Vendor onboarding, connected
ClearHandoff keeps vendor onboarding moving from request to first PO—without the intake chasing or compliance-to-Legal limbo.
Clear ownership · visible wait time · automatic next steps
Vendor onboarding
Kestral Design Co.
Follow up with vendor
Intake packet is waiting on a W-9. Day 3 reminder sends to Maya at Kestral.
Everyone
in the loop
Bottlenecks
in the light
Handoffs
that happen
Built around the real breakpoints
Breakpoint 01 · intake stall
Set a named Procurement owner and a follow-up cadence before a vendor request can disappear into a shared inbox.
DAY 03
Friendly document reminder
DAY 07
Owner gets an aging alert
Breakpoint 02 · review handoff
A completed review creates the Legal task right away, carrying the vendor record, status, and anything that needs a closer look.
One live process map
Every vendor follows the same clear path. People see the current owner, the wait point, and the next action without chasing a status update.
Map your first workflowNeed, spend, and category captured before work starts.
Check for overlap and route the right requests forward.
Collect tax, banking, insurance, and business details.
Complete risk, sanctions, and security checks.
Keep the MSA, SOW, and redline loop moving.
Bring the vendor and internal signer to a completed agreement.
Create the vendor record and securely enter banking details.
Issue the purchase order or enable first-invoice processing.
Notify the team that work can begin with a ready vendor.
Less waiting, more work moving
ClearHandoff coordinates the people and decisions around your ERP, AP, and contract tools. Those systems stay put; the handoffs stop getting lost.
Named owners
No shared-inbox guessing.
Aging alerts
See what is waiting too long.
Ready-to-route reviews
Compliance completion triggers Legal.
A clean audit trail
Status, documents, and next action together.
The next handoff is waiting
Set the owner, make the wait visible, and keep work moving from intake through activation.
Map your workflow