Prospect procurement needs vendor onboarding docs.
Hi {{first_name}},
For procurement onboarding, our standard packet:
- W-9: {{w9_url}}
- Insurance certificate: {{insurance_url}}
- DUNS: {{duns_number}}
- Banking info: sent securely via {{secure_channel}} on request
If your procurement portal needs us as a vendor, send the link and I'll register us this week.
For redlines on the MSA: send to {{contracts_email}}.
{{agent_name}}Related templates
Macros that learn. Not a Notion doc.
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