Best Order Forms in June 2022

An order form is an ordering and pricing document sent to a customer by merchants and manufacturers. It is used by the customer to inform the merchant about themselves, their needs, and the products they want to purchase.

Order forms make it easy for your customers to order products or services— down to the specific quantity, flavor, size, or specification that they need. Because all the critical information about your products are included, order forms prevent confusion and make it easier for you to get paid. Lastly, you can also use order forms to gather information and feedback from your customers.

To build an order form from scratch, you need to include several important details to make the transaction process smooth. You must include the following:

• Company information, such as your name, website, and address

• Text fields for the customer to place their name, address, contact & more

• Your product and/or service catalog, with pricing if applicable

• Options for size, color, and other specifications

• Your billing information and accepted payment methods

• Your shipping information and delivery lead time

• Other sale details, such as deposit requirements or tracking details

To save time and ensure you won’t leave anything out, it’s best to use an order form template. These are pre-made order forms that you can customize easily according to your business needs.

Sales Order Form

This is a form used by businesses to record product purchases from their customers. It outlines important sale details, such as the quantity and specifications of the product being ordered.

Work Order Form

This is similar to a sales order form, except that it records a request to fix or install something for the customer. This spells out service details such as the date of repair, the labor requested, and the number of workers required.

Step 1: Collect the information to include in your order form, especially your product catalog.

Step 2: Choose an order form template creator or provider from our list above.

Step 3: Search for the order form type that you need, or view the templates until you find one closest to your needs.

Step 4: Edit the template directly on the provider’s website, or download the template in an editable format (such as .DOCX).

Step 5: After editing, save your work on the provider’s website, export it to your preferred file format, or print hard copies.

Yes, but you may have to create an account to edit or download it from the provider’s website. Some providers also require you to sign up for a free trial or upgrade to a premium version to use more templates.