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Vendor Onboarding Form

The Vendor Onboarding Form helps administrators create a standard registration form for vendors to join the marketplace.

This form collects vendor details, defines the onboarding steps, attaches subscription plans, and generates a link that can be shared with vendors for registration.

Once the form is approved, it can be reused to onboard multiple vendors using the same process.

On This Page​

Why Onboarding Form is Needed​

Vendor Onboarding Forms help you to:

  • Collect complete and correct vendor information
  • Follow the same registration process for all vendors
  • Avoid missing important business or legal details
  • Reduce manual vendor setup work
  • Automatically link vendors to subscription plans
  • Control vendor activation through admin approval
  • Easily share one registration link with many vendors

This makes vendor onboarding faster, safer, and more organized.

Features of Onboarding Form​

  • Easy form creation for vendor registration
  • Multiple field types:
    • Text, email, phone
    • Dropdown and checkbox
    • File upload
  • Mandatory field validation
  • Configurable onboarding journey
  • Subscription plan attachment through groups
  • Approval-based vendor activation
  • Auto-generated onboarding URL
  • Reusable form for multiple vendors
  • Ensures consistent and verified vendor data

Steps to Create a Vendor Onboarding Form​

  1. Open the Vendor Onboarding Form section.
  2. Click to create a New Onboarding Form.
  3. Add the required form details and fields.
  4. Update the onboarding journey (how the vendor moves through the process).
  5. Attach subscription plans:
    • Create a group
    • Select plans for the group
  6. Review the form details shown on the screen.
  7. Submit the form for approval.
  8. The Admin reviews the form.
  9. After approval, a registration link is generated and can be shared with vendors.