Vendor Intake Form Template
Vendor intake forms standardize how new suppliers enter your system. This template covers company information, services offered, compliance certifications, and payment/banking details in a structured multi-section layout.
What's included in this template
12 fields — customize any field or add new ones with AI.
Need different fields?
Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.
How to use this template
Open the template
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
Customize with AI
Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.
Connect & publish
Link to Slack or Google Sheets with one click, then embed on your site or share the link.
Workflow integrations
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
Real-time sync
Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.
Conditional routing
Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.
Two-way data flow
Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.
Frequently asked questions
Can this form collect tax documents and insurance certificates?
Yes. File upload fields support PDF and image uploads. Each uploaded file is stored with the submission and accessible from the FlexForm dashboard.
Related templates
Project Request Form Template
A project request form template with scope, timeline, resources, and business justification — routes to the right team via Slack and logs in Google Sheets.
Change Request Form Template
A change request form template with impact assessment, rollback plan, and approval routing via Slack — for IT, product, or operations change management.
IT Request Form Template
An IT request form template with request type, priority, and automatic Slack routing to the right team — and Google Sheets logging for your IT department.
Use this vendor intake form template free
Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.
Use template freeNo signup required · Free forever plan