Trade account applications, filled in and signed
Business, delivery and accounts details in form fields inside one document, your trading terms beside them, and the applicant's signature.
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QuoteCloud carries the trade account application as a document: form fields for the business, delivery and accounts details (Form Builder, Essentials and up), your trading terms, and the applicant's eSignature with a certificate of authenticity. The answers can be passed on with the Form Submitted on Document trigger in Zapier. Your credit team decides the terms.
Last reviewed by the QuoteCloud team
The cover of a fictional trade account application, 'Open a trade account with Tanbark', reference TT-AC-0388, prepared for Tomasz Wren of Bellmount Bakery, behind a checklist titled 'Bellmount's application, what Hana receives'. Its items tick off one by one: business details typed into form fields; the delivery address, Unit 4, 22 Mill Lane, Northgate; an accounts contact email; the terms requested, 30 days after three paid orders; the trading terms read and signed by Tomasz Wren with a certificate of authenticity; and the answers passed on through Zapier's Form Submitted on Document trigger.
The application, the terms and the signature in one document
Tanbark's application is a QuoteCloud document, not a PDF to print. Tomasz types his trading name, registration number, delivery address and accounts contact into form fields inside it, picks the terms he'd like from a list, reads Tanbark's trading terms underneath and signs at the bottom.
Nothing is handwritten, so nothing is illegible. The signed application carries a certificate of authenticity and an audit trail, and Hana in credit and accounts has every answer in one place when she decides what terms to offer.
- Form fields inside the document: text, email and choice lists
- Your trading terms, read before signing
- eSignature with a certificate of authenticity
- An optional one-time passcode before signing
Form Builder (the Forms block): Essentials and up · eSignatures: every plan
Forms inside documentsYour business
Form fields inside the application · Form Builder, Essentials and up
- Trading name
- Bellmount Bakery
- Business registration number
- BR 4821 0057
- Delivery address
- Unit 4, 22 Mill Lane, Northgate
- Accounts contact
- accounts@bellmount.example.com
- Terms requested
- 30 days after three paid orders
- Expected monthly spend
- $2,000–$5,000
Trading terms
- New accountsThe first three orders are paid on signing. After that, 30-day terms may be offered on approval.
- PricesTrade list prices apply unless an account price list is agreed in writing.
- DeliveryFreight by pallet and zone, shown on every quote and order.
- Your informationUsed to run your account and never sold. Ask us to correct it at any time.
Accept and sign
Tomasz Wren · Owner, Bellmount Bakery
Signed online · Tue 3 Nov 2026
Application
- Account
- Bellmount Bakery
- Terms requested
- 30 days after three orders
- Decided by
- Hana Kowalczyk, Credit & accounts
Certificate of authenticity and audit trail attached
What the credit team gets, and what stays its call
QuoteCloud carries the application and the signature. The decision about credit is Tanbark's own.
One document, not three
Registration details, delivery and accounts contacts, and the trading terms travel together, so nothing arrives without the other pages.
Typed answers, a real signature
Form fields instead of handwriting, and a legally binding eSignature with a certificate of authenticity and audit trail.
The right person signs
Turn on the optional one-time passcode and the signer enters a code sent to their email before they can sign.
See where it's up to
Tracking shows when the application was opened and how long it was read, so you know whether to call or wait.
Credit stays your decision
QuoteCloud runs no credit checks and scores nobody. Hana reads the application, checks what she normally checks and sets the terms.
No card numbers in form fields
Keep payment out of the form. When a new account pays up front, it pays on signing its first order through Stripe or PayPal.
When Tomasz signs, the answers go where you keep accounts
Zapier's Form Submitted on Document trigger fires when the form inside a document is submitted. A Zap can pass the answers to your CRM, your accounting system or a register in Google Sheets, so nobody retypes a delivery address.
Until Hana confirms terms, Bellmount orders like any new customer: its first volume quote went out at list price and was paid in full on signing. That's what the trading terms say, so the application and the first order never contradict each other.
- Form Submitted on Document (Zapier trigger)
- Recipient Signed Document when you need the signed copy
- First orders paid on signing until terms are approved
Zapier and payments: Essentials and up
Document automationAfter the application is signed
- Tomasz fills in and signsBusiness, delivery and accounts fields · trading termsPerson
- Answers passed onForm Submitted on Document → a new account record in Tanbark's accounts systemZapier
- Hana reviews the applicationHer own checks, her own decision on termsPerson
- First orders paid on signing30-day terms offered after three paid orders, if approvedPerson
Our drawing of an example setup, not a QuoteCloud screen. QuoteCloud makes no credit decision.
