Audit and tender evidence packs, on demand.
A walkthrough of how Credbase turns a diligence request into a five-minute job - built from your live company record, shared by one controlled link, seen by the person who actually asked.
Enterprise or public sector buyer wants current insurance certificates, ISO documentation, DPA and modern slavery statement before signing. Deadline usually measured in days, not weeks.
Bid team needs a curated appendix of supporting documents for a specific opportunity. Same suppliers, different framing every time.
Auditor, insurer or platform partner asks to see how a specific third party is set up. Must be defensible, current and traceable back to source.
Three different asks, one underlying job: hand the person a credible, current, buyer-facing pack without a Friday-night scramble.
Five steps, one link, no scramble.
This is exactly how a pack goes from "the buyer just asked" to "the buyer has opened it" inside Credbase.
- Step 01Pick the company
Open the company record in Credbase. Every document you already hold on that supplier, subcontractor or vendor is there, with its expiry date and last-verified status.
- Step 02Tick what belongs in this pack
Select the documents relevant to the specific request. A tender needs different evidence to a data-protection audit. Credbase remembers your last selection per counterparty so the second pack is faster than the first.
- Step 03Write the cover note
One paragraph explaining what the pack is, who it is for and what to flag. Credbase auto-generates the expiry summary - items expiring in the next 30 days are surfaced up front, not buried on page four.
- Step 04Share one controlled link
No email attachments, no zip files, no login for the recipient. The link has a set expiry date and can be revoked. The recipient sees a clean, branded page - not your inbox.
- Step 05See when it lands
Credbase logs when the pack is opened, so you know the buyer has actually seen it before you follow up. If they haven't, that's useful too.
The example pack shows exactly what a buyer sees.
A realistic Q2 supplier readiness pack for a fictional subcontractor - cover note, expiry summary, five documents, short-lived download links.
Open the example packWhat a good pack actually contains
Buyers don't want a folder dump. They want a short, ordered, self-explanatory artefact they can forward internally without explanation.
Short, specific, addressed to the person asking. Sets the scope of the pack and flags what's expiring soon.
A single glanceable list of what's current, what expires within 30 days and what has already lapsed. No surprises for the buyer, no ambiguity for you.
Ordered logically - insurances together, certifications together, policies together. Each with a short label so the buyer knows what they're opening.
Every document is tied back to the counterparty record, with a version date and who verified it. Defensible if anyone asks how you know it's real.
Why this version lands well
A pack built this way changes the conversation. The buyer stops asking follow-up questions because the answer is already on the cover.
- You didn't ask the supplier for anything at the last minute. Everything is already on file.
- The buyer gets a branded page, not a forwarded email with five attachments.
- The expiry summary is on the cover - buyers stop asking "is this the current one?" because you've already answered.
- You keep a record of what was shared, with whom and when it was opened. Traceable if it ever matters.
- Every subsequent request from the same counterparty is a two-minute job, not a two-hour one.
Build one properly, reuse it forever.
Every counterparty record you build in Credbase becomes the source for the next audit, tender or diligence pack. The first one takes a few minutes. The tenth takes seconds.