Trade Credit Application for Wholesale Buyers

Streamline your wholesale credit approval process with this professional trade credit application form. Designed for B2B suppliers and wholesalers, this template makes it easy to collect all the information you need to evaluate creditworthiness and establish net payment terms with new buyers.

This form captures essential business details including legal structure, ownership information, and years in operation, then collects complete bank references and three trade references to verify payment history and reliability. The built-in resale certificate upload field ensures tax compliance from day one, while the professional layout keeps the process straightforward for applicants.

Perfect for distributors, manufacturers, and wholesale suppliers across industries—from food and beverage to industrial supplies, apparel, electronics, and beyond. Whether you're selling to retail stores, restaurants, contractors, or other businesses, this template handles the credit evaluation workflow that protects your cash flow.

Paperform makes trade credit applications faster and more accurate than PDF forms. Submissions flow directly into your CRM or accounting system via integrations with tools like HubSpot, QuickBooks, Xero, and Google Sheets, so your finance team can review applications immediately. Use conditional logic to route high-value applications for additional review, and set up automated email confirmations with clear next steps.

You can even pair this form with Stepper to automate your entire credit approval workflow—trigger credit checks, send applications to multiple stakeholders for review, update your accounting system, and notify sales reps when accounts are approved, all without manual handoffs.

With Paperform's document-style editor, you can customize questions, add your company branding, and adjust credit limits or payment terms to match your policies. Whether you're a growing distributor establishing your first credit program or an established wholesaler processing hundreds of applications per year, this template gives you a professional, compliant foundation that builds trust with new buyers while protecting your business.