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Supplier onboarding, product photos and returns, from one link.

Manufacturers send product details in a dozen formats, freelancers start before anything is agreed and returns arrive as blurry photos. Docsroom asks for each thing once, with a link for every person.

8 templates79 requestsWritten for online shops

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Eight templates for online shops

Open a template to see every request in the order it is asked, and watch it written in and answered.

Wholesale customer starter checklistfor new wholesale customers · before their first order10 requests10 requests
Wholesale customer starter checklistWillow and Fern Gifts · wholesale8 of 10 back
  • About the shop
  • FormBusiness details7 questionsAssigned to LPLauren Pearce, buyerFrom Amyin 2 daysComplete
  • QuestionCompany numberor say sole traderAssigned to LPLauren Pearce, buyerFrom Amyin 2 daysComplete
  • QuestionWebsite or shop linkwhere you sellAssigned to LPLauren Pearce, buyerFrom Amyin 2 daysReady to check
  • UploadProof of businessan invoice or VAT letterAssigned to LPLauren Pearce, buyerFrom Amyin 3 days2 files sent
  • Ordering
  • FormDelivery details5 questionsAssigned to LPLauren Pearce, buyerFrom Amyin 3 daysComplete
  • QuestionWho places ordersnames and emailsAssigned to LPLauren Pearce, buyerFrom Amyin 3 daysAwaiting reply
  • DecisionPayment termson order or 30 daysAssigned to LPLauren Pearce, buyerFrom Amyin 4 daysReminder sent
  • Agreeing the account
  • ApprovalWholesale termsread and approveAssigned to LPLauren Pearce, buyerFrom Amyin 5 daysComplete
  • ApprovalBrand and photo rulesread and approveAssigned to LPLauren Pearce, buyerFrom Amyin 5 daysReady to check
  • QuestionAccounts contactname and emailAssigned to LPLauren Pearce, buyerFrom Amyin 5 daysReady to check
Staff starter checklistfor new packers and support · before their first shift11 requests11 requests
Staff starter checklistRyan Holt · packing assistant9 of 11 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to RHRyan Holt, packerFrom Amyin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to RHRyan Holt, packerFrom Amyin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to RHRyan Holt, packerFrom Amyin 4 days1 file sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to RHRyan Holt, packerFrom Amyin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to RHRyan Holt, packerFrom Amyin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to RHRyan Holt, packerFrom Amyin 5 daysAwaiting reply
  • ApprovalStaff handbookread and approveAssigned to RHRyan Holt, packerFrom Amyin 6 daysReminder sent
  • Working here
  • QuestionEmergency contactname and numberAssigned to RHRyan Holt, packerFrom Amyin 5 daysComplete
  • TableAvailabilitydays and hoursAssigned to RHRyan Holt, packerFrom Amyin 6 daysReady to check
  • ApprovalPacking and safety rulesread and approveAssigned to RHRyan Holt, packerFrom Amyin 6 daysReady to check
  • ApprovalCustomer data rulesread and approveAssigned to RHRyan Holt, packerFrom Amyin 6 daysComplete
Freelancer starter checklistfor new freelancers · before their first job11 requests11 requests
Freelancer starter checklistDaisy Morgan · product photography9 of 11 back
  • About you
  • FormYour details6 questionsAssigned to DMDaisy Morgan, freelancerFrom Amyin 2 daysComplete
  • DecisionSole trader or companyhow you invoice usAssigned to DMDaisy Morgan, freelancerFrom Amyin 3 daysComplete
  • FormInvoicing details5 questionsAssigned to DMDaisy Morgan, freelancerFrom Amyin 3 daysReady to check
  • Your work
  • UploadPortfolio or past workfiles or linksAssigned to DMDaisy Morgan, freelancerFrom Amyin 3 days2 files sent
  • TableRates and turnaroundtask, rate, daysAssigned to DMDaisy Morgan, freelancerFrom Amyin 4 daysComplete
  • QuestionTools you usesoftware and equipmentAssigned to DMDaisy Morgan, freelancerFrom Amyin 4 daysAwaiting reply
