For procurement

Procurement contract management in Microsoft 365

See active vendor contracts, collect documentation through the Vendor Portal (annual add-on on Professional and Enterprise) and keep procurement sign-off in control. Documents stay in your SharePoint.

Procurement · Vendor contractsExample records
Northwind Ltd. MSAActive

Term ends 31 Dec · Notice due 1 Nov

Northwind · Insurance certificateMissing documentation

Request by 15 Nov

Halden Co.Under review

New contract under review

One intake for every contract request

Departments request contracts through one form that captures the counterparty, value and dates. Rules recommend the approval workflow; for example, anything over $15,000 adds Finance. Workflows can require procurement sign-off. Approved request details prefill the contract, and requests stay linked to the vendor and contract. How it works →

Northwind Ltd. · Renewal approval
1Contract type / value rule
2Legal review · Priya Nair
3Procurement sign-off
Awaiting procurement sign-off

Let vendors supply their own documentation

Vendors submit and update documents through the Vendor Portal (annual add-on on Professional and Enterprise), so vendor details are captured once and prefill the contract. Send onboarding and risk questionnaires from a reusable question bank, once or on a schedule. Vendor scorecards, included on every plan, rate performance over time and aren't visible to vendors. Vendor compliance →

Vendor Portal (add-on) · Northwind Ltd.
Insurance certificate

Renewal form created 90 days before expiry (configurable) · weekly reminders (5 by default)

§15.2

Insurance · Licences · Invoices · Other documents (e.g. W-9)

Vendor details → prefilled contract

Know what's active, expiring or over budget

One repository links vendor contracts to renewal dates, related documents and status. Log invoices against each contract to see contract cost, total invoiced and remaining balance, and catch auto-renewals and price escalations before the notice date. Obligations & renewals →

Dock 365 · Northwind Ltd. MSAExample record
SalesLegalFinance
Northwind Ltd. MSA
Term ends 31 Dec · Notice due 1 Nov
Reminder set§12.1
Contract documents and review history

Compliance current, ERP in step

With the Vendor Portal, renewal requests can go to vendors automatically before a certificate expires (admin-enabled), followed by weekly reminders. Vendor documents and contracts stay in your SharePoint; Dock's services run in your own Azure subscription. Dock parties sync to NetSuite vendors, and Business Central contracts can be created from Purchasing, so contract, vendor and finance data stay in step without re-keying. Oracle NetSuite →Business Central →Dynamics 365 →

Vendor compliance · Northwind Ltd. MSAExample record
Dock vendor documentation
Insurance certificate§15.2
Reminder set · Request by 15 Nov
Renewal notice§12.1
Reminder set · Due 1 Nov
“When we need a contract now, we can actually find it.”
Chris Alexander · General Counsel, Short Elliott Hendrickson (SEH)
Read the SEH story: 30 minutes to 3 to find a contract →
“Feeser's contracts live on its own SharePoint environment. Nothing is locked inside a vendor's platform. If the relationship with Dock365 ever ends, Feeser's already holds every document. There is no data to extract, no export to negotiate, and no risk of the contracts being held hostage.”
Chuck Vohs · Feeser's Food Distributors

Questions

Vendor documents and contracts stay in your SharePoint; Dock's services run in your own Azure subscription. Security →

Bring vendor contracts under procurement control

30-minute demo on your own contract types.

What to expect
  1. 115-min discovery
  2. 230-min demo on your contract types
  3. 3Security pack if IT needs it

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“When we need a contract now, we can actually find it.”
Chris Alexander · General Counsel, Short Elliott Hendrickson (SEH)
Book a 30-min demo