Checklist· 5 min read

Vendor Contract Checklist: What to Include in Every Contract

Before signing any vendor contract, review these eight categories of terms. Miss even one — especially the renewal and termination section — and you're exposed to costs and risks that can be avoided entirely with a five-minute review.

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This checklist is organized by contract section. Use it when reviewing a new vendor contract, when auditing existing contracts, or when setting up a vendor record in your management system. The most critical section — renewals and termination — is highlighted with a warning banner.

Basic contract details

  • Full legal name and registered address of both parties
  • Contract effective date and initial term duration
  • Scope of services — what exactly is covered
  • Deliverables, timelines, and acceptance criteria (for project-based contracts)
  • Contract owner name and contact information on both sides
  • Governing law and jurisdiction

Pricing and payment terms

  • Total contract value and payment schedule
  • Per-user or per-seat pricing (if applicable) and calculation method
  • Price increase terms — maximum allowed increase at renewal, notice required
  • Currency and payment method
  • Late payment penalties or interest clauses
  • Invoicing schedule and approved invoice recipients
  • Conditions for additional charges beyond the base contract

Renewal and termination terms — CRITICAL

Pay particular attention here — these terms determine your risk of surprise auto-renewals and your ability to exit.

  • Auto-renewal clause: does the contract renew automatically?
  • Renewal date: exact calendar date when the contract renews
  • Cancellation notice period: how many days before renewal must you notify to cancel?
  • Cancellation method: does cancellation require written notice, specific form, or registered mail?
  • Early termination clause: can you exit before the renewal date, and at what cost?
  • Price at renewal: does the contract lock in pricing at renewal, or revert to list price?

Service levels and performance

  • Uptime or availability commitments (e.g., 99.9% SLA)
  • Support tiers and response time guarantees
  • Remedies for SLA failures (credits, termination rights)
  • Performance metrics and how they are measured and reported
  • Escalation procedures for unresolved issues

Data and GDPR compliance

  • What personal data the vendor will access or process
  • The vendor's role: data processor or independent data controller?
  • Data Processing Agreement (DPA): signed and attached?
  • Data storage location: where is the data hosted?
  • Sub-processors: disclosed, and do they require your approval?
  • Data transfer mechanism for non-EU storage (SCCs, adequacy decision, etc.)
  • Data retention period and deletion process upon contract termination
  • Security measures: encryption, access controls, breach notification timeline

Intellectual property and confidentiality

  • Ownership of work product and deliverables
  • Your data: confirmation that vendor cannot use your data for their own purposes
  • Non-disclosure obligations — duration and scope
  • Non-solicitation clause (if relevant)
  • License grants and restrictions for software or IP provided under the contract

Liability and insurance

  • Limitation of liability: maximum liability cap and exclusions
  • Indemnification: who covers what types of claims
  • Required insurance types and minimum coverage amounts
  • Force majeure provisions: what events excuse non-performance

What to record in your vendor registry after signing

  • Renewal date (add to vendor management system immediately)
  • Cancellation deadline: renewal date minus notice period
  • Reminder cadence: set 90/60/30-day reminders from signing
  • Annual contract value
  • Owner: who is responsible for managing this relationship?
  • Data processing status: does this vendor process personal data?
  • DPA status: signed / pending / not applicable
  • Document storage: upload signed contract PDF to vendor record
  • Risk classification: Low / Medium / High

Red flags to watch for in vendor contracts

  • Auto-renewal with short cancellation windows. A 90-day cancellation notice on a monthly billing cycle means you need to decide to cancel 3 months before the renewal date. Many teams miss this and get locked in.
  • Price increase clauses with no cap. Some contracts allow price increases at renewal at the vendor's discretion. Push for a fixed maximum increase percentage (e.g., 5% per year).
  • Unilateral terms changes. Clauses that allow the vendor to change terms with minimal notice. Insist on a minimum notice period (30–60 days) for material changes.
  • Broad data use rights. Language that allows the vendor to use your data for product improvement, aggregated analytics, or training purposes. Negotiate to limit this or opt out.
  • Vague SLAs with no remedies. An uptime commitment without a defined remedy (credit, termination right) is not a real commitment. Ensure SLA failures have defined consequences.
  • No DPA offer for a data processor. Any vendor that processes your customers' or employees' personal data must sign a DPA under GDPR. A vendor that refuses to sign one is a compliance risk.

After signing: set up your vendor record

The work doesn't end when you sign. The moment a contract is executed, create or update the vendor record in your management system with:

  • The exact renewal date
  • Automated reminders at 90, 60, and 30 days before renewal
  • The cancellation deadline (renewal date minus notice period)
  • The signed contract PDF attached to the record
  • DPA status and signed DPA document
  • Named contract owner

This setup takes 5 minutes per vendor and eliminates the single biggest cause of vendor management failures: surprise renewals that nobody saw coming.

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