{"id":5844,"date":"2026-03-26T10:37:47","date_gmt":"2026-03-26T09:37:47","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/vendor-supplier-onboarding\/"},"modified":"2026-03-26T12:41:25","modified_gmt":"2026-03-26T11:41:25","slug":"vendor-supplier-onboarding","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/vendor-supplier-onboarding\/","title":{"rendered":"Vendor\/Supplier Onboarding (Corporate Procurement)"},"content":{"rendered":"
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The Vendor\/Supplier Onboarding (Corporate Procurement)<\/strong> 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.<\/p>\n

Who is this template for?<\/h2>\n

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.<\/p>\n

How it works<\/h2>\n

This template includes 6 steps that your clients complete through a secure portal:<\/p>\n

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  1. Welcome<\/strong> (Information screen)<\/li>\n
  2. Company Information<\/strong> (Form) – Fields: Company Name, Registered Address, City, ZIP or Postal Code, Country of Registration and more<\/li>\n
  3. Vendor Documentation<\/strong> (Document upload) – Fields: Business license, Certificate of incorporation, W-9 or VAT registration<\/li>\n
  4. Banking Information<\/strong> (Document upload) – Fields: Bank statement, Voided check or bank letter<\/li>\n
  5. Compliance & Certifications<\/strong> (Document upload) – Fields: Quality certification, Safety\/environmental certificate, Signed NDA<\/li>\n
  6. Thank You!<\/strong> (Information screen)<\/li>\n<\/ol>\n

    Documents collected<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n
    Document<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    Business license<\/strong><\/td>\nCopy of your valid business license or registration certificate.<\/td>\n<\/tr>\n
    Certificate of incorporation<\/strong><\/td>\nOfficial certificate of incorporation or equivalent.<\/td>\n<\/tr>\n
    W-9 or VAT registration<\/strong><\/td>\nCompleted W-9 (US) or VAT registration document.<\/td>\n<\/tr>\n
    Bank statement<\/strong><\/td>\nRecent bank statement showing account details for payments.<\/td>\n<\/tr>\n
    Voided check or bank letter<\/strong><\/td>\nVoided check or letter from your bank confirming account information.<\/td>\n<\/tr>\n
    Quality certification<\/strong><\/td>\nISO, GMP, or other relevant quality assurance certificates.<\/td>\n<\/tr>\n
    Safety\/environmental certificate<\/strong><\/td>\nOSHA, EPA, or other relevant safety\/environmental certificates.<\/td>\n<\/tr>\n
    Signed NDA<\/strong><\/td>\nNon-disclosure agreement template, signed and returned.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Features included<\/h2>\n