Streamline Your Craft Beer Trade Account Applications with Paperform

If you're a craft brewery looking to grow your wholesale business, you need a professional way to onboard new bar and restaurant partners. This Craft Beer Trade Account Application template is designed specifically for breweries that supply kegs to the hospitality trade, helping you collect everything you need—from liquor licenses to tap system details—in one smooth, on-brand experience.

Built for breweries and their trade partners

This template captures all the essential information for evaluating and onboarding new wholesale accounts: business details, licensing verification, existing tap systems, volume requirements, delivery logistics, and interest in staff training or beer education support. Instead of juggling emails, PDFs, and phone calls, you'll have everything organized in one place from the moment a venue applies.

The form uses conditional logic to adapt questions based on venue type and needs, so restaurants get different follow-ups than bottle shops, and venues without existing tap systems can flag their equipment needs upfront. You can embed this form directly on your wholesale or trade section of your website, or send it as a standalone link to prospective partners.

Connect payments, eSignatures, and workflows

Paperform makes it easy to extend this application beyond data collection. Once a venue is approved, you can use Papersign to send wholesale agreements, terms of trade, or equipment loan contracts for secure eSignature—keeping everything tied back to the original application. And with Stepper, you can automate the approval workflow: route applications to your sales team, send welcome emails with account details, update your CRM or inventory system, and trigger onboarding tasks without lifting a finger.

You can also connect Paperform to tools like HubSpot, Pipedrive, Slack, Airtable, or Google Sheets to log new trade accounts, notify your distribution team, and keep your wholesale pipeline organized. For breweries managing multiple regions or brands, Paperform's Agency+ plan lets you run separate forms and workflows for each, all under one account.

Why breweries and hospitality businesses love Paperform

Paperform is trusted by over 500,000 teams worldwide and is SOC 2 Type II compliant, making it a reliable choice for businesses that need secure, professional forms without the complexity. Whether you're a small independent brewery or a growing regional player, this template gives you the credibility and efficiency to compete with the big guys—while keeping the process as smooth and welcoming as your beer.