Supplier document checklist
A tidy starter list of the documents most teams should hold for a new supplier. Pick a preset, tick what you need, then copy or download.
Who this is for and what it solves
- Ops, procurement or finance leads onboarding a new supplier
- Compliance teams standardising what every supplier hands over
- Founders and office managers doing the paperwork themselves
You keep starting each new supplier from a blank email. Half the requests miss something, then you chase for weeks and end up storing PDFs across three drives. This gives you the full list up front, in one place, in under a minute.
How it works
- Step 1Pick a preset
Start from a general supplier, a contractor, an IT vendor or a professional services firm.
- Step 2Untick what you don't need
Every item starts included. Uncheck anything that doesn't apply to this supplier - it drops out of the copied list.
- Step 3Copy or download
Take the list into email, Notion or your CRM. Or save it in Credbase to reuse per supplier.
Questions and answers
This checklist covers one supplier. You have dozens.
A tick-list is fine for one onboarding - but it can't tell you which of your live suppliers is missing an insurance certificate right now, or who's about to expire.
Credbase turns the same checklist into a live status view across every supplier, with automatic chases when something lapses.
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.
- Expiry reminder calculator
Enter a document expiry date and get sensible reminder dates plus a calendar file you can drop into Outlook or Google.
- Evidence pack outline
A one-page template for what a proper client evidence pack should contain. Pick the sections that apply and copy the outline.
Related reading
- ChecklistClient evidence pack checklist
The documents to include in a client evidence pack for due diligence, procurement or audit and how to keep the pack always current.
- Featured guideVendor onboarding: the complete playbook
How modern operations teams onboard new vendors in days, not weeks, with a repeatable request flow, clear ownership and evidence that stays fresh.
- 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.