Ramp allows you to easily upload and store key documents relevant to your vendor right within the Vendor profile. Documents can range from contracts to vendor W9s to payment information.
Ramp also offers the ability to parse uploaded vendor contracts and pull important contract details like contract amount and contract start/end dates.
How does it work?
Uploading Vendor Documents
To upload a vendor document, simply click into the vendor profile and drag in the desired document within the “Contracts and Documents” section. Note, documents must be in either PDF, .DOC, or .DOCX format.
Once a document is uploaded, you can select the type of file that has been uploaded. File options include:
- W9 & Tax Information
- Payment Instructions
If the selected file type is “Contracts”, Ramp will parse the contract for you and extract key contract details like contract amount, payment frequency, contract start/end dates.
You also have the option to enable contract end reminders for email notifications to be sent to the Vendor Owner 30 and 60 days prior to the Last Day to Terminate or the Contract End Date, whichever may come first.
Note, a date must be entered for “Last Day to Terminate” or “Contract End Date” for notifications to be sent.
After reviewing all the entered contract data, you can save the information and view a summary of the key contract details and a visual timeline of contract dates.
All uploaded documents are easily accessible from the vendor profile. Uploaded contracts with added dates will also have the visual timeline displayed.
Customers can request deletion of vendor documents uploaded to Ramp. Please contact our support team through our in app chatbot.