Free resources

Templates and checklists

Free downloads for keeping vendor documents in order. No sign-up, no email required. Use them, change them, share them.

SpreadsheetCOI tracking spreadsheet templateOne row per policy, expiry colors, a days-left column, and dropdowns. Excel and Google Sheets.Get it free
PDFVendor compliance checklistThe documents to collect from every vendor, what to check, and which ones expire. Printable.Get it free