Template · Purchasing and suppliers
Document checklist: Vendor security review
Who asks whom: IT to vendors
3 documents1 to signFree
Free. You can change everything before sending.
The 3 documents to request
- Can you answer the security questionnaire?Written answer
- ISO 27001 certificate or SOC 2 reportDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Data processing agreement (GDPR)Document or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
Documents to sign
- Data processing agreement (GDPR): To sign by hand, then send as a photo or PDF.
How it works
- List the documents you need, and their format. With this template, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (vendor security review)?
This template lists 3 documents: can you answer the security questionnaire?, ISO 27001 certificate or SOC 2 report, data processing agreement (GDPR). One of them must be signed.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this template free?
Yes. The template is free, and so is the Free plan: one request at a time, 5 people, email reminders.
Similar templates
Supplier onboarding
Purchasing to the supplier
Private tender
The buyer to bidders
Supplier ethics and CSR
Purchasing to suppliers
✦ PremiumSupplier framework agreement
Purchasing to the supplier
Annual supplier document update
Purchasing to all suppliers
Public tender response
The bidder to its partners and subcontractors
All templates: Purchasing and suppliers · The whole marketplace
Ready to send it?
Free. You can change everything before sending.
Updated on September 30, 2026