Templates/Customer intake

Vendor Onboarding Form. Built in chat.

Collect company details, banking info (file upload), tax docs, primary contact, and SLA acknowledgment in one form. Conditional fields adapt based on vendor type. Responses land in Brieform. Ask your AI for replies, or export CSV when you want it. Your AI can push rows to Notion, Sheets, or Slack if that client already can.

No card required. EU-hosted.

Fields included

Company name
Vendor type
Primary contact
Email
Phone
Banking details upload
Tax document upload
SLA acknowledgment

All fields are customizable. Describe changes in plain English and the AI updates the form instantly.

Ready to use this template?

Describe any changes in chat, publish, and send the link. Responses land in Brieform. Ask your AI to read them.

Related templates

Client Intake Form
Onboard clients without the back-and-forth email chain.
New Client Onboarding
From signed contract to kickoff in one form.
Project Brief Form
Structure the project before you price.

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