Wholesale Account Application form template
Streamline B2B account openings with a portal-ready application that captures business details, resale certificates, and requested credit terms. Built-in document upload and login keep approvals organized and your sales team focused on qualified accounts.
What’s in the box
Verified businesses
Collect EIN, resale certificates, and trade references to vet every account before approval.
Credit terms intake
Capture requested terms and bank references so finance can run checks immediately.
Portal access
Approved buyers log in to a dedicated account for ordering and reorders.
Perfect for
- Opening net-30 wholesale accounts
- Collecting resale and tax exemption docs
- Vetting new retail and distributor buyers
- Centralizing trade reference checks
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