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Order Form Template

Take orders without juggling spreadsheets, DMs, and screenshots — one clean form that captures product, quantity, and where it needs to go.

A complete order form template covering customer details, product selection, quantity, shipping, and payment preference. Share the link with buyers, route submissions into Sheets or HubSpot, and keep every order in one place.

#order#sales#ecommerce#fulfillment#small-business#wholesale#intake
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AI customizable

Want AI to build a custom version from a description? Try the AI Order Form Generator

✓ Free forever plan✓ Embed on any website✓ GDPR compliant✓ No code required

Why use a order form?

Taking orders over email, Instagram DMs, and WhatsApp screenshots works until it doesn't. Someone messages you with "the blue one in medium" but never sends an address. Another customer pays first but forgets to confirm the size. By the third missed detail, you're back-and-forth for 20 minutes on every sale. A proper order form fixes that by making the customer give you everything you need in one go. Product, quantity, shipping address, contact number, payment method — all captured before the order even hits your inbox. You stop chasing details and start fulfilling. It works the same way whether you're a baker taking 8 cake orders a week, a wholesale supplier processing 200 line items a day, or a community group running a one-off merch drop. The shape of the form barely changes — the categories of product, the shipping zones, and the payment options do.

What's included in this template

15 fields — customize any field or add new ones with AI.

Short textFull name✱
EmailEmail address✱
PhonePhone number✱
DateOrder date✱
DropdownProduct / item✱
NumberQuantity✱
Short textSize or variant
Long textSpecial instructions
Long textShipping address✱
Short textCity✱
Short textPostal code✱
Multiple choiceDelivery method✱
DropdownPayment method✱
File uploadUpload reference image
CheckboxesI confirm the details above are correct✱

Need different fields?

Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.

Key features of this order form template

Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.

1

Product picker with quantity

Buyers choose a product from a dropdown and set quantity in the same flow — no free-text guessing what they meant.

2

Shipping captured upfront

Address, city, postal code, and delivery method are required fields, so you never ship an order with half the details missing.

3

Payment preference on the form

Let customers pick bank transfer, COD, UPI, or card — match the options to how you actually get paid, not a fixed template.

4

Sheets + HubSpot sync

Every order lands as a new row in Google Sheets and a deal in HubSpot, so accounting and sales see the same record.

5

Slack alert per order

Get a ping in #orders the moment a new one comes in, with the customer name, product, and quantity in the message.

6

AI edits in plain English

Add a tax field, switch the currency, or change the product list by typing what you want — no form-builder menus to dig through.

Perfect for

Small ecommerce sellers, bakers and home-kitchen brands, wholesale suppliers taking B2B orders, community group merch drops, catering businesses, print-on-demand shops, and any operations team that handles repeat product requests from internal teams or partner companies.

How to use this template

1

Open the template

Click "Use this template free." Flexform loads the form instantly — no account needed to preview.

2

Customize with AI

Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.

3

Connect & publish

Link to Google Sheets or HubSpot with one click, then embed on your site or share the link.

Ways to use this template

Home bakery weekend orders

A home baker posts the order form link on Instagram every Thursday for weekend delivery. Customers pick cake type, size, and pickup or delivery, and the baker has the full prep list by Friday morning.

Wholesale reorder portal

A wholesale supplier sends the form to retail buyers as their reorder portal. Buyers log product codes and quantities, and the form syncs to Sheets so the warehouse can pick and pack against a single source.

Community group merch drop

A school PTA runs a one-off hoodie drop for 200 families. The order form captures child name, size, color, and parent contact, and Slack notifies the volunteer coordinator each time a new order comes in.

Internal supply requests

An office manager replaces the email-driven supply request chain with a form. Teams pick from a stationery and pantry dropdown, set quantity, and the manager batches one weekly purchase order from the spreadsheet.

Catering pre-orders

A corporate caterer takes lunch pre-orders from event hosts: menu, headcount, dietary requirements, delivery window. The form replaces a 20-message email thread per event.

Print-on-demand intake

A custom T-shirt shop uses the form to capture design references via file upload, plus size, quantity, and color. The reference image and order details land in the same HubSpot deal for the designer.

Workflow integrations

Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.

Google SheetsHubSpotSlackEmail
⚡

Real-time sync

Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.

🔀

Conditional routing

Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.

🔁

Two-way data flow

Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.

Why choose Flexform?

Most order forms force you into a fixed template — same fields, same layout, same checkout flow whether you're selling cupcakes or wholesale pallets. FlexForm goes the other way. You start from this template, then describe what needs to change in plain English: "add a GST field," "make the payment dropdown UPI and bank transfer only," "split product into category and item." The AI rewrites the form in seconds. Orders flow straight into Google Sheets so your fulfillment list stays in one place, and into HubSpot so the customer becomes a tracked contact for repeat sales. A Slack alert hits the #orders channel the moment a submission lands, which means your packer knows what to pull before the email even loads. Share the form as a link in a bio, a WhatsApp broadcast, or a printed QR code — buyers don't need an account or app to use it. If you're building a native shopping app, the same form runs through FlexForm's Kotlin Multiplatform SDK on Android and iOS with one codebase. And the free plan covers small sellers from day one — you don't pay until your order volume justifies it.
One link, share anywhere
Native iOS & Android SDK
Free forever plan

Frequently asked questions

Can I add my own product list to the dropdown?

Yes. Open the form in the editor, click the product field, and either type the options in or use AI: "Replace the products with chocolate cake, vanilla cake, red velvet cake, cheesecake." The dropdown updates immediately and the form is ready to share.

How do customers pay? Does the form take payment?

The form captures payment preference — bank transfer, COD, UPI, card, whatever you accept. It does not run the actual transaction. Most small sellers use it to collect order details first, then send a payment link or invoice afterward. If you want native payment, you can embed a Stripe or Razorpay link in the confirmation message.

Where do orders go once a customer submits?

Every order lands in your FlexForm dashboard, and you can route it onward. Google Sheets is the most common destination for fulfillment teams, HubSpot for sales tracking, and Slack for real-time alerts to whoever packs the order. You can have all three running at once.

Can I add tax, discount, or shipping cost fields?

Yes. Type "add a tax field at 18%" or "add a flat shipping cost of $5" into the AI editor and it adds the fields plus the math. You can also set conditional logic — show the shipping field only if delivery method is "ship," not "pickup."

Does the form work on phones?

It is built mobile-first. Most order forms get filled on a phone, so fields like quantity use a number pad, the dropdowns are tap-friendly, and the file upload reads from the camera roll. No pinching, no zooming.

Can I embed the form inside a native Android or iOS app?

Yes. FlexForm ships a Kotlin Multiplatform SDK that renders the same form inside an Android or iOS app with one shared codebase. If you sell through an app and also a website, you build the form once and use it in both places.

How do I share the order form with customers who do not have a FlexForm account?

Every form has a public link. Send it over WhatsApp, paste it in your Instagram bio, print it as a QR code on a flyer, or embed it on your site. Customers fill it out and submit without signing up for anything.

Is there a free plan, or do I need to pay to take orders?

There is a free plan that covers small sellers — you can publish the form, take orders, and route submissions into Sheets or email without paying. Paid plans add higher submission volumes, more integrations, and team seats once you outgrow the free tier.

Related templates

Use this order form template free

Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.

No signup required · Free forever plan