Document Management Consultants - Partner with Papertrail
Help your clients modernise their document workflows – while adding new revenue streams for your consultancy. PaperTrail provides a modular, enterprise‑grade platform that you can confidently recommend to clients who need automation, e‑signatures, compliance and scalable document management.
Why Partner With PaperTrail?
Grow Your Revenue
Earn referral commissions or reseller margins on every client subscription or implementation.
Deliver More Value to Your Clients
Help clients eliminate manual processes, automate approvals and reduce document processing times.
Designed for Consultants
We provide ready‑to‑use sales decks, demo scripts, onboarding materials and technical support.
Built‑in e‑Signatures (SignHub)
All workflows can include secure, legally compliant e‑signatures — no third‑party tools required.
What You Can Offer Your Clients
PaperTrail is modular — recommend one solution or the full suite:
Document Workflow & EDMS
Centralised repository, permissions, retention rules, search and compliance controls.
Invoice Processing & Approvals
OCR, data extraction, matching, routing and finance automation.
Contracts & Lease Management
Lifecycle management, approval flows, automated reminders and storage.
HR Document Management
Onboarding, employee files, compliance records and secure access.
e‑Signatures & Approvals (SignHub)
Fast, legally compliant signatures embedded directly into workflows.
Scanning & Migration
For bureaus and consultants offering digitisation and archive transformation.
Customization for Client Needs
Tailor EDMS and eSign setups to match specific industry requirements. Whether it’s healthcare compliance in the US or GDPR adherence in the UK, our platform offers flexible configurations, making it easy for you to recommend solutions that fit perfectly.
How the Partner Programme Works
Step 1 – Apply
A simple form — no lengthy compliance.
Step 2 – Get Enabled
Access our partner portal, sandbox, demo scripts and sales resources.
Step 3 – Recommend PaperTrail
Identify clients that need automation or workflow improvement.
Step 4 – Earn Revenue
Receive referral fees or reseller margins on every deal.
Use Cases for Your Clients
Rapid Onboarding for New Clients
Digitize intake forms and contracts with EDMS and eSign, cutting setup time by up to 70%.
Secure Archiving for Regulated Industries
Recommend for finance or legal firms needing audit-ready storage.
Collaborative Workflows
Enable teams to sign and manage documents virtually.
Cost Reduction in Paper-Heavy Operations
Transition clients to paperless, saving on storage, printing time and headaches.
Scalable Solutions for Growing Businesses
Start small and expand, ideal for your SME advisory services.
Expert Support
Access dedicated resources, training, and co-marketing materials to enhance your consultancy offerings.
Ready to Become a Partner?
Join a growing global network helping clients modernise their document processes.
Contact our partnerships team: partners@papertrail.digital