Business identity
Legal business name, DBA, business type (LLC, Corp, Sole Proprietor), and state of formation to match tax records and contracts.
A complete Business PPC Application Form reduces onboarding delays, prevents billing errors, and documents authorization for ad spend and account access. Accurate data supports regulatory checks, tax reporting, and contract enforcement while making it easier to attach supporting documents and start campaigns on schedule.
Several internal and external roles complete or approve the Business PPC Application Form depending on organization size and process.
Ensuring the correct role completes each section lowers the risk of disputes, unauthorized spend, and slow campaign activation.
CEO, President, or CFO: signs to bind the legal entity to billing and service terms. The signer should be listed on corporate records or expressly authorized by corporate resolution to avoid later disputes.
Marketing Director or Agency Account Lead: signs when the agency is authorized to act on the advertiser’s behalf. Include written authorization or power-of-attorney documentation when third parties will manage ad spend.
Legal business name, DBA, business type (LLC, Corp, Sole Proprietor), and state of formation to match tax records and contracts.
EIN/TIN and W-9 request language when required for U.S. payers; needed for tax reporting and backup withholding checks.
Billing address, invoice recipient, payment method authorization, and purchase order number if applicable for invoice routing.
Name, title, email, and phone for individuals permitted to approve spend, pause campaigns, or change billing settings.
Intended monthly budget, targeting preferences, media channels, and any contractual KPIs or service-level notes.
Checkboxes for advertiser attestations (compliance with platform policies, truthfulness of ads, data handling consents).
| Field mapping | Map form fields to CRM contact and billing records |
|---|---|
| Conditional fields | Show payment fields only if billing required |
| Authentication | Use email + SMS code for signer verification |
| Template name | Use clear, versioned template naming |
| Save & reuse | Enable prefill from account profile for repeat clients |
Verify platform compatibility and available integrations before enabling e-submission to avoid technical rework.
Use platforms that support audit trails, secure storage, and the export formats needed for accounting and legal teams.
| Criteria | PPC Application | Marketing Services Agreement |
|---|---|---|
| Purpose | setup account | define service terms |
| Signatures required | yes, authorized signer | yes, both parties |
| Notarization | rarely required | rarely required |
| Typical attachments | w-9, ein proof | sow, insurance certificates |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Completed W-9 (U.S. entities) or appropriate W-8 for foreign entities to support tax reporting and avoid backup withholding; ensure TIN matches legal name.
IRS CP 575 or EIN confirmation letter to validate employer identification and support billing and tax withholding decisions.
Corporate resolution, power of attorney, or agency agreement showing the signer is authorized to contract on behalf of the entity.
Signed payment authorization form or signed invoice terms if pre-authorizing recurring billings for ad spend.
The company used a standardized intake form to centralize advertiser data and billing
Tech Data used standardized forms integrated with billing systems to shorten time-to-revenue