Streamline Your Merchant Services Applications with Paperform

Whether you're a payment processor, acquiring bank, or merchant services provider, this Merchant Services Application Form template helps you collect everything needed to onboard retail businesses quickly and compliantly—all in one professional, branded experience.

Built for Payment Processors and Financial Institutions

This template is designed for merchant services providers who need to gather detailed business information, processing volume estimates, chargeback history, ownership details, and equipment preferences. Instead of juggling PDFs, email threads, and manual data entry, you'll collect structured, complete applications that flow straight into your underwriting and approval workflows.

The form includes conditional logic to adapt based on business type and processing needs, plus file upload fields for required verification documents like business licenses, bank statements, and voided checks. Everything is captured securely with SOC 2 Type II compliance built in.

Automate Onboarding with Stepper and Papersign

Once a merchant submits their application, you can use Stepper to automatically route applications to underwriting teams, trigger background checks, send approval or decline emails, and create merchant accounts in your CRM or processing platform—no manual handoffs required.

For merchants that are approved, send their processing agreement via Papersign for legally binding eSignatures, keeping the entire onboarding process digital, fast, and tied back to the original application.

Trusted by Financial Services Teams

Paperform is SOC 2 Type II and GDPR compliant, with data residency controls, SSO, and enterprise-grade security features that meet the standards financial institutions require. With native integrations to CRMs like HubSpot and Salesforce, plus powerful workflow automation through Stepper, you can turn every application into a seamless pipeline from inquiry to activation.

Perfect for acquiring banks, ISOs, payment processors, and merchant services sales teams who need a professional, compliant, and conversion-optimized application experience.