New Vendor Request Justification Survey
For employees requesting to onboard a new vendor or supplier. Captures the business need, estimated spend, urgency, risk factors, and alternatives already considered so procurement and operations teams can triage requests quickly. The AI follow-up interview probes why existing approved vendors won't meet the need and surfaces risk details a form alone would miss.
設問の例
テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。
What is the name of the vendor you'd like to onboard?
What best describes the category of goods or services this vendor provides?
- Software / SaaS
- Professional services (consulting, legal, etc.)
- Raw materials or manufacturing supplies
- Marketing / creative agency
- Logistics or shipping
- Facilities or equipment
In a few sentences, what specific business need or problem will this vendor address?
What is the estimated annual spend with this vendor?
- Under $10,000
- $10,000–$50,000
- $50,000–$150,000
- $150,000–$500,000
- Over $500,000
- Not yet determined
Which alternatives, if any, did you consider before requesting this vendor?
- An already-approved vendor
- A competing bid from another new vendor
- Building the capability in-house
- Expanding scope with an existing vendor contract
How much of a concern is each of the following with this vendor, based on what you know so far?
- Data security & privacy
- Financial stability of the vendor
- Contract and legal terms
- Regulatory or compliance requirements
- Geographic or political risk (if applicable)
How urgent is onboarding this vendor?
How confident are you that this vendor can reliably meet the requirements?
What is your target start date for working with this vendor?
Probe why the existing approved vendors or alternatives the requester considered can't meet this need — anchor on the specific business need they described and ask for a concrete example of where the current option fell short. If they flagged any 'significant concern' or 'unknown' risk items, ask what evidence or documentation would resolve that uncertainty. If urgency is rated high, ask what happens if onboarding is delayed by a month, to distinguish real deadlines from convenience.
Which department is this request coming from?
- Finance
- Operations
- Marketing
- Engineering / IT
- Sales
- HR
- Legal
- Other
- Prefer not to say
That's everything — thank you! Your request now goes to procurement for review, and your risk and urgency answers will help prioritize it against other open requests.
含まれる機能
AIによる深掘り
自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。
注意確認設問
急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。
AIが作成する設問文
文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。
自動レポート
回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。
他ツールとの比較
ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。
このテンプレートを選ぶ理由
- Includes a guided long-text question on the specific business need, plus a matrix question scoring multiple risk factors (financial, security, compliance, etc.) in one view
- Captures estimated annual spend, urgency, and confidence ratings alongside a dedicated question on alternatives already considered
- An AI follow-up interview specifically probes why existing approved vendors or alternatives won't work, surfacing risk detail a static form would miss
- Ends with automatic routing language to procurement, and every AI-asked question is generated from a transparent, viewable prompt
Jotform
Vendor Request Form TemplateA standard fillable vendor request form covering the basics of who is requesting and what vendor is needed. It's built for quick internal routing rather than deep justification or risk capture. Customization is drag-and-drop form-building, not conversational.
優れている点
- Fast to deploy as a simple intake form
- Drag-and-drop customization typical of Jotform's builder
- Likely integrates with Jotform's broader form/workflow ecosystem
物足りない点
- Static field-based form with no adaptive follow-up questioning
- No mechanism to probe why existing vendors are insufficient beyond what's typed
- No automated per-response quality scoring
SurveySparrow
New Vendor Request Form TemplateA conversational-style survey template for capturing new vendor requests, in keeping with SurveySparrow's chat-like form format. It likely collects vendor details and business justification in a friendlier UI than a plain form, but questions are still pre-set. No indication of AI-driven follow-up probing on responses.
優れている点
- Conversational one-question-at-a-time UI
- Likely supports branching logic for basic conditional paths
- Fits SurveySparrow's broader survey/CX tooling
物足りない点
- No adaptive AI interview to dig into stated alternatives or risk
- No built-in automated quality scoring of responses
- Prompt/question logic not published for transparency
Typeform
Vendor Request Form TemplateA polished, conversational Typeform template for submitting vendor requests, likely covering core fields like vendor name and need. Typeform's strength is UX and design, not deeper investigative questioning. Any follow-up logic would be simple branching, not adaptive AI-driven probing.
優れている点
- Strong, well-designed conversational form UX
- Easy embedding and sharing typical of Typeform
- Simple logic jumps for basic branching
物足りない点
- No adaptive AI follow-up interview to probe alternatives or risk depth
- No automated scoring of response quality
- No voice-based interview option
QuestionPro
Vendor Security and Assessment Sample Questionnaire TemplateThis template focuses specifically on vendor security and risk assessment rather than the broader onboarding justification (spend, urgency, alternatives considered) our template covers — a narrower, adjacent use case. It's a static questionnaire suited to compliance-style intake rather than triage of new vendor requests. Useful for security-specific follow-up audits, but not a direct substitute for justification workflows.
優れている点
- Purpose-built around security/risk assessment criteria
- Structured for compliance-style documentation
- Fits QuestionPro's enterprise survey feature set
物足りない点
- No adaptive AI questioning to explore stated business need or urgency
- Narrower scope than a full justification/triage intake
- No automated response quality scoring or transparent AI prompts
よくあるご質問
「New Vendor Request Justification Survey」テンプレートにはどのような設問が含まれていますか?
すぐに使える設問が13問含まれており、最初の設問は次のとおりです:「Thanks for submitting a new vendor request! These questions help our procurement and operations teams review it quickly…」・「What is the name of the vendor you'd like to onboard?」・「What best describes the category of goods or services this vendor provides?」。すべての設問は上でプレビューでき、自由に編集できます。
このアンケートの回答にはどのくらい時間がかかりますか?
回答者は通常、13問を約7分で回答し終えます。
テンプレートは編集できますか?
はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。
このテンプレートは無料で使えますか?
はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。
公開の準備はできましたか?
このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。
関連テンプレート
似たテーマのほかの調査もご覧ください。