Grow Your Managed Services with Automated Workflow Approvals
Add DottedSign to your managed services portfolio and help clients replace manual approvals with secure, automated document workflows — while you build a new recurring revenue stream.
Turn Everyday Client Challenges Into New Service Revenue
Manual Approvals Slow Clients Down
Paper-based sign-offs and email approval chains create bottlenecks. Offer automated e-signature workflows as a billable managed service.
Disconnected Tools Across Client Accounts
Clients juggle separate systems for documents, approvals, and storage. Package DottedSign with your existing stack to deliver one connected workflow.
Compliance and Audit Gaps
Missing audit trails create risk during reviews. Provide clients with tamper-evident, fully auditable signing workflows as part of your service line.
Limited Recurring Revenue Streams
One-time projects don't build predictable income. Bundle workflow automation into retainers and unlock ongoing, recurring revenue.
Why MSPs Partner with DottedSign
Fast, Guided Onboarding
Get your team enabled quickly with structured onboarding and hands-on training built for MSPs.
Dedicated Technical Enablement
Work with a dedicated technical team to configure, integrate, and support DottedSign across your client base.
Co-Branded Marketing Resources
Access ready-to-use marketing assets to promote workflow automation services under your own brand.
Predictable, Recurring Revenue
Earn ongoing margin on every client subscription, turning a one-time sale into a lasting revenue stream.
Self-Serve Partner Platform
Manage client accounts, track deals, and monitor performance from a single self-serve partner dashboard.
Co-Marketing Opportunities
Join joint campaigns and go-to-market programs to reach new clients alongside the DottedSign team.
Client Workflow Automation Use Cases
Client Onboarding
Partner Success & Collaboration Model
Dedicated Partner Success Manager
A named success manager helps you plan rollouts, track goals, and grow your DottedSign practice.
Quarterly business reviews- Onboarding and growth planning
- Direct escalation support
Co-Selling & Referral Support
Bring DottedSign specialists into client conversations and earn referral rewards for deals you help close.
- Joint sales calls on request
- Referral incentives
- Shared deal registration
Technical Enablement & Sandbox Access
Test integrations and workflows in a dedicated sandbox before rolling changes out to client environments.
- Sandbox environment access
- Integration and API support
- Implementation playbooks
Partner Onboarding Process
Step 1
Apply
Step 2
Onboard & Enable
Step 3
Integrate & Configure
Step 4
Launch & Grow
Frequently Asked Questions
Who can join the MSP Workflow Automation Partner Program?
The program is designed for managed service providers, cloud solution providers, Microsoft solution partners, IT consulting firms, and workflow automation specialists who want to add document workflow automation to their services.
How does DottedSign fit into my existing managed services stack?
DottedSign integrates alongside the cloud collaboration and Microsoft 365 tools you already support, so you can offer automated approvals as a natural extension of your current services.
How is partner revenue structured?
Partners earn ongoing margin on client subscriptions, so a single onboarding turns into a recurring revenue stream rather than a one-time sale.
What support is available during onboarding?
Every partner is paired with a dedicated partner success manager and technical enablement team to help with training, integration, and your first client rollouts.
Ready to Expand Your Managed Services Portfolio?
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