Automated supplier onboarding

Supplier onboarding that runs itself.

Put a supplier into onboarding and oboloo sends the document requests and scorecards itself, chases whatever does not come back, and keeps asking for replacements before they expire. Every request below was sent by the platform. None by a person.

Get started. It’s free See how it works
G2 ratingCapterra rating 4.8Rated 4.8 out of 5 by oboloo users
The onboarding loop

You do step one. oboloo takes care of the other five.

Add the supplier. oboloo sends them their onboarding package, collects the documents and files what comes back. Thirty days before one expires it asks for the replacement, reminds them if it has not arrived, and files that too. Then it starts again.

Automated renewals apply to documents the supplier supplied, and raise a fresh request rather than overwriting the one you already hold — the original stays available until its replacement is approved.

The package picks itself

oboloo matches the supplier’s industry to an onboarding package, or falls back to your default one, and shows you exactly what is inside it before anything leaves.

Requests go to the supplier, not your inbox

Document requests and scorecards land in the supplier’s portal, addressed to their contact. They do the work. You review what comes back.

Expiry dates chase themselves

Thirty days before an approved document expires, oboloo asks the supplier for a replacement, then follows up until it arrives or the owners are told it has not.

You keep every decision

Nothing sends until you confirm the package and the contact, nothing counts until you approve it, and the document you already hold stays valid until the replacement is signed off.

The onboarding package

Nobody has to remember what to ask them for.

Build the document and scorecard list once for each industry you buy from. After that, oboloo attaches the right package the moment a supplier is onboarded, names every document and scorecard in it, and shows you who it is going to before anything leaves.

Matched to the industry

A package tied to the supplier’s industry is chosen first. If there is not one, your organisation’s default is used instead, and oboloo tells you which happened and why.

You see it before they do

The exact documents and scorecards are listed before anything is sent, so nobody discovers what a supplier was asked for after the fact.

Addressed to a real person

It goes to the supplier’s primary contact by default. Change them, add more, or create a new contact without leaving the dialog.

The oboloo way

Supplier onboarding that actually works. The difference is who does the chasing.

The difference between chasing documents and having them arrive.

#REF!suppliers_v7_FINAL.xlsx#N/A
Manual and full of gaps
The old way
  • Endless email chasing and just checking in messages.
  • Missing, outdated or buried documents.
  • No real view of where onboarding is stuck.
  • Spreadsheets pretending to be a process.
  • Nothing you would call an audit trail.
Free forever plan available
The oboloo way.
  • The right package picked and sent for you, by industry.
  • Suppliers chased automatically until they respond.
  • Documents replaced before they expire, not after.
  • Nothing sent, and nothing approved, without you.
  • Audit-ready records by default.

Still not sure?

Get started with our free forever plan. No limits, credit cards or expiry dates. Your new platform, free, forever. Includes a 14-day free trial of all plus plans.

Free forever plan. Sign up
How it works

What you do, and what oboloo does.

You choose the supplier and approve what comes back. Everything between those two things is handled for you, including the part that never ends.

1

You pick the supplier

A new supplier, or one already in your system. oboloo matches an onboarding package to their industry and shows you what is in it. This is the part you do.

SUPPLIER OWNER STATUS Global Solutions Group W William Active Standard Industries Ltd M Michael Inactive Core Services Corp L Liam Archived
2

oboloo sends the requests

The documents and scorecards in the package go to the supplier’s contact and land in their portal. Every supplier gets asked the same things, because the package decides.

Onboarding requests IT security questionnaire Insurance documents ESG questionnaire
3

oboloo chases what is missing

Anything outstanding is followed up automatically, on a schedule, until it arrives. You are not the reminder — and if the supplier goes quiet, the owners are told.

Onboarding progress Overall progress 75% Scorecards 50% Documents 60%
4

You review and approve

Read what came back, ask for changes, approve when you are satisfied. Nothing counts as compliant until you say so, and every action is logged.

Onboarding documents Insurance certificate Approved IT security questionnaire Uploaded ESG questionnaire Requested
5

Then it keeps them current

Onboarding is not the end of it. oboloo asks the supplier for replacements before their documents expire, so the evidence you collected does not quietly go out of date.

Compliance overview Supplier 1 Supplier 2 Supplier 3 Supplier 4 Documents Scorecards Approvals Complete
Sanctions screening

Caught at onboarding, not after.

The check runs the moment a supplier’s name is typed, so a match is raised while they are still being onboarded — before documents, before contracts, before spend.

