Vendor management | Voters

Vendor management

HPB

Would be great to be able to add vendors as contacts and send them job orders & delivery notes that can be converted into expenses.

August 15, 2023

Matchbox

Use-case: Onboarding pipeline; automation around requesting a W9 form to be filled out, non-compete form with e-signature, "how to sync your calendar to moxie." etc.

Geoff Mina

Merged in a post:

Team Onboarding + Vendor management Functions

Matchbox

It would be great if I could have more manage features for contractors or team members, (i.e. put them thru an onboarding pipeline, send non-compete agreements for signature, electronic W9 forms, etc.)

January 30, 2025

Sunspired Creative

This would be soooo helpful! Would they also sync to QB purchase orders? 🤔 I pay vendors through QB still. So, it would definitely save me time for it to automatically show up in QB, then I could quickly convert it to a bill and pay it.😀

Geoff Brandt

Aren’t vendors listed in Accounting section? Or is this something different?