Partner Guide – Overview

This guide provides suggested next steps if you have already:   

• Signed up for your free VIP Hubdoc account
• Seen a demo of Hubdoc and are familiar with its key features and functionality
• Completed all relevant Hubdoc certification courses (congrats!)

As a result, you are:

• Ready to start bringing clients on to Hubdoc
• Looking for tips/best practices to better communicate the value of Hubdoc to your clients
• In need of resources to help your clients get started on Hubdoc

We’re here to help! In this resource stream, you’ll find a number of tips and materials to assist your clients as they get ramped up on Hubdoc. Click on any of the resources below to get started!

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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!

  Read Now
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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.

  Read Now
• 

  Setting Expectations About Hubdoc

  What do your clients need to know before they start submitting documents to Hubdoc? Click here to find out!

  Read Now
• 

  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.

  Read Now
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Note: If you’re looking for a particular piece of information that you can’t find in this guide, check out our Helpdesk, and don’t hesitate to reach out to our support team for assistance!