Vendor review templates you can use before the next customer question
Download practical tables, checklists, policy sections, and decision logs for AI vendor review packets, subprocessors, DPA review, retention, and Trust Center commitments.
Published templates
12
Review files for common vendor evidence jobs
Formats
MD + CSV
Readable docs and import-ready tables
Last reviewed
May 21
Template library content review date
SOC 2 vendor review evidence template
Use this template to turn a vendor source review into an audit-ready record. It is intentionally narrow: vendor, source, commitment, finding, reviewer, and follow-up. It does not decide whether the vendor is acceptable.
Who it is for
Security, GRC, privacy, or founder operators who need a repeatable vendor review record before an audit or customer security review.
Template
SOC 2 evidence table with 5 starter rows.
Related vendors
4 related vendor pages.
AI vendor monitoring evidence packet template
Use this packet to show what sources were reviewed, what changed, and which customer commitments need follow-up. It is built for a short review meeting, not a long risk committee packet.
Who it is for
Teams that need a lightweight packet showing which AI and SaaS vendor sources were checked and what changed.
Template
Monitoring evidence table with 5 starter rows.
Related vendors
4 related vendor pages.
Subprocessor change review checklist
Use this checklist when a vendor adds, removes, or changes a subprocessor, or when your team starts using a new vendor feature that changes the subprocessor story.
Who it is for
Privacy, legal, security, and customer success teams that need to review vendor subprocessor changes before updating customers.
Template
Subprocessor review checklist with 5 starter rows.
Related vendors
4 related vendor pages.
AI vendor risk assessment template
Use this template to document the review questions that matter before customer data is sent to an AI vendor. It focuses on commitments and evidence, not abstract scoring.
Who it is for
Teams reviewing whether an AI vendor or feature can be used with customer data before launch or expansion.
Template
AI vendor risk table with 5 starter rows.
Related vendors
4 related vendor pages.
Customer data not used for training clause checklist
Use this checklist before saying customer data is not used for model training. The answer must match the vendor, product, plan, settings, and any feedback or fine-tuning flow.
Who it is for
Legal, privacy, security, sales, and founder teams reviewing a customer-facing AI model training statement.
Template
Clause review checklist with 5 starter rows.
Related vendors
4 related vendor pages.
Trust Center AI policy template
Use this template to write a calm public AI policy that tells customers what is used, what is not promised, and how vendor evidence is reviewed. Keep it specific enough to be useful and narrow enough to stay accurate.
Who it is for
Teams publishing a careful AI-use page in a Trust Center or customer security portal.
Template
Trust Center policy sections with 5 starter rows.
Related vendors
4 related vendor pages.
AI acceptable use policy for customer data
Use this template to set clear internal rules for when employees may use AI tools with customer data. It is written for everyday behavior: approved tools, prohibited data, review steps, and evidence.
Who it is for
Founders, security teams, and privacy owners who need a practical employee policy for AI use with customer data.
Template
Acceptable use policy sections with 5 starter rows.
Related vendors
3 related vendor pages.
Vendor DPA review worksheet
Use this worksheet to connect a vendor DPA to your customer-facing promises. It helps separate contract evidence from product behavior, which often needs a separate source.
Who it is for
Privacy, legal, and security teams reviewing whether vendor DPA evidence matches customer commitments.
Template
DPA review worksheet with 5 starter rows.
Related vendors
4 related vendor pages.
AI vendor questionnaire template
Use this questionnaire when official sources are not enough or your team needs implementation-specific answers from a vendor or reseller.
Who it is for
Teams sending questions to an AI vendor or internal vendor owner before approving customer data use.
Template
AI vendor questionnaire with 5 starter rows.
Related vendors
4 related vendor pages.
Vendor retention review worksheet
Use this worksheet to separate vendor retention from your own retention. Many customer answers fail because prompts, tickets, recordings, or logs are copied outside the vendor path.
Who it is for
Security, privacy, engineering, and support teams reviewing whether vendor retention matches customer-facing statements.
Template
Retention worksheet with 5 starter rows.
Related vendors
4 related vendor pages.
Customer notification decision log template
Use this log to record the decision, not just the change. It keeps customer notice decisions grounded in source evidence, contract review, and owner approval.
Who it is for
Teams deciding whether a vendor change requires customer notice, Trust Center updates, or contract follow-up.
Template
Notification decision log with 5 starter rows.
Related vendors
4 related vendor pages.
Vendor commitment drift register
Use this register as the working list for vendor changes that may affect customer promises. It is not a risk score. It is a way to avoid quiet drift.
Who it is for
Teams that need one place to track potential vendor commitment drift from source change to final review outcome.
Template
Commitment drift register with 5 starter rows.
Related vendors
4 related vendor pages.
Review boundary
These templates help organize review packet evidence and follow-up actions. They do not provide legal advice and should be adapted to your contracts, data flows, and customer commitments.
Generate the template from your vendors instead of starting from a blank table.
Select vendors, customer data categories, and commitments. AI Vendor Packet turns that context into a review packet your team can keep as evidence.