Marketing funds request and claim guide
Guide a reseller from marketing-funds request to approval, activity evidence and claim.
- Industry
- Manufacturing, Wholesale and Distribution
- Team
- Marketing, Finance
- Use case
- Content and campaigns, Documents and evidence
- Tags
- Partner program Approval workflow
- Includes
- 1 app
Template preview
1 / 2
Included items
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Dashboards
App · Embedded views: c-funded, i3, k-funds · Requires sign-in
Overview
What this template supports
A guide to requesting and claiming co-marketing funds in a reseller program. It explains which activities qualify, when approval is needed, how to submit a request, what proof of performance is required for a claim and how the half-year budget is tracked.
- Eligible activity criteria
- Request and approval steps
- Claim evidence checklist
- Budget and funded-results views
How to use this template
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Set the budget period
Replace sample limits and deadlines with current program terms.
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Define approval owners
Confirm who approves activities and who checks claims.
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Check evidence
Specify receipts and performance proof needed before reimbursement.
Frequently asked questions
How do a funds request and a claim differ?
The reseller requests approval before the activity and spending; afterward, a claim supplies the evidence needed for reimbursement review.
Who uses this page?
Reseller marketing leads, channel managers and finance reviewers.
What evidence supports a claim?
Include the activity proof and receipts required by the approved program terms, then link the claim to the original approval.
When should a reseller request funds?
Before the activity and before spending; the guide separates approval of an activity from later reimbursement.
What should be reviewed before using it?
Replace sample limits and deadlines with current program terms. Confirm who approves activities and who checks claims.
Who can see the page and its embedded views?
The request guide is partner-facing, while claim and payment decisions follow the organization's permissions.
