Describe your procurement process. Makeform builds a vendor profile form for company identity, contacts, payment setup, documents, and review.
Route vendor submissions to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it, or send it into the Makeform builder. Each example is editable.
Audience
Companies supplying goods or routine services
Format
Onboarding form with uploads
Prompt size
315 chars
Example form structure
Onboarding form with uploads
Legal name, trading name, and address
What goods or services do you provide?
Primary and accounts-receivable contacts
Payment currency and remittance details
Upload requested company documents
Suggested routing tags
New submission
Finance review
Ready for setup
Separate remittance contacts from purchasing contacts so follow-up reaches the right team.
Step 1
Collect
company, contact, tax, and payment details
Step 2
Review
procurement checks scope and documents
Step 3
Verify
finance confirms sensitive instructions
Step 4
Set up
approved profile enters the vendor system
A cleaner intake record
A structured profile gives procurement and finance one record, while required and conditional fields reduce follow-up.
Separate legal name, trading name, registration, address, and service fields identify the entity being onboarded.
Capture purchasing, contract, service, and accounts-receivable contacts in distinct fields instead of relying on one general inbox.
Tag profiles for procurement and finance, notify reviewers, and keep follow-up tied to one submission.
Flexible vendor intake
Supplier types need different questions. Start with a shared profile and reveal relevant sections.
Collect product categories, fulfillment locations, order contacts, lead-time context, and purchase-order delivery details.
Ask for capabilities, delivery contacts, service regions, subcontractor use, and the documents your review process requests.
Reveal country, currency, beneficiary, bank identifier, and intermediary-bank fields only when the payment route needs them.
Use a focused update path for changed addresses, contacts, tax information, or bank instructions instead of repeating onboarding.
Vendor onboarding workflow
Turn your required information into a guided intake, then route each submission to the people responsible for review and setup.
Name your supplier types, reviewers, and the details or documents each team needs.
Group identity, contact, tax, and payment questions. Show specialized fields conditionally.
Limit who handles banking submissions and add an independent callback or established-channel verification step before finance updates payment instructions.
Notify reviewers, connect your workflow, and tag missing, under-review, and setup-ready profiles.
Form vs document vs email
The collection method determines how much copying and clarification procurement and finance must do.
Field guide
Collect enough information to identify, contact, categorize, review, and pay the vendor without turning the form into an unfocused questionnaire.
Company identity
Separate name and address fields reduce interpretation. Ask only for identifiers your process uses.
Contact directory
Sales, invoice, and delivery contacts may differ. Distinct roles keep the profile useful after onboarding.
Products and services
Structured categories support routing and discovery. Add a short description for details outside the list.
Tax and purchasing
Label tax and purchasing fields by country and workflow. Hide irrelevant identifier types conditionally.
Payment instructions
Collect only needed bank fields, restrict access, and verify new instructions through an independently sourced channel.
Documents and review
Keep requested files beside the answers they support. Place internal status fields outside the vendor-facing form.
Related tools
Pair the core profile with registration, evaluation, inquiry, and update forms that match each stage of the supplier relationship.
Collect the initial company and contact details needed to register a prospective supplier.
Open toolGuide approved vendors through the wider onboarding and setup sequence.
Open toolStructure performance reviews and feedback after the supplier begins work.
Open toolReceive questions from potential suppliers before they enter onboarding.
Open toolCollect qualifications and fit information while evaluating prospective vendors.
Open toolTrack the internal and vendor-facing tasks that follow profile submission.
Open toolFAQ
Practical answers for procurement and finance teams designing supplier intake.
A vendor profile form collects company, contact, purchasing, tax, payment, and document details for supplier setup. It gives procurement, finance, and operations one submitted record instead of scattered emails.
Include legal and trading names, addresses, relevant registration and tax identifiers, offerings, service regions, purchasing and finance contacts, invoicing preferences, currency, remittance instructions, and requested documents. Add conditional sections for international payments or specific supplier categories.
Collect only fields finance needs and restrict access to appropriate reviewers. Treat new or changed instructions as sensitive: verify them through an independently sourced phone number or established channel before use, rather than relying on the form or email alone.
Yes. Ask for a vendor type, then show relevant sections conditionally. A goods supplier might see fulfillment fields, while a consultancy sees service scope and subcontractor questions. Shared identity and payment fields remain consistent.
Yes. Add a clearly labeled upload field for each requested document. Keeping files beside submitted answers simplifies review. Set retention, access, and deletion practices suited to their sensitivity.
Use a shorter form for vendor ID, requester, changed fields, old and new values, effective date, reason, and files. Route bank or remittance changes through separate finance verification before updating your system.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect vendor profiles without a response cap. The paid tier removes the Makeform badge.
Submissions arrive in Makeform and can route to notifications and connected tools. Status tags such as missing information, procurement review, finance verification, and ready for setup keep ownership visible.
Replace scattered vendor setup emails.
