---
title: "Trade account application chatbot template — Dazza"
description: "A Dazza workflow template for wholesale and trade accounts: business name, contact, email, phone, VAT number and what they want to buy, for your team to review."
url: https://dazza.io/templates/apply-for-a-trade-account
---

# Apply for a trade account template.

The Apply for a trade account template is a ready-made Dazza workflow for wholesale and trade account applications. Dazza collects business name, name and email, plus phone, VAT number and what they want to buy if the customer gives them, asks the customer to confirm, then sends the request to your team’s inbox. Every detail, check and message can be changed.

- **6**: Details to collect
- **Send to your team**: How it finishes
- **Yes?**: The customer confirms first
- **Every plan**: Starter included

## The questions it answers.

Dazza uses it when a business wants to open a trade or wholesale account. You can change that sentence, and Dazza follows the new one.

### “Can I open a trade account?”

### “Do you sell wholesale?”

### “How do I get trade prices?”

### “We’re a shop. Can we stock your products?”

## What it asks for. Nothing more.

Dazza asks only for what’s missing, never for what it’s already been told, and checks emails, numbers and dates as it goes. Add, remove or reorder details, up to 10.

Details the Apply for a trade account template collects
| DETAIL | TYPE | REQUIRED | CHOICES OR HELP |
| --- | --- | --- | --- |
| Business name | Short text | Required | — |
| Name | Short text | Required | — |
| Email | Email | Required | — |
| Phone | Phone | Optional | — |
| VAT number | Short text | Optional | — |
| What they want to buy | Long text | Optional | — |

## Where the job goes next.

This template uses **Send to your team**. Switch to another way to finish, or add decisions that choose between them.

### Send to your team

The request lands in the Team queue of your inbox with every detail, and your team gets an email.

*As it comes*

### Share a link

Dazza shows a button to a page, such as your booking page or a form, with details filled into the address.

*Switch to it any time*

### Call your system

Dazza sends a signed request to your system and answers from the reply. Scale and above.

*Switch to it any time*

**What the customer is told**

Thanks. Our trade team will review this and email you.

## The checks, out of the box.

Every check runs in code before the workflow does, so none of them rely on the AI behaving. Change any of them per workflow.

Default checks for the Apply for a trade account template
| Check | As it comes |
| --- | --- |
| Customer confirms first | On. Dazza shows the details and waits for the customer to press Confirm. |
| Customer verifies their email first | Off. Turn it on for anything about a customer’s own account (Growth and above). |
| Team approves before it goes ahead | Off. Turn it on to have your team approve or decline each one in the inbox (Growth and above). |
| Starts in | Test, so it only runs in your preview until you set it to Live. |
| Email and messaging apps | Web chat and apps only while Confirm is on. Turn Confirm off to use it on email and messaging apps. |
| Plan | Every plan. Starter includes 3 workflows. |

## Who it suits. How to adapt it.

The groups are a guide, not a rule. Any business can use any template, renamed to fit.

### Who it suits

- Wholesalers and distributors
- Manufacturers and makers who sell to shops
- Builders’ merchants and suppliers

### Tips for adapting it

1. Make *VAT number* required if you only sell to VAT-registered businesses.
2. Add a Company number or Type of business detail if your team checks them.
3. Keep trade prices out of your public knowledge, and share them only through your system, for verified buyers.
4. Add a decision: if *What they want to buy* mentions “dropship”, tell them your policy.

## Apply for a trade account, answered.

Step by step in [Create a workflow](https://dazza.io/help/workflows).

### Does Dazza approve trade accounts?

No. It collects the application, and your trade team reviews it and replies.

### Can it share trade prices?

Not from public pages. Serve them through a workflow that calls your system and needs a verified buyer.

### Can it check a company’s details?

Not by itself. Your team checks them, or your system does if you send applications to it.