Vendor due diligence

Know whether a vendor is safe to approve by tomorrow.

Patchr helps your team review a vendor before money, data, or contracts move. It checks the required documents, compares them with your approval rules, chases missing proof, and leaves legal, compliance, finance, and procurement with one clear decision file.

Try vendor due diligence in sandbox See implementation details

Decide faster, with fewer surprises

See what is ready to approve, what is missing, and what needs vendor clarification before the contract reaches signature.

One answer for every approver

Procurement, compliance, legal, finance, and the business owner work from the same review instead of chasing email threads.

A record you can defend later

Keep the documents, open questions, approval rationale, and vendor follow-up history together for audits and renewals.

For implementation teams

Plug vendor review into the intake flow your buyers already use.

Your app sends the vendor details, documents, and approval rules. Patchr returns the review status, risks, missing evidence, follow-up steps, and the record reviewers can rely on before they approve, reject, or ask the vendor for clarification.

Full template API reference

Implementation request

curl -X POST https://api.patchr.co/v1/workflows/templates/vendorDueDiligence/run \
  -H "Authorization: Bearer $PATCHR_API_TOKEN" \
  -d '{
    "request": "Run due diligence on Acme Supply Co. for Q3 onboarding",
    "conversationId": "conv_vendor_001",
    "metadata": {
      "vendorName": "Acme Supply Co.",
      "website": "https://acme.example",
      "jurisdiction": "US",
      "documents": ["att_price_list", "att_contract_draft", "att_compliance_cert"],
      "policyRules": ["priceVarianceUnder5pct", "certificationCurrent", "noSanctionedEntities"]
    }
  }'

Implementation response

{
  "ok": true,
  "status": "needsClarification",
  "workflow": "vendorDueDiligence",
  "domain": "resolve",
  "vendorProfile": {
    "name": "Acme Supply Co.",
    "website": "https://acme.example",
    "jurisdiction": "US"
  },
  "riskMatrix": [
    { "policy": "priceVarianceUnder5pct", "status": "pass", "severity": "low" },
    { "policy": "certificationCurrent", "status": "pass", "severity": "low" },
    { "policy": "noSanctionedEntities", "status": "needsSourceCheck", "severity": "high", "question": "sanctionsScreenEvidenceRequired" }
  ],
  "evidenceMap": [
    { "ref": "att_price_list", "kind": "pricing", "sourceBound": true },
    { "ref": "att_contract_draft", "kind": "contract", "sourceBound": true },
    { "ref": "att_compliance_cert", "kind": "certification", "sourceBound": true },
    { "ref": "https://acme.example", "kind": "website", "sourceBound": true }
  ],
  "handoffPlan": [
    { "message": "Preparing case documents for procurement, compliance, legal, finance, and operations review." },
    { "message": "Contacting the vendor for missing evidence and clarification before approval." }
  ],
  "roi": { "cycleTime": "sameDay", "stakeholdersUnified": 5, "manualHoursAvoided": 22 },
  "proofCard": {
    "cardId": "card_...",
    "evidenceStatus": "sourceBound",
    "confidence": 0.77,
    "openQuestions": ["sanctionsScreenEvidenceRequired"],
    "cite": "picux:proofPack:pack_...#..."
  }
}

Buying moment

For teams deciding whether to onboard, renew, or expand a vendor.

Use it when a vendor looks promising but approval is stuck in emails, spreadsheet notes, and missing attachments. The output tells the buyer what is ready, what needs clarification, and who needs to approve next.

Talk to sales See all workflows