One link. Less back-and-forth.
Invite vendors to upload their COIs, licenses, and W-9s in one place. Keep each document attached to the vendor it belongs to.
Vendor compliance. Without the chase.
Keep your vendors compliant.
Automatically.
Proofly brings insurance certificates, licenses, and W-9s into one clear view. Track expirations and automate the follow-up, so your next job isn’t waiting on an inbox.
Less chasing. Less risk. More peace of mind.
People. Properties. Progress.
Vendor compliance
Illustrative view- Compliant
- 42
- Expiring soon
- 8
- Lapsed
- 3
Our focus from day one
Small teams, not enterprise complexityClear status, not spreadsheet guessworkFollow-up without the busywork
01 / The workflow
From scattered files
to a clear next step.
You shouldn’t need a compliance department to keep your vendor records in order. Proofly connects collection, tracking, and renewal in a single workflow.
The documents that matter
COIsCoverage & expiration dates
LicensesCredentials & renewal dates
W-9sVendor tax records
Document tracking supports your review process; it does not replace insurance or legal advice.
Know what needs attention.
Track expiration dates and document requirements. See who is current, who is approaching renewal, and whose paperwork has lapsed.
Let reminders do the chasing.
Automated email and SMS reminders prompt vendors to send updated documents before deadlines slip past.
02 / Room to grow
Small team. Serious oversight.
Choose a plan for your vendor list, not an enterprise-sized budget. Available subscriptions appear below.
Proposed launch packages
- Starter
- $49 / month
- Up to 25 vendors
- Pro
- $129 / month
- Up to 100 vendors · Custom requirements
- Team
- $299 / month
- Unlimited vendors · Multiple users · Reports
Launch pricing and inclusions are proposed and subject to validation. Confirm the available plan and terms before subscribing.
Free
For individuals getting started
$0/month
- 1 workspace
- Up to 3 team members
- Basic analytics
- Community support
03 / Leave the chase behind
Your next job needs vendors.
Not another spreadsheet.
Bring your vendor list into Proofly and make missing paperwork the exception—not your daily routine.