Applies to
Request vendor onboarding documents and payment details
Smartsheet maintains its own internal policies for its employees and does not agree to or complete customer-specific policies or documents. With over 90,000 customers, Smartsheet cannot agree to customer-specific items.
We maintain compliance with laws applicable to Smartsheet as a US-based service provider. In lieu of filling out your documents, we can provide a comprehensive Customer Welcome Packet.
The packet contains all the information you need to add Smartsheet as a vendor in your system, including:
- Payment details
- Most recent W-9
- Confirmation of banking details from our bank
Request a customer welcome packet
To obtain a customer welcome packet,
- Visit the Get Help with a Billing or Account Request form
- Under Which category best describes your reason for contacting us?, select Request vendor onboarding documents.
We’ll provide the customer welcome packet as soon as we can verify that you (the requestor or company) are a new or existing Smartsheet customer.
If you need to update company information (name, address), change a billing contact, or contact Finance, please go to the Billing & Finance Support page.