Inviting an existing vendor to your list
To add a vendor from the 'Vendors' page, click 'Add 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
If you request preferred status for the vendor, add a reason for the request (visible to your Enterprise Leader)
4. Review the details and click Add vendor (or Submit request if you're asking to mark the vendor as preferred).
The vendor will receive an email notifying them that they've been invited to your list.
Approval Process
The vendor is added to your Vendors list right away, whether or not your property management company uses VendorPM’s Compliance Software
If you asked to mark the vendor as preferred, that request may need approval from your Enterprise Leader (EL)
Once approved, the vendor shows as preferred 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 vendor”. Removing a vendor takes them off your Vendors list. This is permanent and cannot be undone.
