Describe your customers and review needs. Makeform creates a customer account application form with business details, purchasing contacts, trade or credit requests, bank references, and uploads.
Route applications to Slack, Google Sheets, and Zapier.
Sample builder prompts
Choose a starting point, tailor it, or send it to the Makeform builder. The field outline is an example.
Audience
Retailers applying to buy stock on payment terms
Format
Multi-step credit application with references
Prompt size
341 chars
Example form structure
Multi-step credit application with references
Registered name, trading name, and company number
Billing, delivery, and accounts-payable contacts
Requested credit limit and payment terms
Bank and two trade references
Supporting business documents
Suggested routing tags
Trade account
Credit requested
Needs review
Ask for registered and trading names separately so account records and invoices do not get mixed up.
Step 1
Apply
customer submits business and contact details
Step 2
Verify
accounts team checks documents and references
Step 3
Decide
reviewer records account type and terms
Step 4
Set up
approved details move into the customer workflow
Why structure the application
One application keeps names, references, terms, and attachments together while exposing missing answers.
Separate registered and trading names, registration and tax details, entity type, and years operating.
Branch prepaid applicants past credit questions while showing requested limit, bank details, and references only to customers asking for terms.
Tag by account type, notify the owner, and keep internal status separate from customer-entered responses.
Built for B2B suppliers
Choose a buying relationship, then tailor fields and routing.
Capture resale details, products, order estimates, delivery sites, and requested terms.
Collect contractor type, delivery details, buyer contacts, tax status, and purchase-order rules.
Handle multiple venues, centralized billing, delivery windows, and location contacts.
Ask distributors about territories, channels, warehouses, products, and purchase estimates.
Account-opening workflow
Describe the relationship, refine fields, and route submissions to the account owner.
Name your customers, products, account options, references, and documents.
Require identity fields and reveal credit or multi-location sections only when relevant.
Notify the account owner and route answers to a shared destination.
Record received, information requested, approved, or declined, then send your follow-up.
Online form vs document
An online form makes conditional questions, required answers, uploads, and routing part of the application.
Field guide
Use six sections to identify the applicant and prepare a useful review.
Business profile
Capture registered and trading names separately, then collect entity type, registration number, tax identifier, ownership, and years operating.
Contacts
The buyer may not receive invoices. Collect purchasing, accounts-payable, and primary contacts with direct email and phone details.
Orders & delivery
Ask what they buy, expected order frequency, and how orders are authorized. Add delivery sites, receiving hours, purchase-order rules, and invoice preferences.
Account request
Let applicants choose prepaid trade access or request payment terms. Treat the requested limit and terms as inputs, not promised outcomes.
References
For bank or trade references, request organization, contact, relationship, and time known. Ask permission to contact supplied references.
Documents & confirmation
Use conditional uploads for requested documents. End with confirmation that the information is accurate and opening an account remains subject to review.
Related tools
Use focused forms for onboarding, quotes, and orders beside the account application.
Build an application for retailers requesting pricing, ordering access, or terms.
Open toolCollect requests for the accounts-receivable team.
Open toolCollect product, quantity, delivery, and contact details for a quote.
Open toolCollect product choices, quantities, delivery details, and purchase orders.
Open toolFAQ
Answers for suppliers moving account intake online.
It is an intake a business customer completes when asking a supplier to open a purchasing account. It collects business identity, billing and delivery details, contacts, requested account type, references, and documents for review.
Collect registered and trading names, entity type, registration and tax details, addresses, operating history, and contacts. Add products, order activity, delivery sites, purchase orders, invoicing, account type, and only the references or uploads your review needs.
Ask applicants to choose an account type first. Prepaid applicants can skip bank and credit fields, while customers requesting terms see those sections. Conditional logic keeps each path relevant.
Yes. Ask for the organization, contact, phone, email, relationship, and time known. Explain why you request it, collect permission to contact supplied references, and request only data your review needs.
Yes. File uploads can collect requested documents such as resale or tax-exemption certificates. Show uploads only when relevant, label the requested document, and offer a contact route for questions.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and keep collecting applications. The paid option only removes the Makeform badge.
No. The form organizes applicant-supplied information; your business reviews it under its own process. Say this near submission, avoid promising limits or terms, and explain the next step.
Applications can reach the Makeform inbox, Google Sheets, Slack, or connected Zapier workflows. Notify the account owner and keep customer-entered responses separate from internal review notes.
Replace the account-opening email chain.
