SaaS Technology Vendor Onboarding Form

Simplify SaaS Vendor Onboarding with Paperform

Bringing on new SaaS technology vendors shouldn't mean juggling spreadsheets, email chains, and missing compliance documentation. This SaaS Technology Vendor Onboarding Form template helps IT teams, procurement managers, and compliance officers collect everything they need—security certifications, data processing agreements, integration capabilities, and SOC 2 compliance—in one professional, branded form.

Built for technology companies, IT departments, and procurement teams that need to qualify vendors quickly while maintaining strict security and compliance standards, this template captures critical information upfront, reducing back-and-forth and accelerating vendor approval cycles.

What makes this template work for SaaS vendor management

The form walks vendors through company details, service descriptions, security and compliance certifications (including SOC 2, ISO 27001, and GDPR), data processing requirements, integration capabilities, and support commitments. Conditional logic reveals relevant sections based on vendor responses, keeping the experience focused and efficient.

By centralizing vendor qualification data in Paperform, you create a consistent onboarding experience that meets your security team's requirements without overwhelming vendors with scattered requests.

Automate vendor workflows with Stepper

Once a vendor submits their information, you can use Stepper to automatically route submissions to security teams for review, trigger compliance checks, create vendor records in your procurement system, and keep stakeholders updated throughout the approval process. Turn every submission into a structured workflow that moves vendors from "pending" to "approved" without manual handoffs.

Connect to your procurement and security stack

Paperform integrates seamlessly with the tools IT and procurement teams rely on—send vendor data to Airtable or Google Sheets for tracking, log new submissions in Slack channels, update your CRM or ERP, and trigger approval workflows via Stepper, Zapier, or webhooks. All vendor data stays organized and accessible across your stack.

Trusted by technology companies worldwide and SOC 2 Type II compliant, Paperform gives you the security and reliability you need when onboarding vendors who'll access your systems and data.