Vendor & Contract Operations

Modernizing Vendor & Contract Operations

SmartSuite streamlines vendor and contract management from sourcing through renewal. Centralize onboarding, contract lifecycles, obligations, and sourcing events so Procurement, Legal, Finance, and business owners stay aligned and nothing slips through the cracks.

One Platform for Connected Vendor & Contract Operations

SmartSuite centralizes vendor onboarding, contract lifecycle management, sourcing, bid scoring, obligations, SLAs, and renewals. Give procurement, legal, finance, and business teams a single, consistent way to manage vendor and contract operations at scale.

Vendor Visibility

Centralize vendor profiles, documents, and risk attributes in one place.

Contract Governance

Manage contract reviews, approvals, and storage with full traceability.

Renewal Tracking

Monitor obligations, SLAs, and renewal windows with proactive alerts.

Sourcing Control

Run sourcing and RFP workflows with scoring and decision trails.

Core Capabilities of the Vendor & Contract Operations Suite

SmartSuite delivers connected solutions for sourcing, onboarding, contracting, and managing vendor obligations.

Streamline vendor and contract management from sourcing through renewal.

Centralize vendor onboarding, contract lifecycles, obligations, SLAs, and renewals in one connected workspace. SmartSuite links vendor records to contracts, approvals, and key dates—providing real-time visibility, reduced risk, and consistent execution across procurement, legal, and business teams.

Centralize Vendor Information & Risk Attributes

SmartSuite consolidates vendor profiles, documents, certifications, and risk indicators into one structured workspace. Teams gain full visibility into the vendors they rely on.

Highlights:

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    Standardized vendor profiles with documents, attributes, and risk scoring.
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    Linked records for contracts, SLAs, security assessments, and performance.
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    Unified repository for SOC 2s, insurance certificates, compliance evidence.

Streamline Contract Lifecycle Management

Manage contracts from draft to signature with automated workflows and clear version history. Ensure every agreement moves through the right review, approval, and negotiation steps.

Highlights:

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    Multi-step legal, finance, and business approvals with audit trails.
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    Centralized contract repository with metadata, status, and history.
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    Automated alerts for renewals, notice periods, and contractual obligations.

Monitor Renewals, SLAs & Contract Obligations

Avoid last-minute renewals and contract surprises with real-time tracking of SLAs, commitments, obligations, and renewal dates.

Highlights:

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    Renewal calendars with automated reminders and escalation workflows.
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    Obligation tracking with assigned owners and due dates.
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    SLA dashboards showing compliance, issues, and vendor performance.

Execute Sourcing Events & RFPs With Speed

SmartSuite brings structure to sourcing cycles with centralized bid intake, scoring, evaluation, and documentation. Increase transparency and coordination across stakeholders.

Highlights:

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    Structured RFP workflows with vendor responses and scoring rubrics.
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    Bid comparison boards to visualize price, capability, and compliance.
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    Role-based collaboration across Procurement, Legal, Security, and Finance.

Align Procurement, Legal & Business Owners

Improve governance and partnership by ensuring all teams work from the same vendor and contract data. Increase decision-making speed and reduce bottlenecks.

Highlights:

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    Shared dashboards showing vendor status, contract health, and spend categories.
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    Linked workflows connecting vendors → contracts → obligations → sourcing events.
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    Standardized approval and communication workflows for faster decisions.

Execute Sourcing Events & RFPs With Speed

SmartSuite brings structure to sourcing cycles with centralized bid intake, scoring, evaluation, and documentation. Increase transparency and coordination across stakeholders.

Highlights:

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    Structured RFP workflows with vendor responses and scoring rubrics.
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    Bid comparison boards to visualize price, capability, and compliance.
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    Role-based collaboration across Procurement, Legal, Security, and Finance.

Built For Modern Vendor & Contract Operations Teams

SmartSuite brings enterprise-grade vendor and contract operations with consumer-grade usability. Choose the rollout path that fits your organization today—and expand as supplier ecosystems, contracts, and compliance requirements grow.

Start Small

Adopt a Single Capability

Begin with Vendor Onboarding, Contract Reviews, or Renewal Tracking—prove value fast and expand from there.

Scale Confidently

Roll Out a Full Category

Enable vendor and contract operations end-to-end—connecting vendor records, contract lifecycles, obligations, and approvals in one coordinated system.

