Standardize how you evaluate and onboard new vendors, suppliers, and contractors. Collect company details, services offered, years in business, references, and supporting documents — all in one form.
A vendor application form is the front door to your supplier base. Procurement, operations, and finance teams use it to qualify a company before it ever gets a purchase order — capturing who the vendor is, what they sell, how long they have operated, and the documents that prove they are legitimate. The problem it solves is fragmentation: without a standard intake, supplier information arrives as email attachments, business cards, and half-finished spreadsheets, and no two people evaluate the same vendor the same way. A single form forces every applicant through the same gate so you can compare apples to apples.
A well-built version does more than collect a name and a website. It separates capability from claims: a checkbox list of what the vendor offers (this template ships with Raw materials, Finished goods, Software / SaaS, Professional services, Logistics, IT services, and Consulting) lets you filter the pool by category instantly, while a free-text description with a minimum length forces applicants to articulate their actual differentiators instead of pasting a tagline. The detail experienced buyers care about most is proof — a company profile or brochure and a certifications/licenses upload turn 'we are ISO certified' into a document you can verify. Company size and years-in-business brackets are your fastest risk signal: a two-person shop bidding on a mission-critical supply contract is a different conversation than a firm with a decade of trading history.
Deploy it as the required first step of your supplier onboarding. Publish the form, put its link on your 'Become a supplier' page and in your RFP outreach, and route every inbound vendor inquiry to it rather than to a personal inbox. Each submission lands in one place with the brochure and certifications attached, so the person doing the review has the full picture before the first call — not after three rounds of chasing missing paperwork.
All fields are fully customizable — add, remove, or reorder after opening the template.
The Products / Services Offered field is a checkbox list precisely so you can sort the vendor pool by capability in seconds. Treat the free-text description as color and differentiation, not as your primary filter — narrative answers vary too much to sort reliably once you have more than a handful of applicants.
This template's Certifications / Licenses field accepts PDFs and images up to 10 MB. Requiring it upfront means an ISO cert, business license, or insurance certificate is attached before your first review call, instead of triggering a two-week email chase. A vendor who cannot produce their credentials at application is telling you something useful.
Company Size and Years in Business are dropdowns for a reason: they let you set a consistent bar. If a contract is business-critical, you may screen out 'Less than 1 year' automatically; for innovation sourcing you might do the opposite. Decide the threshold before you read a single application so you are not rationalizing after the fact.
The References field is optional in the template, but making two or three contactable past clients a soft expectation surfaces credibility fast. Vendors who provide named references with contact details are signaling confidence; those who leave it blank on a high-stakes bid are worth a second look before you invest review time.
Tell applicants exactly how long qualification takes and what happens next. A vendor who does not hear back assumes rejection and stops responding — then reappears when you actually need them and is no longer available. Formiqa's per-submission email notification lets you triage the moment an application lands so nobody waits in silence.
Export submissions to CSV and evaluate each vendor on a fixed set of criteria — category match, tenure, certification completeness, reference quality. Consistent scoring is what turns a pile of applications into a defensible sourcing decision, especially when multiple reviewers are involved.
All 12 fields included. Customize and publish in minutes.
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