Set up a webform partnership

Last updated: May 23, 2026

You can create webforms to allow partners to submit orders directly into your Installer.com account.

Create a new webform

Click Webforms in the sidebar under the "OPERATIONS" section.
Click Create new form in the top right corner.
Enter a Webform name for your new form.
Select a Workflow from the dropdown menu. This workflow will be applied to orders created through this webform. When setting up a webform partnership, you can select workflow templates from your partner organization. For details, see Set up a workflow.
Select a Default assignee from the dropdown. This assignee, in conjunction with the selected workflow, ensures that orders generated by the webform are automatically and properly routed within your organizational hierarchy upon creation.
Click Submit to create the webform.

The new webform will appear in your Webforms list.

You can also co-brand shared webforms with your partner's logo for a consistent experience.

Note: The Partner Drawer now functions correctly when viewing partner details.