Grow Your Business with

AutoDocs 365

Source, influence, and close deals with upfront commissions and lifetime residuals on renewals and expansions. Simple, transparent, and built for scalable growth.

Protected Partners

Clear lead registration and 60-day protection windows

Transparent Payments

Net-revenue basis with clear claw back rules

Performance Rewards

Tiered incentives based on annual sold revenue

Simple Process

Fast approvals, clear roles, repeatable sales motion

Partner Types

Choose the partnership model that best fits your business and audience.

Referral / Reseller Partners

For agencies, consultants, and MSPs

Introduce qualified opportunities and help customers evaluate AutoDocs365.

  • Earn commissions + residuals

  • AutoDocs365 runs contracting and billing

  • Partners do not discount pricing

Ambassadors

For practitioners, operators, and creators

Educate your audience and refer qualified opportunities.

  • Lightweight referral process

  • Trackable attribution

  • Community-first partnership

  • Optional perks and credits

Onboarding & Operations

A simple, straightforward path from application to earning recurring revenue.

Onboarding Steps

1. Apply via partner form

2. Sign agreement and submit tax form (W-9/W-8BEN)

3. Complete online certification and receive portal access

4. Review partner kit and schedule kickoff call

Lead Registration

Registration

Register leads in partner portal with company, use case, seats, timing

Approval SLA

2–3 business days

Protection Window

60 days; extendable with proof of recent activity

Conflict Resolution

If both engaged within short window, deals may be split equitably

Enablement Resources

Collateral

✓ One-pagers by industry

✓ ROI calculator

✓ Case studies

Demos

✓ Recorded overview video

✓ Live demo script

✓ Talk track

Training & Support

✓ Self-paced videos & quiz

✓ Partner kickoff call

✓ Objection handling guides

Ideal Customer Profile

Best-fit organizations have high document volume with repeatable document types, multiple contributors with approval history, compliance/audit pressure, and knowledge concentrated in a few senior experts.

  • Legal - Reduce re-review of standard language and preserve clause knowledge

  • Financial Services - Accelerate turnaround and standardize regulated content

  • Healthcare -

    Reduce risk through controlled templates and traceability

  • Government & Defense - Enhance controls, traceability, and secure exchange

Outcomes You Can Sell

25-50% Reduction

In document preparation time depending on baseline and workflow

Improved Audit Readiness

Version control and audit trails for compliance

Fixed-Price Services

Standardize documents and reduce senior review time

FAQs

What is AutoDocs 365?

AutoDocs 365 is an enterprise-grade platform designed to streamline document management and automation. It provides centralized solutions for creating, storing, organizing, and automating documents, helping organizations ensure consistency, compliance, and efficiency across all document-related processes.

How does AutoDocs 365 improve document consistency and compliance?

AutoDocs 365 offers advanced automation templates, customizable content verification workflows, and a robust business rules engine. These features ensure that every document is created, reviewed, and approved according to your organization’s standards, minimizing errors and guaranteeing compliance at every step.

Can I control who accesses and edits documents in AutoDocs 365?

Yes. The platform includes advanced permission controls, allowing administrators to define who can view, edit, or approve each document. This ensures sensitive information remains secure and only authorized users can make changes or access specific content.

What are the benefits of the Automation Template Library?

The Automation Template Library enables users to automate the creation of high-volume, repeatable documents. It ensures flawless formatting, supports conditional content, and guides users through intelligent workflows—saving time, reducing manual errors, and delivering polished, compliant documents quickly.

Is AutoDocs 365 scalable for large organizations?

Absolutely. AutoDocs 365 is built to support organizations of any size. Its enterprise platform offers batch processing, dynamic forms, and centralized automation, making it easy to scale document workflows as your business grows while maintaining consistency and control.