Unify Everything

Deploy the Entire Vendor & Contract Operations Suite

Standardize vendor and contract governance with linked vendors, contracts, obligations, and dashboards—delivering reduced risk, better compliance, and real-time visibility across the full vendor lifecycle.

Frequently Asked Questions

Answers to common questions about how SmartSuite improves vendor visibility, contract governance, sourcing efficiency, and renewal predictability.

See How SmartSuite Streamlines Vendor & Contract Operations

Experience how SmartSuite modernizes sourcing, vendor onboarding, contracting, and renewal governance in one unified workspace.

The Connected Value of SmartSuite Vendor & Contract Operations

Quantifiable improvements achieved when organizations centralize vendor onboarding, contracting, and obligation tracking in SmartSuite.

32%
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Source: Gartner Procurement & Contracting Optimization Study, 2023 — organizations using unified procurement/contract tools improved cycle speed by 30–34%.

Faster Vendor & Contract Cycle Times

Standardized workflows, automated approvals, and centralized documentation reduce delays across onboarding, contracting, and sourcing events.

28%
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Source: Forrester Contract Risk Benchmark, 2023 — contract lifecycle automation reduced missed-renewal and SLA risk by 25–32%.

Reduction in Contract-Related Risk & Missed Obligations

Automated alerts, obligation records, and renewal reminders prevent missed renewals, compliance gaps, and SLA failures.

30%
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Source: McKinsey Vendor Management Efficiency Study, 2022 — connected vendor systems improved visibility by ~30%.

Improved Vendor Visibility & Performance Transparency

Centralized vendor profiles, documents, risk attributes, and performance data increase visibility across procurement and business owners.

35%
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Source: BCG Contracting & Sourcing Alignment Report, 2023 — integrated collaboration increased cross-functional alignment by 30–36%.

Improved Alignment Between Procurement, Legal & Business Teams

Shared data, connected workflows, and real-time updates reduce bottlenecks and ensure consistent decision-making.

Key Benefits of the Vendor & Contract Operations Suite

Procurement, Legal, Finance, and Operations require connected workflows for managing vendors, contracts, and obligations. SmartSuite unifies onboarding, contracting, sourcing, and renewal processes — creating clear governance and streamlined execution.

Vendor Visibility, Compliance & Risk Management

Unified Vendor Profiles

Centralize vendor information, documents, risk ratings, certifications, spend categories, and performance data.

Vendor Risk Attributes & Assessments

Track security, privacy, compliance, operational, ESG, and financial risk indicators directly in the vendor record.

Vendor Document & Evidence Repository

Store SOC 2 reports, insurance certificates, compliance attestations, HECVAT docs, NDAs, and contracts in a controlled repository.

Cross-Department Vendor Visibility

Give Procurement, Legal, Finance, IT, and Operations shared access to the same vendor information.

Vendor Performance Dashboards

Monitor SLA adherence, issue history, fulfillment metrics, sentiment, and corrective actions.

Vendor Performance Dashboards

Monitor SLAs, issues, fulfillment metrics, sentiment, and corrective actions live.

Contract Lifecycle, Automation & Commercial Governance

End-to-End Contract Lifecycle Management

Manage drafts, reviews, negotiations, approvals, signatures, obligations, and renewals in a unified workflow.

Automated Approval Routing

Speed up review cycles with structured routing for Legal, Finance, Security, Risk, and business stakeholders.

Obligation & SLA Tracking

Track contractual commitments, renewal terms, service levels, notice periods, and compliance requirements.

Centralized Contract Repository

Store executed agreements with version history, metadata, linked obligations, and audit-ready documentation.

Integrated Renewal Workflows

Avoid last-minute surprises with proactive renewal calendars, automated reminders, and owner assignments.

Commercial Governance Controls

Enforce approval thresholds, delegation rules, and contractual standards.

Sourcing, RFP Execution & Operational Efficiency

Streamlined Sourcing & RFP ManagementFaster, More Confident Decision-Making

Run sourcing events with structured intake, vendor invitations, bid submissions, scoring rubrics, and award records.

Bid Comparison & Decision Traceability

Document evaluation criteria, scoring, and selection decisions for transparency and compliance.

