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.
Used for vendor intake & onboarding — Documents present, approvals earned, and a trail that survives an audit.
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
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.
- Received (start)
- In review
- Approved (final)
- Declined
- Start review Received In review
- Approve In review Approved
- Decline In review Declined
- Revisit Declined In review
The vendor onboarding template, answered
What picking this template does and does not commit you to.
Is the vendor onboarding template free?
Yes — free on every plan. It opens in the builder as an editable draft in your own account, and nothing is published until you choose to publish it.
Can I change the fields in the vendor onboarding template?
All of them. The template is an ordinary draft form: add, remove or reword any of its 11 fields across 2 steps, then publish when it reads right.
What does the included workflow do?
A submission lands in “Received” and moves through the included states — Received, In review, Approved, Declined. Every state and move is editable before you publish.
How do people fill it in?
Publish the form and share its public link — submitters need no account and are never a paid seat. Rotate the link at any time to revoke it.
More templates
Each one opens the same way: an editable draft in your own account, free on any plan.
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.