Wholesale Inquiry Form Template
Streamline wholesale and bulk order inquiries from business customers.
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What is a Wholesale Inquiry Form?
A wholesale inquiry form is a B2B sales tool designed for businesses that sell products in bulk to retailers, distributors, or resellers. It captures information about the business buyer, their sales channels, volume expectations, and credit qualifications.
Wholesale buyers have different needs than retail customers: volume discounts, wholesale pricing, payment terms, and account setup requirements. A specialized wholesale form streamlines the qualification and onboarding process.
Wholesale relationships can provide significant revenue growth - steady, large orders from qualified buyers. A structured inquiry form ensures you identify and properly qualify wholesale opportunities.
Key Features
Business Type Verification
Confirm buyer is legitimate wholesale customer (retailer, distributor, reseller)
Volume Assessment
Understand monthly/annual order volume for pricing and terms
Territory Definition
Identify geographic or market regions buyer will serve
Credit Verification
Collect references to assess creditworthiness
Tax Compliance
Collect resale certificates and tax IDs
Account Setup
Document payment terms, minimum orders, and account preferences
Why Use This Template?
Larger Order Volumes
Wholesale buyers order in bulk, creating larger revenue per transaction
Predictable Revenue
Steady wholesale orders provide reliable, recurring revenue
Reduced Risk
Qualifying buyers upfront prevents credit issues and bad debt
Efficient Fulfillment
Standardized wholesale accounts streamline operations
What's Included in This Template
Business Name
textLegal business name for wholesale account
Business License Number
textVerification of business legitimacy
Tax ID / EIN
textRequired for wholesale accounts and resale certificates
Business Type
selectRetailer, distributor, reseller, e-commerce, restaurant, etc.
Years in Business
numberIndicates business stability
Products of Interest
checkboxWhich product categories they want to carry
Estimated Monthly Volume
numberUnit volume or dollar volume expectations
Territory/Markets Served
textareaGeographic or customer segment focus
Current Suppliers
textareaExisting wholesale relationships and competitors
Credit References
textareaPrevious wholesale vendors for credit verification
Resale Certificate on File
checkboxVerify sales tax exempt status
Preferred Payment Terms
selectCOD, net 15, net 30, net 60, etc.
Perfect For
Product Manufacturers
Manage wholesale inquiries from retailers and distributors
Food & Beverage
Handle wholesale orders from restaurants, grocery stores, and food services
E-commerce Sellers
Capture bulk orders from resellers and marketplace sellers
Wholesale Distributors
Qualify downstream resellers and manage wholesale relationships
Frequently Asked Questions
What discount should I offer for wholesale?
Typical wholesale discounts: 20-40% off retail depending on product type and volume. Higher discounts for larger orders. Set tiered pricing: 10+ units = 20%, 50+ units = 30%, etc.
What payment terms should I require?
Small new businesses: COD or pre-payment. Established businesses: Net 30. Large accounts: Net 45-60. Always check credit before extending terms. Start tight, relax for good payers.
How do I verify resale certificates?
Request resale certificate from state tax authority. Verify it's current (not expired) and covers your product category. Many states allow verification online. Keep on file for compliance.
Should I require minimum orders?
Yes. Minimums reduce fulfillment costs and ensure profitability. Typical minimums: $500-$2,000 first order, then $250-$500 for reorders. Align with your shipping and fulfillment costs.
How do I prevent retail customers from buying at wholesale prices?
Require resale certificate and business verification. Monitor for patterns - if one buyer is buying huge quantities for personal use, that's suspicious. Set account restrictions and usage policies.
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