Cross-Functional Collaboration on Sourcing Events

Procurement, Legal, Security, and business owners collaborate in a single workspace.

Workflow Automation for Sourcing Activities

Automate vendor notifications, follow-ups, and bid-reminder tasks.

Scalable Procurement Frameworks

Support multiple sourcing categories, thresholds, approval levels, and procurement playbooks without new tools.

Faster Sourcing Cycles

Reduce cycle times by eliminating manual handoffs and disconnected systems.

Reduce Risk, Speed Contracting, and Improve Vendor Visibility

SmartSuite eliminates scattered spreadsheets and email-driven approvals. Standardize vendor evaluations, centralize contracts, and automate key renewal workflows.

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How the SmartSuite Platform Powers Vendor & Contract Operations

SmartSuite connects vendor data, sourcing events, contract lifecycles, obligations, and approvals — enabling consistent execution and strong commercial governance.

No-Code Configuration

Customize vendor onboarding workflows, contract review paths, scoring models, approval tiers, and sourcing templates without IT.

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Example:
A Procurement team configures different onboarding workflows for low-risk suppliers versus strategic vendors, each with tailored risk reviews, approval levels, and required documentation.
Automation Engine

Automate contract routing, renewal alerts, obligation tasks, vendor follow-ups, bid reminders, and scoring assignments.

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Example:
Ninety days before a contract renewal, SmartSuite automatically notifies Legal and Procurement, assigns an obligation review task, and flags the vendor for reassessment.
AI Assist for Vendor & Contract Management

Generate contract summaries, risk insights, vendor briefs, bid evaluations, and procurement recommendations instantly.

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Example:
Before a sourcing committee meeting, AI Assist generates a side-by-side summary of vendor bids, highlighting risk factors, pricing differences, and contract obligations.
Linked Record Architecture

Connect vendors → contracts → obligations → sourcing events → SLAs → issues → remediation tasks.

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Example:
A vendor risk issue links directly to the affected contract, related SLA, remediation task, and sourcing decision that approved the vendor.
Permissions & Governance Controls

Protect sensitive vendor and contract data with granular access, audit trails, and approval histories across procurement, legal, and finance.

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Example:
Legal and Procurement leaders view dashboards showing upcoming renewals, high-risk vendors, sourcing cycle times, and contract exposure by category.
Dashboards & Analytics

Visualize vendor risks, contract portfolios, renewal timelines, sourcing pipelines, spend categories, and performance insights.

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Example:
Legal users can edit contract terms, Procurement manages vendor data, Finance reviews spend, and executives see rollups—every action is logged automatically.

Connect Procurement, Legal & Finance in One Trusted System

SmartSuite unifies vendor onboarding, contract reviews, approvals, sourcing events, and risk documentation — eliminating email-driven handoffs and siloed procurement tools.

Powered by :
Linked Records
Permissions & Access Controls
Approval Workflows
Real-Time Updates

Streamline Contracting, Renewals & Obligations

Automated routing, task reminders, and structured approval workflows shorten contracting cycles and prevent renewal/obligation surprises.

Powered by :
Automations
Notifications
Approval Workflows
Vendor & Purchase Context

Gain End-to-End Visibility Into Vendor & Contract Portfolios

Dashboards reveal performance, risk, contract status, renewal windows, and sourcing outcomes — enabling proactive and informed decisions.

Powered by :
Dashboards & Reporting
Global Filters
KPI Scorecards
Real-Time Updates

AI Assist & Governance Strengthen Procurement Maturity

AI Assist accelerates summaries, evaluations, and reporting, while governance controls ensure compliance, traceability, and audit readiness.

Powered by :
AI Assist
Activiti History (Audit Trail)
Permissions & Access Controls
Version History

The SmartSuite Platform:
Powered by Eight Interconnected Frameworks

The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.

Security and Governance, Built for Enterprise Scale

SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation.
Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action.
With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.

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Role-Based Access

Control visibility by user, role, or team.

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Authentication

SSO, 2FA, and IP restrictions built-in.

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Audit History

Track every change for 3+ years.

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Compliance

SOC 2, GDPR, and enterprise governance ready.

Work Seamlessly — Anytime, Anywhere, on Any Device

Stay connected and productive wherever you are.
SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.