  • Working with us
  • ApprovalContractor agreementread and approveAssigned to DMDaisy Morgan, freelancerFrom Amyin 5 daysReminder sent
  • ApprovalConfidentiality termsread and approveAssigned to DMDaisy Morgan, freelancerFrom Amyin 5 daysComplete
  • ApprovalCopyright and image termsread and approveAssigned to DMDaisy Morgan, freelancerFrom Amyin 5 daysReady to check
  • UploadInsurance certificateif your work needs itAssigned to DMDaisy Morgan, freelancerFrom Amyin 6 days2 files sent
  • DecisionWeekly check-inpick a day and timeAssigned to DMDaisy Morgan, freelancerFrom Amyin 6 daysComplete
Manufacturer onboarding packfor new suppliers and makers · before the first purchase order12 requests12 requests
Manufacturer onboarding packSunrise Textiles · new manufacturer9 of 12 back
  • Their company
  • FormCompany details7 questionsAssigned to MAMehmet Aydin, account managerFrom Amyin 3 daysComplete
  • QuestionWhere it is madefactory and countryAssigned to MAMehmet Aydin, account managerFrom Amyin 3 daysComplete
  • UploadBusiness registrationcompany certificateAssigned to MAMehmet Aydin, account managerFrom Amyin 4 days1 file sent
  • UploadProduct liability insurancecurrent certificateAssigned to MAMehmet Aydin, account managerFrom Amyin 5 days2 files sent
  • The products
  • UploadProduct specification sheetsfor each productAssigned to MAMehmet Aydin, account managerFrom Amyin 5 daysComplete
  • QuestionMaterials and originfor labels and customsAssigned to MAMehmet Aydin, account managerFrom Amyin 5 daysAwaiting reply
  • TableUnit costs and minimumsitem, cost, minimumAssigned to MAMehmet Aydin, account managerFrom Amyin 5 daysReminder sent
  • UploadProduct safety papersUKCA or CE, if neededAssigned to MAMehmet Aydin, account managerFrom Amyin 6 daysComplete
  • Terms
  • QuestionLead timedays from order to shipAssigned to MAMehmet Aydin, account managerFrom Amyin 6 daysReady to check
  • ApprovalSupplier code of conductread and approveAssigned to MAMehmet Aydin, account managerFrom Amyin 7 daysReady to check
  • ApprovalPurchase termsread and approveAssigned to MAMehmet Aydin, account managerFrom Amyin 7 daysComplete
  • FormInvoicing details5 questionsAssigned to MAMehmet Aydin, account managerFrom Amyin 7 daysAwaiting reply
Product info and photos packfor suppliers with new products · before a product goes live10 requests10 requests
Product info and photos packOakhill Candles · autumn range8 of 10 back
  • The basics
  • UploadProduct details sheeton our templateAssigned to TGTom Greaves, brand managerFrom Amyin 4 daysComplete
  • UploadProduct descriptionsone for each itemAssigned to TGTom Greaves, brand managerFrom Amyin 5 daysComplete
  • TableSizes and weightsitem, size, packed weightAssigned to TGTom Greaves, brand managerFrom Amyin 5 daysReady to check
  • TableBarcodesitem and numberAssigned to TGTom Greaves, brand managerFrom Amyin 6 daysReady to check
  • Photos
  • UploadProduct photoswhite backgroundAssigned to TGTom Greaves, brand managerFrom Amyin 6 daysComplete
  • UploadLifestyle photosin use, if you have themAssigned to TGTom Greaves, brand managerFrom Amyin 7 daysAwaiting reply
  • ApprovalImage licenceread and approveAssigned to TGTom Greaves, brand managerFrom Amyin 7 daysReminder sent
  • Labels and safety
  • QuestionCare and use instructionsin plain wordsAssigned to TGTom Greaves, brand managerFrom Amyin 7 daysComplete
  • QuestionWarnings and age limitsor say noneAssigned to TGTom Greaves, brand managerFrom Amyin 7 daysReady to check
  • UploadCertificates for this rangeif the range needs themAssigned to TGTom Greaves, brand managerFrom Amyin 8 days2 files sent
Returns and refunds packfor customers returning an order · when they ask for a return8 requests8 requests
Returns and refunds packHannah Cole · order 104826 of 8 back
  • Your order
  • FormOrder details4 questionsAssigned to HCHannah Cole, customerFrom Amyin 2 daysComplete
