- Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
- Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
- Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
- Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
Operations template
Supplier onboarding workflow template
Register a new supplier with the documents and checks needed before the first purchase.
4 steps
16 fields
Free for 14 days. No credit card. You can change every step and field.
How it runs, step by step
The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.
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Supplier
Whoever starts the request
Tell us who the supplier is and what they will provide.
7 fields in the request form
- Company name * Text
- EIN * Text
- Supplies *Products, Services, Products and services Choice
- Contact person * Text
- Email * Email
- Phone Phone
- What will be supplied and why this supplier * Long text
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Documents
A person or team you choose
Purchasing collects the supplier's documents.
Due in 5 days (business time)3 fields
- Documents received *W-9 form, Articles of incorporation, Certificate of insurance (COI), Bank details in the company's name Checklist
- Files * Files
- Bank details * Long text
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Finance check
A person or team you choose
Finance checks the supplier's standing and approves the registration.
Approval: Approvers you choose Due in 3 days (business time)3 fields
- Tax and credit check *No restrictions, Restrictions found Choice
- Which restrictions? * Long text · when needed
- Notes Long text
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Registration
A person or team you choose
Register the supplier in the system and let the requester know.
Due in 2 days (business time)3 fields
- Supplier code * Text
- Payment terms *Due on receipt, Net 15, Net 30, Net 45, Net 60 Choice
- Notes Long text
Make it yours
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Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.
Use this template