Send your next trade account application from QuoteCloud
Free for 14 days, no credit card required. Send us your current application form and trading terms; one template conversion is free during the trial.
A new account, same week
Applied before opening, first pallet on the way
Tomasz signed Bellmount's application and paid for its first pallet on the same Tuesday. Hana had his details without a single phone call.
Set up trade account applications in five steps
From the template to applications that arrive complete and signed.
Start from a template
The real New Customer Registration Form template is a good base. Add your logo and wording.
Add the form fields
Business, delivery and accounts details in a Forms block: text, email and choice fields.
Add your trading terms
Payment, prices, delivery and how you use their information. Save them to your content library to reuse.
Send it to the applicant
They fill it in and sign, on any device, without an account. Turn on the one-time passcode if you want it.
Pass it on and decide
A Zapier step sends the answers to your systems; your credit team sets the terms.
Questions about trade account applications
How do customers apply for a trade account in QuoteCloud?
You send them an application document. They type their business, delivery and accounts details into form fields inside it, read your trading terms and sign at the bottom, on any device and without creating an account. The form fields come from the Form Builder (the Forms block), which is on Essentials and up; eSignatures are on every plan.
Does QuoteCloud run credit checks or approve trade accounts?
No. QuoteCloud carries the application and the signature; it doesn't check credit, score applicants or decide terms. Your credit team reads the signed application, makes its usual checks and decides what to offer. Until then, new customers can simply pay for their orders on signing through Stripe or PayPal.
Can the answers go into our CRM or accounting system?
Yes, through Zapier. The Form Submitted on Document trigger fires when the form in a document is submitted, and a Zap can pass the answers on, for example as a new contact in your CRM, a customer in your accounting system or a row in a Google Sheets register. Zapier is on Essentials and up.
How do we know the right person signed the application?
Every signed document carries a certificate of authenticity and an audit trail. You can also turn on the optional one-time passcode: the signer enters a code sent to their email before they can sign. QuoteCloud doesn't verify identity documents, so ask for anything else your process needs separately.
Should we collect card or bank details in the application form?
No. Keep payment details out of form fields. If a new account pays up front, it pays when it signs its first order, through Stripe or PayPal, so card details go to the payment provider rather than into the document.
Is there a template for a trade account application?
QuoteCloud's template library has a New Customer Registration Form template. Start from it, add your form fields and trading terms, and save it as your own trade account application. One template conversion is free during the trial if you'd rather send us the form you use today.
Explore QuoteCloud for wholesale and B2B
From the application to the first signed order.
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Sales orders signed and paid on signingAn order form the buyer completes: quantities they set, Order Now, a signature and a card payment or deposit through Stripe or PayPal.Explore
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Distributor & reseller agreementsTerritory, price list, minimums and terms in one agreement both directors sign, with an expiry date you can see coming.Explore
- Quotes and sales orders from an AI assistant (MCP)Your website or AI assistant, connected through QuoteCloud's MCP service, prepares the order at the account's pricing: a draft to review, or sent where you allow it.
- Repeat orders on account pricingLast month's order duplicated, quantities adjusted by the buyer, agreed prices kept, signed in a minute.
- Account-specific price listsOne catalogue, each trade account's agreed discount on the line, costs and margins hidden from the buyer.
- Quantity breaks, bundles & discount approvalsProduct discounts and bundles on Business, break pricing the buyer can see, and big discounts sent for approval first.
- Pallet, freight & landed-cost calculatorsA Spreadsheet block turns cartons into pallets and a freight line, and brings the order total back for a landed cost.
- Product catalogue, CRM, accounting & order systemsYour price file imported by CSV, then QuoteCloud connected to your CRM, accounting and order systems the way each one really connects.
- Wholesale & sales templatesReal QuoteCloud product sales, price quote, sales quote, distributor and customer registration templates.
- QuoteCloud implementation for wholesalersCatalogue and account pricing loaded, order templates built, your website or assistant connected, and the sales desk trained.
- FAQAnswers to the questions wholesalers, distributors and B2B online stores ask most.
Open your next trade account without the paperwork
Start free for 14 days with your own application and trading terms. No credit card required.