  • QuestionWhat is wrongin a few linesAssigned to HCHannah Cole, customerFrom Amyin 2 daysComplete
  • UploadPhotos of the itemfront, back and the faultAssigned to HCHannah Cole, customerFrom Amyin 3 days1 file sent
  • The parcel
  • UploadPhoto of the outer boxif it arrived damagedAssigned to HCHannah Cole, customerFrom Amyin 3 days2 files sent
  • QuestionMissing partslist anything missingAssigned to HCHannah Cole, customerFrom Amyin 3 daysComplete
  • Next steps
  • DecisionRefund or replacementpick oneAssigned to HCHannah Cole, customerFrom Amyin 4 daysAwaiting reply
  • ApprovalReturns termsread and approveAssigned to HCHannah Cole, customerFrom Amyin 4 daysReminder sent
  • DecisionReturn methodcollection or drop offAssigned to HCHannah Cole, customerFrom Amyin 5 daysComplete
Creator collaboration packfor creators and influencers · before the gift ships9 requests9 requests
Creator collaboration packAnjali Mehta · autumn launch7 of 9 back
  • About you
  • FormCreator details5 questionsAssigned to AMAnjali Mehta, creatorFrom Amyin 2 daysComplete
  • QuestionSocial handleswhere you postAssigned to AMAnjali Mehta, creatorFrom Amyin 2 daysComplete
  • UploadAudience screenshotfollowers and locationAssigned to AMAnjali Mehta, creatorFrom Amyin 3 days1 file sent
  • The collaboration
  • FormAddress for the gift4 questionsAssigned to AMAnjali Mehta, creatorFrom Amyin 3 daysReady to check
  • ApprovalCollaboration termsread and approveAssigned to AMAnjali Mehta, creatorFrom Amyin 4 daysComplete
  • ApprovalAd disclosure rulesread and approveAssigned to AMAnjali Mehta, creatorFrom Amyin 4 daysAwaiting reply
  • The content
  • DecisionPosting datepick the best weekAssigned to AMAnjali Mehta, creatorFrom Amyin 5 daysReminder sent
  • UploadDraft post or videobefore it goes liveAssigned to AMAnjali Mehta, creatorFrom Amyin 8 daysComplete
  • ApprovalUsage rightsread and approveAssigned to AMAnjali Mehta, creatorFrom Amyin 8 daysReady to check
Personalised order packfor custom order customers · right after they order8 requests8 requests
Personalised order packKaren Price · engraved chopping board6 of 8 back
  • What we make
  • FormPersonalisation details5 questionsAssigned to KPKaren Price, customerFrom AmytomorrowComplete
  • QuestionWording to print or engraveexactly as you want itAssigned to KPKaren Price, customerFrom AmytomorrowComplete
  • UploadLogo or artworka clear file or photoAssigned to KPKaren Price, customerFrom Amyin 2 days1 file sent
  • Checking it
  • QuestionSpelling checknames and datesAssigned to KPKaren Price, customerFrom Amyin 2 daysReady to check
  • DecisionFont and stylepick one of threeAssigned to KPKaren Price, customerFrom Amyin 2 daysComplete
  • ApprovalProof approvalread and approveAssigned to KPKaren Price, customerFrom Amyin 3 daysAwaiting reply
  • Getting it to you
  • DecisionNeeded bypick the latest dayAssigned to KPKaren Price, customerFrom Amyin 3 daysReminder sent
  • QuestionGift noteif it is a giftAssigned to KPKaren Price, customerFrom Amyin 3 daysComplete

Written for online shops. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Product details in one format

Suppliers fill in the same product sheet, upload photos to one place and approve the image licence, so a listing is not waiting on a chain of emails.

Custom orders and returns arrive complete

Personalised orders and returns come with the wording, photos and order details you need, so nothing waits on a second email.

New staff and freelancers start clean

Packers, photographers and writers send their papers, rates and terms before the first shift or job, and Docsroom reminds whoever is late.

Not quite you?

Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

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More kits

Florists8 templates · 79 requestsIndependent shops8 templates · 80 requestsOpticians7 templates · 79 requests

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