Sell Glime as your own

Glime's document engine already brands every proposal per business unit — logo, colors, fonts, legal text, terms, and footer. The partner program turns that same engine into a white-label offering: your agency or ISV brand on the whole product, our platform underneath.

Implementation firms and RevOps consultancies: Solutions is the tier written for you. The split we are looking for on a 50–300 person account is simple — we own the pricing and approval engine, you own the policy design, the migration, and the customer relationship — and the 20% is recurring rather than first-year only. Register the deal below and the account is protected for 90 days.

Bookkeepers, controllers and fractional CFOs

At a 40-person company the last rung of the approval chain — the one that says yes to a 40% discount — usually belongs to someone outside the company: you. The advisor seat lets you hold it.

• One sign-in, every client. A client's Admin invites you by email with a role (usually Finance) and an optional end date. You accept with your own account and switch between clients from one list.
• One console. Every quote waiting on your rung, across every client, beside each client's monthly governance report — exceptions, what discounting cost, and whether it won.
• A seat that costs your client nothing. An advisor isn't counted against the client's seats, so adding their accountant is never a purchase.
• Set a client up, then hand it over. Create a workspace for a client, configure it, invite their own Admin, and hand over ownership and billing — you keep the Finance rung.
• The same rules as everyone. You are a user with a role, never a super-user: you can't approve a quote you raised, two-factor sign-in is required for every advisor, the client can revoke you and it takes effect on your next click, and every action is on their audit trail under your firm's name.

Advisors earn the same 20% recurring share on the clients they bring, with the same 90-day deal registration below. "You already reconcile their invoices in QuickBooks. Now you see the discount, and sign it off, before it becomes the invoice."

What white-label includes

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