Restaurant Equipment Leasing Application Form

Simplify Restaurant Equipment Leasing with Paperform

Starting a new restaurant or upgrading your existing kitchen? Equipment leasing can be a smart financial move—but the application process shouldn't slow you down. This Restaurant Equipment Leasing Application Form template helps restaurants, cafes, catering companies, and food service businesses apply for equipment financing quickly and professionally.

Who This Template is For

This form is designed for:

• Restaurant owners outfitting a new location or replacing aging equipment
• Catering businesses expanding their commercial kitchen capabilities
• Food trucks and mobile food vendors needing specialized equipment
• Bakeries, cafes, and coffee shops investing in ovens, espresso machines, and more
• Equipment leasing companies streamlining their application process
• Commercial kitchen suppliers offering financing options to customers

What's Included in This Template

This comprehensive form captures everything equipment leasing companies need to evaluate applications:

Business Information – Company details, years in operation, business structure, and ownership information that establish credibility and context.

Equipment Selection – Detailed checklist of commercial kitchen equipment from ovens and refrigeration units to prep tables and dishwashers, with space for custom requests and specific model preferences.

Financial Information – Business revenue, monthly cash flow, existing debt obligations, and financial references that help determine lease approval and terms.

Lease Preferences – Desired lease term length, monthly budget range, purchase option preference (lease-to-own vs. standard lease), and start date requirements.

Delivery & Installation – Site address, access requirements, installation needs, utility specifications, and preferred delivery timeframe to ensure smooth equipment deployment.

Maintenance & Service – Maintenance plan preferences, warranty requirements, and service response time expectations to protect your investment.

Credit Authorization – Clear consent for credit checks and financial verification, with transparent disclosure of how information will be used.

Why Restaurant Owners Choose Paperform

Leasing applications traditionally involve lengthy PDF forms, multiple email exchanges, and frustrating back-and-forth. This template changes that experience entirely:

Professional first impression – Create a branded application form that reflects your business quality, not a generic PDF that looks like it was created in 1995.

Conditional logic – Show or hide questions based on previous answers. If someone selects "New Business," you can ask different questions than you would for established restaurants.

Built-in calculations – Automatically calculate total equipment costs, estimated monthly payments, or lease-to-own scenarios based on the equipment selected and term length chosen.

Secure document upload – Let applicants upload financial statements, tax returns, business licenses, and references directly in the form rather than through insecure email attachments.

Mobile-friendly experience – Busy restaurant owners can complete applications from their phone between shifts, not just from an office desktop.

Streamline Your Approval Process with Stepper

Once an application is submitted, the real work begins. With Stepper, Paperform's AI-native workflow builder, you can automate everything that happens next:

• Instant CRM updates – Push application details directly into HubSpot, Pipedrive, or Salesforce so your sales team can follow up immediately
• Credit check triggers – Automatically initiate credit checks through your verification service when authorization is provided
• Team notifications – Route new applications to the right department based on equipment type or loan amount
• Approval workflows – Create multi-step approval processes that loop in finance, operations, and legal teams
• Document generation – Auto-generate lease agreements and contracts using Papersign based on the approved terms
• Email sequences – Send personalized follow-up emails, status updates, and next-step instructions without manual intervention

This means your team spends less time on administrative tasks and more time helping customers get the equipment they need.

Built for Food Service Industry Workflows

The restaurant and food service industry moves fast. Equipment failures can shut down operations, and seasonal opportunities don't wait for slow approval processes. This template is specifically designed for:

New restaurant openings – Outfit an entire commercial kitchen with a single leasing application, from walk-in coolers to point-of-sale systems.

Equipment replacement – Quickly apply for individual item financing when critical equipment fails or becomes outdated.

Expansion projects – Add capacity during growth phases without the capital expense hit of purchasing everything outright.

Seasonal businesses – Structure lease terms that align with your peak revenue seasons rather than standard calendar years.

Equipment suppliers – Embed this form on your website or share directly with customers to offer financing as a service differentiator.

Security and Compliance You Can Trust

Restaurant equipment leasing applications contain sensitive financial information. Paperform takes security seriously with SOC 2 Type II compliance, encrypted data storage, and secure file uploads. You can confidently collect tax returns, bank statements, and personal guarantor information knowing it's protected at an enterprise level—without enterprise complexity.

For multi-location restaurant groups or equipment dealers managing multiple brands, Agency+ plans offer client management, white-label options, and role-based permissions to keep data organized and secure across your portfolio.

Get Started in Minutes

Unlike traditional form builders that require developer help or complicated setup, you can launch this template immediately. Customize the equipment list to match your inventory, adjust lease terms to reflect your offerings, add your brand colors and logo, and start accepting applications—all within the same intuitive editor.

Whether you're a restaurant owner seeking equipment financing or a leasing company looking to modernize your application process, this template gives you a professional, conversion-focused starting point that actually gets completed. And with Paperform's integration ecosystem, it connects seamlessly to the CRM, accounting, and workflow tools you already use.

Start Accepting Equipment Leasing Applications Today

Over 500,000 teams worldwide trust Paperform to run their most important business processes. Join restaurants, catering companies, and equipment suppliers who have replaced clunky PDFs with smart, automated leasing applications that respect both your time and your applicants' experience.

Start with this template, customize it to your exact needs, and connect it to your approval workflow with Stepper—no coding required. Your next equipment lease could be just a form submission away.