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Order Form With Sample Templates: Best Practices to Simplify Your Sales Process

Hinduja MV

31 May 2023

5 min read

Online order forms are used by businesses of all sizes to expedite their sales operations and enable easy financial transactions in the current digital era. In addition to ensuring an excellent client experience, a well-designed order form also helps to increase conversion rates.

Thus, this blog post will outline the best practices for streamlining the payment process and go over how to design an order form with sample templates.

6 Essential Components Of An Order Form

Before diving into the design process, it is crucial to identify the essential components required for an effective order form. These typically include:

1. Product Details

Clearly list the product or service being offered, including descriptions, variants, and pricing options.

2. Quantity Selection

Allow customers to choose the quantity of the selected product.

3. Customer Information

Gather relevant details such as name, contact information, shipping address, and any other necessary fields for accurate order fulfilment.

4. Payment Options

Provide multiple secure payment options, such as credit cards, debit cards, digital wallets, or PayPal.

5. Total Cost Calculation

Automatically calculate and display the total cost based on the quantity and pricing options selected.

6. Order Summary

At last, present a summary of the order, including itemised details, quantities, and costs.

Customized Templates That Save Time

Using pre-designed order form templates can save considerable time and effort. Numerous online resources and e-commerce platforms offer customizable templates suitable for various business models. Here are a few popular options:


SurveySparrow offers user-friendly and highly customized templates for various industries and for different purposes. This includes customer satisfaction surveys, employee feedback surveys, market research surveys, event feedback surveys, and more. You can try them out – all 800+ of them – with a free account. Sign up below.

Google Forms

Google Forms provides a user-friendly interface and offers customizable templates for creating order forms. Also, it integrates seamlessly with Google Sheets to automate data collection and organization.


JotForm is a versatile online form builder that offers numerous professionally designed templates. Furthermore, its drag-and-drop functionality allows easy customization.

WordPress Plugins

For businesses using WordPress websites, plugins like WooCommerce or WPForms offer comprehensive solutions with pre-built order form templates.

Struggling to design a customized order form? SurveySparrow offers you customized templates used for various purposes. Have a look and make a difference in your sales.

Here are the screenshots of templates from SurveySparrow. Also, you can use this template and get the most benefit out of it.



Make use of this amazing templates by clicking here.

Feel free to customize these templates based on your specific needs and branding. Also, you can add or remove fields as necessary. Additionally, if you’re using an online form builder, you can take advantage of the builder’s features to create a more interactive and dynamic order form.

How To Design an Efficient Order Form

To optimize the payment process and encourage conversions, consider the following best practices when designing your order form:

Keep it Simple and User-Friendly

Avoid overwhelming customers with unnecessary fields. Stick to the essential information required for order fulfilment and payment processing.

Mobile-Friendly Layout

With the increasing use of mobile devices, ensure that your order form is responsive and provides a seamless experience across different screen sizes.

Clear and Concise Instructions

Include clear instructions and error messages to guide customers through the order form. Additionally, this minimizes confusion and reduces the chances of incorrect entries.

Secure Payment Integration

Remember, utilize trusted payment gateways that offer robust security measures to protect customer information and ensure secure transactions.

Progress Indicators

If it consists of multiple steps, use progress indicators to give customers a sense of completion and reduce abandonment rates.

Visual Enhancements

Incorporate visually appealing elements like high-quality product images, color schemes that match your brand identity, and intuitive buttons for enhanced user experience.

By keeping this in mind, have a look at this stunning article with templates of order form from Hubspot for a detailed understanding. Click here to know more.

How To Test And Optimize The Order Form

After designing your order form, thoroughly test it to ensure a seamless payment process. Consider the following aspects:

Test Different Devices and Browsers

Additionally, ensure compatibility across various devices, operating systems, and web browsers to avoid any potential issues.

Perform User Testing

Also, conduct user testing with a diverse group of individuals to gather feedback on the usability and intuitiveness of the order form.

Continual Optimization

Thus, analyze user behavior using web analytics tools and A/B testing to identify areas for improvement. Hence, optimize the form based on customer feedback and data insights to enhance conversion rates.

Ways To Enhance Customer Satisfaction with Order Forms

Therefore, here are the ways to enhance customer satisfaction with order forms.

Design and Optimization

An efficiently designed order form plays a vital role in streamlining the payment process and ensuring customer satisfaction. Furthermore, continual optimization is key to maintaining a high-performing one.

Reviews and Tracking

Regularly review customer feedback, track metrics such as conversion rates and abandonment rates, and make data-driven improvements. Therefore, small tweaks and adjustments can have a significant impact on the user experience and ultimately drive more successful transactions.

Form Security

Remember, customer trust is crucial when it comes to sharing payment information. Assures customers of the security measures in place, such as SSL encryption and compliance with industry standards.

Transparent Policies

Additionally, it’s important to have a clear refund and cancellation policy readily accessible to customers. Thus, this transparency builds trust and reassures customers that their concerns will be addressed promptly if the need arises.

Constant Updation

Lastly, regularly review and update your order form to accommodate changes in your products or services, pricing options, or customer preferences. Moreover, stay up to date with evolving technology and payment trends to provide a modern and convenient ordering experience.


In conclusion, a well-designed order form combined with best practices for the payment process can significantly improve customer satisfaction, streamline transactions, and ultimately boost sales. Therefore, by implementing the tips outlined in this blog, businesses can create efficient forms that enhance the overall customer experience and drive success in the digital marketplace.

Remember, creating a successful form is an ongoing process. Continually gather feedback, monitor performance metrics, and adapt your form accordingly. So, by staying responsive to customer needs and optimizing the payment process, your business can enjoy the benefits of increased conversions and customer satisfaction.

Hence, start implementing these best practices today, and watch as your order form becomes a powerful tool for driving sales and growing your business.


Hinduja MV

Growth Marketer at SurveySparrow

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