Add supplier SUPPLIER NAME Example Example Met Example Metals Ltd Supplier appears on a sanctioned list WARNING This supplier appears on a sanctions list provided by the UK. Please review internally. SUPPLIER SANCTIONED Example Metals Ltd Match Northwind Facilities Clear Arclight Logistics Clear
Checked as you type

The name is checked the moment it is entered — when you create a supplier, and every time you edit one.

UN, US and UK lists

Names are matched against the published UN, US and UK sanctions lists, and the banner names the source of the match.

Flagged where you will see it

A match sits at the top of the supplier’s profile, above every other banner, and can be switched on as a column across your tables.

A flag, not a decision

oboloo raises the match and names the source. Your team reviews it internally. Nothing is blocked or approved for you.

Onboarding trends

How long onboarding takes, and where it stalls.

Every onboarding is timestamped as it moves, so oboloo can show how long each one took and which stage held it up. Narrow it to a period or a supplier category and the figures follow.

Scorecards and documents

Drive real compliance with scorecards and documents

Centralise every onboarding document and scorecard in one place so compliance stops living in spreadsheets and inboxes. oboloo helps you prove compliance, cut supplier risk and keep every new relationship consistent.

Learn about scorecards Learn about compliance
Supplier compliance score ABC Manufacturing +24% ABC Manufacturing Category average
Compare plans

Free-forever. Upgrade only when you need to.

No limits, credit cards or expiry dates. Your new platform, free, forever. Includes a 14-day free trial of all Plus plans.

Free-forever plan
Everything you need to get started. No limits, no expiry.
$0/month
  • Core supplier management module
  • Unlimited suppliers
  • Contract management
  • eSourcing (RFX creation)
  • Much more
Get started. It’s free
Supplier Plus
Supplier Plus plan
Advanced supplier tracking when you need deeper control.
$28/month
  • Everything included in the free-forever plan
  • Supplier compliance features
  • Supplier onboarding
  • Request documentation from suppliers
  • Custom fields and tabs, and much more
Try Supplier Plus for free
More features

Supplier onboarding features.

Bring suppliers onboard with structured document requests, scorecards and real-time progress tracking, in one consistent workflow your team can actually stick to.

See progress without digging

Track what is submitted, outstanding or approved, without chasing suppliers.

Request exactly what you need

Ask for specific documents and information based on your own onboarding requirements.

Run onboarding from one place

Track progress, submissions and approvals without a spreadsheet in sight.

Structured supplier scorecards

Collect supplier responses and score them internally using consistent criteria.

Review and approve without second-guessing

Approve submissions, add comments and keep a clear record of decisions.

Onboarding status that updates itself

Status moves on automatically as each step is completed.

Evaluate every supplier the same way

Apply the same onboarding criteria across every supplier you bring on.

Instant compliance visibility

Quickly see which suppliers are compliant and where action is needed.

Audit-ready records by default

Every submission, approval and status change is recorded and traceable.

Easy for suppliers, no account required

Suppliers submit documents and responses through a simple guided portal, with no account to create.

Custom fields and tabs

Capture the supplier information your process needs, with your own fields and tabs on every supplier record.

Connected to the tools you already use

Push onboarded suppliers into your ERP, accounting or CRM through the API or 8,000+ no-code integrations.

Quick answers

Supplier onboarding FAQs.

Supplier onboarding lets you request, track and manage supplier documents, scorecards and approvals in one place, without email chasing or spreadsheets.
No. Suppliers receive a secure link to submit documents and responses without creating an account.
Yes. Documents and scorecards can be reviewed internally, with approvals and comments recorded for audit purposes.
Yes. Supplier onboarding can be used for new suppliers or to re-onboard existing suppliers for compliance updates.
You can request compliance documents, certifications, questionnaires and scorecards as part of a structured onboarding process.
Yes. You can see real-time onboarding status, including what is submitted, approved or outstanding.
Yes. All submissions, approvals and status changes are logged and retained for compliance and reporting.
Supplier onboarding focuses on process and progress rather than storage, combining requests, submissions, approvals and visibility in one flow.

Read the guide.

GuideBest supplier onboarding software for mid-sized companies

Supplier onboarding software for mid-sized companies, compared on price and features: oboloo, Market Dojo, Precoro, Gatekeeper, Graphite Connect and more.

 Read the guide
Join 2000+ happy users
Onboard your next supplier without sending an email.
oboloo picks the package, sends it to their contact, and keeps those documents current from then on. Free forever, no credit card needed.
Get started. It’s free Book a demo