Vendor Registration
Onboard new suppliers and vendors with their company and tax details.
Overview
Bringing on a new supplier means collecting consistent company, contact and compliance details before you can trade. This vendor registration form gathers the legal entity name, registration and tax numbers, contacts and banking references in one structured submission, so procurement avoids chasing missing fields. It standardises how suppliers are onboarded, creates a clean record for your finance system and speeds up the approval of new vendors.
Capture everything procurement needs to set up a supplier: legal company name, trading name, registered address, company registration number, VAT or tax ID, the goods or services offered, and primary and finance contacts. A file upload field lets vendors attach certificates, insurance documents or tax forms, while dropdowns standardise categories and payment terms. Each registration appears in your responses dashboard, where the Table view gives procurement a clear onboarding pipeline and per-question summaries reveal supplier categories. Export to CSV to import approved vendors into your finance or ERP system, and delete records that are withdrawn.
Apply your organisation's branding with a logo, colours and a saved style so the form looks official to suppliers. Share the link with prospective vendors or embed it on a supplier portal page. Real-time collaboration lets procurement and finance colleagues maintain the form together, lock critical compliance fields and share submissions during review. Submissions are protected with TLS encryption and hashed IP addresses, with server-side validation helping keep registration data consistent, and your data is never used for training. NodumForms collects the registration details; supplier approval and payment setup continue in your own finance system.
Perfect for
Built for procurement teams
Procurement and finance teams use this form to onboard new suppliers consistently. When a department wants to work with a new vendor, they send the registration link; the supplier provides company registration, VAT and banking details and uploads their insurance certificate. Procurement reviews the submission in the dashboard, then exports approved vendors to CSV to set them up in the finance system.
Why this template works
- Consistent onboarding: collect the same company, tax and banking details from every supplier.
- Compliance in one place: file upload captures certificates, insurance and tax documents.
- Clear pipeline: the Table view shows every pending registration for procurement to review.
- System-ready: export approved vendors to CSV for your finance or ERP tool.
How to use
- Start from the Vendor Registration template with its supplier fields ready.
- Add your categories and payment terms, lock compliance fields and apply branding.
- Share the link with prospective suppliers or embed it on a supplier portal.
- Review registrations in the dashboard and export approved vendors to CSV for finance.
What this template includes
- Legal company name
- Registered address
- Company registration number
- VAT / tax identification number
- Goods or services offered
- Finance contact and email
- Compliance documents (file upload)
FAQ
- Can suppliers upload certificates and documents?
- Yes. Add a file upload field and vendors can attach insurance certificates, tax forms and compliance documents alongside their company and contact details in a single submission.
- Can finance and procurement manage the form together?
- Yes. Real-time collaboration lets multiple editors maintain the form, lock critical compliance fields against accidental edits and share submissions, so both teams review vendors together.
- How do approved vendors reach our finance system?
- Review each registration in the dashboard, then export approved suppliers to CSV to import into your finance or ERP system. You complete payment setup there, not in NodumForms.