Create completed vendor onboarding packets and notify teams

Your vendor intake forms leave missing W‑9s and unsigned agreements, stalling vendor setup and payments. Completed PDFs are archived and contacts notified so vendors can be onboarded the same day.

Create completed vendor onboarding packets and notify teams

Overview

Stop letting incomplete vendor paperwork stall setup and payments—this flow turns form entries into completed, archived vendor packets and informs the right people automatically. Your procurement coordinators and AP get PDFs and a registry entry the same day, so vendor onboarding proceeds without manual chasing.

Create completed vendor onboarding packets and notify teams