Company Identity
Legal name, DBA, entity type, jurisdiction of formation, and Employer Identification Number (EIN) for tax verification and background checks.
Completing the SUR PQ Document accurately reduces procurement risk, speeds evaluation, and creates an auditable compliance record for contracting decisions under company policy and regulatory requirements.
Procurement, vendor management, compliance, and contract teams commonly use the SUR PQ Document to screen potential suppliers before onboarding.
External suppliers complete the form; internal reviewers use the responses to approve, reject, or route suppliers for further due diligence.
Legal name, DBA, entity type, jurisdiction of formation, and Employer Identification Number (EIN) for tax verification and background checks.
Primary contact, title, phone, email, and delivery address so procurement and operations teams can reach the right person during evaluation and onboarding.
Recent financial statements, credit references, and three trade references to support assessments of financial stability and performance history.
Certificate of insurance details, policy numbers, limits, and expiration plus attestations for OSHA, environmental, and other regulatory requirements where applicable.
Scope of services, relevant certifications, capacity limits, and equipment lists to confirm operational fit with the project or contract.
Authorized signer name, title, signature, and date confirming accuracy and granting consent for reference and background checks.
| Field | Configuration |
|---|---|
| Signing Order | Sequential signer order or parallel signing as required by contracting policy |
| Authentication Level | Email + access code for low risk; SMS or KBA for higher assurance |
| Conditional Fields | Show/hide questions based on prior answers to simplify the form flow |
| Integrations | Connect to ERP/CRM systems (e.g., NetSuite, Salesforce) for automated onboarding |
Electronic submission works best when providers support common file types and enterprise integrations.
Ensure your platform retains a tamper-evident audit trail and provides secure storage compliant with your industry requirements.
Often 7–21 days from solicitation release
3–10 business days for completeness checks
Buyer may request clarifications within 5–15 business days
Evaluation and scoring typically complete within 2–4 weeks
Award timelines vary; may take several weeks after final evaluation
Supplier completes and submits the SUR PQ Document
Buyer screens for missing attachments or fields
Buyer requests additional evidence or corrected entries
Buyer scores responses, completes due diligence, and issues award notice
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |