About this template
This P-Card and Credit Card Order Form with Payment Authorization template is designed for businesses, vendors, and service providers who need a structured way to collect purchase approvals and payment details based on estimates or quotes. When sending quotes to clients, buyers can use this form to submit their company purchase card (P-Card) or standard credit card information along with reference numbers, delivery preferences, and shipping addresses.
The form systematically gathers essential billing data, order descriptions, total charges, and delivery instructions, making it easier for finance and accounting teams to verify transactions and process holds or charges accurately. By utilizing a clean Google Form, businesses can eliminate insecure email exchanges of financial details and maintain a clear, organized digital record of every authorized purchase.
Doc2Form helps you transform this template into a live, ready-to-use Google Form instantly. Whether you are managing corporate accounts, processing wholesale orders, or securing deposits against project quotes, this template bridges the gap between sales estimates and finalized financial documentation.
Key features
- Collect credit card and P-Card payment authorizations securely.
- Capture itemized order details, quote numbers, and reference IDs.
- Include separate billing and shipping address sections for clarity.
- Gather shipping account details like UPS or FedEx IDs.
- Provide space for special delivery instructions and quote attachments.
Use cases
Securing credit card authorization for approved B2B project quotes.
Processing corporate P-Card orders for wholesale or manufacturing goods.
Collecting advance payment details and shipping instructions for cust…
Collecting advance payment details and shipping instructions for custom products.
What this form collects
- Company Name (Short answer)Enter the legal name of your business or organization.
- Full Name (Short answer)Enter the name of the authorized purchasing representative.
- Email Address (Short answer)We will send your payment confirmation and receipt here.
- Phone Number (Short answer)Include area code for any urgent order verification.
- Billing Address (Paragraph)Enter the official billing address associated with your credit card or P-Card.
- Order or Reference Number (Short answer)Provide your internal purchase order (PO) or reference number, if applicable.
- Quote Number (Short answer)Enter the quote or estimate number provided by our team.
- Quote Document Link (Paragraph)Please paste a link to your signed quote or related document (Google Drive, Dropbox, etc.).
- Order Description (Paragraph)Briefly describe the products, services, or project items included in this order.
- Total Order Amount ($) (Short answer)Enter the final authorized total amount as stated in your quote.
- Today's Date (Date)Select today's date.
- Order Delivery Method (Multiple choice)Choose how you would like your order delivered.
- Ship-to Company Name (Short answer)Leave blank if same as billing company.
- Ship-to Full Name (Short answer)Name of the recipient at the delivery location.
- Shipping Address (Paragraph)Enter the complete delivery address, including suite or building numbers.
- Carrier Account ID (UPS / FedEx) (Short answer)Provide your third-party shipping account number if billing freight directly to your carrier account.
- Special Instructions (Paragraph)Add any delivery notes, gate codes, or special handling requests.
FAQ
What is a payment authorization form?
A payment authorization form is a document used to obtain formal consent from a buyer to charge their credit card or corporate P-card for specific goods or services based on an agreed-upon quote or estimate.
Can I use this template with Google Forms?
Yes! This template is fully optimized for Google Forms, allowing you to easily collect responses, organize submissions in Google Sheets, and manage your billing workflow.
How do I handle file attachments like quotes or purchase orders?
You can include a link field where clients can paste a link to their uploaded quote document stored in Google Drive, Dropbox, or another cloud service.
Is it safe to collect payment authorization information online?
Google Forms provides a secure environment for collecting form submissions, but you should always follow best practices regarding data privacy and avoid storing raw credit card security codes (CVV) permanently.
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.