Onboarding, sales collateral, compliance, and HR

The paperwork behind the pitch, built and managed for you.

Wholesale onboarding, sales collateral, compliance tracking, and HR documents: the operational layer every growing cannabis brand needs but rarely has time to build properly.

office@compliantdigitalsystems.com  |  626-989-1491
Wholesale Onboarding Package
Account application, credit application, price sheet, MOQ policy, return policy, and welcome packet assembly, bundled.
$4,700 à la carte
$3,900
bundled rate

Wholesale onboarding documents

DocumentWhat it doesPrice
Account ApplicationNew wholesale buyer intake form$350
Credit ApplicationNet-terms & credit limit request form$650
Wholesale Price SheetTiered pricing by volume, designed$500
Line Sheet / Sell SheetPer product line: SKUs, photos, case packs$800
MOQ & Reorder PolicyMinimum order & reorder terms$250
Distribution/Vendor AgreementTerms of the wholesale relationship$1,200
Return & Short-Ship PolicyDefect, return, and shortage handling$350
Welcome Packet AssemblyCombines the above into one onboarding PDF$600

Sales & marketing collateral

DocumentWhat it doesPrice
Full Catalog / LookbookComplete product lineup, buyer-facing$4,500
Media KitBrand story, logo assets, press-ready photos$1,500
Seasonal Release SheetNew drop / limited release announcement, per release$450

Compliance documents

DocumentWhat it doesPrice
COA Tracking SystemAirtable-based batch/Certificate of Analysis tracker$750
METRC / Track-and-Trace SOPInternal staff reference for compliant handling$550
License Renewal CalendarDCC license expiration tracking$300

HR & employee documents

DocumentWhat it doesPrice
Employee Onboarding PacketOffer letter, I-9/W-4 checklist, handbook sign-off$900
Employee HandbookFull workplace policy document, cannabis-specific$2,500
Internal SOP (per process)Recurring internal process documentation$350

General business & clerical

DocumentWhat it doesPrice
Invoice TemplateBranded, reusable$175
Purchase Order TemplateBranded, reusable$175
NDA TemplateStandard mutual non-disclosure$450
Vendor/Supplier Intake FormUpstream vendor onboarding$300

All documents are one-time deliverables unless noted otherwise. Wholesale Onboarding Package pricing reflects delivery as one coordinated engagement rather than separate projects. Turnaround times and revision rounds confirmed per document before work begins.