How to write your Customer Business Credit Application
We include this 1 page template with Contractors Contract Pack and the Proposal Kit Professional. You will get more content and software automation for data merging, managing client documents, and creating proposals with line item quoting with a Contract Pack or the Professional.
The Contract Packs ensures I do not miss anything that will get the contract rejected for missing an item allowing me to focus on proposal."
Principal Research Scientist
Primordial Soup, LLC.
1. Get Contractors Contract Pack or the single template that includes this business contract document.
We include this Customer Business Credit Application in editable Word format that can be customized using your office software.
2. Download and install after ordering.
Once you have ordered and downloaded your template or pack, you will have all the content you need to get started.
3. Customize the contract template with your information.
You can customize the contract document as much as you need. If you get a Contract Pack or Professional Bundle, you can also use the included Wizard software to automate name/address data merging.
How to write my Customer Business Credit Application document
BUSINESS CREDIT APPLICATION
Personal Information
Name of Business:
Drivers License # State Cell Phone:
Have you ever been convicted of a felony? No ? Yes ? If Yes, describe:
Have you ever declared bankruptcy? No ? Yes ? If Yes, describe:
Bank References
Credit Card # Visa ? MasterCard ? American Express ? Other:
Checking Account # Institution Name:
Address Phone
Savings Account # Institution Name:
Address Phone
Other Account # Institution Name:
Address Phone
Home Equity Loan #: Loan Balance: Institution Name.
Business References
I hereby certify that the information supplied above is complete and accurate. I hereby authorize the financial institutions listed in this credit application to release necessary information to the company for which credit is being applied for in order to verify the information contained herein.
Alternate Documents:
Related Documents:
Key Takeaways
- The Customer Business Credit Application is available as a ready-to-edit template.
- The Contract Packs and Professional Bundle include many related agreements and documents.
- You can automate financials and data merging into contracts using a Contract Pack or Professional Bundle.
- You can also create business proposals and integrate your contracts using the Professional Bundle.
- There are no ongoing subscription fees. You get lifetime unlimited use.
By Ian Lauder
Disclaimers
Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the Customer Business Credit Application template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.