About this template
The New Customer Set Up Form Template is designed to streamline client onboarding, eliminate back-and-forth emails, and establish accurate account profiles from day one. Whether you are expanding a B2B enterprise or managing high-volume client accounts, capturing precise company details, billing preferences, and authorized contacts is critical to operational success.
This template allows businesses to collect essential information such as legal company names, billing and shipping addresses, preferred payment methods, and agreed-upon payment terms in a single organized submission. By moving away from fragmented spreadsheets and unstructured emails, your team can improve data accuracy, prevent invoicing delays, and initiate positive customer relationships right from the start. Doc2Form makes it effortless to convert this setup workflow into a fully functional Google Form in seconds.
Streamlining your onboarding process ensures that your finance, sales, and fulfillment teams all have immediate access to the exact data they need to service the account. Use this template as a foundational tool to standardize client data collection across your entire organization.
Key features
- Capture complete company and contact details in a single structured submission.
- Collect billing and shipping addresses to prevent invoicing errors.
- Record preferred payment methods and agreed credit terms.
- Gather product requirements and initial order specifications.
- Obtain authorized signatures and agreement dates.
Use cases
- Onboarding new wholesale clients and retail partners.
- Establishing active vendor or client profiles for service agreements.
- Setting up recurring billing and corporate account terms.
- Initiating new customer accounts in CRM and accounting software.
What this form collects
- Company Name (Short answer)Enter the legal registered name of your business.
- Primary Contact Full Name (Short answer)Enter the first and last name of the main point of contact for this account.
- Email Address (Short answer)Where should invoices, receipts, and account updates be sent?
- Phone Number (Short answer)Include area code and extension if applicable.
- Billing Address (Paragraph)Enter the complete street address, city, state, and zip code associated with your billing department.
- Shipping Address (Paragraph)Enter the delivery address for products or physical goods (leave blank if same as billing).
- Preferred Payment Method (Multiple choice)Select how you plan to settle invoices.
- Requested Payment Terms (Dropdown)Choose your agreed credit or payment schedule.
- Initial Product or Service Name (Short answer)List the primary product, service, or contract package you are purchasing.
- Quantity (Short answer)Enter the number of units or licenses required.
- Additional Notes or Special Instructions (Paragraph)Provide any extra delivery requirements, PO numbers, or specific requests for your account.
- Authorized Signature (Short answer)Type your full legal name to confirm that the information provided is accurate and you are authorized to bind this company.
- Submission Date (Date)Select today's date.
FAQ
How do I use this New Customer Set Up template?
Simply use Doc2Form to instantly generate a copy of this template directly in your Google Drive. You can then customize any fields, add branding, and share the link with your new clients.
Can I customize the questions on this form?
Yes! Once the template is in your Google Forms account, you have complete control to add, remove, or edit any questions to match your specific business requirements.
Is this template free to use?
Yes, this template is completely free to convert and use via Google Forms and Doc2Form.
How do I collect authorized signatures using Google Forms?
While standard Google Forms does not include native electronic signature blocks, this template includes a dedicated text field for typed legal signatures and agreement dates, or you can link out to specialized signing tools if required.
Where is the customer submission data stored?
All form responses are securely saved in a Google Spreadsheet connected directly to your Google Form, making it easy to review and export data to your accounting or CRM tools.
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.