Sales Order Form Template

Benefits of Using This Sales Order Form Template 

Payment Processing

This form could include fields for payments with the help of Stripe integration. This allows businesses to process payments securely and efficiently. It ensures that orders are paid for before they are fulfilled, contributing to better cash flow management.

Customer Communication

Use our contact form question type to collect all the contact details from your customers. You can also share the copy of the submitted response to your customers via mail to ensure they entered correct details. This feature allows the customers to enter appropriate details and reduce misplacement of orders. 

Looking for different types of order forms? We have 50+ order form templates designed just for you!

Sales Tracking and Reporting

Use SurveySparrow’s executive dashboard to bring at-a-glance visibility and track orders easily. Pull data from multiple forms into one place to enable in-depth analysis & collaboration hassle-free! From C-suite to the front line, invite teams to collaborate and work together on the insights. 

Customize It Like Your Own

Create and host white-label forms in your very own domain. Custom domain lets you remove SurveySparrow’s branding before sharing the survey with other people. This is your brand’s promotion on its own, resulting in more responses to your order forms. 

Workflow Automation

This form can be integrated into automated workflows. Go from response submission to resolution in no time. This will reduce manual tasks and accelerate the ordering process error-free. You can understand customer decisions much better and take actionable insights on the same. 

Embedded Form

Embed your form easily on your software-selling website or emails. Once you’re done designing the form, generate the embed code and copy-paste the same to your destination. You can also use the inline embed option. Turn on the button and follow the same procedure.

Multilingual Form

Don’t restrict your sales because of language constraints. This template supports 130+ languages and comes with an inbuilt google translator. You can also use the translator editor to preview your questions in a specific language and edit them accordingly. Grow your software sales globally.

How about trying this Payment Experience Questionnaire Template to collect feedback from your customers on their payment experience?

Ticket Management

Transform all customer interactions into actionable tickets, ensuring prompt resolution and making your customers feel valued. Enhance collaboration with private notes and prioritize tasks effectively. Set customized working hours for particular groups to optimize productivity, and eliminate the hassle of coordination across different locations.

Integrate with Google Sheets

Sync your forms with Google Sheets and generate sales order sheets in real-time. Utilize built-in features like formulas, charts, and conditional formatting to analyze and visualize your data effectively.

Multiple Sharing

Share forms seamlessly across multiple channels like Email, Website, Mobile & Social Share. Reach your audience wherever they are to get more reach, more responses, better data, and better insights. This will help to boost engagement and get greater response rates easily.

Use Cases of Sales Order Form Template

• Retail and E-commerce: To collect the details of customer purchases through mobile apps and websites.
• Healthcare: Manage the medical supplies, drugs and equipment orders.
• Food and Beverage: Track orders from caterers, food retailers and grocery stores.
• Construction and Real Estate: Collect information regarding construction materials and tools.
• Educational Institutions: Manage school supplies, event materials and fundraising products.

Get Started With SurveySparrow’s Sales Order Form Template

Step 1: Customize

Scroll up, click on ‘Use this Template’ and sign up to create an account. If you are good to go with the template questions, then great! Or else you can change, add or remove questions from the drag and drop builder according to your choice. Change the background, font, and even personalize the welcome and thank-you pages to match your brand’s style.

Step 2: Integrate

Streamline your workflow by integrating with essential apps. Sync orders to Google Sheets, automate email follow-ups with Mailchimp, and unlock a range of possibilities with SurveySparrow’s vast integration library of 25+ native integrations and 1500+ options via Zapier integration.

Step 3: Share

Whether it’s through a unique link, SMS blast, email invite, or website embed, our platform offers diverse sharing options to reach your audience wherever they are.

Step 4: Results

Export your order data to CSV for further analysis or use the intuitive dashboard. Use filters and widgets to gain valuable insights and optimize your orders for even better results.