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Vendor Onboarding Form

Free vendor onboarding form template for new suppliers. Collects everything except sensitive banking details, which we follow up on securely.

vendor onboardingsupplierprocurementb2bintake
Use This Template

Free to use. No credit card required.

Fields included
  • -
    Company Name
    Text input• Required
  • -
    Primary Contact Name
    Text input• Required
  • @
    Contact Email
    Email address• Required
  • #
    Contact Phone (optional)
    Phone number
  • o
    Business Type
    Single choice• Required
  • =
    Products or Services Offered
    Long text• Required
  • o
    Preferred payment method
    Single choice• Required
  • ^
    W-9 or Tax Document (optional)
    File upload

Try this form live

This is the exact experience your respondents get — one question at a time, with the AI adapting each question to your answers and validating them as you go. Clone it to add your branding, logic, and response analytics.

Why each question earns its place

Business Type
Determines the tax paperwork you'll need and how the vendor gets set up in accounting — ask it before the contract, not after.
Products or Services Offered
Free text so one form works for any category of supplier — the answer routes who reviews the vendor internally.
Preferred payment method
Sets expectations before the first invoice, so accounts payable isn't guessing how to pay a new vendor.
W-9 or Tax Document
Optional here, chased once at onboarding rather than blocking the first payment run later.

Best for

  • Customer or employee onboarding flows that need structured context.
  • Teams collecting preferences before a kickoff or handoff.
  • Services that need intake details without overwhelming new users.

Why use this template

This template gives you a ready-to-edit conversational flow, so you can publish faster while still collecting the context a static form often misses. Start with the included fields, then adjust labels, required fields, and AI-powered follow-ups inside SiliForm.

Frequently asked questions

Why doesn't this form collect bank account or routing numbers?
Banking details are exactly the kind of sensitive data you don't want sitting in a form response — collect everything else here, then verify and gather banking info by phone or a secure portal.
What should a vendor onboarding form ask before the first purchase order?
Company and contact basics, business type, what they offer, and preferred payment method — enough to set them up in your systems without a back-and-forth email chain.
Why ask for a W-9 or tax document at onboarding instead of at first payment?
Collecting it upfront means you're never blocked from cutting a check because paperwork is still missing — chase it once, at the start, instead of every invoice cycle.

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