Vellum × Your Brand

From Quote to Executed Contract—One Workflow

A proposal for native integration and co-marketing partnership between Vellum's contract lifecycle management platform and your CPQ solution.

Partnership Proposal

Why We're Here

Your customers already need what we do.
Let's make it seamless.

Every quote your platform generates eventually becomes a contract. Today, that handoff is manual—copy-paste into Word, email threads for redlines, and signature chaos. Together, we eliminate that friction entirely.

Same ICP, Different Problem

Mid-market SaaS sales teams who use CPQ for pricing also need CLM for contracting. They're buying both—just not together.

Natural Workflow Extension

Quote → Contract → Signature → Post-sign is one continuous motion. An integration makes that feel native, not bolted on.

Mutual Revenue Opportunity

Cross-sell to each other's install base with a real integration story—not a logo swap in a partner directory.

Market Opportunity

Our customers overlap—
and they're asking for this.

1,200 Vellum Customers Mid-market SaaS

340+ Estimated Overlap

2,800 Your Customers Mid-market Sales Teams

Based on firmographic analysis of public customer lists. These 340+ accounts are high-fit for both platforms—and 23 have directly requested an integration via our support channels.

The Joint Value Proposition

One click from approved quote
to signed contract.

Your Platform Configure Quote

→

Your Platform Approve Pricing

→

Vellum Generate Contract

→

Vellum Redline & Sign

68%

Faster deal close time for integrated quote-to-contract workflows (Vellum customer data, n=180)

Integration Scope

Lightweight build. High-impact outcome.

Vellum Builds

~4 weeks engineering

REST API endpoint for quote ingestion
Field mapping UI for quote → contract template
Auto-populate contract with deal terms, pricing tables
Status webhook back to your platform (sent, signed, executed)
OAuth 2.0 authentication flow

Your Team Builds

~2 weeks engineering

"Send to Vellum" button in quote approval flow
API call to Vellum with quote payload
Webhook listener for contract status updates
UI badge showing contract state in your deal view

~6 weeks Total engineering time, parallel workstreams

Go-to-Market Plan

Co-marketing that actually drives pipeline.

Launch Week

Joint Webinar: "From Quote to Close in 10 Minutes"

Live demo of integrated workflow. Target: 400 registrants, 150 attendees.

Joint

Month 1

Customer Case Study

Co-branded PDF + video with early adopter. Vellum provides production + design.

Vellum Leads

6 Months

Partner Directory Feature

Featured placement in your integration marketplace. Vellum reciprocates.

Joint

Ongoing

Sales Enablement Kit

Battle cards, objection handlers, and demo script for both sales teams.

Joint

Economics

Simple rev-share. Vellum funds the launch.

15%

Referral Commission

On Year 1 ACV for net-new Vellum customers sourced through your referral link or sales team. Paid quarterly. No cap. Reciprocal terms available.

$5,000

Marketing Development Fund

Committed by Vellum for launch activities: webinar promotion, case study production, and partner directory assets. Your team contributes time, not budget.

Proposed Timeline

Kickoff to launch in 90 days.

Week 1–2

Alignment & Scoping

Partner agreement signed. Joint kickoff. API spec finalized.

Week 3–8

Build & Test

Parallel development. Weekly syncs. Beta with 3 mutual customers.

Week 9–11

GTM Prep

Webinar recorded. Case study drafted. Sales teams briefed.

Week 12

Public Launch

Integration GA. Webinar live. Partner directories updated.

90 Days

From handshake to joint press release

Let's align on next steps.

01

30-Minute Call

You + your BD lead. Us + ours. Validate fit and answer questions.

02

Tech Review

Your engineering lead reviews our API spec. 1 hour, async-friendly.

03

Partnership LOI

Lightweight letter of intent. We can have this live by end of month.

Your Contact at Vellum

Sarah Chen

Head of Partnerships

sarah@vellum.io

From Quote to Executed Contract—One Workflow

Your customers already need what we do.Let's make it seamless.

Same ICP, Different Problem

Natural Workflow Extension

Mutual Revenue Opportunity

Our customers overlap—and they're asking for this.

One click from approved quoteto signed contract.

Lightweight build. High-impact outcome.

Co-marketing that actually drives pipeline.

Joint Webinar: "From Quote to Close in 10 Minutes"

Customer Case Study

Partner Directory Feature

Sales Enablement Kit

Simple rev-share. Vellum funds the launch.

Kickoff to launch in 90 days.

Let's align on next steps.

30-Minute Call

Tech Review

Partnership LOI

Your customers already need what we do.
Let's make it seamless.

Our customers overlap—
and they're asking for this.

One click from approved quote
to signed contract.