To invite a vendor, open Vendors in the left sidebar and click Add vendor. The drawer opens on Find the company, so search by company name first. If the vendor is already on Contracts Connected, add them from the results list. If nothing matches, click Invite new vendor in the empty state, enter the company name and a contact email, then click Send invitation. The vendor then appears under your Invite sent tab.
Inviting your first vendor can feel like a big step, so here is exactly what to fill in.
Steps
1. Click Vendors in the left sidebar.
2. Click Add vendor in the top right. The drawer opens on Find the company.
3. Search for the vendor by company name. If they are already on Contracts Connected, add them straight from the results list and you are done.
4. If nothing matches your search, click Invite new vendor in the empty state. That is the only place the invite form opens from. Use Back to search if you want to search again.
5. Enter the vendor's company in Company Name.
6. Enter the contact's email in Contact Email. This person receives the invite and can forward it to the right person on their team.
7. (Optional) Add the contact's Contact First Name and Contact Last Name.
8. (Optional) Expand Company Setup to add trades, address, and EIN / Tax ID, or Personal Message to include a note in the invite email.
Required fields: Company Name and Contact Email. The form groups these two under Required to send invite. Contact First Name and Contact Last Name are optional.
Important: Clicking Send invitation emails the contact right away. Double-check the Contact Email before you send.
9. Click Send invitation.
What happens next
The vendor receives an invite email at the Contact Email you entered and appears under the Invite sent tab on your Vendors page. Once they accept and finish their setup, their status changes to Active on its own, and you do not have to do anything to move them.
If this doesn't work
If the invite will not send → check Company Name and Contact Email. Those are the only two required fields, and the form groups them under Required to send invite. Contact First Name and Contact Last Name are optional.
If you cannot find the invite form → it only opens from the empty state. Search the company name first, and when nothing matches, click Invite new vendor.
If you sent it to the wrong address → the vendor sits under the Invite sent tab. Open them from there to correct the contact and resend.
If you need to record trades, address, or EIN now → expand Company Setup before sending. It is optional, so the invite still goes out without it.
Related Articles
Still have questions? Just reply, and we're happy to help.