Invite Partners

Invite a single partner or bring in many at once from a CSV file, with Suger drafting the outreach email for you based on the purpose, tone, and context you provide.

Overview

You can invite partners into your network one at a time or in bulk using a CSV file. In either case, Suger can generate the outreach email for you from the purpose, tone, and context you supply — the more specific you are, the less editing you’ll need afterward.

Invite a single partner

The invitation wizard runs in six steps — Choose, Purpose, Context, Tone, Email, and Review — listed across the top so you can always see where you are and move back with Back.

Open the wizard

1. Go to Suger Console, then click Partners.
2. Click + Invite Partners, then choose Single partner.

Step 1: Choose

Choose who you’re inviting.

If the partner is already known to Suger:

1. Click Select recommended partner.
2. Use the Select a partner dropdown to choose their name.

If the partner is brand new:

1. Click Invite a new partner.
2. Enter their company name under Partner Company Name.
3. Enter their contact under Contact Email Address.

Click Next.

Step 2: Purpose

Under What’s the purpose?, select the option that matches this outreach:

• Network Invitation — Formalize a partnership, with no specific deal yet.
• Account Overlap — Explore mutual engagement or specific accounts.
• Deal Collaboration — Collaborate on a specific, active opportunity.

Then click Next.

Step 3: Context

Describe why this partner is relevant to you. Suger uses this to personalize the email it generates in a later step, so the more specific you are, the less editing you’ll need to do afterward.

1. Enter a short description under Context for this engagement.
2. Click Next.

Step 4: Tone

Pick the tone that best matches your relationship with this partner and the nature of your outreach.

1. Select one of the five tone options.
2. Click Next.

Step 5: Email

1. Add any extra context for the AI under What makes this partner relevant here?, then click Generate Email with AI.
2. Wait a few seconds while Suger generates a subject and email body.
3. Confirm the sending account under Send From.
4. Fill in Recipient Email and Recipient Name.
5. (Optional) Add anyone who should be copied under CC.
6. Review the generated Subject and Email Body, and edit either if needed.
7. Click Next.

Step 6: Review

Confirm the partner, purpose, tone, recipient, context, and email content are all correct, then click Send Invitation.

Once sent, the partner appears under Pending invitations on the All Partners page until they accept.

What Sending an Invitation Actually Does

Sending an invitation doesn’t just queue an email. Suger creates your side of the partnership straight away, with the status PENDING.

That means an invited company is a real record from the moment you click send — you can open it, assign it a partner manager, attach notes, and register a co-sell against it without waiting for a reply.

All Partners lists ACTIVE and PENDING partners together by default, so invited companies sit alongside accepted ones rather than hiding in a separate queue. SUGGESTED and INACTIVE partners stay out of that default view.

A few consequences worth knowing:

• You can’t set PENDING by hand. It’s set by sending an invitation and nothing else. Editing a partner’s status to PENDING is refused.
• A second invitation to the same company reuses the existing record. Inviting a different contact at a company you’ve already invited doesn’t create a duplicate partner. An already-ACTIVE partner is never demoted back to PENDING for it either.
• A second invitation to the same email is refused while the first is still pending, with “An invitation to {email} is already pending.”
• A PENDING partner can’t be shared with. Files and courses only go to ACTIVE partners, so an invited company can’t be a share target until they accept.
• Accepting isn’t the only route to ACTIVE. If you register a co-sell on a partner’s behalf and they confirm it, that confirmation is the acceptance — the partnership flips PENDING → ACTIVE.

Invitation Status and Expiry

Every invitation carries its own status, separate from the partnership status above:

Invitations expire 15 days after they’re sent. A daily sweep moves anything still Sent past its deadline to Expired. Past that point the link no longer works — the recipient can neither accept nor decline.

Cancel a pending invitation

Cancelling is the only change you can make to an invitation after sending it.

1. Open Pending Invitations.
2. Click the ⋯ menu on the invitation and choose Cancel invitation.
3. Confirm on Cancel this invitation? — the dialog warns that the partner will no longer be able to accept, and that this can’t be undone. Click Keep invitation to back out.

The invitation stays visible with a Cancelled status for the record.

Invite multiple partners at once

The bulk invitation modal opens in one of two modes, depending on how you reach it:

Both end in the same place: one composed message, a recipients table to check, and a confirmation. The pre-selected mode skips the upload and preview steps because Suger already knows exactly who you picked.

The CSV walkthrough below covers the longer of the two paths.

Step 1: Start the invitation

1. Go to Suger Console, then click Partners.
2. Click + Invite Partners, then choose Import multiple from CSV.

Step 2: Download and prepare your CSV

1. Click Download CSV template to save a blank file with the correct column headers.

   

2. Open the file in a spreadsheet program, like Excel, Google Sheets, or Numbers.

3. Fill in one row per partner. Don’t change, rename, or reorder the column headers in row 1 — Suger reads the file based on those exact headers.

4. Leave a cell blank if that column doesn’t apply to a partner (Contact Name, Partner Type, and Message are optional).

5. Once every row is filled in, save the file.

Step 3: Upload your CSV

1. Click Choose CSV File, or drag and drop your file onto the upload area.
2. Click Next.

Step 4: Preview and validate

Suger checks your file and shows a summary of Total rows, Valid rows, Errors, and Duplicates, along with a row-by-row breakdown.

1. Fix any rows marked with errors before continuing. Click the trash icon next to a row to remove it from the batch.
2. Click Next once you’re ready to proceed.

Step 5: Compose your message

1. Confirm the account under Send from.
2. Select an Email tone from the dropdown: Executive, Sales, Technical, Alliance-Focused, or Short & Tactical.
3. Select a Purpose: Network Invitation, Account Overlap, or Deal Collaboration.
4. Click Generate with AI to draft a subject and message body, or write your own.

5. Click Next.

Step 6: Review and send

1. Review the Purpose, Tone, Subject, and message template.
2. Check the Recipients table to confirm every partner and email address is correct. The Custom? column shows Yes for any partner using their own CSV message instead of the shared template.
3. Click Invite [number] partners to send.

Step 7: Confirmation

Suger shows how many invitations were sent, along with counts for Skipped and Errors. Click Done to close the wizard.

Once sent, all invited partners appear under Pending invitations on the All Partners page until they accept.

Next step

Once you’ve sent your invitations, see Track partner collaborations and pending invitations to follow their status and know when to follow up on ones that have gone quiet.