Vendor management & compliance
COIs and licences live on the vendor record, linked to the contract. With the Vendor Portal, Dock creates a renewal request 90 days before expiry (configurable) and reminds the vendor every Monday, for up to 10 cycles. The Vendor Portal is an annual add-on on Professional and Enterprise.
Vendors upload their own documents
With the Vendor Portal (annual add-on on Professional and Enterprise), vendors upload certificates of insurance, licences, invoices and other documents (including W-9s) and answer your questionnaires themselves. On every plan, your team rates vendors on internal scorecards, runs expiry reports to see what's lapsing and downloads every certificate in one zip from the Party Insurance Report. Renewal forms are created 90 days before expiry (configurable, admin-enabled), with reminders every Monday: 5 by default, up to 10 cycles.
Required documents, ready for review
Required documents sit on the vendor record, and expiry reports show what's missing or lapsing before you approve a renewal. Insurance and indemnity clauses can become tracked obligations with reminders.
How teams use it
Build a question bank once and send recurring vendor risk assessments through the Vendor Portal. Answers are saved to the vendor record next to the contract.
Use no-code forms for vendor onboarding and BAA requests, so new vendors start with the right documents.
Construction firms track subcontractor COIs alongside MSAs and SOWs, project by project (Projects view: Enterprise plan). Healthcare teams collect BAAs and security questionnaires before a vendor goes live. Construction → Healthcare →
Parties in Dock sync to NetSuite as vendors, and Business Central users create vendor contracts from Purchasing. The compliance record stays in Dock. NetSuite → Business Central →
Three tools become one
A 2–3 person team can't run three systems. Contracts, vendor documents and the obligations between them live in one place.
Questions
“When we need a contract now, we can actually find it.”
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“When we need a contract now, we can actually find it.”