B2B SaaS Annual Contract Credit Application

Simplify B2B SaaS Credit Applications with Paperform

For SaaS companies offering annual contracts and flexible payment terms, managing credit applications shouldn't slow down your sales cycle. This B2B SaaS Annual Contract Credit Application template helps software companies, finance teams, and sales operations evaluate enterprise customers efficiently while maintaining a professional, on-brand experience.

Why This Template Works for SaaS Finance Teams

Whether you're a CFO at a growing SaaS startup, a finance manager at an established software company, or part of a sales ops team closing enterprise deals, this template captures everything you need to assess creditworthiness and structure payment terms. Instead of juggling PDFs, email threads, and manual data entry, you get all company financials, banking references, and contract preferences in one structured submission.

The template includes conditional logic to adapt based on company size, contract value, and requested payment terms—ensuring you only ask relevant questions. For enterprise deals requiring custom payment schedules or deferred billing, the form intelligently collects the right information without overwhelming smaller customers.

Automate Your Credit Approval Workflow

With Stepper, you can turn each credit application into a multi-step approval process. Route applications to your finance team for review, trigger credit checks, send preliminary approvals to sales, and update your CRM—all automatically. For approved applications, generate enterprise agreements and send them through Papersign for eSignature, keeping your entire contract-to-cash workflow connected.

Paperform's payment integrations mean once credit is approved, you can process deposits, setup fees, or initial payments directly—no separate invoicing tool required. And with SOC 2 Type II compliance, you can confidently handle sensitive financial information from enterprise customers.

Built for SaaS, Finance, and Revenue Teams

This template is perfect for B2B SaaS companies in software development, consulting firms offering SaaS solutions, financial services using subscription models, and any technology company selling annual or multi-year contracts. It's designed for finance directors, sales operations managers, revenue teams, and anyone responsible for evaluating payment terms and managing enterprise credit risk.

Get started with Paperform's B2B SaaS Annual Contract Credit Application template and turn credit evaluation from a bottleneck into a competitive advantage.