Skip to main content
Company Credit Reference Request Concepts
What's Included
$19 Template
$89 Pack
$199 Pro
This single static template
90 contract template library
Starter proposal template library
Novice quoting software
340 contract templates
700 proposal layouts
200 completed sample proposals
110 project templates
Expert quoting software
Document branding features

How to write your Company Credit Reference Request

We include this 2 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 Company Credit Reference Request letter is used to send to a company to request credit reference information. This is a verification form to send to a company that has been given to your company as a credit reference.
Document Length: 2 Pages
Quote Logo What Our Clients Say

Proposal Packs cover Business and Legal Business documents very well. You can produce any types of document with the software once you learn to integrate all subject matters into one document. I’ve searched for a long time to find this type of business document all in one place."

Mack Myles
MGM Capital

1. Get Contractors Contract Pack or the single template that includes this business contract document.

We include this Company Credit Reference Request 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.

Company Credit Reference Request

How do you write a Company Credit Reference Request document?


Current Date: Current Date

For the benefit of:

Company Name

City, State Zip or Postal Code

Phone Number

Company Name has requested credit with our company and has named you as a reference for credit. Company Name has authorized us to conduct a reference check and contact you on their behalf for the following information. I hereby authorize the institution listed in this credit reference request to release necessary information to the company for which credit is being applied for in order to verify the information contained herein.

Signature Date

Credit Reference Details

Please provide us with the following information:

How long has the above-named company had an account with you or your company? What is the highest balance the above-named company has reached? Average balance? Has the above-named company had any late payments or overdrafts?

Have you had a satisfactory relationship with the above-named company? Does the above-named company have an outstanding balance with you or your company? Note - "outstanding balance" for the purpose of this credit reference refers to a balance which is past due or in which interest only payments are being made. If you have any additional information that would help us to evaluate the above-named company, please attach it to this credit reference.

All information provided to us is held in the strictest confidence and is not provided to the party or parties requesting credit.

The complete Company Credit Reference Request - with the actual formatting and layout - is available as a single template or as part of a library of related templates in a Contract Pack or the Professional Bundle.
Company Credit Reference Request
Product name:
Company Credit Reference Request
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$19 USD
Proposal Kit Reviews Logo4.7 stars, based on 839 reviews
Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a contract management system.

Related Documents:

Key Takeaways

  • The Company Credit Reference Request 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.
Proposal Kit LogoPublished by Proposal Kit, Inc.


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 Company Credit Reference Request template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.

© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.