New vendors ask the same setup questions every time: portal login, compliance document uploads, invoice format. This checklist tracks who's done what; pair it with a linked Guidyy guide per step so vendors can self-serve instead of emailing procurement.
Free Template
Free Vendor Onboarding Checklist Template
A copy-paste checklist covering the setup steps every new supplier needs — portal access, compliance docs, and first invoice.
01
Vendor onboarding checklist
Track each item to completion; link a how-to guide from any step that involves navigating your systems.
- Vendor portal account created and access confirmed
- W-9 / insurance certificate / compliance docs uploaded
- PO acknowledgment process reviewed
- First invoice submitted successfully
- Payment terms and schedule confirmed
02
Send guides with the welcome email
Attach or link a portal walkthrough guide directly in the vendor welcome email — most setup questions get answered before the vendor even needs to ask.
FAQ
Frequently asked questions
Is this template free?+
Yes.
Can vendors access linked guides without an account?+
Yes, public or password-protected guide links work without requiring the vendor to sign up for anything.
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