{"id":5852,"date":"2026-03-26T10:37:48","date_gmt":"2026-03-26T09:37:48","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/new-vendor-approval\/"},"modified":"2026-03-26T12:41:26","modified_gmt":"2026-03-26T11:41:26","slug":"new-vendor-approval","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/new-vendor-approval\/","title":{"rendered":"New vendor approval"},"content":{"rendered":"
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The New vendor approval<\/strong> 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.<\/p>\n

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

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.<\/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, Headquarters Address, Country of Registration, Tax Identification Number, Primary Contact Name and more<\/li>\n
  3. Financial Vetting<\/strong> (Document upload) – Fields: Bank statements, Credit reference<\/li>\n
  4. Compliance Documentation<\/strong> (Document upload) – Fields: Business license, Insurance certificates<\/li>\n
  5. Draft Agreements<\/strong> (Document upload) – Fields: Vendor agreement draft<\/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
    Document<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    Bank statements<\/strong><\/td>\nRecent bank statements for financial stability assessment.<\/td>\n<\/tr>\n
    Credit reference<\/strong><\/td>\nCredit reference letters or reports.<\/td>\n<\/tr>\n
    Business license<\/strong><\/td>\nCopy of valid business license or registration certificate.<\/td>\n<\/tr>\n
    Insurance certificates<\/strong><\/td>\nProof of liability insurance and other relevant policies.<\/td>\n<\/tr>\n
    Vendor agreement draft<\/strong><\/td>\nDraft of the vendor agreement for review.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Features included<\/h2>\n