Inviting an existing vendor to your list
To add a vendor from the 'Vendors' page, click 'Add Preferred Vendor' in the top right corner
In the side panel, search by company name, email, or address
If the vendor already has a VendorPM account, select them
If they don’t appear, click “Add new vendor”
Enter the required information:
Company name
Email address
Company address
Phone number
Service types
Reason for request (visible to your Enterprise Leader)
4. Review the details and click Submit Request.
The vendor will receive an email notifying them that they've been invited to your list.
Approval Process
If your PMC uses VendorPM’s Compliance Software, the vendor will not be added immediately
The request is sent to your Enterprise Leader (EL) for approval
Once approved, the vendor appears in your Vendors list
What Happens After You Add a Vendor?
The vendor receives an email notifying them that they’ve been added or invited to connect
If the vendor is not on VendorPM, they’ll receive a link to create an account
If you're using compliance, they’ll be prompted to upload their documentation once added
Removing Vendors from Your List
Go to the Vendors page, and locate the vendor you want to remove.
Click the three-dot menu (⋯) beside their name, and select “Remove from vendor list”