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The Platform That Connects Vendors, Contracts & Sourcing

SmartSuite unifies onboarding, vendor profiles, contract cycles, obligations, and RFP processes — strengthening governance and speeding decisions.

Role-Based Capabilities for 
Governance, Risk, and Compliance

SmartSuite empowers Procurement, Legal, Finance, Security, and business stakeholders with connected workflows, governance tools, and real-time visibility across vendors, sourcing events, and contracts.

Executive & Commercial Leadership

Chief Procurement Officer (CPO)

Owns procurement strategy, spend governance, supplier performance, and enterprise sourcing priorities.

  • Benefit Statement:

SmartSuite gives CPOs real-time visibility into spend, sourcing performance, supplier risk, and savings outcomes — enabling disciplined, measurable procurement execution.

  • Benefit Source:

Executive dashboards, vendor scorecards, contract analytics, and audit trails.

How They Use It:

Procurement Oversight

Reviews vendor performance, sourcing activity, and contract exposure.

Spend & Risk Visibility

Identifies cost, compliance, and third-party risk trends.

Executive Reporting

Delivers board- and leadership-ready procurement summaries.

Executive & Commercial Leadership

Chief Legal Officer / General Counsel

Oversees legal risk, contracts, compliance, and regulatory exposure.

  • Benefit Statement:

SmartSuite centralizes contract workflows and legal approvals, improving consistency and reducing risk.

  • Benefit Source:

Contract lifecycle workflows, approval histories, document repositories.

How They Use It:

Contract Oversight

Reviews contract pipelines, approvals, and risk exposure.

Governance Assurance

Ensures legal standards and review processes are followed.

Audit Readiness

Accesses complete contract history and approval trails.

Procurement & Sourcing Leadership

Head of Procurement / Procurement Director

Leads procurement operations, sourcing strategy, and supplier lifecycle governance.

  • Benefit Statement:

SmartSuite equips procurement leaders with centralized oversight of onboarding, sourcing, performance, and compliance documentation.

  • Benefit Source:

Vendor onboarding workflows, sourcing dashboards, contract linkage, and compliance tracking.

How They Use It:

Supplier Governance

Oversees vendor onboarding, compliance status, and performance metrics.

Sourcing Strategy

Reviews RFP pipelines, evaluations, and award decisions.

Lifecycle Oversight

Tracks renewals, obligations, and supplier risk exposure.

Procurement & Sourcing Leadership

Procurement Operations Manager

Manages day-to-day procurement workflows, sourcing execution, and approvals.

  • Benefit Statement:

SmartSuite centralizes procurement workflows, ensuring consistency, transparency, and timely execution.

  • Benefit Source:

Workflow automation, approval routing, cross-team dashboards.

How They Use It:

Workflow Management

Oversees purchase requests, RFPs, and contract reviews.

Cross-Department Collaboration

Coordinates with Legal, Finance, Risk, and IT.

Automation Efficiency

Automates reminders for renewals, approvals, and sourcing deadlines.

Procurement & Sourcing Leadership

Sourcing Manager / Category Manager

Owns sourcing events and supplier strategy within specific spend categories.

  • Benefit Statement:

SmartSuite standardizes sourcing execution and supplier evaluation across categories.

  • Benefit Source:

RFP workflows, scoring models, evaluation dashboards.

How They Use It:

RFP Execution

Runs sourcing events with structured criteria and scoring.

Supplier Comparison

Evaluates bids using consistent, auditable frameworks.

Award Documentation

Captures decisions and approvals with full traceability.

Contract & Legal Operations

Contracts Manager

Manages contract drafting, negotiation, approvals, renewals, and obligations.

  • Benefit Statement:

SmartSuite streamlines the full contract lifecycle and eliminates manual tracking.

  • Benefit Source:

CLM workflows, renewal alerts, obligation tracking, document versioning.

How They Use It:

Contract Routing

Coordinates reviews and approvals across stakeholders.

Renewal Management

Tracks key dates, notice periods, and obligations.

Repository Management

Maintains a centralized, audit-ready contract library.

Contract & Legal Operations

Paralegal / Legal Operations Specialist

Supports legal teams with documentation, contract processing, and compliance tracking.

  • Benefit Statement:

SmartSuite reduces administrative burden and improves accuracy through structured workflows.

