Vendor W-9 & Onboarding Intake form template
New suppliers submit tax, banking and compliance details while a hidden readiness score checks for a valid tax ID, W-9, insurance and diversity status. Missing-document fields appear conditionally, high-spend vendors escalate to review, and each vendor routes to approved, awaiting-docs, or procurement-review.
What’s in the box
Readiness scoring
Tax ID, W-9 and insurance completeness gate approval.
Conditional uploads
We ask only for the documents you still owe.
Three outcomes
Approved, awaiting docs, or procurement review.
Perfect for
- Vendor onboarding
- AP setup
- Supplier compliance
- Procurement
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