Vendor onboarding template

Collect supplier details, tax info and insurance documents in one go. Use it as it is or change anything, then share a link, embed it on your site or print a QR code.

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  • 16 questions
  • 3 pages
  • Fills a document
Vendor onboarding form as respondents see it

Questions in this form

  • Page: Company
  • Legal company name required
  • Trading name
  • Tax or VAT number required
  • Company registration number
  • Registered address required
  • Page: Contact and payment
  • First name required
  • Last name required
  • Email required
  • Phone
  • Bank account holder required
  • IBAN or account number required
  • Payment terms required
  • Page: Documents
  • Certificate of insurance
  • W 9 or tax form
  • Agreement required
  • Signature required

The document it creates

Every response becomes a ready made vendor information document laid out in the Modern design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.

How to use it

  1. Use the template. It opens in the form builder with the Corporate theme already applied.
  2. Make it yours. Change questions, logic, colours and fonts. The live preview shows exactly what respondents will see.
  3. Publish and share. Copy the link, embed the form on your website or download its QR code. Responses arrive in a table with charts and exports.

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Questions

Is this vendor onboarding template free?

Yes. Create a free FormsBat account, use the template and share the form. The Free plan includes unlimited forms and 1,000 responses a month.

Can I change the questions and design?

Yes. Add, remove and reorder questions, change any wording, pick another theme or accent colour, and add your logo. The template uses the Corporate theme.

Do people need an account to answer?

No. Respondents open your link on any phone or computer and answer without signing up.

What happens to each response?

Every response becomes a ready made vendor information document laid out in the Modern design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.

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