Vendor & Partner Onboarding
Standardize how you collect proposals, approve contracts, and onboard new vendors, creating a single, auditable system of record for every partner.
The Challenge
The friction and manual work holding you back.
Gathering quotes and security documents from potential vendors is a chaotic process buried in endless email chains.
Key stakeholders in Legal, Finance, and IT all need to approve a new vendor, but there’s no clear workflow to manage the sequential sign-offs.
Once a vendor is approved, critical information like contracts, NDAs, and points of contact are scattered across different folders and inboxes.
How Warkflow Solves It
A smarter, automated way to get work done.
Standardized Intake Forms
Collect all necessary information—from proposals to security questionnaires—in one structured request.
Multi-Stage Approval Flows
Route new vendor requests automatically from departmental review to Finance to Legal for final sign-off.
Centralized Document Hub
Attach contracts, SOWs, and compliance documents directly to the vendor's record in Warkflow.
Audit-Ready Logs
Every approval, comment, and document upload is time-stamped, creating a bulletproof record for compliance.
Automated Task Generation
Once a vendor is approved, automatically create onboarding tasks for the relevant teams.
Feature Spotlight
The core capabilities that make it all possible.
Multi-Approver Stages
Enforce sequential sign-offs from Finance then Legal.
Rich Field Types
Use secure file uploads for contracts and compliance docs.
Audit Trail
Easily prove who approved which vendor, and when.
"Onboarding a new vendor used to take weeks of chasing signatures. With Warkflow, we have a 3-day turnaround. Our legal team loves the clear audit trail."
Jessica Riley
Procurement Manager at Horizon Enterprises