customer is trying to solve.
  • Proposed solution — how your product and the partner’s capabilities address it.
  • Partner value-add — the specific work or expertise the partner is contributing.
  • Internal notes — information for your team only; not visible to the partner.
6

Submit

Click Submit registration. PartnerOS assigns a unique registration code in the format DR-XXXX and notifies your team according to the deal registration policy.

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Review and approve incoming registrations

Admins and team members with deal-review permissions can approve or reject registrations.
1

Filter to registrations awaiting review

On the Deal Registrations page, use the Status filter to show only Submitted and Under review registrations. The summary cards at the top of the page also show the current count awaiting review.
2

Open a registration

Click a row to open the registration detail panel. Review the account name, deal value, close date, partner tier, and any context the partner provided.
3

Approve or reject

Select Approve or Reject from the action menu.
  • When you approve, PartnerOS converts the registration into a deal record and sets an expiry date based on your policy (default: 90 days).
  • When you reject, enter a reason in the Decision note field. This note is included in the notification sent to the partner.
4

Extend an expiring registration (optional)

If an approved deal needs more time, open the registration and click Extend. PartnerOS extends the expiry date by the number of days configured in your policy (default: 30 days). Each registration can be extended up to the maximum number of times set in your policy (default: 2).
The Expiring soon card on the Deal Registrations page highlights approved registrations with expiry dates within the next 14 days, so you can follow up with the relevant partners before protection lapses.

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Deal registration policies

Your organization’s deal registration policy controls default timelines, notifications, and approval routing. To view or update the policy, go to Deal Registrations and open the Policy settings.
  • Validity period — how many days an approved registration stays active before expiring (default: 90 days).
  • Partner notification before expiry — how many days before expiry PartnerOS alerts the partner (default: 14 days).
  • On expiration — the action taken when a registration expires without converting (default: auto-expire and notify).
  • Extension days — how many days each extension adds to the expiry date (default: 30 days).
  • Maximum extensions — the maximum number of times a registration can be extended (default: 2).
  • Approver role — the role responsible for reviewing registrations (default: opportunity owner).
  • If unresolved — the fallback action when a registration sits unreviewed (default: route to partner manager).
  • Approval happens in — whether approvals are managed in PartnerOS or your CRM (default: PartnerOS).
  • Email notifications — enabled by default. Configure which groups receive each type of email (new submission, approved, declined).
  • Slack notifications — optionally route notifications to a Slack channel.
  • In-app notifications — enabled by default; team members see alerts in PartnerOS.
Each notification type (submitted, approved, declined) has its own customizable subject line and body. You can use template variables like {{trigger.registration.accountName}} and {{trigger.partner.name}} to personalize messages automatically.

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Search and filter registrations

Use the toolbar controls on the Deal Registrations page to find specific registrations quickly.
ControlWhat it does
Search barFilters by account name
Status filterFilters by Submitted, Under review, Approved, Rejected, or Converted
Partner filterShows registrations from a specific partner
Date rangeFilters by submission date
SortSorts by submission date, deal value, expiry date, or account name
The summary cards at the top of the page always show your current counts for registrations awaiting review, the 30-day approval rate, and registrations expiring within 14 days.