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:
- Standardized vendor profiles with documents, attributes, and risk scoring.
- Linked records for contracts, SLAs, security assessments, and performance.
- 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:
- Multi-step legal, finance, and business approvals with audit trails.
- Centralized contract repository with metadata, status, and history.
- 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:
- Renewal calendars with automated reminders and escalation workflows.
- Obligation tracking with assigned owners and due dates.
- 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:
- Structured RFP workflows with vendor responses and scoring rubrics.
- Bid comparison boards to visualize price, capability, and compliance.
- 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:
- Shared dashboards showing vendor status, contract health, and spend categories.
- Linked workflows connecting vendors → contracts → obligations → sourcing events.
- 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:
- Structured RFP workflows with vendor responses and scoring rubrics.
- Bid comparison boards to visualize price, capability, and compliance.
- 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.
Adopt a Single Capability
Begin with Vendor Onboarding, Contract Reviews, or Renewal Tracking—prove value fast and expand from there.
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.
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.
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.
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.
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.
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.
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
Centralize vendor information, documents, risk ratings, certifications, spend categories, and performance data.
Track security, privacy, compliance, operational, ESG, and financial risk indicators directly in the vendor record.
Store SOC 2 reports, insurance certificates, compliance attestations, HECVAT docs, NDAs, and contracts in a controlled repository.
Give Procurement, Legal, Finance, IT, and Operations shared access to the same vendor information.
Monitor SLA adherence, issue history, fulfillment metrics, sentiment, and corrective actions.
Monitor SLAs, issues, fulfillment metrics, sentiment, and corrective actions live.
Contract Lifecycle, Automation & Commercial Governance
Manage drafts, reviews, negotiations, approvals, signatures, obligations, and renewals in a unified workflow.
Speed up review cycles with structured routing for Legal, Finance, Security, Risk, and business stakeholders.
Track contractual commitments, renewal terms, service levels, notice periods, and compliance requirements.
Store executed agreements with version history, metadata, linked obligations, and audit-ready documentation.
Avoid last-minute surprises with proactive renewal calendars, automated reminders, and owner assignments.
Enforce approval thresholds, delegation rules, and contractual standards.
Sourcing, RFP Execution & Operational Efficiency
Run sourcing events with structured intake, vendor invitations, bid submissions, scoring rubrics, and award records.
Document evaluation criteria, scoring, and selection decisions for transparency and compliance.
Procurement, Legal, Security, and business owners collaborate in a single workspace.
Automate vendor notifications, follow-ups, and bid-reminder tasks.
Support multiple sourcing categories, thresholds, approval levels, and procurement playbooks without new tools.
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.
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.
Customize vendor onboarding workflows, contract review paths, scoring models, approval tiers, and sourcing templates without IT.
Automate contract routing, renewal alerts, obligation tasks, vendor follow-ups, bid reminders, and scoring assignments.
Generate contract summaries, risk insights, vendor briefs, bid evaluations, and procurement recommendations instantly.
Connect vendors → contracts → obligations → sourcing events → SLAs → issues → remediation tasks.
Protect sensitive vendor and contract data with granular access, audit trails, and approval histories across procurement, legal, and finance.
Visualize vendor risks, contract portfolios, renewal timelines, sourcing pipelines, spend categories, and performance insights.
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.

Streamline Contracting, Renewals & Obligations
Automated routing, task reminders, and structured approval workflows shorten contracting cycles and prevent renewal/obligation surprises.

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.

AI Assist & Governance Strengthen Procurement Maturity
AI Assist accelerates summaries, evaluations, and reporting, while governance controls ensure compliance, traceability, and audit readiness.

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.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.

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.

Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
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.

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
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.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- 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.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
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.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
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.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
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.
SmartSuite Resources
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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Getting Started with SmartSuite

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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.
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