Trellis™ Procurement & Buyer Center

1. Procurement Documentation & Verification

Download standard vendor onboarding documents or request verified compliance packets for your finance department.

• Form W-9 (Hortiki Plants LLC)

  Current signed W-9 for vendor setup. PDF downloads when filed in the Buyer packet; until then, request by email.

  Request W-9
• Certificate of Insurance (COI)

  Request our current certificate of general liability insurance (and COI PDF when filed).

  Request COI
• Security & Data Privacy Summary

  Review how Trellis protects your lab data, file encryption standards, and secure cloud infrastructure.

  Open Security Summary One-pager (MD)
• Data Storage & Vault Policy

  Details on end-to-end encryption, strict access role controls, and document retention schedules.

  View Data Policy
• Terms of Service

  Review our standard engagement terms and platform guidelines.

  View Legal Terms

2. Custom Quotes, Invoices & Tax Exemption

Easily build official quotes and itemized invoices for individual purchases or multi-company cohort packages.

Instant Quote Generator

Select your required regulatory products—from gap diagnostics to multi-state filings and safety dossiers—to instantly generate a formal, printable invoice for your finance department or P-Card approval.

Build a quote / invoice

Custom Purchase Order (PO) Formatting

Need specific accounting line items, billing codes, or PO numbers for your procurement system? Simply generate your quote and email us your Quote ID with your formatting needs.

Tax-Exempt & Non-Profit Orders

U.S. 501(c)(3) nonprofits, university research labs, and academic institutions can apply tax-exempt status directly during quote generation or checkout by uploading their state exemption certificate.

3. Authorization & Contracting

We make vendor setup straightforward, aligning with standard micro-purchase limits, Technical Assistance (TA) grant rules, and institutional purchasing policies.

Standard Digital Authorization

For most P-Card purchases and micro-purchase flows, a simple digital acknowledgment (Name, Title, Date) directly on your quote is all you need to launch your review.

Custom Agreements & E-Signature Packets

If your legal team requires a formal Master Services Agreement (MSA), custom NDA, or executed digital signature packet, we are happy to assist. Contact us at [email protected] and our team will issue your custom agreement promptly.