Vendor Profile Form Template
Get new vendors into your system quickly with all the details you need, and none of the back-and-forth.
Onboarding a new vendor usually means a string of emails chasing tax forms, banking details, and compliance documents. These details arrive scattered, in different formats, and on no particular timeline. Every missing detail is, yet, another email to follow up on, which delays when the vendor can be paid. Typeform's vendor profile form template gives procurement and finance teams an organized way to collect complete vendor information in a single submission.
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The form captures the vendor's company details, contact information, tax identification, payment and banking details, the products or services they provide, and required compliance documents. Questions appear one at a time, so vendors complete the profile without missing any required fields. Conditional logic adapts the form based on vendor type, so a goods supplier sees different form questions than a services contractor, keeping the profile relevant to each vendor.
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Customize the required fields to match your procurement policy, then share the form via email or embed it on your vendor portal. Responses sync to your ERP, accounting system, or Airtable via Zapier, so every vendor record arrives complete and ready to use. A full vendor profile on the first submission means that vendors get set up in days, not weeks.
A vendor profile form is a structured intake tool for collecting the information needed to onboard a new supplier or contractor. It captures company details, contacts, tax and banking information, and compliance documentation. It functions as the complete vendor record, replacing scattered emails and incomplete spreadsheets with a single, approval-ready submission.
Email-based vendor onboarding arrives in fragments, lacks required fields, and stalls every time a document is missing. A structured form ensures each vendor submits everything you need—tax ID, banking details, certificates—before the record reaches your approval queue. You onboard faster because you're not chasing missing pieces. At scale, that's the difference between a clean vendor database and a constant cleanup project.
Collect everything needed to approve and pay a vendor without follow-up:
- Legal company name and trading name
- Primary contact name, email, and phone number
- Business address and registration number
- Tax identification number and tax forms
- Banking and payment details
- Products or services provided
- Insurance and compliance certificates
- Payment terms and preferred payment method
Yes. The file upload field lets vendors attach tax forms, insurance certificates, and compliance documents directly with their submission. Everything arrives in one place, tied to the vendor's profile, so nothing gets separated from the record. Typeform’s file upload feature is available on paid Typeform plans, and supports PDF, JPG, and PNG formats up to 10MB.
Connect the form to your ERP or accounting system via Zapier, so each submission creates a new vendor record automatically. Use conditional logic to flag high-value vendors or specific categories for additional review before approval. Set up a notification to your procurement team the moment a profile comes in, allowing onboarding to continue the same day the vendor submits, not whenever someone checks the inbox.
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