Construction Supply Trade Account Application

Opening a trade account with a construction supply company shouldn't mean drowning in paperwork and phone tag. This Construction Supply Trade Account Application template streamlines the entire credit application process for contractors, builders, and construction professionals—turning what used to be a multi-week back-and-forth into a single, secure online submission.

Built specifically for construction supply wholesalers and distributors, this form captures everything you need to evaluate trade credit applications: business details, contractor licensing, insurance certificates, trade references, and requested payment terms. The clean, professional layout guides applicants through each section while the secure file upload fields make it easy to attach required documentation like contractor licenses, insurance certificates, and business registration documents.

Perfect for construction supply businesses serving general contractors, specialty contractors, builders, remodelers, and trades professionals who need to establish net payment terms. The conditional logic adapts the form based on business type and ensures you're collecting the right information from sole proprietors, partnerships, LLCs, and corporations.

Once submitted, connect this form to your workflows using Stepper—automatically route applications to your credit team, trigger background checks, update your accounting system, and send approval notifications without manual data entry. You can also use Papersign to send your credit terms agreement for secure eSignature once the account is approved, creating a complete digital workflow from application to activation.

With Paperform's native integrations, trade account applications can flow directly into your CRM, accounting software, or project management tools, making it easy to track application status, set credit limits, and onboard approved accounts efficiently. The result? Faster approvals, better contractor experience, and a more professional process that scales with your distribution business.