Vendor Management Template

Overview

This free template lets you build a secure vendor management system on top of your existing data, so you can ditch email chains and shared spreadsheets to collaborate more efficiently with vendors.

It includes a sample database to show you exactly how to structure your data for this use case. It’s also flexible enough to work with any Softr-supported data source, including Airtable, Google Sheets, Notion, monday.com, HubSpot, and more.

Why use this vendor management template

• Streamline vendor collaboration: Give vendors a single place to submit invoices, upload contracts, and check on approvals—no more follow-up emails.
• Ensure the right access for every user group: Custom user groups and filters make sure procurement managers, finance teams, and vendors only see what’s relevant to them.
• Track everything in one place: From contract statuses to renewal dates to vendor performance metrics—manage it all from one centralized system.

Who is this vendor management template for?

Whether you're managing five vendors or fifty, this template gives your team a structured and scalable way to manage supplier relationships. It's great for:

• Procurement & operations teams: Track vendor approvals, organize documentation, and ensure compliance across departments.
• Finance & accounts payable: Collect invoices in one place and monitor payment status more easily.
• Construction & field service companies: Centralize documentation and compliance across contractors and subs.
• Marketing or event teams: Manage vendor lists, contracts, and renewals for freelancers, venues, and partners.
• Any team managing third-party vendors: If you’re working with service providers, freelancers, or suppliers—this template can help you stay organized.