The Merchant registration template helps you collect documents and information in a structured, secure workflow. Template for e-commerce platforms to onboard new merchants, collecting business details, banking information, and compliance documents.
Who is this template for?
This template is designed for professionals in Ecommerce, Vendor, KYC, Merchant. 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)
- Business Information (Form) – Fields: Business Name, Website URL, Registered Address, City, ZIP or Postal Code and more
- Business Documents (Document upload) – Fields: Business license, Certificate of incorporation, Tax identification document
- Banking Information (Document upload) – Fields: Bank account details, Voided check or bank letter
- Product Compliance (Document upload) – Fields: Product list, Liability insurance
- 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. |
| Tax identification document | Document showing your tax ID (EIN, VAT, etc.). |
| Bank account details | Bank name, account number, and routing number. |
| Voided check or bank letter | Voided check or official bank letter confirming account ownership. |
| Product list | Catalog or list of products you intend to sell. |
| Liability insurance | Certificate of product liability insurance, if applicable. |
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 Merchant registration 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 Merchant registration 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 “Merchant registration” template, and start collecting documents today. Check our pricing for details.