New Vendor Onboarding and Qualification Checklist

New Vendor Onboarding and Qualification Checklist — Form Fields

This operations template includes 9 fields. Onboard and qualify new vendors with legal, insurance, and performance capability documentation. Free to customize and use on ZenBuild.

• Vendor Company Name (text, required)
• Vendor Contact Email (email, required)
• Phone Number (text, required)
• DUNS or Tax ID (text, required)
• Vendor Category (dropdown selection, required) — options: Raw Materials, Services, MRO Supplies, IT, Logistics, Professional Services, Construction
• Documents Submitted (checkboxes, required) — options: W-9/W-8, Certificate of Insurance, Quality Certifications, Business License, References
• Minimum Insurance Coverage Verified (dropdown selection, required) — options: $1M General Liability, $2M, $5M, $10M+, Not Required
• Site Audit Required? (multiple choice, required) — options: Yes - Scheduled, Yes - Completed, No
• Qualification Notes (long text, optional)