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Supplier onboarding form template

Collect tax, certifications and insurance. It asks for supplier name, website, business address and business type, plus 27 more questions. Use this free form template as it is, or change any question, the style and the thank-you screen, then share it or put it on your site.

FreeVendor31 questions6 pages
Style
  • PaperClean and quiet
  • MidnightDark and calm
  • CoralWarm and bold
  • GroveNatural and calm
  • EditorialBig type, few lines
  • TerminalCode on black
  • BubblegumPlayful and round
  • TideFresh and light
  • PosterLoud and graphic
  • GildedBlack and gold
  • LilacSoft and friendly
  • ClayEarthy and warm
  • StudioShapes and primary colors
  • HarborTrusted and clear
  • MintBright and easy
  • RetroChunky and sunny
  • NoirDark and elegant
  • SunriseGolden and upbeat

Supplier onboarding

Supplier onboarding

About 10 minutes. Have your tax form, insurance certificate and bank details nearby.

6 pages

Page 1

Company

Business type

What do you supply?

Do you hold any quality or industry certifications?

Page 2

Contacts

Page 3

Banking

How would you like to be paid?

    Page 4

    Tax and insurance

        Page 5

        Compliance

        Certifications

          Have you had a customer or outside audit in the last 2 years?

            Page 6

            Sign

            Signature

            Styles

            One form, 18 looks.
            Pick one, or bring your color.

            Customize in minutes

            Make it yours.
            No code.

            Change any question, add your own from 26 question types, and show each one only when it matters.

            • Short text
            • Long text
            • Email
            • Phone
            • Website
            • Number
            • Money
            • Pick one
            • Pick many
            • Dropdown
            • Yes or no
            • Checkbox
            • Stars
            • NPS 0–10
            • Opinion scale
            • Ranking
            • Matrix
            • Date
            • Time
            • Date range
            • Full name
            • Address
            • File upload
            • Signature
            • Statement
            • Hidden

            Show-if logic

            Ask the next question only when an earlier answer calls for it.

            Pages and progress

            Split long forms into pages with a progress bar.

            Scores and results

            Turn answers into a score and show each person what it means.

            Files and signatures

            Take uploads up to 10 MB and signatures drawn on any screen.

            Booking

            Open your calendar on the thank-you screen, with name and email filled in.

            Consent by region

            An opt-in box where the law asks for one, a short notice everywhere else.

            Every answer a contact

            The company comes from the work email, the campaign from the link.

            Spam stays out

            A hidden trap, rate limits and temporary emails refused.

            Connect to any app

            Answers go where you work.
            Live in a minute.

            1. 01

              Use the form template

              It opens in Claritia ready to go, in the style you picked. Answers are linked to your contact fields and the form goes live.

            2. 02

              Connect your tools

              Send answers to HubSpot, Salesforce or Omniscient, open your calendar after a booking form, and tell your team in Slack.

            3. 03

              Share it anywhere

              Send the link, or add one line to Webflow, WordPress, Framer or any page. Every answer lands as a contact.

            • HubSpot
            • Salesforce
            • Omniscient
            • Pipedrive
            • Attio
            • Slack
            • Gmail
            • Outlook
            • Calendly
            • Zoom
            • Google Meet
            • Stripe
            • Zapier
            • Webflow
            • WordPress
            • Framer

            Frequently asked questions

            Something else? hello@tryclaritia.com

            Can I customize the supplier onboarding form?

            Yes. Add, remove and reorder questions, change the wording and options, and set which ones are required. Pick one of 18 styles or your own color. Tailor can also rewrite the wording for your business from one sentence.

            What does the supplier onboarding form collect?

            It asks for supplier name, website, business address, business type, contact name and work email, plus 25 more questions. You can add or remove any of them.

            Is the supplier onboarding form mobile-friendly?

            Yes. Every form fits phones, tablets and computers, and works with a keyboard and screen readers.

            Is the supplier onboarding form template free?

            Yes. Every form template is free on every plan, including the free one. Use it, change it and share it as often as you like.

            Where do the answers go?

            Each answer is saved in Claritia with the page and campaign the visitor came from. From there it can sync to HubSpot, Salesforce or Omniscient.

            How do I put it on my website?

            Share the link, or paste one line of code where the form should show. It fits any website, including Webflow, WordPress, Framer and plain HTML.

            Does it ask for consent?

            Yes. Visitors in the EU, the UK and other strict regions see an opt-in box; everyone else sees a short notice. Claritia saves the exact words each person saw.

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