MSP Workflow Automation Partner Program

Become the Trusted MSP Workflow Automation Partner

With ComPDF SDK and ComPDF AI, help customers automate document-intensive business processes while creating recurring consulting, implementation, and managed service opportunities.

  • Deliver enterprise-grade document solutions without building PDF or AI technology internally
  • Expand beyond infrastructure management into workflow automation
  • Build recurring document and managed AI services
  • Launch faster with technical, sales, and marketing enablement
YOUR TEAMCustomer expertiseCOMPDFPDF and AI technology
Target Partner Profiles

Built for Teams That Modernize Customer Workflows

The program brings together technical service providers with customer relationships, implementation expertise, and managed delivery capabilities.

Managed Service Providers

Add document automation and managed AI services for SMB, mid-market, and enterprise customers.

Microsoft Solution Partners

Extend Microsoft 365, Azure, Power Platform, Dynamics 365, and SharePoint workflows.

Cloud Consulting Firms

Build document services for Azure, AWS, Google Cloud, private cloud, and hybrid environments.

Workflow Automation Consultants

Connect documents to Power Automate, Appian, UiPath, Automation Anywhere, n8n, Make, and Zapier.

Systems Integrators

Deliver PDF and AI integrations across ERP, CRM, DMS, and workflow platforms.

Digital Transformation Firms

Modernize document-intensive business processes with secure automation and AI.

ComPDF SDK + AI Platform

Build Customer Workflows with PDF and AI

Combine production-ready PDF infrastructure with intelligent document processing to deliver complete workflow solutions.

ComPDF SDK

Complete PDF workflows for customer solutions

ComPDF SDK document viewing, editing, forms, and signing capabilities
  • View and Review Documents

    Deliver fast PDF rendering, annotations, redaction, and collaborative review across platforms.

  • Generate Business Documents

    Create reports, contracts, certificates, statements, invoices, and operational files.

  • Build Forms and Approvals

    Add fillable forms, validation, certificate signing, secure approvals, and audit trails.

  • Protect Customer Content

    Apply encryption, permissions, watermarks, redaction, and compliance controls.

ComPDF AI

Intelligent document processing for customer workflows

Business documents converted into structured JSON data
  • Classify and Route Documents

    Identify invoices, contracts, forms, and operational records for the right workflow.

  • Extract Business Data

    Capture key-value data, contract terms, purchase orders, and customer information.

  • Read Tables and Layouts

    Understand rows, columns, line items, reading order, regions, and document hierarchy.

  • Connect Customer Systems

    Deliver structured JSON to ERP, CRM, RPA, workflow, assistant, and RAG applications.

Managed Services Opportunities

Build Recurring Services Around Document Automation

Package ComPDF technology into consulting, implementation, platform operations, and managed AI services that grow with each customer.

Managed document automation workflow connecting customer processes

Document Automation as a Service

Operate document intake, generation, approvals, and delivery as an ongoing customer service.

  • Recurring revenue
  • Workflow operations
  • Customer expansion
Invoice documents prepared for managed AI data extraction

AI Document Processing

Manage classification, extraction, validation, and structured output for business documents.

  • Managed AI
  • Data extraction
  • Quality review
Consulting team planning a customer workflow modernization project

Workflow Modernization Consulting

Assess manual processes, design the target workflow, and guide customers through implementation.

  • Assessment
  • Architecture
  • Implementation
Cloud document infrastructure managed across customer applications

PDF Infrastructure Management

Maintain viewing, generation, forms, security, and deployment across customer applications.

  • Platform operations
  • Security
  • Support
Private document AI platform designed for controlled customer environments

Private AI Document Platforms

Deploy and operate controlled document intelligence for security-sensitive customer environments.

  • Private deployment
  • Data control
  • Compliance
Enterprise systems integration connecting document workflows and business platforms

Enterprise Integration Services

Connect ComPDF SDK and AI with ERP, CRM, DMS, RPA, cloud, and custom business systems.

  • API integration
  • Business systems
  • Managed support

Why Become an MSP Partner

Expand Account Value

Solve document-heavy problems across more teams, systems, and workflows.

Add Recurring Revenue

Package platform operations and workflow optimization as ongoing services.

Reduce Delivery Risk

Use proven SDKs and APIs instead of maintaining a custom document engine.

Strengthen Retention

Keep improving customer workflows and adding automation after launch.

Joint Go-to-Market

Create and Convert Document Automation Opportunities Together

Combine partner customer knowledge with ComPDF technical expertise across discovery, validation, demand generation, and solution demonstration.

Activity 01 of 08Workflow Assessments
Opportunity mapped
DISCOVER

Workflow Assessments

Identify manual document processes and build the modernization business case.

Owner
Partner + ComPDF
Focus
Discovery and validation
Partner Enablement

Resources for Technical Delivery, Sales, and Marketing

Move from first customer conversation to production delivery with practical assets and direct enablement.

01

Technical Resources

  • SDK trial licenses and ComPDF AI sandbox
  • API documentation and GitHub repositories
  • Sample applications and architecture diagrams
  • Integration templates and technical workshops
02

Sales Resources

  • Industry playbooks and discovery guides
  • ROI calculators and competitive battlecards
  • Sales presentations and solution briefs
  • Pricing and solution guidance
03

Marketing Resources

  • Co-branded campaigns and campaign assets
  • Joint webinars and solution demonstrations
  • Case studies and partner directory exposure
  • Industry event collaboration
Priority Industries
  • Construction
  • Energy
  • Manufacturing
  • Healthcare
  • Financial Services
  • Field Service
  • Logistics
01Discover

Assess workflows and qualify customer needs

02Design

Use architecture guidance and technical workshops

03Deliver

Implement ComPDF SDK and ComPDF AI

04Grow

Operate services and expand customer workflows

Interactive Partner Assessment

Find the Right ComPDF Partnership Model

Answer five questions about your business, technical capabilities, and preferred engagement to identify the best starting point.

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RECOMMENDED PARTNERSHIP MODEL

Start with your business model

Select an answer on the left to see the partnership model that best matches your current profile.

ComPDF MSP Partner Program

Become the Trusted Document Automation Partner for Your Customers

Apply to the partner program or book a technical consultation to discuss your services, technology ecosystem, and customer opportunities.

  • ComPDF SDK + ComPDF AI
  • Technical, sales, and marketing enablement
  • Recurring managed service opportunities