Streamline vendor registration, ensure compliance, and improve collaboration with a custom onboarding solution tailored to your business.


Build a vendor onboarding process that matches your team’s workflow. Add only the steps and views you need, and update them as you grow.
Connect spreadsheets, procurement systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for vendor management.
Onboard vendors quickly with a fully branded portal. Assign permissions, share documents, and automate steps—all in one place.
Vendors can access onboarding materials and upload documents from any device. The portal is mobile-ready by default.
Vendors can access onboarding materials and upload documents from any device. The portal is mobile-ready by default.
Connect with your procurement or ERP systems to automate onboarding steps and notifications for vendors.
Assign different user groups for vendors, internal teams, or managers—each gets personalized onboarding workflows.
Set rules for different vendor groups. Control document access and step approvals at a granular level.
Keep vendor and business data protected. Softr is SOC2 and GDPR compliant for secure onboarding.
Vendors can ask AI about onboarding steps or documents and get instant answers directly within your portal—no extra tools needed.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Set up your vendor portal in minutes with drag-and-drop blocks and onboarding templates.
Add features like approvals, document uploads, or custom workflows as your vendor needs change.
Manage onboarding, vendor data, and communication—all in one portal, no extra tools required.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A vendor onboarding platform is a secure online space where new vendors can log in to provide necessary information, submit documents, and track their onboarding status. It brings all communication, forms, and requirements into one place, reducing the need for endless emails and spreadsheets. This helps keep your process organized, streamlines how you collect and review vendor details, and ensures a smoother onboarding experience for both your team and your vendors.
Softr makes it simple to build a vendor onboarding platform that fits your organization’s workflow. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—to set up a portal where vendors can register, submit information and documents, and track their progress, all in one place. You don’t need to code anything. Start with a template or build from scratch, customize the layout, manage user access, and brand the portal to match your organization. It’s fast to set up, easy to update as your process changes, and flexible enough to grow as your vendor list expands.
You can include a wide range of features in your vendor onboarding platform to match your specific process. Some common examples are:
\- User logins – so each vendor can securely access their own onboarding tasks
\- Custom dashboards – to show onboarding progress, required documents, or status updates
\- Forms – for collecting vendor details, compliance information, or certifications
\- File uploads – vendors can submit contracts, insurance docs, or tax forms
\- Search and filters – to help your team quickly locate specific vendors or documents
\- Tables, lists, and detail views – to display vendor records, onboarding steps, or communication logs
\- Comments or status updates – for back-and-forth with vendors in one place
\- Charts – to visualize onboarding progress or compliance metrics
\- Calendar view – for important onboarding deadlines or meetings
\- Permissions and roles – so vendors, managers, and other team members only see what’s relevant to them
All of these features can be built using Softr’s drag-and-drop interface, making it easy to customize and update your platform as your needs evolve.
No coding is required. You can build your vendor onboarding platform entirely using Softr’s visual editor. Everything from layout to user permissions can be customized without needing to write a single line of code.
Yes. You can manage multiple vendors or onboarding teams within a single vendor onboarding platform. Each vendor only sees the content and information specifically assigned to them, based on their login and role. This makes it easy to onboard and collaborate with several vendors simultaneously, all within one organized system.
Softr supports a wide range of data sources for your vendor onboarding platform. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. There’s also an option to bring in data from other sources using the REST API.
You’re not limited to just one source—you can integrate multiple data sources into your vendor onboarding app and display them side by side. This means your onboarding platform can pull in vendor data from several tools at once. Most sources support real-time, two-way sync, so your onboarding data stays up to date automatically.
Yes, Softr gives you full control over the user experience and permissions in your vendor onboarding platform. You can tailor the layout, navigation, and content to match your company’s onboarding process and branding. Each page or block can be configured to display only to the relevant vendor or team member, keeping sensitive data secure and the experience personalized.
You can also set up different user roles, such as vendor, admin, or onboarding coordinator, and decide exactly what each role can view or edit. For example, vendors can access only their own onboarding tasks, while internal team members can manage all vendor records. You can also filter views so that each logged-in user sees only what’s relevant to them.
This level of customization is especially helpful when managing multiple vendors or onboarding workflows in the same platform, ensuring everything stays organized and secure.
Yes, you can. You don’t need to have existing vendor data in another tool to start building your onboarding platform with Softr. If you’re starting from scratch, you can use Softr Databases, which are built right into the platform and integrate seamlessly with your vendor onboarding workflow.
If you do have vendor information in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in vendor data from other sources. Either way, you have full control over how your onboarding data is structured and presented.
Yes, you can fully white-label your vendor onboarding platform in Softr. You can use your own logo, brand colors, fonts, and custom domain to ensure the platform feels like a seamless extension of your organization. You can also remove all Softr branding, so your vendors only see your company’s identity throughout the onboarding experience.
Yes, you can. Softr gives you extensive flexibility to design and structure your vendor onboarding platform. You can adjust colors, fonts, spacing, and page structure to match your organization’s branding. You also control how each page looks, where different blocks are placed, and what information or steps vendors see at each stage of the onboarding process.
To display your data, you can add different types of blocks depending on your needs:
\- Table blocks – to show structured data like vendor lists, compliance items, or onboarding statuses
\- List or Card blocks – to highlight vendor profiles, documents, or tasks
\- Detail View – to show one vendor’s onboarding progress or profile at a time
\- Forms – for onboarding applications or document submissions
\- Charts – to display onboarding analytics
\- Calendar blocks – to manage onboarding milestones or deadlines
If requirements change, you can easily update your vendor onboarding platform using Softr’s visual builder.
Softr is designed with security in mind. All data is encrypted both in transit (TLS) and at rest, and your vendor onboarding platform is hosted on secure, reliable infrastructure. With Softr, you have full control over who can access or edit information in your platform. You can set up role-based permissions, manage users through your data source, set visibility rules, and apply global restrictions to safeguard sensitive vendor information across your onboarding process.
If your onboarding platform connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time according to your access settings. You always remain in control of your vendor data and who can view or update it.
Softr also follows industry-recognized best practices for authentication, access management, and platform monitoring to keep your information safe.
You can get started for free. Softr’s Free plan allows you to publish one vendor onboarding platform with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your platform needs more users or advanced features, you can explore Softr’s paid plans to find the right fit for your vendor onboarding process.
Softr is built to make it easy to create fully functional, user-facing platforms—like vendor onboarding platforms, CRMs, and internal tools—without writing code or relying on developers. It stands out for how quickly you can launch a working onboarding platform and how well it connects with your existing data.
Unlike some no-code tools focused on mobile apps (like Glide) or those aimed at developers (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build your onboarding process on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded platforms where vendors can log in and complete onboarding steps.
Everything is customizable visually—from content and design to access permissions. With built-in features like user roles, forms, conditional logic, and API support, you don’t need multiple tools to create a polished onboarding experience.
Yes. Softr offers a wide range of integrations so you can connect your vendor onboarding platform to the rest of your workflow. You can sync with tools like Stripe for payments, Intercom for support, and automate onboarding tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automation.
Whether you need to send onboarding data to another system, trigger automations when vendors complete steps, or display information from other tools, you can build it into your vendor onboarding platform without writing code.