Create Supplier Form Templates

You must be a company or department admin to 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.

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.

Navigate to

Templates

Supplier Review Forms

Select

Add Supplier Review Form

You can add form information such as categories, which are configured in

Settings

, and automatic reminders to notify suppliers when the form is due for review.

Click

Save

Configure the

Supplier Review Form

using the

Manage Supplier Review

tab. As you complete the task, consider:

Option	Description
Invite Suppliers	Select the suppliers 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	Select to let your team know when suppliers update the form.
Set Your Approvers	Company admins can add an approval group.

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.