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Administrator Guide
Last Updated: 2023-06-23
Set Up Supplier Forms on Behalf of Suppliers

Set Up Supplier Forms on Behalf of Suppliers

Company admin creates a form template.
If you have all the information you need from a supplier, you can set up supplier forms without sending them to the supplier.
  1. Navigate to
    Pipeline
    , create a new project, and select
    Supplier Forms
     from the
    Form
     prompt.
  2. In the
    Supplier Review Forms
     tab, select
    Add Forms
    .
  3. Select the suppliers you want to add from the
    Manage Suppliers
     prompt.
  4. Determine which supplier you want to submit for, and from the drop-down, sourcing managers or company admins can select
    Submit on Supplier's Behalf
    .
    Selecting this option prevents suppliers from receiving forms when they’re published.
  5. Sourcing managers or company administrators select a supplier review due date and click
    Publish
    .
You can fill in a supplier form on behalf of a supplier.