Vendor Onboarding
Admin
Collect legal name, tax details, contacts, and compliance files after you already chose the vendor.
A vendor you already chose still arrives as a logo and a handshake. This GRTforms template is a three-step packet: legal identity, tax contacts, then the files finance will not issue a PO without.
Who it is for
Procurement and office managers who onboard a handful of suppliers a quarter.
When to use it
Use it after you picked them. Vendor Introduction is the cold pitch. Contractor Intake is a person, not a company. NDA Acknowledgment is the signature you may send first.
What this form collects
Rep identity, legal name, category, AP contact, remit address, tax ID, entity type, W-9, optional insurance, and invoice notes — split across three pages.
- New-supplier packet after a verbal yes
- Facilities contractor paperwork
- SaaS vendor refresh before renewal
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Vendor Onboarding
Frequently asked questions
Does this create a login in our vendor portal?
No. It is a packet. Approve it, then create the record in the ERP or AP tool you already use.
Why is this multi-step?
Tax IDs and PDFs are a different mental load from a company name. The page breaks keep the first screen short so they actually finish.
Should I collect bank account numbers here?
Do not. Ask for a process note and send ACH details through the channel finance already trusts. This form is not a payments product.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
Vendor Introduction
Let vendors pitch a product or service with category, customers like you, and a one-page ask.
Contractor Intake
Onboard an independent contractor in two steps: engagement details, then tax documents and a signed acknowledgment.
NDA Acknowledgment
Record that a visitor, vendor, or candidate read a confidentiality notice and signed it.
IT Access Request
Request an account or permission with system, access level, and a manager who will sponsor it.
Volunteer Signup
Sign up volunteers with availability, skills, and an optional waiver signature.