Company Details
Legal name, DBA, EIN, business structure, and registered address for contract and tax purposes.
A consistent Business Supplier Survey reduces onboarding time, centralizes verification, and creates an auditable record for procurement and finance teams.
Multiple stakeholders use the survey during vendor onboarding and review cycles.
The completed survey becomes part of the supplier record and may be refreshed annually or when material changes occur.
Legal name, DBA, EIN, business structure, and registered address for contract and tax purposes.
Authorized signatory, AP contact, procurement contact, with names, titles, phone numbers, and emails.
W-9 or W-8 form requirement, taxpayer identification, ACH routing and account number, payment terms.
Certificate of insurance limits, policy numbers, industry-specific accreditations, expiration dates.
Sanctions screening, OSHA records as applicable, conflict-of-interest disclosures, and data-protection policies.
Scope of goods/services, pricing model, lead times, subcontracting permissions, and SLA summary.
| Field Validation | Require formats (MM/DD/YYYY, 9-digit EIN) to prevent invalid entries. |
|---|---|
| Conditional Fields | Show bank details only if payment method is ACH. |
| Bulk Send | Use bulk send for onboarding many suppliers at once. |
| Signer Authentication | Enable email or SMS codes for signer verification. |
| Integration Mapping | Map survey fields to ERP and vendor master records. |
Ensure the eSignature platform supports secure submission, integration, and appropriate authentication methods before using it for supplier surveys.
Confirm platform compliance needs (HIPAA, SOC 2, 21 CFR Part 11) for regulated industries and retain audit trails for each signed submission.
| 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 | Yes, 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Request supplier return within 7–10 business days.
Complete tax and insurance checks within 5 business days.
Refresh critical fields annually or upon material change.
Allow 2–3 business days after verification for ACH activation.
Flag and review within 48 hours for compliance issues.
Procurement sends the survey to supplier for completion.
Supplier returns completed survey and supporting documents.
Finance and compliance validate items and conduct screenings.
Authorized approver signs off and vendor is added to master.
Optica needed a streamlined vendor intake process to reduce back-and-forth.
A small real estate firm required remote supplier vetting to close deals faster.