How to build a partnership application and evaluation workflow

Turn partner requests into a simple approval pipeline

In this guide, you’ll build a complete partnership application flow, from intake form to internal review dashboard, that helps your team qualify and approve the right partners efficiently.
You’ll create an application form, add logic for evaluation, automate notifications, and organize responses into an approval dashboard.

📘 Learn more: Create your first form, app, or portal in a flash

Step 1: Create your partnership application form

Start from your workspace and click + New → Form, or open the Template gallery and look for Partnership inquiry form templates.
You can also use Magic Create, describe your form like:
“Partnership application with company info, collaboration type, and evaluation section.”

Add key fields such as:

• Company name, website, and contact details
  
  
• Partnership type or category
  
  
• Company background and goals
  
  
• Why they want to collaborate
  
  
• Supporting files or pitch deck uploads
  
  

💡 Tip: Use dropdowns for partnership types (e.g., “Affiliate,” “Integration,” “Content collaboration”) to keep data consistent.

📘 Learn more: How to create a form

Step 2: Structure your evaluation criteria with logic

Next, open Settings →Advanced Logic. Use conditional logic and hidden fields to help you evaluate and qualify applicants automatically.

Example rules:

• If @partnership_type = “Integration” → show field @api_compatibility
  
  
• If @company_size ≥ 50 → set @evaluation_tier = “High potential”
  
  

You can also calculate scores using variables (e.g., company size + relevance + proposal quality).

📘 Learn more: How to add and calculate scores using variable fields

Step 3: Notify your partnership or review team

Open your form’s Settings → Advanced logic or Notify tab to alert reviewers automatically when a new application is submitted.

Use the default notification to email your partnerships inbox (partners@company.com), or create conditional notifications to route to the right reviewer.

💡 Example: If @partnership_type = “Integration” → send to integrations@company.com.

📘 Learn more: How to send and receive conditional email notifications

Step 4: Set up an internal review form or dashboard

Create a second form for internal reviewers called “Partnership evaluation.”
Use lookup fields to pull in application details from the main form, such as company name, type, and proposal summary, so evaluators can score or comment without retyping.

Include fields like:

• Reviewer name
  
  
• Evaluation score (1–10)
  
  
• Strengths and risks
  
  
• Recommendation (Approve / Reject / Needs info)
  Note: You can add these fields and mark them as admin only for reviewers.
  

📘 Learn more: How to lookup the submitted data of another form

Step 5: Connect both forms to automate data flow

Once both forms are ready, link it to the Evaluation form.
Enable Automatic data transfer so every new submission creates a linked record in the evaluation tracker.

📘 Learn more: How to connect forms with automatic data transfer

Step 6: Manage approvals and progress

From the evaluation form’s Results → Table, reviewers can update statuses (Pending → Reviewed → Approved).
Add a simple approval field (single choice) and a status field for tracking.
Then, use Logic → On update to trigger an email when the status changes.

📘 Learn more: How to create an approval form

Step 7: Organize everything in a shared portal

Turn your forms into a simple Partnership Management Portal so internal teams can review applications and track outcomes.
Include pages like:

• New Applications (linked to your application form)
  
  
• Under Review (filtered view for reviewers)
  
  
• Approved Partners (filtered to show final approvals)
  
  

Restrict access to reviewers or managers only.

📘 Learn more: How to create a portal and manage users access

Step 8: Customize and brand your workflow

Make your forms and portal match your company identity. Add your logo, colors, and domain.
This builds trust with potential partners and gives your review team a cohesive workspace.

📘 Learn more: How to customize your portal with your brand identity

Pro tips

• Add AI Smart Content on your form’s ending page to generate personalized confirmation messages based on each applicant’s details.
  📘 Learn more: Create dynamic ending pages with AI Smart Content
  
  
• Sync your partnership form with Google Sheets so your team can collaborate on filtering and tagging applicants.
  📘 Learn more: How to set up two-way sync between Formaloo and Google Sheets
  
  

Example scenario

Your company receives a new partnership application from TechBridge.
Logic classifies them as Integration partners, triggering a notification to the integrations lead.
A linked evaluation form is auto-created for the reviewer, who scores the proposal and approves it.
The record then moves to your Approved Partners dashboard for tracking.

📘 Learn more: What is on update logic and how it works

FAQ

1. Can I assign reviewers automatically?
Yes, use logic to assign based on partnership type or category.
📘 Learn more: How to add advanced logic to your form

2. Can partners track their application status?
Absolutely! Use a portal with login access so applicants can view progress securely.
📘 Learn more: How to enable login sign up on your portal

3. Can we generate PDFs for approved applications?
Yes, design a custom PDF template and attach it to your approval emails.
📘 Learn more: How to create PDF templates to turn responses into documents

Your partner pipeline, simplified

You’ve just built a complete partnership application and evaluation system, from smart intake to automated approvals.
Next, expand it into a full partner management portal with dashboards for tracking performance and renewal reminders.

📘 Learn more: Build personalized and time-saving flows with logic, automations, and AI

Last updated November 2025

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