Who this is for: Ops/procurement staff requesting a new subcontractor vendor, and the accounting reviewers who pre-approve them.

The whole flow: submit the request → accounting pre-approves → the vendor is emailed a tokenized intake form and created in the Vendor Portal.

📚 Related guides

• Forms Tab — Overview & Access — how the Forms tab and reviewer consoles work
• New Work Order — once a vendor exists, this is how you cut them a PO

At a glance

1. Forms tab → New Vendor Request.
2. Fill in Requestor, Vendor, and Service details. Optionally attach W-9 / COI / pricing.
3. Submit Request → accounting is notified and the request lands in the Vendor Requests queue as New.
4. A reviewer approves (moves it to Pre-approved) or rejects it.
5. On approval the vendor contact is emailed an intake form link, and a vendor record is created in the Vendor Portal.

Step 1 — Open the form

From the Forms tab, click + New Vendor Request. The form opens inline (use ← Back to Forms to leave without submitting).

Who can submit: the New Vendor Request form is limited to a submitter allowlist. If the card is disabled for you, ask an admin to add you on the Settings page.

Step 2 — Fill it out (happy path)

Fields marked \* are required. The form is grouped into four sections:

• Requestor Information — your name, role, email, and the reason for the request.
• Vendor Information — vendor name, contact name, contact email, phone.