Give Channel Partners Visibility Without Giving Up Control
Partner programs often stall because partners can't see quote status without emailing someone, and internal teams can't see partner pipeline without asking. Lavisho TT solves this with secure, time-limited quote links partners can access directly, OEM/partner mapping on every account, and win/loss intelligence that shows which partners are actually converting.
How does Lavisho TT support partner management?
Lavisho TT maps OEM and partner relationships onto accounts, shares numbered quotes through secure 7-day download links so partners can access pricing without a login-heavy portal, tracks renewal alerts on partner agreements, and uses win/loss intelligence to show which partners are converting deals and why.
Businesses selling through channel partners who need shared visibility into quotes and deals without a heavy partner portal build.
Problems we hear most often
- Partners have no way to check quote status without emailing the internal team.
- It's unclear which partner is representing which product line or OEM.
- Partner agreements renew silently or lapse without warning.
- There's no visibility into which partners actually close deals versus generate noise.
- Discount authority for partner deals isn't consistently enforced.
What changes with Lavisho TT
Portal-style secure quote sharing
Secure 7-day download links let partners access numbered quotes directly, without building a full partner portal.
OEM/partner mapping
Each partner account records which OEM or product line they represent alongside their deals.
Renewal alerts
Automated alerts flag partner agreement renewals before they're missed.
Win/loss intelligence by partner
Closed deals record win/loss reasons, showing which partners convert and which ones stall.
Consistent discount approval
Discount approval chains apply the same rules to partner-sourced deals as direct ones.
Features you will use every week
Secure quote links
Time-limited, secure download links share quotes with partners directly.
OEM/partner mapping
Track which product line or OEM each partner represents.
Renewal alerts
Automated warnings ahead of partner agreement expiry.
Win/loss intelligence
See which partners convert deals and why others don't.
Discount approval chains
Apply consistent discount rules to partner-sourced deals.
Multi-currency support
Handle partners billing across different currencies and regions.
Automation rules
Auto-assign partner-sourced leads to the right internal owner.
A typical week
- 1
Onboard the partner
The partner account is created with OEM/partner mapping and contacts.
- 2
Share the quote
A secure download link gives the partner access to the numbered quote directly.
- 3
Approve consistently
The discount approval chain applies the same rules as direct deals.
- 4
Track outcomes
Win/loss intelligence records the result and feeds partner-level reporting.
Outcomes to expect
- Partners get quote access without needing a full portal login built for them.
- OEM and product mapping stays clear across a growing partner network.
- Renewal alerts prevent partner agreements from lapsing unnoticed.
- Win/loss intelligence shows which partners are worth investing in.
- Discounting stays consistent whether a deal comes direct or through a partner.
Frequently asked questions
Do partners need their own login to see quotes?
No, secure 7-day download links let partners access numbered quotes directly without needing a dedicated portal login.
Can we track which OEM a partner represents?
Yes, OEM/partner mapping records this on the partner's account alongside their deals and contacts.
How do we know if a partner agreement needs renewing?
Renewal alerts are automated and fire ahead of the expiry date recorded on the partner account.
Can we compare which partners actually close deals?
Yes, win/loss intelligence records outcomes and reasons on every closed deal, which can be viewed by partner.
Are partner-sourced deals subject to the same discount rules?
Yes, the same discount approval chain thresholds apply regardless of whether a deal is direct or partner-sourced.
Can partner-sourced leads be routed automatically?
Yes, lead auto-assignment rules can route partner-sourced leads to the correct internal owner automatically.
Does this work if partners bill in different currencies?
Yes, multi-currency support with exchange rates accommodates partners operating in different regions.
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See Lavisho TT running with real sample data
Open the live demo workspace with sample customers, deals, visits and tasks, or start your own trial.