Can more than one person in a company use the same details?

Each DocFilla account has its own saved details. If two people send supplier packs, each keeps their own details and templates.

Can a customer send us their vendor form to complete?

Yes. A customer sends the pack with DocFilla; your signatory completes and signs on their phone and the copy returns to the customer.

Work

Fill in a supplier onboarding form online

Upload the customer's vendor onboarding pack and DocFilla fills your registered and trading names, registration and VAT numbers, bank details and contact person. Sign and send with the bank letter.

Every new customer sends a vendor onboarding pack: company details, banking confirmation, B-BBEE declaration, credit application. DocFilla fills the parts that never change from your saved business details, so the pack goes back the same day.

About 10 to 25 minutes with your details saved

Upload your supplier and vendor form

How it works for this form

1
Upload the customer's vendor form. Multi-page packs with tables are read cell by cell.
2
Save your trading details, VAT number, banking details and contact person once in My details; they fill on every pack after that.
3
Sign the declaration, download, and send the PDF with your bank letter and the certificates the pack asks for.

What the form asks for

Registered and trading names, company type and registration number
VAT number and income tax number
Registered and physical addresses, and the contact person
Banking details, confirmed by a bank letter
B-BBEE level and the certificate or affidavit
Directors or members, and their IDs
Credit terms applied for and trade references, on a credit application
Authorised signatory's signature, name and capacity

What to attach

Company registration documents
A bank confirmation letter not older than three months
A tax clearance or tax compliance status PIN
B-BBEE certificate or sworn affidavit
Directors' IDs

Mistakes people make

Giving the trading name where the form wants the registered name, so the bank letter does not match.
A bank letter older than the customer allows.
Leaving the signatory's capacity blank.
Letting the B-BBEE affidavit expire between packs.

Questions about this form

Can more than one person in a company use the same details?: Each DocFilla account has its own saved details. If two people send supplier packs, each keeps their own details and templates.
Can a customer send us their vendor form to complete?: Yes. A customer sends the pack with DocFilla; your signatory completes and signs on their phone and the copy returns to the customer.