The New vendor approval template helps you collect documents and information in a structured, secure workflow. Template for procurement teams to approve new vendors, collecting company details, financial vetting, and compliance documentation.
Who is this template for?
This template is designed for professionals in Procurement, Vendor, KYC. 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, Headquarters Address, Country of Registration, Tax Identification Number, Primary Contact Name and more
- Financial Vetting (Document upload) – Fields: Bank statements, Credit reference
- Compliance Documentation (Document upload) – Fields: Business license, Insurance certificates
- Draft Agreements (Document upload) – Fields: Vendor agreement draft
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Bank statements | Recent bank statements for financial stability assessment. |
| Credit reference | Credit reference letters or reports. |
| Business license | Copy of valid business license or registration certificate. |
| Insurance certificates | Proof of liability insurance and other relevant policies. |
| Vendor agreement draft | Draft of the vendor agreement for review. |
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 New vendor approval 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 New vendor approval 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 “New vendor approval” template, and start collecting documents today. Check our pricing for details.