Solar Energy Supplier Onboarding Form

Streamline Your Solar Supplier Onboarding Process

Finding reliable solar energy suppliers requires more than just competitive pricing—you need verified certifications, robust warranties, and proven compliance with grid interconnection standards. This Solar Energy Supplier Onboarding Form helps solar installation companies, energy procurement teams, and renewable energy developers collect all critical supplier information in one streamlined workflow.

Built for Solar Energy Procurement Teams

Whether you're a solar installation company expanding your supplier network, an energy developer managing multiple projects, or a procurement manager qualifying new vendors, this template captures everything you need to make informed supplier decisions. From NABCEP certifications and equipment warranties to grid interconnection compliance and maintenance service agreements, you'll have a complete supplier profile before you commit.

What This Template Includes

The form collects comprehensive supplier information including company credentials, solar equipment specifications, installation certifications (NABCEP, OSHA, state-specific licenses), equipment warranties (panel degradation, inverter coverage, battery systems), grid interconnection compliance documentation, insurance certificates, and detailed maintenance service level agreements.

Automate Your Supplier Workflow with Stepper

Once a supplier completes your onboarding form, use Stepper to automatically route submissions for internal review, trigger approval workflows, create supplier records in your ERP or project management system, and send welcome packets or next-step communications. You can even set up conditional logic to flag suppliers who don't meet minimum certification requirements or warranty standards.

Why Paperform for Solar Procurement

Paperform's conditional logic lets you show different questions based on equipment types—display battery storage warranty fields only when applicable, or request additional certifications for commercial-scale projects. The built-in file upload fields make it easy for suppliers to submit certificates, insurance documents, and technical specifications, while calculation fields can assess scoring criteria for supplier evaluation matrices.

With SOC 2 Type II compliance and robust data security, Paperform ensures your sensitive supplier information and commercial agreements remain protected. Plus, integration with your CRM, project management tools, and procurement systems means every new supplier flows seamlessly into your existing workflows.