Seamlessly Onboard Vendors in NetSuite

Request information directly from Vendors with the click of a button and easily manage the Vendor Onboarding process. Create and send powerful onboarding forms to fit your business needs. Once Vendors fill out the form, responses are automatically visible in your NetSuite account and kept secure.

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Features & Highlights

Best in class Advanced Vendor Onboarding built for NetSuite

Personalize the Onboarding Process

When requesting information from Vendors, you can either utilize our professionally designed onboarding forms or customize the form to fit your business needs.

Request Information with the Click of a Button

Easily request information from new Vendors or request updates from current Vendors by the click of a button, without ever leaving NetSuite.

Provide a Secure Onboarding Experience

Vendors receive a secure link to the onboarding form via email. Allow Vendors to fill out the necessary information and know that it is kept secure in NetSuite.

Automatically Update Vendor Information

When the Vendor finishes filling out the form, information is automatically visible in NetSuite. Easily review the information and once approved, the Vendor record is updated in NetSuite.

Editions & Pricing

 

  
 
Request New Vendors
Configurable Approval Routing (Learn More)
Onboarding Management
Vendor Self Service
Personalized Onboarding Forms
Onboarding Form Review

Standard

Contact Us for More Details!
Request New Vendors :
Configurable Approval Routing (Learn More) :
Onboarding Management : -
Vendor Self Service : -
Personalized Onboarding Forms : -
Onboarding Form Review : -

Advanced

Contact Us for More Details!
Request New Vendors :
Configurable Approval Routing (Learn More) :
Onboarding Management :
Vendor Self Service :
Personalized Onboarding Forms :
Onboarding Form Review :
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Save up to $1,000 when you sign-up for SquareWorks' Premium Support

SquareWorks offers On-Demand NetSuite Administration services. We call this Premium Support. If you need ongoing NetSuite assistance, you can save up to $1,000 on this product. Learn More

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Advanced Vendor Onboarding is a NetSuite-Certified SuiteApp

SquareWorks has complied with NetSuite’s verification process and has earned a certification from NetSuite as an approved NetSuite SuiteApp that can be distributed to NetSuite Customers.

Customer Success Story

128 Technology selected SquareWorks’ Advanced Vendor Onboarding solution to improve their financial controls. The use of this NetSuite add-on enabled a faster and more secure vendor on-boarding process.

“SquareWorks’ Advanced Vendor Onboarding solution completely eliminated Emails and manual processes to get vendors setup in NetSuite. Our Finance team can now easily track vendor W9’s during tax season and we’ve increased our security by doing a complete review of each vendor’s details before they are approved and created in NetSuite.

Controller, 128 Technology

Other Leading Companies That Trust Advanced Vendor Onboarding for NetSuite

Streamline your vendor onboarding process

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