This sales template includes 10 fields. Pre-qualify suppliers and vendors against organizational procurement standards and compliance requirements. Free to customize and use on ZenBuild.
Vendor or Supplier Name (text, required)
Primary Contact (text, required)
Contact Email (email, required)
Phone Number (text, optional)
Type of Goods or Services (dropdown selection, required) — options: Software, Hardware, Professional Services, Facilities, Marketing, Other
Estimated Annual Contract Value (USD) (number, required)
Are You an Approved Minority/Women-Owned Business? (multiple choice, required) — options: Yes, No, Certification Pending
We comply with data security standards (SOC 2 or ISO 27001) (checkboxes, required)
We carry appropriate liability insurance (checkboxes, required)
Certificate of Insurance or Compliance Docs (file upload, optional)