Pavilion Arc · Getting started

Getting started · Supplier registration

FormFlow

Stop filling in the same supplier forms.

FormFlow helps a supplier answer buyer registration forms and questionnaires. Company details, answers and certificates are saved once and reused every time.

Open FormFlow ↗Download sample files ↓
  • 6 steps
  • About 12 minutes
  • Made-up sample data
The FormFlow workspace

How the work flows

Every task in FormFlow moves through the same stages.

  1. 1Profile
  2. 2Answers
  3. 3Questionnaire
  4. 4Documents
  5. 5Submit

Before you begin

Open FormFlow, press Open workspace, and keep this page open beside it.

  • A computer or phoneAny up-to-date browser works.
  • The sample filesA buyer questionnaire, saved answers and two certificates.
  • About 12 minutesUse a made-up company.

Step by step

Follow the steps in order. Each one sets up the next. Select a screenshot to see it full size.

  1. Step 1: Follow the setup steps

    Home shows four setup steps and your progress. Press Fill in your company profile to begin.

    FormFlow Home screen for step 1: Follow the setup steps
    The ring shows where to look or what to press.

  2. Step 2: Fill in your company profile

    Enter made-up details: company name, tax ID, contact, phone, email, year established and number of employees. Every questionnaire reuses them.

    FormFlow Company profile screen for step 2: Fill in your company profile
    The ring shows where to look or what to press.

  3. Step 3: Import saved answers

    Open Answers and press Import answers (CSV) with 02_answer-library.csv. These are your approved answers to common questions.

    FormFlow Answers screen for step 3: Import saved answers
    The ring shows where to look or what to press.

  4. Step 4: Answer a questionnaire

    On Home, upload 01_buyer-questionnaire.txt, or press Try a sample questionnaire. FormFlow fills its 14 questions from your profile and saved answers. Check them and press Create submission.

    FormFlow Home screen for step 4: Answer a questionnaire
    The ring shows where to look or what to press.

  5. Step 5: Add your documents

    Open Documents and upload the sample insurance certificate and W-9 together. FormFlow recognises each one and suggests the insurance expiry date.

    Expiry dates are tracked, so you are warned before a certificate runs out.

    FormFlow Documents screen for step 5: Add your documents
    The ring shows where to look or what to press.

  6. Step 6: Send the submission pack

    Submissions shows each questionnaire, what is still missing, and the pack ready to send to the buyer.

    FormFlow Submissions screen for step 6: Send the submission pack
    The ring shows where to look or what to press.

What to notice

You enter your company details once, and every questionnaire after that is mostly filled in for you.

Other guides

The same steps-and-screenshots format for every Pavilion Arc product.