About this template
A commercial credit application is an essential tool for B2B suppliers, manufacturers, and service providers who offer net-30, net-60, or revolving credit terms to business clients. Evaluating credit risk requires structured, accurate information regarding a company’s financial stability, operating history, trade references, and banking relationships.
This comprehensive template streamlines the evaluation process by collecting core legal business details, entity types, annual sales, ownership structures, and bankruptcies if applicable. It also captures critical bank and trade references along with authorized guarantor details. By converting this document into a Google Form using Doc2Form, you can easily share a secure link with prospective corporate clients and review structured responses in a unified spreadsheet.
Using a standardized digital application eliminates missing information, reduces back-and-forth emails, and empowers your finance team to make fast, risk-informed credit decisions while maintaining professional onboarding standards.
Key features
- Capture complete corporate identity and DBA details instantly.
- Collect verified trade and bank references for risk assessment.
- Include guarantor information and authorization signatures.
- Organize requested credit limits and projected monthly spend.
- Review all submission data directly in a connected spreadsheet.
Use cases
Wholesale distributors setting up net-terms accounts for new retail c…
Wholesale distributors setting up net-terms accounts for new retail clients.
B2B manufacturers vetting commercial buyers before fulfilling bulk or…
B2B manufacturers vetting commercial buyers before fulfilling bulk orders.
Service providers establishing revolving business lines of credit.
Commercial equipment dealers approving financing applications.
What this form collects
- Company Legal Name (Short answer)Enter the official registered legal name of your business.
- DBA (Doing Business As) Name (Short answer)Provide the trade name if different from the legal company name.
- Business Headquarters Address (Paragraph)Enter the complete physical address of your primary business location.
- Business Email Address (Short answer)Enter the primary corporate email address for billing inquiries.
- Phone Number (Short answer)Enter the main business phone number including area code.
- Business Start Date (Date)Select the date when the business was established.
- Entity Type (Dropdown)Select your corporate legal structure.
- Number of Employees (Short answer)Enter your current total full-time and part-time employee headcount.
- Estimated Annual Sales (Dropdown)Select your company's approximate annual revenue range.
- Requested Credit Limit (Short answer)Enter the dollar amount of credit terms you are requesting.
- Bankruptcy Filing History (Multiple choice)Has the business or any principal ever filed for bankruptcy within the past 7 years?
- Bankruptcy Explanation (Paragraph)If you answered yes above, please provide details regarding the filing date and status.
- Bank Reference Details (Paragraph)Provide your bank name, branch location, contact person, and account number.
- Trade References (Paragraph)List at least two primary trade suppliers (Company Name, Contact Name, Phone, Email).
- Personal Guarantor Information (Paragraph)Enter the full name, date of birth, and phone number of the personal guarantor (if applicable).
- Terms Acceptance (Multiple choice)Do you agree to our standard payment terms (e.g. Net 30 days) and authorize us to verify all credit references provided?
- Authorized Signer Name and Title (Short answer)Enter the full legal name and official title of the officer submitting this application.
- Authorization Date (Date)Select today's date.
- Authorized Signature (Short answer)Please type your full legal name as an electronic signature confirming the truthfulness of this application.
FAQ
How do I share this credit application with my clients?
Once generated into Google Forms, you can email the form link directly to prospective clients, embed it on your website's credit portal, or share it via secure customer onboarding emails.
Can I customize the requested credit limit options?
Yes! You have full control over the Google Form. You can easily adjust the requested credit limit ranges, add custom terms and conditions, or modify required fields to match your company's credit policy.
How does Doc2Form help with credit applications?
Doc2Form instantly converts your existing credit application documents into fully editable Google Forms, saving you hours of manual form-building work.
Are trade and bank references required for every applicant?
You can toggle individual questions as required or optional directly within Google Forms depending on your internal risk assessment requirements.
How are guarantor signatures collected?
You can use text fields for typed legal signatures or prompt applicants to attach signed authorization PDFs if your compliance process requires wet or digital certificate signatures.
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.