Solutions · Subcontractor prequalification

Subcontractor prequalification software with custom forms, kept current.

You decide what to assess. Vendors fill out your questionnaire and upload every document on one link, the reminders chase what’s missing, and each vendor shows approved, waiting or expiring.

SOC 2 Type IIU.S. hostedAI optional
In one paragraph

Subcontractor prequalification software with custom forms lets you ask your own questions and collect the documents you need to decide whether a vendor can work for you, then keeps them current. In Contracts Connected the questionnaire is on your own template, and you add whatever documents you assess. Vendors fill it all out on one link, the reminders chase what’s missing, and your team reviews each item, with the AI reading the documents you switch it on for. Each vendor shows approved, waiting or expiring.

How it works

Whatever you assess, on one link. Tracked from then on.

01Your setup

Set the questions and the documents.

Your questionnaire on your own template, plus whatever documents you require: the certificate of insurance, the W-9, the license, safety and financials. Every account sets its own list.

Contract creation Subcontractor compliance software
02On one link

Filled out and uploaded on one link.

The vendor answers your questions and uploads every document on their link. The Monday and Wednesday reminders chase whatever’s missing.

Compliance tracking
03Done with you · The AI reads

Every document checked against what you require.

The AI reads the documents you switch it on for, like the certificate against your limits, tells you whether to accept or reject and why, and drafts the note to the vendor. Your team makes the call.

Without the AIYour team checks each document against your requirements, and the reminders chase the fix.

COI tracking software
ThenKept current

Approved once, tracked from then on.

Each vendor shows approved, waiting or expiring. Certificate and license expirations stay on the clock, and the certificate renewal is requested before it lapses.

Construction compliance software All solutions

See a vendor prequalified on a sample project.

Book a demo
Compared

Most teams prequalify with an emailed questionnaire and a spreadsheet.

  • With Contracts Connected
  • Today: We email a questionnaire and get a scan backWith Contracts Connected: They fill it out on one link
  • Today: Nobody knows who’s actually approvedWith Contracts Connected: Every vendor shows approved, waiting or expiring
  • Today: We prequalify once and never look againWith Contracts Connected: Expirations tracked, the certificate renewal requested
  • Today: I’m still waiting on their financialsWith Contracts Connected: The Monday and Wednesday reminders chase what’s missing

See every vendor’s prequal status on one screen.

Book a demo
Proof

Built by a builder. Run by builders.

The record

Our co-founder ran a large federal general contracting firm for 15 years, about 100,000 documents a year.

Lars HermanCo-founder, Contracts Connected
Read the story
Customers
"What used to be a time-consuming and disorganized process is now streamlined and efficient. With automated workflows, easy document tracking, and seamless collaboration, we've saved countless hours and minimized errors."
Director of Construction OperationsCape Fox Construction Group
AI-first. AI optional.

The AI does as much as you let it. Or nothing at all.

It's one setting for the whole account, and you can change it any time.

Do it yourself · No AI

Your team runs it.

Your questionnaire, the document requests, reminders, review and the status of every vendor all work without the AI. No AI model touches your documents.

Done with you · The AI reads

The AI reads the documents.

It reads the documents you switch it on for against your requirements, tells you whether to accept or reject and why, and drafts the note to the vendor. You make the call.

Done for you · The AI agent

Your AI agent runs the requests.

From its own email address and phone number it sends the request, chases what’s missing, answers vendors’ questions and files what arrives. Human in the loop or Auto mode.

How the AI levels work Plans and pricing The AI agent
Free templates

The hard way, if you must.

Made by builders and free. With a template you still send, chase and check every packet by hand. Here, it’s done for you.

Subcontractor prequal

Federal subcontractor prequalification questionnaire

The 12-field intake form federal-construction primes use to qualify subs against SAM.gov UEI, SBA size standards, set-aside certs, CMMC, and bonding before award.

PDFExcelWord
Download
Subcontractor prequal

W-9 verification checklist (TIN matching, IRS rules)

15-point W-9 review every prime and AP team needs before onboarding a vendor or issuing a 1099, stop B-notices before they start.

PDFExcelWord
Download
Subcontractor prequal

Contractor license verification checklist (state-by-state)

13-point checklist to verify contractor license status, classification, monetary limits, and expiration against state licensing boards before subcontract award.

PDFExcelWord
Download
Subcontractor prequal

Sub annual prequalification renewal checklist

15-point re-verification cycle to keep approved sub data current, insurance, licensing, SAM.gov, safety, and certifications, before the next award.

PDFExcelWord
Download

Questions people ask about subcontractor prequalification

The ones that come up on demos, and how we answer them.

How much does subcontractor prequalification software cost?
Contracts Connected starts at $416 a month on Foundation, which covers collecting vendor documents with reminders, review and filing, and vendors never pay. Certificate expiration alerts come with Core, and Core and Max are priced on a call. The AI is optional: Done with you starts with $500 of credits that the AI draws on as it reads documents, reading certificates is the COI Analyzer add-on, and Done for you is the AI agent plus credits. See plans and pricing.
How do you prequalify subcontractors?
Decide what you need to know, send it as one request, review what comes back and keep it current. In Contracts Connected that’s your questionnaire and document list on one link, the Monday and Wednesday reminders, your team’s review, and expirations on the clock.
What are the requirements for prequalifying contractors?
They’re yours to set. Most general contractors ask about years in business, safety (EMR and OSHA recordables), bonding capacity, insurance, licenses, financials and references.
Can I use my own subcontractor prequalification form?
Yes. Your questionnaire becomes your own template, and vendors fill it out on their link with checkboxes, multiple choice and text fields. Your team reviews what comes back.
What is a subcontractor prequalification form?
The questionnaire a vendor fills out so you can judge whether it can do the work: company details, safety record, bonding, insurance and references. In Contracts Connected it’s your own template, filled out on the vendor’s link.
Which subcontractor prequalification software allows custom forms and questionnaires?
Contracts Connected does. The questionnaire is your own template, with checkboxes, multiple choice and text fields, and you add whatever documents you require.
Does subcontractor prequalification software score risk?
Some tools do. Contracts Connected doesn’t: there’s no risk score. You see what each vendor answered and sent, what your team accepted or rejected and why, and what expires when. Your reviewer makes the call.
How do you keep a subcontractor prequalified after approval?
Re-check it on a schedule. Many general contractors ask vendors for a fresh questionnaire, financials and safety numbers every year, and watch insurance and license dates in between. In Contracts Connected certificate and license expirations stay on the clock, and the certificate renewal is requested before it lapses.
Can subcontractors upload their own documents, and do they pay?
Yes, and they never pay. Vendors set up a free account from the link in their email and pay nothing to register, upload or sign.
Is subcontractor prequalification software the same as a contractor safety prequalification network?
No. Those networks keep one vendor profile for many hiring companies, usually with a score or grade, and the vendor usually pays to join. Contracts Connected is your own prequalification: your questions, your documents and your team’s review.
Does it work with our project management system?
Yes. Contracts Connected sits beside it, whether that’s Procore, Autodesk or something else, and we work out with you, case by case, how the integration needs to work.
Best subcontractor prequalification software, compared W-9 verification software for construction Contractor license verification software

Prequalify every vendor on one link.

We’ll walk a vendor from your questionnaire to approved, on a sample project.

Book a demoHow compliance tracking works