Deal Registration Form Template

What is a deal registration form?

A deal registration form is an online form used by vendors to track, manage, and incentivize sales opportunities initiated by partners. It allows partners to register potential deals and protect their sales efforts by securing exclusive rights to pursue the opportunity.

Important fields to include in a deal registration form

While the fields in these forms may vary based on individual needs, here are some key fields that you can incorporate into your form

Field Name	Why to Collect	Compulsory/Optional	Input Type
Company name	To identify the company	Compulsory	Text
Contact name	To address the contact person	Compulsory	Text
Work email	To send important communications	Compulsory	Email
Company URL	To understand the company better	Optional	Text
Contact phone number	To reach out for follow-ups and updates	Compulsory	Phone
Deal description	To understand the nature of the deal	Compulsory	Text
Deal value	To evaluate the potential of the deal	Compulsory	Number
Deal expiration date	To know the timeline for the deal	Compulsory	Date
Partner name	To identify the collaborating partner	Compulsory	Text
Partner contact email	To communicate with the partner	Compulsory	Email
Partner contact phone	To reach out to the partner for updates	Optional	Phone

How can I create a deal registration form?

You can create a deal registration form using any online tool that allows you to create forms, like Google Forms, Typeform, etc. You can also use Mailmodo to create and send forms in your emails.

How can I send a deal registration form by email?

Before we get into the how, let’s understand the why.

Why should you send this form by email?

Inserting your deal registration form allows you to reach out to your existing email list and have them fill out the form within the email itself. This reduces friction and cuts down on multiple steps like redirects, logging in to another page, etc. This results in an increase in the number of submissions.

For example, Musafir doubled their sales using interactive emails.

Now, let’s come to the how.

If you want to send this form in an email, you can go to the templates tab on Mailmodo and choose a template to start with or start from scratch. You can then choose to add a pre-built form from the forms tab and fill in the specifics, or create a new form on your own.

You can then customize the rest of the email and save it. Once you've done this, you can test the form and send it to your recipients straight from Mailmodo. Check out the interactive demo below.

How to increase submissions for your deal registration form

You can increase the submissions of your deal registration form by making them user-centric and easy to complete. We’ve created an exclusive guide that discusses 12 things you can do to increase form submissions.