Supplier Identity
Legal entity name, DBA, and Federal Tax ID to enable 1099 determinations and banking checks.
A centralized form speeds vendor setup, reduces duplicate requests, and ensures consistent capture of tax and payment data required for compliance and timely payment.
Legal entity name, DBA, and Federal Tax ID to enable 1099 determinations and banking checks.
Primary contact, email, phone, and remit address for purchase orders, invoices, and tax notices.
W-9 or W-8BEN status, certification of tax classification, and backup withholding triggers documented.
Preferred payment method (ACH, check), bank routing/account or remit instructions, and payment terms.
Certificates of insurance, W-9 attachment, vendor code of conduct acknowledgements, and regulatory attestations.
Name, title, and signature authority for the supplier plus effective date for the onboarding record.
| Field | Configuration |
|---|---|
| Required Fields | Make Tax ID, Legal Name, and Remit Address mandatory |
| Attachments | Require W-9 and insurance PDFs before submission |
| Authentication | Use email + SMS code or stronger KBA for high-risk suppliers |
| Routing Order | Supplier → Procurement review → AP approval → Vendor record creation |
Ensure the platform you use accepts PDF/DOCX uploads and provides secure authentication and audit trails.
Request return within 7–15 calendar days to avoid onboarding delays
W-9 requested at onboarding; required before first taxable payment
Certificates must be verified before work begins or before first invoice
Allow 5–10 business days for bank verification
Re-validate tax and insurance annually or per contract
Procurement issues the inclusion form to supplier for completion
Supplier returns form with W-9, insurance, and payment info
AP and Compliance validate details and certificates
Vendor Master is created and payment method confirmed
Procurement standardized a single inclusion form across business units to remove duplicate data collection.
Xerox integrated the supplier form with NetSuite to auto-populate vendor masters.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |