The New Vendor Form Template by WPForms is the best solution if you are expanding your business network and need a systematic way to onboard new vendors.
After the vendor fills out and submits the form, the information is neatly organized for your team to review and make informed decisions.
How Does the New Vendor Form Template Work?
This template requires the WPForms Basic License, utilizing Fancy Fields to collect comprehensive information neatly and contact information from potential vendors in an organized manner. Here’s a brief description of the fields included:
- Company Information:
- Company Name: The legal name of the vendor’s business.
- Contact Person’s Name: The main individual to communicate with at the vendor’s company.
- Phone: Direct contact number for the vendor or contact person.
- Email: Email address for sending documents or communication.
- Website: The vendor’s business website for reference.
- Company Address: Physical location of the vendor’s business.
- Business Details:
- Business Registration: Details of the vendor’s legal business registration.
- Years in Business: How long the vendor has been operating.
- Business Structure: Type of business entity (e.g., LLC, partnership).
- Insurance Coverage Details: Information about the vendor’s business insurance.
- Assessing Reputation:
- Client Name: Names of two clients for reference.
- Contact Person: Names of contact persons at the client’s businesses.
- Phone: Contact numbers for the client references.
- Email: Email addresses for the client references.
- Skills and Compliance:
- Services Offered: Description of what the vendor provides.
- Years of Experience: How long the vendor has been providing their services.
- Supplier’s License Number: The vendor’s official license number.
- Safety Certification: Any safety standards or certifications the vendor holds.
- Quality Control Processes: How the vendor ensures quality in their services or products.
- Compliance with Relevant Regulations: Confirmation of adherence to industry and legal standards.
- Manpower and Resources:
- Number of Employees: Size of the vendor’s workforce.
- Availability of Resources and Equipment: The vendor’s capacity in terms of resources.
- Project Capacity or Limitations: Any specific capabilities or limitations in taking on projects.
- Legalities and Contract Conditions:
- Legal and Contractual Requirements: Checkbox to confirm understanding of legal terms.
- Ability to Comply with Contractual Obligations: Checkbox to confirm the vendor’s commitment.
- Terms and Conditions: Checkbox for vendors to agree to all terms and conditions.
Sign up with WPForms today and access the New Vendor Form Template. It is ideal for businesses looking to improve their vendor onboarding process, ensuring they capture all necessary details to build a strong and reliable vendor network.
