Feature

Vendor Intake Forms

Collect vendor names, contacts, services, tax details, payment information, and required documents.

Try on your vendor
Intake fields

What vendors submit before review

Each intake link collects structured data your finance and procurement teams need—without chasing email attachments.

  • Legal entity name, DBA, and EIN (W-9 cross-check)
  • Primary contact, AP contact, and escalation phone
  • Service category, scope, and expected contract value
  • Payment terms preference (Net 30 / Net 45 / ACH)
  • Bank routing preview (full ACH collected separately)
  • Insurance carrier, policy number, and coverage limits

Pilot average: 12 required fields and 6 document uploads per vendor packet.

Ready to start vendor intake?

Create a vendor packet and collect documents in minutes.

Start Vendor IntakeSample packet