What is a supplier evidence pack?

A single, ordered bundle of documents that proves a supplier is who they say they are and meets your standards. Typically a cover page, an index, insurance certificates, key policies and accreditations.

How long should an evidence pack be?

Short enough to read, long enough to be honest. Ten to twenty pages is typical for a general supplier. IT vendors and construction contractors run longer because they have more accreditations to include.

How often should I refresh a pack for a client?

At renewal, whenever a document expires and always before an audit. Credbase's packs are always live, so any refreshed document is reflected in the shared link automatically.

Should I send a PDF or a link?

A link is better. Every document stays current, you can revoke access if the relationship changes and you get a real record of who opened what and when.

Can I build custom packs per client?

Yes. Credbase lets you build reusable pack templates, share by link and track opens. This free tool gives you the outline to work from.

Free tool

Evidence pack outline

A one-page template for what a proper client evidence pack should contain. Add the supplier, client, version and prepared-by, then copy or download the outline.

Who this is for

Suppliers building an evidence pack for a client, tender or audit
Buyers writing down what a good pack should include before requesting one
Consultants and account managers packaging up compliance evidence

Problem it solves

Most evidence packs are last-minute PDFs stitched together the night before an audit. This outline gives you the structure up front so nothing important gets left off and the pack reads like it was designed, not scrambled.

Supplier namePrepared for

VersionPack datePrepared by

Sections to include

Cover pageRecommendedSupplier name, evidence pack version, generated date, prepared for, prepared by.Contents indexRecommendedOne line per document, with issue date, expiry date and status.Company overviewRecommendedRegistered address, company number, key contacts, services provided.Insurance certificatesRecommendedPublic liability, employers' liability, professional indemnity, cyber cover as applicable.PoliciesHealth and safety, GDPR / data protection, modern slavery, anti-bribery, environmental.AccreditationsISO 27001, ISO 9001, Cyber Essentials, SSIP scheme membership, industry-specific certifications.Client referencesTwo or three named referees with contact details, plus recent case studies.Financial standingLatest filed accounts summary or Dun & Bradstreet rating if requested.Sign-off pageNamed individual, role, signature or e-signature, date the pack was compiled.

4 sections · roughly 5 pages

Generated outline

# Evidence pack - Supplier name
Prepared for Client name
Version v1.0 · Generated on 2026-07-29

## 1. Cover page
Supplier name, evidence pack version, generated date, prepared for, prepared by.

## 2. Contents index
One line per document, with issue date, expiry date and status.

## 3. Company overview
Registered address, company number, key contacts, services provided.

## 4. Insurance certificates
Public liability, employers' liability, professional indemnity, cyber cover as applicable.

How it works

Step 1
Set the cover details
Supplier, client, version, date and prepared-by so the outline reads like a real cover sheet.
Step 2
Choose sections
Uncheck anything you do not need. Recommended sections get flagged if you drop them so nothing important slips out.
Step 3
Copy or download
Take the outline into Word, Google Docs or Notion. Or build a live version in Credbase.

Questions and answers

Where this tool stops

An outline isn't a pack a client will accept.

A template tells you what should be in the pack. It doesn't gather the actual, in-date documents from your suppliers or prove when each was last verified.

Credbase assembles a real evidence pack from your live records in one click - shareable, versioned, always current.

Build a real pack in Credbase Back to all tools

This tool is a plain-English guide for teams handling third-party paperwork. It is not legal, insurance or compliance advice. Confirm specifics with the counterparty or your own adviser before you rely on any output.

Evidence pack outline

Who this is for and what it solves