New Vendor Form Template
Get everything you need from a new supplier before the first invoice arrives.
Onboarding a new vendor without the right information creates delays, payment problems, and compliance gaps. This form gives your procurement or finance team a structured way to collect company details, banking information, tax IDs, and contact data — all before the relationship begins.
The template covers the vendor's legal name and business address, primary and billing contacts, payment terms preferences, bank account details for direct deposit, and any applicable tax documentation requirements. You can add conditional fields that appear based on vendor type, keeping the form clean and relevant.
Because it's a Typeform, it doesn't look like a bureaucratic checklist. Vendors move through one question at a time, which tends to improve completion rates and reduce missing fields. Responses flow straight into your system, ready to review without any manual data transfer.
At minimum: legal business name, address, EIN or tax ID, primary contact, banking details for payment, and any required certifications or insurance documentation. Payment terms and preferred contact method are also worth capturing upfront.
Use Typeform's HTTPS encryption and restrict form access to specific email addresses. For highly sensitive data, consider collecting partial account details and verifying the rest by phone before finalizing records.
Yes. The file upload field supports PDFs, images, and other document types. You can make it required for specific vendor categories using conditional logic, so only relevant vendors see it.
Connect the form to your email or Slack via integrations, or link it to a spreadsheet that your procurement team monitors. You can also use Zapier to route responses based on vendor type or region.
Yes. Use conditional logic to show or hide fields based on the vendor category. A contractor sees different fields than a software supplier, and the form adapts without you building separate versions.
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