Marketing Agency Vendor Registration Form

Streamline Your Marketing Agency Vendor Onboarding

Finding the right marketing agency partner is just the first step—onboarding them efficiently is what sets successful collaborations apart. Our Marketing Agency Vendor Registration Form helps marketing teams, procurement departments, and business owners collect everything they need from agency partners in one professional, organized workflow.

This template is designed specifically for businesses that work with external marketing agencies, creative studios, PR firms, and digital marketing consultants. Instead of chasing down credentials, portfolios, and contracts through endless email threads, you'll capture agency details, team qualifications, service capabilities, reporting preferences, and IP agreements in a single submission.

What Makes This Template Essential

This form goes beyond basic contact details. You'll collect comprehensive agency information including service specializations, pricing models, past client work, team credentials and certifications, preferred reporting cadence, and signed acknowledgment of intellectual property terms—all before the first project kicks off. The structured format ensures compliance, sets clear expectations, and creates a smooth foundation for long-term agency relationships.

Perfect for Marketing Teams and Procurement

Whether you're a CMO building an approved vendor roster, a marketing manager vetting new agency partners, or a procurement specialist standardizing supplier onboarding, this template adapts to your needs. It's equally valuable for agencies themselves who can use it as a starting point for their own client intake process.

Automate Your Agency Onboarding Workflow

Once an agency submits their registration, you can use Stepper to automatically route submissions for internal approval, add approved vendors to your CRM or project management system, trigger welcome emails with next steps, and create a centralized vendor database without manual data entry. You can even use Papersign to convert submissions into formal vendor agreements and collect legally binding eSignatures, keeping your procurement process compliant and efficient.

Paperform's conditional logic ensures agencies only see questions relevant to their service offerings, while file upload fields make it easy to collect portfolios, case studies, certifications, and insurance documents in one place. With SOC 2 Type II compliance and robust security features, your vendor data stays protected throughout the registration process.