Noetfield — Partner Deal Registration

Partner

Submitting entity for the deal registration.

Partner name

Partner email

Partner website

Submitter role

Client (target organization)

High-level only. No sensitive details.

Client organization

Client domain

Size (rough)

Industry

Geography

Operational champion (role)

Signer / budget owner (role)

Opportunity

Stage + next-step timing. Keep wording non-confidential.

Stage

Primary lane

Likely package

Next step (what is scheduled)

Next-step date (target)

Non-confidential notes

Procurement pressure exists

Vendor onboarding, privacy/security questions, Invoice/PO path required.

Evidence is accessible

Exports/logs/policies/configs can be provided post-kickoff (under NDA if needed).

Timing is urgent

Decision window ≤ 30 days, or active rollout/pilot pressure.

Copilot/GenAI is in scope

Copilot readiness, extension/connector governance, oversharing exposure.

Lane is confirmed with buyer

Buyer has agreed the primary lane (Delivery / Integration / Procurement-led).

Meeting is confirmed

Next-step is confirmed (not tentative).

Prime qualifiers (partner involvement)

Used to suggest partner tier (Referral / Channel / Prime Channel). Commercial terms are provided under the partner agreement.

Partner-sourced account

Opportunity originates from partner relationship/network.

Two buyer-side meetings feasible

Champion + one of Procurement/Privacy/Security can be arranged.

Close support through signature + payment/PO

Partner supports the close through contracting and payment lane.

Registered before external sharing

Deal is registered before buyer contacts are shared outside this form.

Acknowledgements

Required for acceptance review. Keeps submissions procurement-safe.

Submission is non-confidential

No customer data, credentials, internal documents, or pricing terms are included.

Submission is not acceptance

Protection starts only after a Deal Accepted email is issued.

Partner Deal Registration

Deal details (non-confidential)