  • Benefit Source:

Document workflows, approval logs, linked records.

How They Use It:

Document Management

Maintains versions, attachments, and supporting evidence.

Workflow Support

Assists with contract routing and approvals.

Audit Preparation

Provides complete records for reviews and audits.

Finance & Commercial Oversight

Finance Business Partner / Controller

Oversees financial governance related to vendors, contracts, and obligations.

  • Benefit Statement:

SmartSuite connects contracts and vendors to financial visibility and compliance.

  • Benefit Source:

Dashboards, linked financial records, approval workflows.

How They Use It:

Financial Oversight

Reviews contract values, obligations, and spend alignment.

Risk Monitoring

Identifies financial exposure from renewals and commitments.

Audit Support

Ensures contract and vendor data supports financial controls.

Risk, Compliance & Assurance

Third-Party Risk Manager

Oversees vendor risk, assessments, and remediation activities.

  • Benefit Statement:

SmartSuite links vendor data, contracts, and risk assessments in one system for continuous oversight.

  • Benefit Source:

Risk assessments, issue tracking, dashboards.

How They Use It:

Risk Assessments

Conducts and reviews vendor risk evaluations.

Issue Management

Tracks findings and remediation actions.

Risk Reporting

Provides leadership with vendor risk posture summaries.

Compliance Officer

Ensures policies align with regulatory frameworks and internal controls.

  • Benefit Statement:

SmartSuite maintains audit-ready compliance documentation and approvals.

  • Benefit Source:

Policy workflows, approval trails, evidence repositories.

How they use it:

Compliance Validation

Reviews sourcing and contract processes for adherence.

Evidence Collection

Maintains documentation for audits and regulators.

Ongoing Monitoring

Tracks compliance status across vendors and contracts.

Business Stakeholders

Business Unit Owner / Requestor

Initiates vendor requests, sourcing needs, and contract engagements.

  • Benefit Statement:

SmartSuite provides transparency and predictable workflows for business stakeholders.

  • Benefit Source:

Intake forms, request tracking, notifications.

How They Use It:

Request Submission

Submits sourcing or vendor requests with required details.

Status Visibility

Tracks approvals, progress, and next steps.

Collaboration

Works with Procurement and Legal through shared workflows.

Built for Every Team Managing Vendors or Contracts

Whether you’re in Procurement, Legal, Finance, Operations, or Vendor Management, SmartSuite delivers the workflows and visibility you need.

Flexible Pricing Designed for Every Organization

Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.

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User-Based Pricing

provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.

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Solution-Based Pricing

is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.

User-Based Pricing: Simplify Access Across Every Team

Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.

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    One per-user license for all SmartSuite solutions.
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    Ideal for organizations connecting workflows across departments.
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    Seamlessly scalable across teams and business functions.
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    Available in Team, Pro, and Enterprise plan tiers.
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Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
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Team
$12
seat / month
Total $36 / month billed annually
For teams that need a better way to manage workflows
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    SmartSuite AI
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    Min 3 Billable Users
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    Unlimited Solutions
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    5,000 Records per Solution
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    50GB of File Storage
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    30 Days Recycle Bin
Professional
$24
seat / month
Total $90 / month billed annually
For teams and departments who need more advanced features to manage their workflows.
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    SmartSuite AI
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    Min 5 Billable Users
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    Unlimited Solutions
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    100,000 Records per Solution
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    100GB of File Storage
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    45 Days Recycle Bin
Included Team Plan plus:
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    Folders
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    Gmail and Outlook Integrations
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    Advanced Permissions
Enterprise
$45
seat / month
Total $135 / month billed annually
For organizations that need scalable workflows with advanced features, security, and support.
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    SmartSuite AI
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    Min 10 Billable Users
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    Unlimited Solutions
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    400,000 Records per Solution
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    500GB of File Storage
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    60 Days Recycle Bin
Included Professional Plan plus:
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    SSO
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    SCIM User Provisioning
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    SCIM-Synced User Groups
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    Audit Logs
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    IP Address Restrictions
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    Data Loss Prevention (DPL)
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    European Data Residency
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    Premium Support

Solution-Based Pricing: Purpose-Built for Enterprise Scale

For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.

