> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarlabs-b2b-custom-pricing/wholesale-forms/build-your-form.md).

# Build your form

Forms are built on a canvas: add fields, drag to reorder, preview as you go.

## Creating a form

1. Go to **Wholesale Forms**.
2. **Create form**.
3. Give it a **name** and **description** — both are shown to applicants.
4. Add your fields.
5. Save, and set it **enabled** when you are ready to take applications.

## Field types

<table><thead><tr><th width="230">Field</th><th>Use for</th></tr></thead><tbody><tr><td><strong>Text</strong></td><td>Short answers — business name, contact name</td></tr><tr><td><strong>Text area</strong></td><td>Longer answers — what they sell, which territory</td></tr><tr><td><strong>Email</strong></td><td>Email address, validated</td></tr><tr><td><strong>Number</strong></td><td>Whole numbers — years trading, number of locations</td></tr><tr><td><strong>Decimal number</strong></td><td>Values with decimals — expected monthly spend</td></tr><tr><td><strong>Phone number</strong></td><td>Telephone, validated</td></tr><tr><td><strong>Password</strong></td><td>Masked input</td></tr><tr><td><strong>URL</strong></td><td>Their website</td></tr><tr><td><strong>Date</strong></td><td>Date picker — incorporation date, licence expiry</td></tr><tr><td><strong>Dropdown</strong></td><td>One choice from many, compactly</td></tr><tr><td><strong>Radio buttons</strong></td><td>One choice from a few, all visible</td></tr><tr><td><strong>Multi-select checkboxes</strong></td><td>Several choices — product categories of interest</td></tr><tr><td><strong>Toggle switch</strong></td><td>A single on/off</td></tr><tr><td><strong>Checkbox</strong></td><td>A single tick</td></tr><tr><td><strong>Country selector</strong></td><td>Country, from a standard list</td></tr><tr><td><strong>File upload</strong></td><td>Documents — reseller certificates, trade references, tax forms</td></tr><tr><td><strong>Section header</strong></td><td>A heading to group fields. Not an input.</td></tr><tr><td><strong>Description</strong></td><td>Explanatory text. Not an input.</td></tr><tr><td><strong>Consent checkbox</strong></td><td>Terms acceptance, marketing opt-in</td></tr></tbody></table>

## Field settings

Each input field has:

* **Label** — what applicants see. Write it as a question.
* **Placeholder** — optional hint text inside the field.
* **Required** — whether the form can be submitted without it.

Choice fields (dropdown, radio, multi-select) also take their list of options.

## The primary field

One field is the **primary field**, and it should be an email field. It identifies the submission — it is what appears in your queue, and what [approval automations](/dollarlabs-b2b-custom-pricing/wholesale-forms/approvals-and-automations.md) use to find or create the Shopify customer.

{% hint style="warning" %}
Get this right before you take real applications. Without a usable email as the primary field, approval cannot create or match a customer, and your automations will not run.
{% endhint %}

## File uploads

**File upload** fields let applicants attach documents. Uploads are stored securely and viewable from the submission — PDFs and images render inline in the admin, so you can check a certificate without downloading it.

This is usually what makes an application reviewable rather than just a lead.

## Preview as you build

The builder has a live preview. Use it — it renders the form as applicants see it, respects [conditional logic](/dollarlabs-b2b-custom-pricing/wholesale-forms/conditional-logic-and-multi-step.md), and lets you click through multi-step forms with Back and Next.

Validation errors are deep-linked: click the error and the canvas jumps to the field causing it, which saves real time on a long form.

## Designing a form people finish

* **Ask for less.** Every field costs you applications. If you would approve someone without knowing it, do not ask.
* **Front-load the easy fields.** Name and email first, tax numbers and uploads later.
* **Group with section headers.** "About your business", "Tax and compliance", "Your contact details".
* **Use conditional logic instead of "if applicable".** A field that only appears when it is relevant beats a field everyone must read and skip. See [conditional logic & multi-step](/dollarlabs-b2b-custom-pricing/wholesale-forms/conditional-logic-and-multi-step.md).
* **Split long applications into steps.** Four short pages beat one long scroll.
* **Be honest in the description** about what happens next and how long review takes.