Partner Guide

Check out the resources below for tips and materials to help you get your clients ramped up on Hubdoc!

  • Partner Guide – Overview

    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

    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

    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

    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

    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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