Spreadsheet-to-request converter
Paste a supplier spreadsheet with the documents you need from each. Get one clean, ready-to-send email per supplier in seconds. Switch tone between friendly, formal or chase in one click.
Who this is for and what it solves
- Ops and compliance leads doing a supplier document sweep
- Procurement teams onboarding a batch of new suppliers at once
- Anyone stuck copy-pasting the same request into their inbox all week
You have the list. You have the ask. Writing the same email fifty times is the tax. Paste the sheet in, pick a tone, get personalised drafts out. Spend your time on the ones that need a human touch.
- Northgate Facilities LtdTo: Jamie Reid <jamie@northgate.co.uk>Subject:Document request: Northgate Facilities Ltd (by 30 April 2027)
Hi Jamie, We're refreshing our supplier records at our end and need the following from Northgate Facilities Ltd: - Public liability certificate - Employers' liability certificate Please could you share these by 30 April 2027. A reply to this email with the documents attached is fine, or let me know if you'd rather I send a secure upload link. Many thanks, [your name]
- Meridian Data LtdTo: Priya Shah <priya@meridian-data.com>Subject:Document request: Meridian Data Ltd (by 30 April 2027)
Hi Priya, We're refreshing our supplier records at our end and need the following from Meridian Data Ltd: - ISO 27001 certificate - Cyber Essentials Plus Please could you share these by 30 April 2027. A reply to this email with the documents attached is fine, or let me know if you'd rather I send a secure upload link. Many thanks, [your name]
- Acme Roofing LtdTo: Sam Taylor <sam@acmeroofing.co.uk>Subject:Document request: Acme Roofing Ltd (by 15 April 2027)
Hi Sam, We're refreshing our supplier records at our end and need the following from Acme Roofing Ltd: - PL certificate - RAMS for Bristol depot Please could you share these by 15 April 2027. A reply to this email with the documents attached is fine, or let me know if you'd rather I send a secure upload link. Many thanks, [your name]
How it works
- Step 1Paste your list
Copy from Excel, Google Sheets or Numbers. Commas, tabs or semicolons all work.
- Step 2Pick a tone
Friendly for a first ask, formal for procurement, chase for follow-ups. Every draft updates instantly.
- Step 3Copy or open in your inbox
Copy each draft, download the batch or open a mailto: link straight into your email client.
Questions and answers
The emails are drafted. Sending, chasing and filing is still on you.
Copy-pasting into your inbox is the fast bit. Tracking who's replied, storing what came back and chasing the ghosts is what eats the week.
Credbase sends the same requests from your workspace, tracks opens and replies, files each returned document against the right supplier and chases automatically.
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.
Related free tools
- Subcontractor document checklist generator
Answer a few questions about the trade and the job, get the exact document list to request from a subcontractor, plus a request email and a reminder schedule.
- Supplier document checklist
A tidy starter list of the documents most teams should hold for a new supplier. Tick them off, copy or download.
- Expiry reminder calculator
Enter a document expiry date and get sensible reminder dates plus a calendar file you can drop into Outlook or Google.
Related reading
- ComparisonCredbase vs shared drives (Google Drive, SharePoint, Dropbox)
How a purpose-built supplier document platform compares to Google Drive, SharePoint and Dropbox, with a fair read on where each is genuinely better and why most teams end up using both.
- Featured guideCertificate of insurance (COI) tracking: the complete guide
How modern teams collect, verify and monitor certificates of insurance from suppliers and subcontractors, without spreadsheets or missed renewals.
- ComparisonEmail attachments vs secure upload links for supplier documents
Why single-purpose upload links have overtaken email attachments for collecting supplier and subcontractor documents, with a fair look at what recipients actually prefer.