Invoice / PO • vendor onboarding • procurement-grade

Procurement (Invoice / PO)

Procurement path for organisations purchasing via invoice, purchase order, or formal vendor onboarding. Direct card starts remain available on /gate/sales.

Request ID —Use this ID in procurement threads.
Open Status
Public intake = non-confidential. Do not submit secrets, credentials, private keys, or regulated personal data. Secure sharing options are confirmed after kickoff.
Default enterprise motion: intake → scope lock → kickoff → delivery pack → (optional) Trust Ledger retainer. Timeline commitments confirm after scope lock (inputs + named deliverables).

Procurement flow (typical)

A buyer-friendly track to reduce questionnaire churn and accelerate onboarding.

1) Select the offer

Pick a known package (recommended), or start with QuickScan if a fast decision-ready output is required.

Open Sales Copilot QuickScan Trust Brief
Outcome Board-ready snapshot Outcome Scope + SOW clarity Outcome Evidence discipline

2) Forward the pack internally

Use the HTML pages for internal review, and the PDFs where attachments are required.

Pack Procurement snapshot Pack Security & privacy summary Pack Contracting notes Pack SOW (HTML + PDF)

3) Trigger invoice / PO onboarding

Use the short request below (or the one-click email builder). Pack links are included automatically.

  • Invoice terms: Net 30/45/60 (as required by buyer policy)
  • PO purchasing: SOW template available (HTML + PDF summary)
  • Contracting: NDA / MSA / SOW / DPA available on request

4) Kickoff (email-first by default)

Kickoff runs asynchronously unless a call is required by policy. Secure sharing options are set after kickoff (if needed).

Prefer a dedicated vendor overview page? Use /vendor/.

Procurement pack (links)

HTML for internal review. PDFs for attachment workflows.

Procurement Pack

One-page procurement snapshot (buyer-friendly overview).

HTML PDF
Forward internally

Security & Privacy Summary

High-level summary aligned to vendor review questions.

HTML PDF
Vendor risk review

Contracting Notes

NDA / MSA / SOW / DPA options and routing notes.

HTML PDF
Legal / procurement

SOW (template + summary)

SOW-lite template (HTML) + SOW summary sheet (PDF) for attachment workflows.

HTML PDF
Attach to PO

What to forward internally

Vendor onboarding snapshot (quick answers)

Short answers mapping cleanly to common vendor questionnaires.

Security & privacy (high-level)

  • Default: public intake is non-confidential (no secrets or regulated personal data)
  • After kickoff: secure sharing options can be established where required
  • Data minimisation: minimum necessary information for delivery
  • Not accepted via public forms: credentials, private keys, sensitive personal data
Full: security & privacy summary • PDF.

Contracting & compliance

  • NDA / MSA / SOW available on request
  • DPA / privacy review supported where applicable
  • Scope boundaries and exclusions are defined per package
Full: contracting notes • PDF.
Can vendor questionnaires be completed?
Yes. Send the questionnaire to procurement@noetfield.com with the Request ID. A concise response pack is returned.

Request invoice / PO onboarding

Short request (non-confidential). Generates an email from your own email client.

If web submission is blocked by policy, use Prepare procurement email. No backend required.
Open pack Back to Gate

Reminder: Public intake is non-confidential. Secure sharing options are confirmed after kickoff (if required).