Contact Info
Primary contact name, title, department, phone, and corporate email; ensures timely vendor follow-up and correct contract routing when awarding services.
A consistent lead form reduces follow-up time, captures essential site details, and improves vendor comparisons. It helps HR and facilities collect data needed for compliant procurement and faster vendor responses.
Completed forms create a single source of truth for internal review and enable vendors to prepare compliant proposals without repeated clarifying questions.
Primary contact name, title, department, phone, and corporate email; ensures timely vendor follow-up and correct contract routing when awarding services.
Full street address, building floor, room or bay number, access instructions, and nearest loading zone to assess installation feasibility and delivery logistics.
Employee counts by shift, peak traffic times, and estimated daily use; helps vendors size machine capacity and stocking frequency accurately.
Machine types (snack, beverage, combo), payment methods (cashless, mobile pay), and product mix preferences including dietary or branding requirements.
Vendor insurance minimums, background-check expectations for on-site service personnel, data privacy flags, and any HIPAA or FERPA considerations for the site.
Signature, printed name, title, and effective date confirming HR/facilities authorization to solicit vendor proposals for the specified location.
| Field | Configuration |
|---|---|
| Required Fields | Mark contact, site address, headcount, and authorization as required. |
| Approval Order | Set sequential routing: HR -> Facilities -> Procurement. |
| Signer Authentication | Use email verification or SMS code for primary signers. |
| Attachments | Allow site maps, electrical specs, and insurance certificates. |
Ensure the platform you select can meet any regulatory or procurement-specific IT requirements and preserve audit logs for contract formation and dispute resolution.
| 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, no credit card | Varies by vendor and plan | Varies by vendor and plan | Varies by vendor and plan | Varies by vendor and plan |
| Bulk Send | Yes (available by plan) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |