The Vendor/Supplier Onboarding (Corporate Procurement) template helps you collect documents and information in a structured, secure workflow. Template for corporate procurement teams to onboard vendors and suppliers, collecting company, financial, and compliance information.
Who is this template for?
This template is designed for professionals in Procurement, KYC, Supplier, Vendor. 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 6 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Company Information (Form) – Fields: Company Name, Registered Address, City, ZIP or Postal Code, Country of Registration and more
- Vendor Documentation (Document upload) – Fields: Business license, Certificate of incorporation, W-9 or VAT registration
- Banking Information (Document upload) – Fields: Bank statement, Voided check or bank letter
- Compliance & Certifications (Document upload) – Fields: Quality certification, Safety/environmental certificate, Signed NDA
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Business license | Copy of your valid business license or registration certificate. |
| Certificate of incorporation | Official certificate of incorporation or equivalent. |
| W-9 or VAT registration | Completed W-9 (US) or VAT registration document. |
| Bank statement | Recent bank statement showing account details for payments. |
| Voided check or bank letter | Voided check or letter from your bank confirming account information. |
| Quality certification | ISO, GMP, or other relevant quality assurance certificates. |
| Safety/environmental certificate | OSHA, EPA, or other relevant safety/environmental certificates. |
| Signed NDA | Non-disclosure agreement template, signed and returned. |
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 Vendor/Supplier Onboarding (Corporate Procurement) template?
It is a ready-to-use document collection template with 6 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Vendor/Supplier Onboarding (Corporate Procurement) 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 “Vendor/Supplier Onboarding (Corporate Procurement)” template, and start collecting documents today. Check our pricing for details.