New Customer Form (Vendor Form)
I need a skilled freelancer to design a professional vendor form similar to the attached sample from. This form will be used by a U.S.-based medical device manufacturer to onboard customers (hospitals, surgery centers, doctor offices, schools, etc.). The form should be tailored to U.S. standards, removing Canadian-specific fields (e.g., GST/HST, BC PST) and incorporating U.S.-relevant details (e.g., EIN, W-9,
Key Requirements:
Include sections for:
Customer information (legal name, DBA, billing address).
Contact details (2 Accounts Receivable contacts, 3 key contacts, optional Head Service Person).
Tax and compliance info (EIN, W-9, FDA registration #).
Purchasing, shipping, and payment details.
Remove Canadian health authority fields (FHA, IHA, etc.) and non-U.S. tax sections.
Format in a clean, editable PDF template (e.g., using LaTeX or a design tool like Adobe Acrobat).
Include a section for required documentation (e.g., W-9, purchase order, signed form).
Deliverables:
A fully functional PDF form template.
Source files (e.g., LaTeX code or design file) for future edits.
Brief instructions on how to use/edit the form.
Skills and Experience:
Proficiency in LaTeX, Adobe Acrobat, or similar tools for form design.
Experience creating business forms or templates.
Attention to detail and understanding of U.S. business/tax requirements.
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