--- title: Software Escrow Service Procurement Process | Codekeeper description: Access all the forms, documents, and payment instructions you need to onboard Codekeeper as your trusted software escrow provider. canonical_url: https://codekeeper.co/procurement-team-briefing --- ![Briefing Background](https://codekeeper.co/hubfs/Codekeeper%202025/Logo/hero-briefing-logo.svg) Software Resilience Implementation Worksheet # Briefing: Procurement & Finance ## Key phases in a software escrow setup ![calendar-fold](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/calendar-fold.svg) [1 Initial consultation Book a demo Review your proposal Share briefing pages with relevant teams](https://codekeeper.co/decision-maker-briefing) ![list-todo](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/list-todo.svg) [2 Compliance checks Submit your due diligence request Sign an NDA for full documentation access Review completed compliance docs](https://codekeeper.co/compliance-team-briefing) Current ![square-pen](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/square-pen.svg) 3 Sign-up Submit vendor onboarding requirements Finalize billing details Approve Codekeeper for invoice and account setup ![user-round-plus](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/user-round-plus.svg) [4 Account setup Create your account Invite your team members Configure your escrow settings](https://codekeeper.co/account-setup-briefing) ![file-search](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/file-search.svg) [5 Legal review Set up your agreement Request custom release terms Review and sign the agreement](https://codekeeper.co/legal-team-briefing) ![cloud-upload](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/cloud-upload.svg) [6 Asset deposits Configure your integration Add your assets by type Activate the escrow](https://codekeeper.co/tech-team-briefing) ## How to initiate procurement and billing setup ![FileInput](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/Icons/Base%20Primary/FileInput-40x41.png) ## Submit vendor onboarding requirements Let us know what forms or information your procurement team needs. We'll provide standard documents and complete any registration requests promptly. **Note:** If you're using a vendor platform or require tax and banking documents, this is when to collect those. ### Action checklist: Send us your vendor registration packet or portal links Helpful links: [Support contact](mailto:service@codekeeper.co) , [Vendor onboarding request form](https://codekeeper.co/purchasing-form) Include details on required tax forms Helpful links: [Support contact](mailto:service@codekeeper.co) , [Vendor onboarding request form](https://codekeeper.co/purchasing-form) Request bank verification or legal entity documentation Helpful links: [Support contact](mailto:service@codekeeper.co) , [Vendor onboarding request form](https://codekeeper.co/purchasing-form) Share access links to your vendor platform (Ariba, Coupa, etc.) ![list-checks](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/list-checks.svg) ## Finalize billing details If you're paying by invoice, send us your internal requirements so we can issue the correct documents. ### Action checklist: Provide PO number (if required) Helpful links: [Support contact](mailto:service@codekeeper.co) , [Vendor onboarding request form](https://codekeeper.co/purchasing-form) Share billing contact(s) and email address Helpful links: [Support contact](mailto:service@codekeeper.co) , [Vendor onboarding request form](https://codekeeper.co/purchasing-form) Confirm any special invoicing format requirements Helpful links: [Support contact](mailto:service@codekeeper.co) , [Vendor onboarding request form](https://codekeeper.co/purchasing-form) Notify us of any country-specific tax compliance forms Helpful links: [Support contact](mailto:service@codekeeper.co) , [Vendor onboarding request form](https://codekeeper.co/purchasing-form) ![user-round-check](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/user-round-check.svg) ## Approve Codekeeper for invoicing and account setup Once registration is complete, confirm internally that Codekeeper is approved for payment and that our information is active in your systems. ### Key responsibilities checklist: Confirm Codekeeper’s vendor profile is active Share final PO (if updated) Notify internal teams that we're cleared for invoicing and account setup Inform us when onboarding is complete so we can start configuring your escrow Helpful links: [Support contact](mailto:service@codekeeper.co) ## What Codekeeper handles for you We’ll make sure you have everything needed to get Codekeeper set up in your systems. ### Our key responsibilities ![clipboard-pen-line](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/clipboard-pen-line.svg) 1. Provide full company details and legal entity documentation. ![files](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Muted%20Foreground/files.svg) 2. Complete vendor forms and upload to your portal if required. ![file-symlink](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-symlink.svg) 3. Share tax, VAT, and bank verification documents, if needed. ![users-round](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/users-round.svg) 4. Assign billing contacts and invoice points of contact. ![file-check](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-check.svg) 5. Maintain up-to-date information for future audits or reviews. ## Quick tip: We move fast when we have everything we need When you're ready to add us as a supplier, just send over all the forms and platform links you need via this vendor onboarding request form. [Open form](https://codekeeper.co/purchasing-form) ![purchasing_form](https://codekeeper.co/hubfs/Codekeeper%202025/purchasing_form.webp) ## Your software resilience support team Meet your dedicated Codekeeper concierge team. We'll be here to support you at each step: ![eric_sales_photo_1](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/Team/eric_sales_photo_1-90x90.webp) Account Manager Eric from Sales Chat with Sales [Book a solution briefing](https://codekeeper.co/book-solution-briefing-call) ![Robyn 1](https://codekeeper.co/hubfs/_sized/Robyn%201-60x60.png) Account Support Robyn from Customer Success Chat with Support [Book a support briefing](https://codekeeper.co/book-support-briefing-call) ## Additional resources [![FAQs cta](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_feature_faq-662x372.webp) FAQs Get quick answers to the most common procurement and invoicing questions. View FAQs](https://codekeeper.co/faq) [![vendor_onboarding_request_form](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/vendor_onboarding_request_form-662x372.webp) Vendor onboarding request form Request the info and documents you need to onboard Codekeeper as a vendor. Open form](https://codekeeper.co/purchasing-form) [![brief_your_proj_manager](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/brief_your_proj_manager-662x373.webp) Brief your project manager Your project manager can now activate the escrow account and begin setup. Go to account setup briefing](https://codekeeper.co/account-setup-briefing) ## Let's build bulletproof software resilience together. [Book a demo](https://codekeeper.co/book-a-demo)