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    Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
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    Purpose-Built for Scale — Designed for enterprises managing thousands of users.
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    Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
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    Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
    and governance.
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Example:
A global bank licenses SmartSuite’s GRC Solution Suite for 12,000 users across multiple regions, integrating risk, compliance, and audit functions on a secure, unified platform — all within a tailored license framework that meets regulatory and performance requirements.
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GRC Solution Suite
Audit Management
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    Audit Management
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    Issues Management
Operational Resilience
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    Operational Resilience
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    Business Impact Analysis (BIA)
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    Incident Management
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    Crisis Management
Risk Management
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    Enterprise Risk Management:
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    Third-Party Risk
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    Vendor Portal
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    Cyber Threat Management
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    RCSA (Risk & Control Self-Assessment):
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    Issues Management
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    Business Structure
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    Contract Management
Compliance Management
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    Policy Management
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    Regulatory Change Management
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    SOC 2 Compliance
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    CRI Profile Compliance
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    Control Framework & Regulatory Libraries
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    Compliance Assessments & Testing
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    ESG & Sustainability Management

Compare Our Pricing Models

Access
Pricing Basis
Plans
Ideal For
Scalability
Governance
Flexibility
User-Based Pricing
All SmartSuite Solutions
Per active user license
Team, Pro, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Solution-Based Pricing (Enterprise)
Licensed Solutions Only
Per solution license
Enterprise-only, tailored
Large-scale or regulated enterprises
Add new solutions as needed
Enterprise-grade compliance and controls
Tailored by solution, region, or compliance scope

Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

What are the different SmartSuite plan types?

SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.

  • Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
  • Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
How does the Signature Plan differ from other plan types?

You can start by filling out the partner program registration form here.

Are there limits on automations, API calls, or usage?

By signing up to the Service Provider Partner Program you agree to our terms and conditions.

What onboarding, training, and support services are included?

There is no cost. However, there are additional eligibility requirements to join.

First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!

Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.

Can SmartSuite provide customized pricing for complex organizations?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

How can I get a customized quote for my organization?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

Flexible Pricing for Vendor & Contract Teams

Choose per-user or per-solution pricing that scales across procurement, legal, finance, and business units.

Featured Resources

Explore through leadership, case studies, and insights from financial services leaders.

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2,000 Organizations Worldwide

Flom Global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strenghten governance, and deliver measurable results.

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Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.

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SmartSuite Academy

Learn. Build. Get Certified.
Access interactive courses, live sessions, and certifications to help you master SmartSuite and accelerate success across your organization.
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Demo Library

See SmartSuite in Action.
Browse short, on-demand videos that demonstrate how SmartSuite’s Solutions and features work — from automation setup to real-world use cases.
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Help When You Need It.
Access the knowledge base for best practices and step-by-step guidance, or connect directly with our support team for personalized assistance.
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See How Leading Companies Succeed with SmartSuite.
Explore real-world examples of how organizations use SmartSuite to connect teams, improve efficiency, and achieve measurable results.
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Feature Requests

Help Shape the Future of SmartSuite.
Submit new ideas, vote on upcoming features, and see what’s on our product roadmap — your feedback drives innovation.
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Community

Collaborate with Builders and Innovators.
Join thousands of SmartSuite users to share ideas, learn best practices, and collaborate on creative solutions for real-world challenges.
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Developer Resources

Build and Extend with SmartSuite.
Access APIs, SDKs, and integration tools to connect SmartSuite to your enterprise stack and develop custom extensions.
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Partners

Expand Your SmartSuite Ecosystem.
Connect with trusted implementation, consulting, and technology partners who bring deep expertise to help you scale faster.
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Security at SmartSuite

Enterprise Security You Can Trust.
Access detailed information on SmartSuite’s security architecture, compliance certifications, data protections, and enterprise-grade governance practices.
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Getting Started with SmartSuite

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Part 1: Navigation

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Part 2: Homepage

Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.

Part 3: Views

See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.

Part 4: Field Types

Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.

Part 5: Dashboards

Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.

Part 6: Automations

Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.

Part 7: Permissions

Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.

Part 8: SmartSuite AI

Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.

Part 9: Formula Field

Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.

Part 10: Power Search

Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.

Part 11: Notifications

Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.

Part 12: Starred Items

Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.

Resources to Improve Vendor & Contract Management

Explore best practices, case studies, templates, and thought leadership around procurement, contracting, and obligation governance.