Creating Vendor Intake Form

Question

We are using an extensive vendor intake form & counterparty form for our workflows (e.g. MSAs).  But I want to add conditions. Like:

*Full onboarding required for commercial agreements

*If the workflow owner does not have all of the information send a counterparty form to the customer to fill out and placing pause on workflow

I can use some pointers or examples on how to complete the intake form and create conditions.

Thanks

igray · Answer

Hi Eddie,

Thank you for the info. I built a sample MSA with vendor intake form. But I'm having a hard time with adding the conditions you mention above, can you take a look and provide additional guidance?

Eddie_Salce · Answer

Hey @igray !

Thanks for the great question. Both of these should be doable natively with Conditions in Workflow Designer. The pattern is always: tie a launch form question to a property → build a condition off it → apply that condition wherever you need it (a form section, a clause, an approver, or the counterparty form trigger). See Properties and Conditions Overview for the mental model.

Full onboarding for commercial agreements

Add a question like "What type of agreement is this?" (Commercial / Non-Commercial), mapped to an Agreement Type property or similar property. Build a condition (Agreement Type = Commercial) and apply it to:

* Conditional launch form sections/questions (onboarding, security, DPA, etc.)
* Conditional clauses in the document
* A conditional approver role (e.g., Legal/InfoSec only required for commercial deals)

This is the same logic used in the Basic NDA Workflow recipe, just swap the trigger property.

Send a counterparty form + pause if info is missing

This one's actually built in already: additional forms (including counterparty forms) must be completed before a workflow can reach Review, so triggering the form conditionally is your pause mechanism.

Steps:

* Add a Yes/No question, e.g. "Do you have complete counterparty info?" → property Has Complete Info.
* Create a condition: IF Has Complete Info is equal to No.
* On your Counterparty Form, set Send counterparty form to that condition instead of Always, and set the external recipient (you can collect their email earlier on the launch form).

When the condition is true, Ironclad emails the counterparty and blocks document generation/Review until they submit, when the owner already has everything, the form is skipped and the workflow moves right along. More on setup: Add a Counterparty Form.

Let me know if you have any questions! Happy to provide additional guidance as needed.

Colleen Stimola · Answer

Thanks for your post :) I will look into this for you and have someone get back with an answer!