Identity
Legal business name, DBA, and entity type to assure contract countersigning and tax matching.
A consistent supplier profile speeds onboarding, reduces payment errors, supports tax and audit compliance, and creates a single source of truth for vendor data. It helps Finance verify W-9 information, Procurement check insurance and contract eligibility, and HR manage background or access requirements where suppliers engage with employees or facilities.
Departments that interact with vendors usually own portions of the profile and approve onboarding steps.
Multiple teams commonly collaborate: Procurement initiates, Finance validates tax and payment fields, and HR or Security approves access-sensitive items.
| Field | Configuration |
|---|---|
| Signature Method | Email eSignature with optional SMS OTP authentication |
| Authentication | Email link by default; use SMS or ID check for higher assurance |
| Bulk Onboarding | CSV import with bulk send for high-volume supplier lists |
| Retention Format | Store signed PDFs (PDF/A) with audit trail retained |
Choose file formats, integrations, and authentication to match internal systems and compliance.
Legal business name, DBA, and entity type to assure contract countersigning and tax matching.
EIN/TIN and W-9 status to prevent backup withholding and support IRS information returns.
Certificate of insurance details, limits, and additional insured requirements for contract risk management.
Remit-to address, ACH/wire instructions, and payment terms to ensure timely disbursements.
Clear description of goods or services, contract rates, and milestone or deliverable expectations.
Upload area for contracts, prior COIs, and audit trail of approvals and signature timestamps.
Provide completed profile before contract award or payment initiation
Supply W-9 on request; there is no general IRS filing deadline for providing it
Insurance must be effective before first on-site work or service delivery
Allow 7–30 days for bank verification and ACH setup depending on processes
Renew and revalidate insurance and tax documents at least annually
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |