From Request to Signed Agreement
Upload or request agreements, route them for approval, and track signatures through to fully executed documents. Contracts, MSAs, and supporting files stay connected to the relationship.
Vendor Relationships,
Managed End to End
United Solutions built MyVendorNow to bring vendor and client onboarding, due diligence, contracts, and ongoing reviews into one financial operations platform.
Financial Operations · Vendor & Client Management · Web
Grow Your Network.
Keep Control.
Every new relationship adds information to collect, checks to complete, and agreements to approve.
MyVendorNow brings these steps into one workspace, giving finance, procurement, and compliance teams a clear view of what is ready and what needs attention.
Shared relationship records
Vendor and client data in one place.
OFAC SDN screening
Verified status and potential matches.
Structured due diligence
Questionnaires and assigned reviews.
Agreements and signatures
Approvals and signing with PandaDoc.
From Invitation to Approved Relationship
A connected workflow for information, checks, decisions, and agreements.
- 01
Invite
Partner invited
Vendor or client
Create a relationship record and invite the business to share its information.
- 02
Collect
Information submitted
Forms and documents
Gather company details, questionnaires, and supporting documents in one place.
- 03
Screen
Screening status visible
OFAC SDN checks
See verified records and potential matches that require closer attention.
- 04
Review
Reviewers assigned
Compliance · Legal · AP
Apply questionnaire scores and approval order across the responsible teams.
- 05
Sign
Agreement executed
PandaDoc e-signatures
Review and sign contracts, with document status visible through completion.
Keep Agreements Moving
Keep Every Review in View
See due diligence, service review dates, assigned questionnaires, and outstanding decisions on the supplier record.
Fit the Way Your Business Works
Configure forms, conditional questions, scores, and approval order. Define users and roles around the people responsible for each decision.
Connected Workflow
OFAC SDN screening · PandaDoc e-signatures
Build Your Next
Operations Platform
Bring onboarding, documentation, and approvals into a platform shaped around your business. United Solutions connects product design, software engineering, and integrations to the way your teams work.
Map the Relationship Lifecycle
Define onboarding steps, review responsibilities, documents, and approval paths around your operating model.
Connect People and Systems
Bring internal teams, external partners, screening, and signing into a consistent product experience.
Build for Ongoing Oversight
Keep relationship records, roles, review dates, and document status visible as your network grows.