Now that you've successfully identified a vendor for your project, its time to complete the onboarding process. You'll likely need new vendors to complete a few documents before they start work. To simplify and automate this process, we've established a vendor contract workflow using Formstack's suite of tools. With features like Conditional Logic and an array of integrations, you can easily customize this form and contract template to meet the needs of your organization. Once the two templates are connected, data from your vendor data collection form will automatically populate into the vendor contract template.
With this vendor contract workflow, you can:
Easily collect vendor details online
Share important information with project stakeholders
Reduce the use of excessive paper forms
Automatically collect contract signatures from vendors
What You Need
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
With Formstack Documents, generating PDFs or Microsoft documents is a breeze. Formstack Documents makes it easy to auto-populate professional documents with form data, send customizable email notifications, and more. Simply add this vendor data collection form to your Formstack Documents account to get started.
With Formstack Documents and InsureSign by Formstack, it's easier than ever to populate documents and collect electronic signatures on your vendor contracts. Take advantage of advanced features such as delayed delivery, customized emails, and more. Using InsureSign by Formstack, you can create a nonprofit workflow that makes the signing process quick, easy, and painless. Connect with any of our other eSignature integrations.
To kick off this process, have a staff member complete this form with information about your vendor and the project they are working on. Information submitted on the form will be automatically routed to the vendor contract template. Using our drag-and-drop form builder, you can easily customize this form to fit how your team handles project kickoffs.
Vendor contracts hold your team and your vendors accountable. Make sure you're storing completed, signed documents in a centralized location so your team can easily find the contacts they need. With over 150+ integrations, you'll be able to send your finalized files to your customer relationship manager (CRM) as soon as it's signed!
Log in to your Formstack Documents account, and select the vendor contract from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose the "Save my documents in Stash" option, or integrate with other cloud storage tools under the "Deliver" tab.
Navigate to the "Deliver" tab to prepare your contract for signing. To set up your InsureSign delivery, select "InsureSign by Formstack" and customize options as needed.
Next, log in to Formstack to connect your vendor data collection template. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your vendor contract template from the list of documents
Review all fields to ensure your Formstack data is correctly mapped to your vendor contract template. Turn on your workflow, and send staff your link to start automatically populating your vendor contracts.