Partner Guide
Check out the resources below for tips and materials to help you get your clients ramped up on Hubdoc!
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Partner Guide – Overview
You're ready to start adding your clients to Hubdoc... now what? Start here for an overview of what you'll find in the following resources.
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Choosing Your First Clients to Add to Hubdoc
Which clients should you add to Hubdoc first? Click here to learn how to create your first Hubdoc cohort!
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Communicating the Value of Hubdoc
How should you introduce Hubdoc to your clients? What are some of the benefits you should share? Click here for information.
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Setting Expectations About Hubdoc
What do your clients need to know before they start submitting documents to Hubdoc? Click here to find out!
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Onboarding Your Clients to Hubdoc
You're ready to start onboarding! Here's what you need to know before, during, and after your client onboarding session.
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