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Vendor Tracking Template

Trending Templates
Lead Tracking TemplateSales Strategy TemplateAccount Management TemplateVendor Management TemplateCustomer Onboarding TemplateCustomer Feedback Board
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Sales & CRM

Vendor Tracking Template

Manage vendor relationships effectively with Jotform's Vendor Tracking Template. Use this customizable board to track applications, monitor performance, and streamline the vendor management process with a drag-and-drop interface.

Categories
  • Go to Category: Sales & CRM
  • Go to Category: Vendor Management
  • Go to Category: Professional Services
  • Go to Category: Retail & E-commerce
  • Go to Category: Sales Teams
  • Go to Category: Operations & Logistics Teams
Vendor Tracking Template
About this template

The Vendor Tracking Template is an essential board template designed for teams and professionals involved in managing vendor relationships and tracking vendor performance. Ideal for procurement teams, project managers, and administrative professionals, this template streamlines the entire vendor management process from application collection to contract finalization. Users can efficiently track tasks such as reviewing applications, notifying accepted vendors, and monitoring vendor performance, ensuring that every step is organized and transparent.


Utilizing Jotform Boards, this customizable board enhances your online task management by allowing you to connect forms directly to your board, transforming submissions into actionable tasks. The platform’s drag-and-drop interface makes it easy to prioritize tasks, set due dates, and collaborate with team members through comments and activity logs. With features like customizable fields and mobile responsiveness, Jotform Boards is the ultimate digital collaboration tool for effective vendor management and workflow automation.

Categories
  • Go to Category: Sales & CRM
  • Go to Category: Vendor Management
  • Go to Category: Professional Services
  • Go to Category: Retail & E-commerce
  • Go to Category: Sales Teams
  • Go to Category: Operations & Logistics Teams
Details
18 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Vendor Registration Form

View Template

Vendor Tracking Template FAQs

1) What is this Vendor Tracking Template used for?

This Vendor Tracking Template helps teams organize, track, and manage vendor applications and performance effectively. It ensures that all necessary vendor-related tasks are documented and executed in a timely manner.

2) What should be included in a Vendor Tracking Template?

The template should include tasks related to collecting vendor applications, reviewing submissions, notifying accepted vendors, creating contracts, and monitoring vendor performance, along with due dates and priority levels.

3) When to use a Vendor Tracking Template?

Use this template during the vendor selection process, from initial application collection through to contract finalization and ongoing performance evaluation. It is especially useful for procurement and administrative teams.

4) Who can use a Vendor Tracking Template?

Procurement professionals, project managers, and administrative teams can utilize this template to streamline vendor management processes and enhance collaboration across departments.

5) What are the benefits of using a Vendor Tracking Template?

This template facilitates organized tracking of vendor applications and performance, enhances communication among team members, and ensures that all vendor-related tasks are completed efficiently.

6) Can I assign tasks to specific team members?

Yes, you can assign specific tasks related to vendor management to individual team members, ensuring clear accountability and ownership of tasks.

7) How do I track the progress of tasks on this board?

Progress can be monitored using the Kanban board view, allowing you to move tasks between different stages such as "In Progress," "Done," or "On Hold," thus visually tracking the status of each task.

8) Can I connect my forms to this board to create tasks automatically?

Absolutely! By integrating your Jotform forms with the board, new vendor applications can automatically create tasks, streamlining your workflow and ensuring no submissions are overlooked.

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