Vendor Onboarding and Due Diligence Form

Vendor Onboarding and Due Diligence Form — Form Fields

This business template includes 11 fields. Collect compliance and contact details from new business vendors. Free to customize and use on ZenBuild.

• Company Legal Name (text, required)
• Primary Contact Name (text, required)
• Primary Contact Email (email, required)
• Business Phone Number (text, required)
• Business Registration Number (text, required)
• Business Type (dropdown selection, required) — options: Sole Proprietor, LLC, Corporation, Partnership, Non-Profit
• Estimated Annual Revenue (dropdown selection, required) — options: Under $100K, $100K–$500K, $500K–$1M, $1M–$5M, Over $5M
• Services Provided (checkboxes, required) — options: IT Services, Logistics, Manufacturing, Consulting, Marketing, Legal
• Certificate of Insurance (file upload, optional)
• W-9 / Tax Form (file upload, required)
• Brief Description of Services (long text, required)