About this template
A B2B Registration Form is essential for streamlining how businesses sign up for your services, vendor networks, or partnership programs. By capturing crucial company data—such as official business name, industry classification, website, and primary billing details—you establish a reliable foundation for every new corporate relationship right from the start.
Beyond basic contact information, this template collects critical operational insights including product or service interests, projected order volumes, and secondary stakeholder contacts. Whether you are onboarding new corporate clients, vetting wholesale vendors, or expanding your channel partner network, having a structured intake process eliminates back-and-forth emails and ensures your team has all necessary details instantly organized in Google Sheets.
Doc2Form lets you deploy this professional B2B intake template in seconds. Transform how your organization handles commercial onboarding, reduce administrative friction, and start evaluating new business partnerships with complete clarity.
Key features
- Capture complete company profiles and official billing addresses in one step.
- Collect primary and secondary contact details for seamless communication.
- Identify specific service interests and expected purchase volumes upfront.
- Automatically sync all business submissions directly to Google Sheets for team review.
Use cases
- Onboarding new corporate clients and enterprise accounts.
- Registering wholesale vendors and supply chain partners.
- Enrolling businesses into channel partner or reseller programs.
What this form collects
- Business Name (Short answer)Enter the official registered name of your company or organization.
- Business Type (Dropdown)Select the legal structure that best describes your organization.
- Industry (Dropdown)Choose the primary industry sector your business operates within.
- Business Website (Short answer)Provide the main URL for your company website.
- Billing Address (Paragraph)Enter your official company billing address including street, city, state, and ZIP code.
- Primary Contact Name (Short answer)Enter the full name of the primary representative for this registration.
- Primary Contact Title/Position (Short answer)Enter your job title or organizational role (e.g., Procurement Manager, Director).
- Primary Contact Email (Short answer)Enter a reliable professional email address for day-to-day correspondence.
- Primary Contact Phone Number (Short answer)Provide a direct phone number including area code and extension if applicable.
- Secondary Contact Name (Short answer)Optional: Enter the full name of an alternative contact person.
- Secondary Contact Title/Position (Short answer)Optional: Job title or role of the secondary contact.
- Secondary Contact Email (Short answer)Optional: Professional email for the secondary contact.
- Secondary Contact Phone Number (Short answer)Optional: Direct phone number for the secondary contact.
- Services or Products of Interest (Checkboxes)Select all offerings your business is interested in exploring or purchasing.
- Expected Quantity or Frequency (Short answer)Estimate your anticipated order volume or service frequency (e.g., Monthly, Annually, Units per order).
- Requirements / Notes (Paragraph)Share any specific technical requirements, compliance needs, or questions for our team.
- Marketing Preferences (Multiple choice)Would you like to receive updates on new products, partner newsletters, and industry reports?
FAQ
How do I customize this B2B registration form?
Once imported to your Google Drive via Doc2Form, you can freely edit questions, add your company logo, modify dropdown options, and adjust settings using the standard Google Forms editor.
Where are the registration responses stored?
All submissions go directly into your Google Form responses tab and can be instantly linked to a Google Sheets spreadsheet for automated tracking and CRM exporting.
Can I collect secondary contact details for the same company?
Yes, this template includes dedicated fields for secondary contact names, titles, emails, and phone numbers to ensure your team always has multiple points of contact.
Is this B2B template free to use?
Yes, this template is completely free to convert and use via Doc2Form and Google Forms.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.