When to choose it
You have a partner launch to manage and want SignalEDI to coordinate the setup, testing, certification, and go-live handoff.
Managed Partner Onboarding
Hand your partner launch to our team
We coordinate the partner setup, testing, certification, and launch plan so your team knows exactly what to provide and when you can go live.
White-glove launchDays-not-weeks platform setupOne unified checkout
Key takeaways
- We coordinate partner setup, testing, certification, and go-live so your team isn't the bottleneck.
- Operators work the same project record as self-serve, so in-app status and evidence stay aligned.
- It's an add-on to your plan — billed once per partner in the same secure checkout, not a separate purchase.
Why upgrade
When to let our team drive the launch
Self-serve is included on every paid plan. Add managed onboarding when a partner launch needs hands-on coordination.
How it works
Submit partner details, share contacts and requirements, approve the launch plan, then track testing, certification, and go-live tasks.
What you can see
Partner contacts, test results, certification notes, approvals, launch dates, and cutover evidence stay visible.
Tiers
Pick a launch tier, add it to your plan
Both tiers run the same managed engagement on your project record. Adding a tier drops it into your cart alongside your plan — one checkout, no separate billing surface.
Standard
$500 one-time
A standard partner launch you want us to drive.
- Partner setup, testing & certification coordination
- Go-live plan with cutover evidence
- Same project record as self-serve — status stays aligned
- Allow 6–8 weeks for some partners
Premium
$750 one-time
A priority launch with hands-on coordination.
- Partner setup, testing & certification coordination
- Go-live plan with cutover evidence
- Same project record as self-serve — status stays aligned
- Allow 6–8 weeks for some partners
Onboarding paths
Self-serve onboarding by default — managed onboarding available as an add-on
Self-serve onboarding is included on every paid plan: start in Setup Cockpit, work through your onboarding projects, and drive the pipeline with in-product guidance. Managed Partner Onboarding is a paid add-on for teams that want a hands-on launch — operators use the same project record so status and evidence stay aligned. In-app status follows Submitted → Intake → Partner contact → Testing → Validation → Live → Completed (6–8 weeks for some partners for some partners).
In-app journey
Track every stage in your dashboard
Managed status follows Submitted → Intake → Partner contact → Testing → Validation → Live → Completed.
Certifying with major trading partners (large retailers, healthcare payers) typically takes 6–8 weeks due to their internal intake, testing, and certification processes. That timeline is controlled by the trading partner, not SignalEDI platform setup (which is typically ready in days, not weeks).
Managed onboarding FAQ
How is managed onboarding different from self-serve?
Self-serve onboarding is included on every paid plan — you drive the setup in Setup Cockpit. Managed onboarding adds a SignalEDI operator who coordinates the partner setup, testing, certification, and go-live on the same project record, so status and evidence stay aligned.
How long does it take?
Certifying with major trading partners (large retailers, healthcare payers) typically takes 6–8 weeks due to their internal intake, testing, and certification processes. That timeline is controlled by the trading partner, not SignalEDI platform setup (which is typically ready in days, not weeks).
How is it billed?
It is a one-time fee per partner launch (Standard or Premium tier) added to your cart and paid in the same secure checkout as your plan and add-ons — there is no separate billing surface.
What do I need to provide?
Partner details, the right contacts, and your requirements. You approve the launch plan, then track testing, certification, and go-live tasks from your dashboard.
Ready to hand off your next partner launch?
Add managed onboarding to your plan and check out in one secure flow, or start a free trial to run self-serve onboarding first.