Vendor onboarding template
A vendor onboarding app for procurement teams. Add suppliers, review required evidence, and record activation, suspension, or a return to qualification.
What is this vendor management template?
Accord gives each new vendor a qualification record with an owner, target date, and a copy of the selected requirement profile. Reviewers record evidence references, expiry dates, and notes before an activation decision. Missing or expired required evidence blocks activation. Profile changes affect future intakes while existing vendor reviews retain their progress. This built pilot uses ToolJet Database and fictional data; deployment and download await package and clean-install validation.
- Screens
- 4 connected pages
- Data source
- ToolJet Database
- Language
- English
- Appearance
- Light + dark
Built for Procurement and operations coordinators qualifying technology, professional services, facilities, and logistics suppliers.
From a new supplier to a recorded qualification decision.
Give every requirement an owner, a review outcome, and enough context for the next decision.
- Overview
Find the next review decision
Review the qualification pipeline and the next suppliers approaching their target date. Open the vendor directory for the complete bounded list.
- Vendors
Start a supplier qualification
Add the vendor name, contact, unique contact email, owner, category, country, target activation date, and qualification profile. The profile becomes an individual set of requirements for that vendor.
- Vendor workspace
Review evidence and make a decision
Record requirement owners, references, expiry dates, review notes, and outcomes. Activate only when requirements are accepted with current evidence; suspend or return to Qualifying with a decision reason.
- Requirements
Maintain qualification profiles
Create and edit named profiles with a description and one requirement per line. New intakes receive the revised requirements; existing vendor review records keep their own copy.
What does the template cover?
A visible qualification pipeline
Pipeline stages separate Qualifying, Active, and Suspended vendors. Target dates and review progress help coordinators choose which supplier needs attention next.
Vendor intake with its own requirements
Create a vendor and their requirement copy together. A unique contact email helps prevent duplicate intake, and a named internal owner keeps responsibility visible.
Evidence review before activation
Track Missing, Submitted, Changes requested, and Accepted outcomes. Submitted or accepted work needs an evidence reference; accepted evidence with an expiry date must be current before activation.
Reusable qualification profiles
Create reusable profiles for different supplier types. Edits apply to future vendor intakes, preserving the evidence and review progress already attached to existing suppliers.
ToolJet Database with sample data
The pilot uses 2 tables with fictional records. No external database is needed to explore the source app.
| Table | Sample data | What it stores |
|---|---|---|
| Qualification profiles | 3 sample profiles | Named requirement lists for standard suppliers, technology partners, and site services. |
| Vendors | 6 sample vendors | Contacts, owners, target dates, individual requirement reviews, status, and decision history. |
Evidence is stored as a reference or document location; the app does not upload documents, verify certifications externally, run background checks, send messages, or approve a legal contract. Role-based access policies are not configured. This English desktop pilot reads up to 1,000 rows per table; larger deployments need pagination. After reloading a detail page, reopen the vendor from the directory. Package export and clean installation remain unverified.
Make it yours with AI.
This design is a starting point. Describe the look you want, add your logo and brand colors, or ask for new features in a prompt. Use the starter prompt to build your own version in the ToolJet AI builder, or use a suggested prompt to modify an app you already have. Review and test the result.
Suggested prompts describe changes you can request. Additional features and translations still need to be built and tested.
How to use this template.
Add it to your workspace
Choose ToolJet Cloud, or download the application package to import into your self-hosted instance once the template is released.
Start with the included database
Explore the sample records in ToolJet Database, then add your records and configure the workflow for your team.
Make it work your way
Describe your preferred design, branding, and new features in the AI builder. Test your workflow, then share your app with the people who need it.
Template FAQs
What does the vendor onboarding template include?
Accord includes supplier intake, qualification profiles, requirement reviews, and activation or suspension decisions across four pages. It stores the evidence reference and decision context with the vendor.
What must happen before a vendor becomes active?
Every requirement must be Accepted with an evidence reference. If an expiry date is present, it must not be in the past. The coordinator then records an activation decision and reason.
Does it upload or verify supplier documents?
No. The pilot stores a document location or other evidence reference. File storage, certification checks, background checks, and external verification are not included.
Can I change qualification requirements?
Yes. Create or edit reusable profiles on the Requirements page. Changes apply to future vendor intakes; existing vendor records retain their original review requirements.
Can an active vendor be reviewed again?
Yes. Record a decision to return the vendor to Qualifying, then update requirement reviews. Suspension and status decisions retain a reason in the activity history.
Can I change the branding, design, or workflow with AI?
Yes. Use the starter prompt or ask for your logo, colors, preferred layout, fields, and review steps. Suggested prompts describe document uploads, evidence renewal, and Arabic translation as extensions to build and test.
Which data source and languages are included?
The app uses ToolJet Database with three fictional qualification profiles and six vendors. It is in English with light and dark appearances; translations and right-to-left layouts need implementation and testing.
Can I deploy or download Accord?
Public deployment and download remain disabled until the exported package and clean installation have been validated.
Expense reimbursement
Receive individual expense claims, review receipt references against saved per-expense limits, and record approval or reimbursement.
Security exception management
Track time-limited security exceptions with a risk owner, compensating controls, recorded assessment and remediation evidence.
Employee probation reviews
Coordinate employee probation reviews using role-specific periods, manager feedback, competency scores and documented confirmation or extension decisions.