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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.

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샘플 질문

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질문 13개 · 약 7분
Q01
메시지

Thanks for submitting a new vendor request! These questions help our procurement and operations teams review it quickly and thoroughly. Your responses are completely confidential and anonymized. Should take about 5 minutes.

Q02
단문형필수

What is the name of the vendor you'd like to onboard?

Q03
객관식필수

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
Q04
장문형필수

In a few sentences, what specific business need or problem will this vendor address?

Q05
드롭다운필수

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
Q06
객관식필수

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
Q07
매트릭스필수

How much of a concern is each of the following with this vendor, based on what you know so far?

5개 행 × 4개 열
  • Data security & privacy
  • Financial stability of the vendor
  • Contract and legal terms
  • Regulatory or compliance requirements
  • Geographic or political risk (if applicable)
열: Not a concern · Minor concern · Significant concern · Unknown – needs review
Q08
의견 척도필수

How urgent is onboarding this vendor?

척도: 1 – 5
최소:Not urgent - existing process works fine최대:Critical - blocking work right now
Q09
평점 척도필수

How confident are you that this vendor can reliably meet the requirements?

범위: 1 – 5
최소:Not confident최대:Extremely confident
Q10
날짜

What is your target start date for working with this vendor?

Q11
AI 인터뷰

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.

Q12
객관식

Which department is this request coming from?

  • Finance
  • Operations
  • Marketing
  • Engineering / IT
  • Sales
  • HR
  • Legal
  • Other
  • Prefer not to say
Q13
메시지

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.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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 Template

A 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.

잘하는 점

  • 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

아쉬운 점

  • 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 Template

A 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.

잘하는 점

  • Conversational one-question-at-a-time UI
  • Likely supports branching logic for basic conditional paths
  • Fits SurveySparrow's broader survey/CX tooling

아쉬운 점

  • 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 Template

A 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.

잘하는 점

  • Strong, well-designed conversational form UX
  • Easy embedding and sharing typical of Typeform
  • Simple logic jumps for basic branching

아쉬운 점

  • 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 Template

This 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.

잘하는 점

  • Purpose-built around security/risk assessment criteria
  • Structured for compliance-style documentation
  • Fits QuestionPro's enterprise survey feature set

아쉬운 점

  • 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

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