Vendor Onboarding template
Standardize supplier onboarding. Vendors provide company and tax details, add multiple contacts with a repeatable subsection, and upload compliance documents restricted to PDF. Use the API to sync approved vendors into your ERP.
What’s inside
- Repeatable contact persons
- Compliance documents (PDF only)
- Conditional certifications
- API sync to your ERP
Questions
12
Sections
2
Repeatable groups
Yes
Conditional logic
Yes
File uploads
pdf, pdf
Auto-approval
Off
Live preview
Fill it in to see conditional logic, repeatable groups and validation in action. Nothing is saved.
Questions in this template
Company
- Legal company namerequired
- Website
- Tax / VAT IDrequired
- Countryrequired
- What do you supply?required
- Namerequired
- Emailrequired
- Rolerequired
Compliance
- Do you hold ISO 27001 or SOC 2 certification?required
- Upload certificatesrequired
- Tax form (e.g. W-9 / W-8BEN)required
- We accept the supplier code of conduct.required
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