16 free checklists for vetting vendors, buying software and managing contracts. Every one has an owner, the evidence to ask for and a red flag on each check, plus a download for your team.
A vendor due diligence checklist lists the checks you run on a supplier's legal standing, finances, security, operations and reputation before you sign a contract or onboard them, with who checked each item and what evidence they saw.
A vendor audit checklist is a structured list for testing whether an existing supplier's quality, security and operational controls still meet your requirements, recording who inspected each area, what evidence they saw and which findings need corrective action.
A vendor onboarding checklist is the step-by-step plan for bringing a new supplier on board safely: collecting its documents, confirming it meets your compliance rules, setting up verified payment details and connecting it to your systems before the first order.
A vendor selection criteria checklist is the agreed list of tests procurement and the business apply to every shortlisted supplier, so cost, quality, reliability, financial health, security and support are scored the same way for each vendor before anyone signs.
A vendor management checklist covers every stage of a supplier relationship, from choosing and vetting the vendor through contract and onboarding to monitoring, renewal and exit, with an owner and evidence for each check so nothing falls between teams.
A vendor security assessment checklist works through a third party's security risk in stages: tiering the vendor by the data it touches, testing its core controls, checking certifications and contract safeguards, then monitoring it until secure offboarding.
A contract management checklist is a stage-by-stage list of the actions, owners and evidence that carry an agreement from the first request through drafting, approval and signature, then into monitoring, and finally to renewal, termination or closeout.
A contract compliance checklist is the running list your team uses after signature to confirm that the legal, financial and operational commitments in an agreement are being met by both sides, with an owner and evidence behind every line.
A contract drafting checklist is a working list of the elements, clauses and wording a contract must contain before it goes out, so the parties, scope, price, risk, exit and dispute terms are all written down clearly and can be enforced later.
A contract audit checklist is a structured set of tests for reviewing a sample of signed agreements at one point in time, confirming that terms, payments and obligations were honoured, and recording each exception as a graded finding to fix.
A contract management system requirements checklist is a scored list of what your business needs from contract software, from storage and drafting to approvals, alerts and integrations, so you can compare CLM vendors on your own priorities instead of their feature counts.
A contract approval checklist is the set of checks and sign-offs a contract must clear before anyone signs it: confirming the parties, scope and price, reviewing legal and security risk, and recording who approved it and who owns it afterwards.
An ERP evaluation checklist gives the selection team one structured list for judging each ERP system: internal readiness, functional fit, technology, vendor and partner support, and total cost, so vendors are scored on the same evidence and expensive implementation surprises surface before signature.
A software license compliance audit checklist lists the steps for matching every installed, deployed and subscribed product against the licences you actually own, so shortfalls are found and fixed before a publisher's auditor turns them into true-up bills, penalties or legal costs.
A SaaS procurement checklist walks IT, finance, legal and the requesting team through every check needed to assess, secure, contract, approve and later renew or exit a cloud software subscription, with an owner and evidence for each step.
A procurement checklist is the set of checks a purchase passes on its way from request to payment, confirming the need, budget, supplier, contract, delivery and invoice are right and that the paperwork is kept, so spend stays in policy and audits hold up.
