Vendor Onboarding

Fromyestoactiveindays,notweeks.

Send one form to the vendor and Vendorsify collects their details, documents, and certifications, scores the answers, and builds the vendor record as the replies come back. The only step left for your team is to approve.

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Onboarding · Cloudgate Inc.autopilot

Form sent

One form, shaped to the vendor type

Answers returned

Details and documents collected

Answers scored

Risky answers flagged for review

Vendor active

Owner assigned, record built

0%complete

Complete0%

Elapsed2d 6h · one approval

Weeks of work, in one pass

Same vendor. Eighteen fewer days of chasing.

Done by hand, onboarding is a long line of follow-ups: email the form, ask again for the missing tax form, request the bank details a second time, read the certificate, then retype it all. Vendorsify replaces that line with one form and one approval.

By hand21 days

Day 0Emailed a blank onboarding form
Day 4Chased the missing tax form
Day 9Asked again for bank details
Day 14Read the insurance certificate by hand
Day 18Retyped it all into the system
Day 21Vendor finally active

Six separate touches, and your team runs every one.

With Vendorsify3 days

Day 0One form sent, shaped to the vendor
Day 1Details and documents collected
Day 2Answers scored, risky ones flagged
Day 3You approve. Vendor active.you

One approval, then the record is built. 18 days back

The only step left for a person is to approve. That is the 80% you get back. See the form that collects it all →

One form, shaped to the vendor

Ask only what matters. Then watch the record build itself.

Choose the vendor type and the form reshapes itself, asking for the documents and certifications that type actually needs. As the vendor answers, every reply lands on the matching tab of the vendor record, and a risky answer is flagged for review.

Always asked

requiredLegal entity name

requiredTax registration number

requiredBank account for payment

requiredPrimary contact

Asked for a software vendor

SOC 2 Type II reportcollected

Data Processing Agreementcollected

Sub-processor listcollected

answers land on the record

Vendor record · Cloudgate Inc.building

record complete0%

Legal entity nameDetails

Tax registration numberDetails

SOC 2 Type IIEvidence

Data Processing AgreementEvidence

Data access flagged for reviewRisks

Every answer lands on the right tab. No retyping, nothing left in an inbox.

Built for your team

One onboarding, every team that approves it.

Select your team

One form replaces the chase

For Procurement

Send one form that asks the vendor for their details, documents, and certifications in a single pass
Import an existing vendor list by Excel or guided import instead of retyping each profile
Give every new vendor an owner the moment the record is built

One form replaces the chase

For Procurement

Send one form that asks the vendor for their details, documents, and certifications in a single pass
Import an existing vendor list by Excel or guided import instead of retyping each profile
Give every new vendor an owner the moment the record is built

Proof, not promises

Trusted by procurement teams who onboard vendors every week

Stop onboarding vendors by hand.

Every week you onboard by hand is another round of follow-ups, another profile typed twice, and another vendor active later than it should be. Bring a vendor you are onboarding now and we will show the form, the documents it collects, and the finished record, live in the product.

Request a Demo