Wholesale Order Form

Eight fields, five to eight minutes of a buyer's time, and one clear verdict at the end: is this inquiry worth a quote? That is the whole job of this form. It qualifies wholesale buyers on volume requirements, delivery schedules, and credit terms before anyone on your team gets on a call, so the conversations you do have are with businesses that can actually place bulk orders. Buyers move through a cover page, two content pages, and an ending page, with a progress bar showing how far they have left.

Tax IDs and volume estimates do the qualifying for you

Five of the eight fields are required: full name, email, company name, a Tax ID or business license entry, and a Products Interested In dropdown offering Category A, Category B, Category C, or Full Catalog. The tax ID requirement alone filters out most casual shoppers hunting for a bulk discount, since retail customers rarely have one to type in.

The other three fields are optional: a phone number, a numeric Estimated Monthly Order Volume, and an Additional Requirements box where buyers spell out delivery schedules, packaging needs, or credit term expectations. Leaving volume optional sounds counterintuitive, but it works. Serious buyers fill it in to speed up their own quote, and the ones who skip it have told you something useful too.

Reading the responses before you reply

Every submission lands in your Uplup dashboard with response analytics and per-question breakdowns, so you can see which product categories draw the most interest and how volume estimates cluster across applicants. Export the lot to CSV when it is time to load qualified buyers into your CRM, or connect webhooks and Zapier to push each new application into your pipeline the moment it arrives.

Because company name and tax ID arrive together on one submission, sorting applicants into quote now, verify first, or politely decline takes minutes instead of a week of back-and-forth email.

Rename Category A before you send it anywhere

The four product options ship as placeholders, so your first edit is swapping them for your actual lines or price tiers. From there you can add fields, reorder pages, and apply your logo and brand colors so the form looks like yours rather than a template library's. It runs in traditional page-by-page mode by default, which fits a business form like this, though conversational mode is available if you prefer one question at a time.

Distribution is flexible: send a direct link in outreach emails, print a QR code on trade show line sheets, drop the embed snippet on your wholesale page, or use the shortcode from the Uplup WordPress plugin if that is your stack. The template comes with the Pro plan, and every field, option, page, and color stays editable after responses start coming in.