How to create an order form.
Learn how to streamline your business operations with simple order forms.
Order forms document a transaction between a buyer and a seller. Typically, a seller uses an order form to sell products or services to their buyers. This makes it easy for the buyer to select and pay for what they need, while creating a paper trail and building an ongoing business relationship between the two parties. Learn more about how to craft business order forms for prospective buyers and get your products moving.
Tips to creating online order forms.
- Get the right information. Avoid going back and forth with clarifying questions by creating an order form that gathers all of the essential information about your prospective buyer. This includes the buyer’s name, business address, contact information, and preferred contact method, to name a few.
- Make the process seamless. Your form should be simple and intuitive for buyers to use. That means thorough product descriptions, easy ways to add products to a cart, and a digital checkout and product tracking process. Ensure there is space to read and agree to your business's terms and conditions, too.
- Offer options. Outline different shipping speeds, product sizes, quantities and price points so that your buyers can create an order that works with their needs, their timeline, and their budget.
- Use visuals. Depending on what you’re selling, visuals can help showcase the products you offer and how they work. Consider including images in your online order form for a highly visual and simple ordering process. No matter what, make sure your form is aesthetically aligned with your business: consistent branding, logos, fonts, and colors.