Onboarding Module
Seamless Vendor Onboarding - Smart, Structured, and Scalable
Speed up vendor approvals with smart forms, automated checks, and clear progress tracking—no spreadsheets, no follow-ups.
Pain Points
Internal teams and vendors lack clarity on the onboarding status, leading to repeated follow-ups, confusion, and poor coordination.
Updating onboarding logic, forms, or document requirements requires IT support, making it hard to adapt to evolving business needs.
Without standardized forms and verification rules, it becomes difficult to enforce compliance or trace actions during audits.
Managing vendor onboarding through email threads and spreadsheets leads to disorganized data, delays, and inconsistent experiences across vendors.
Vendors frequently miss required fields or documents, causing rework, slowing down approvals, and introducing compliance risks.
Features
Smart Vendor Onboarding Flows
Launch structured onboarding journeys tailored to vendor types with automated email invites, ensuring a smooth start with zero manual follow-ups.
Dynamic Multi-Step Forms
Guide vendors through business, financial, and compliance sections with conditional logic and validations, reducing back-and-forth and incomplete entries.
Built-in Evaluation Workflows
Assign evaluators for each onboarding step with clear responsibilities. Capture approvals, feedback, and ratings within the platform, ensuring smooth transitions between stages and full transparency.
Progress Visibility for Vendors and Teams
Vendors and buyers can track onboarding progress in real time through a centralized dashboard, showing pending tasks, completed steps, and approvals — eliminating status-check emails.
Automated Compliance and Document Verification
Instantly validate critical details like PAN, GSTIN, and MSME using trusted third-party APIs. This reduces manual errors and ensures compliance from day one.
One-Click Vendor Creation in ERP Systems
Seamlessly integrate approved vendor data into your ERP platforms like SAP and others with a single click. Avoid duplicate data entry and ensure system-wide alignment across procurement workflows.
