Vendor onboarding template
Company, contacts and compliance across two pages.
A two-page intake with the compliance questions kept off the first page, so a supplier sees the easy half first. The review flow ends in approved or declined — both terminal honesty, with a revisit path from declined for suppliers who fix the gap.
Free on every plan. Opens in the builder as an editable draft — nothing is published until you say so.
What’s in the form
11 fields, over 2 steps — every one editable once the template is yours.
The company
- Registered name *
- Registration number *
- Website
- Country *
- Contact name *
- Email *
Compliance
- Liability insurance? *
- Will you process our data? *
- Certifications held
- Insurance certificate
- Anything else we should know
Included workflow
What happens after someone submits
A submission lands in the first state and moves through the rest — each move is a named, permissioned act, and every one of these states and moves is editable.
- Start review — Received → In review
- Approve — In review → Approved
- Decline — In review → Declined
- Revisit — Declined → In review
Make the vendor onboarding form yours
One click loads it into the builder as a draft in your own account — edit anything, then publish a public link when it reads right.
No card required.