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Customer Information Form
Free customer information form template for capturing new client details when onboarding.
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- No signup required
- Free, always
This free customer information form covers Contact Information, Service Details, Billing Preferences, Special Notes, Consent with 12 clearly marked [placeholder] fields to fill in — built for founders, freelancers, and small business owners formalizing a business decision or agreement without paying a lawyer to draft it from scratch. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.
Customer Information Form
Date: [Date]
Contact Information
Name/Company: [Name] Primary contact: [Name, Title] Email: [Email] · Phone: [Phone] Billing address: [Address]
Service Details
Service(s) requested: [Description] Preferred communication method: [Email/Phone/Text] Referred by: [Name/Source, if applicable]
Billing Preferences
Payment method: [Method] Billing frequency: [e.g. monthly, per project] Purchase order required: [Yes/No — PO #: ___]
Special Notes
[Any specific requirements, accessibility needs, or preferences worth recording]
Consent
[ ] I agree to receive communications about my account/service.
*Capturing billing preferences and PO requirements at intake — not after the first invoice bounces — avoids a surprisingly common source of late payments.*
Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.
What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 5 standard sections: Contact Information, Service Details, Billing Preferences, Special Notes, Consent
- 12 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Fixed docstoc.io footer on every PDF (not removable)
Who this template is for
Freelancers & solo founders
Handling routine business paperwork without commissioning custom legal drafting for every document.
Small businesses
Standardizing recurring documents — leases, agreements, notices — across a growing operation.
Anyone reviewing before signing
Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.
Early-stage businesses
Getting the basics documented before things get more complex.
FAQ
Is this customer information form template really free?
Yes — this Customer Information Form template on docstoc is free to view, edit online, and download as a PDF with no account or signup required.
What does this customer information form cover?
This business template includes Contact Information, Service Details, Billing Preferences, Special Notes. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.
Is this legal advice?
No. Templates like this cover the common ground most businesses need, but they can't anticipate your specific deal terms, jurisdiction, or industry rules. Treat it as a first draft to build from, and get a business attorney's eyes on it before signing anything that matters.
Can I edit the wording?
Yes. All 12 placeholder fields and every clause are editable right on the page — change what doesn't fit, then download an updated PDF anytime.
Where can I find more free templates like this?
Browse more free business and related document templates in the docstoc library at /document-templates/.
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Five products, one platform
Why use this instead of a generic template
Security
Served over SSL from Cloudflare's edge network — no ad trackers, no third-party scripts on template pages.
Legality
Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.
Privacy
No account or signup needed to copy a template — nothing you type here is stored unless you choose to sign up.
Speed
Copy the subject and body directly — no form to fill in, no export step, no waiting on a download link.
Mobile-friendly
Every template page works the same on a phone as a desktop — copy on the go, no app required.
API available
Building your own tool? docstoc's API covers invoices, reminders, and templates directly.