Partnership applications submitted through email or generic contact forms give business development teams an inconsistent record of who has applied, what the prospective partner's business looks like, and what they are hoping to achieve from the relationship. Company scale and customer base are not captured. Partnership objectives and expectations are stated informally or not at all. Demand generation activities are undisclosed. Without a structured, centralized application process, assessing and prioritizing partnership opportunities consistently requires more effort than it should.
The Partnership Application template for SharePoint, built with Infowise Ultimate Forms, provides a structured application form that captures the prospective partner's company name, website, employee and customer count, full address, business type, company description, partnership objectives and expectations, current demand generation activities, logo upload, and primary contact details. Every application is stored as a complete, reviewable record in SharePoint.
How it works
Company profile and scale
The form captures the company name, website, number of employees, and number of customers alongside the full company address. Capturing employee count and customer base at the application stage gives the partnerships team an immediate view of the prospective partner's scale and market reach without requiring a separate business profile document. The company website provides an immediate reference point for reviewing the applicant's online presence and market positioning.
Business type and company description
A business type column categorizes the applicant's business from the point of submission, enabling the partnerships team to filter and compare applications by sector or business model. A general company description column gives the applicant the space to communicate what they do and how they operate, providing the reviewing team with the context needed to assess strategic fit before the first conversation.
Partnership objectives and expectations
Dedicated columns capture the applicant's partnership objectives and their expectations from the arrangement. Capturing both in structured columns at the application stage ensures the partnerships team has a documented view of what the applicant is seeking before engaging in detailed discussions, reducing the risk of investing time in a partnership where goals are fundamentally misaligned.
Current demand generation activities
A demand generation activities column asks the applicant to describe how they currently generate leads and drive demand. This column gives the partnerships team insight into the applicant's marketing and sales capability, which is often more informative for assessing partnership potential than company size or business type alone.
Logo upload and contact details
A logo upload column allows the applicant to attach their company logo directly to the application record, giving the partnerships team immediate visual context for the brand without requesting the asset separately. The primary contact's name, phone number, and email address are captured in a dedicated contact section, ensuring a clearly identified point of contact is recorded alongside the company profile.
What you get
- A structured partnership application capturing company name, website, employee count, customer count, and full address
- Business type and company description for strategic fit assessment
- Partnership objectives and expectations documenting what the applicant is seeking from the arrangement
- Current demand generation activities providing insight into the applicant's marketing and sales capability
- Logo upload linked directly to the application record
- Primary contact name, phone number, and email for direct outreach
- Every application stored as a complete, reviewable record in a standard SharePoint list
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Partnership Application system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All application records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
