The Vehicle onboarding template helps you collect documents and information in a structured, secure workflow. A useful and repeatable workflow to receive all necessary information about a vehicle.
Who is this template for?
This template is designed for professionals in Compliance, Suppliers, Logistics, Start-ups. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 4 steps that your clients complete through a secure portal:
- Add a new vehicle (Information screen)
- Vehicle information (Form) – Fields: Name your vehicle, Vehicle license plate, Operating city for this vehicle (choose the main one), Gross vehicle weight rating (GVWR), Maximum payload (in lb + kg) and more
- Vehicle documents (Document upload) – Fields: Vehicle registration certificate, Vehicle insurance certificate, Vehicle pictures
- End (Information screen)
Documents collected
| Document | Description |
|---|---|
| Vehicle registration certificate | Your vehicle registration document |
| Vehicle insurance certificate | Your insurance document that proves the vehicle is insured in case of problem. |
| Vehicle pictures | We would need 3 pics of your vehicle (front, rear and side). You can upload multiple documents if needed. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Vehicle onboarding template?
It is a ready-to-use document collection template with 4 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Vehicle onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Vehicle onboarding” template, and start collecting documents today. Check our pricing for details.