Supplier onboarding and document control
Every supplier document. One organised process.
DueForma helps growing businesses request, collect, review and monitor supplier documents in one organised place.
DueForma helps growing businesses request, collect, review and monitor supplier documents in one organised place.
Trade licences in an inbox. Bank details on WhatsApp. Expiry dates buried in a spreadsheet. Documents saved under different folders and filenames.
None of these tools are necessarily the problem on their own. The difficulty comes when they are all being used at the same time and nobody has one clear view of what is complete, what is missing and what needs attention.
DueForma brings the process together into one organised supplier record.
Attachments get buried, forwarded and lost in long threads, often without one clear owner.
Documents are quick to share but difficult to organise, monitor or trace as part of a complete supplier file.
Trackers rely on someone remembering to update them and can quickly fall behind what is actually happening.
Files may be stored safely, but folders alone do not tell you what is missing, under review or approaching renewal.
Supplier onboarding rarely belongs to one person. Operations, finance, procurement and management all need different information from the same supplier file. DueForma gives each team visibility without creating another spreadsheet or asking someone else for an update.
See what is missing, what is waiting for review and who owns the next action. Expiry alerts highlight documents that need renewal.
Keep verified bank details, company records and supporting documents together before supplier payment setup or commercial terms move forward.
See the onboarding status of every supplier, outstanding requirements and the next action before purchasing proceeds.
See supplier readiness, outstanding actions and renewal risks at a glance, with the visibility to identify bottlenecks and act before they affect operations.
When a supplier is added, DueForma asks a short series of questions about the business relationship, including what the supplier provides, where they operate and whether additional sector or risk requirements may apply.
From those answers, DueForma recommends a starting document pack. Your team reviews the recommendation, adds or removes requirements according to company policy and confirms the final request before anything is sent.
| Supplier type | Suggested document pack |
|---|---|
| General trading and services | Business registration or trade licence, tax registration where applicable, verified bank details and supplier agreement. |
| Precious metals, jewellery and watches | Business registration or trade licence, tax registration where applicable, verified bank details, ownership and UBO information, authorised-signatory information, relevant KYC documentation, source-of-goods information and any additional requirements selected by your organisation. |
| Construction and contracting | Business registration or trade licence, tax registration where applicable, verified bank details, relevant insurance, HSE documentation and supplier agreement. |
| Secure logistics and freight | Business registration or trade licence, tax registration where applicable, verified bank details, authorised representative information, transport or operational documentation and required authorisation records. |
| Real estate and property | Business registration or trade licence, tax registration where applicable, verified bank details, relevant property or sector licence, ownership information and UBO declaration where applicable. |
| Food and hospitality | Business registration or trade licence, tax registration where applicable, relevant permits, product certificates and operational documentation where required. |
Suggestions are configurable recommendations, not legal or compliance advice. Your team confirms the final document set before any request is sent.
Requirements adapt to the supplier, sector and business relationship.
Add, remove or make requirements conditional according to your own company policy.
Your authorised team confirms every request and final onboarding decision.
Start-ups and fast-scaling businesses often face the same pressures: lean teams, talent gaps, operational challenges and information arriving from every direction.
At the same time, attention is rightly focused on growth, the next investment round, the data room, forecasts, customers, delivery and the decisions that keep the business moving forward.
That is often when the smaller operational tasks begin to accumulate.
Documents sit across inboxes and WhatsApp conversations. Someone maintains another spreadsheet. Supplier information is stored in different folders. Renewals rely on calendar reminders and valuable people spend time chasing information that should already be easy to find.
Individually, these tasks seem insignificant. Collectively, they create friction.
I have always believed that good structure should support growth rather than slow it down. When information is organised, responsibilities are visible and the small repetitive processes work properly, teams are better prepared for projects, audits, investment conversations and the next stage of growth.
That thinking led to DueForma.
Aurelia Jewellery LLC manages procurement through a lean team without a dedicated supplier-onboarding function.
When the business begins onboarding a new gold supplier, DueForma recommends a jewellery-specific (regulated) starting checklist based on the information provided.
The team reviews the requirements, sends one request to the supplier and tracks each submission from the same record.
Missing information remains visible, corrections can be requested directly and renewal dates are monitored once the file is complete.
The final review and approval always remain with Aurelia's authorised team.
The goal is not to automate every decision or replace human judgement. It is much simpler:
Remove unnecessary administration, one task at a time.
Start with supplier onboarding. Make the requirements clear. Collect the information in one place. Keep the history together. Flag what needs attention and allow the people responsible for the business to make the final decision.
The less time a growing team spends managing avoidable administrative noise, the more time it can spend building the business.
Every plan includes the core request, collection, review and monitoring workflow. Choose the level that best fits your supplier volume, team size and process complexity.
Best for smaller teams bringing supplier onboarding into one organised process.
Best for scaling businesses managing more suppliers, users and sector-specific requirements.
For larger, multi-entity or more complex supplier operations requiring tailored workflows and controls.
We are inviting a small number of businesses to pilot DueForma early. Founding pilot partners receive early access, direct input into the roadmap and preferential launch terms.
Tell us a little about your business and we will arrange a walkthrough tailored to your supplier categories, operating markets and document requirements.