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Administrator Guide
Last Updated: 2025-09-19
Create Supplier Form Templates

Create Supplier Form Templates

You can standardize supplier review forms for your company, enabling your team to:
  • Quickly and efficiently apply supplier review forms.
  • Have complete and up-to-date supplier forms, ensuring your suppliers are compliant with the latest standards in your company.
Only company and department admins can create, edit, and delete form templates. Sourcing managers can use the form templates for projects or events but can't edit templates. Stakeholders that are collaborators can view templates.
  1. Select
    Navigate
    Templates
    .
  2. Select the
    Supplier Review Forms
     tab.
  3. Select
    Add Supplier Review Form
    .
    You can enter a form name, add categories that you configure in
    Settings
    , and create automatic reminders to notify suppliers when the form is due for review.
  4. Click
    Save
    .
  5. Configure the
    Supplier Review Form
     using the
    Manage Supplier Review
     tab. As you complete the task, consider:
    Option Description
    Set Your Approvers
    Add approval groups created in
    Settings
    .
    Invite Suppliers
    Select the suppliers that you want to review.
    Supplier Options
    Select
    Manage Supplier Options
     to configure whether suppliers can revise their responses after the submission due date.
    Build a Scorecard for your Stakeholders
    Select
    Edit Scorecard
    to create an evaluation that can include:
    • Scoring questions.
    • Feedback questions.
    Flag for an Update
    Flag the supplier review form to automatically flag all suppliers in your directory who have completed it.
  6. Select and complete the
    Draft Supplier Review Form
     tab to build the form to send to your suppliers.
    You can build a questionnaire for your suppliers that helps you standardize specific questions.
You have built a standardized supplier review form.