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Complete Guide To Creating The Best Order Form Templates

Robyn Neath
by Robyn Neath | July 15, 2022 | Reading time: 8 minutes

Learn how to create the best order form templates to skyrocket your business’s overall sales even if it is new or you lack a design/marketing background. Read below to learn the entire process.

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What Are Order Form Templates?


According to Harvard Business Review, prioritizing the well-being of the workforce is the best path to both happiness and prosperity for everyone in a company. Order form templates are a powerful and simple way to make the lives of the workforce easier. Through an efficient way of collecting orders for your business, an order form can help you save time and money while providing a great customer experience.


A good order form template will help you to convert more leads into customers by giving them all the information they need in one place. You can also use the order form template to gather all of this information in one place, so it's easy for your customers to find the information they need to place an order and pay you securely.


Moreover, ordering form templates help you gather customer information such as email address, shipping address, phone number, and payment details. This means that you can re-contact customers with follow-up emails or newsletters after they place an order with you.


Not only that, ordering form templates allow you to upsell additional products or services, like subscriptions or repeat orders. You can even include special offers that encourage customers to spend more money with your company.


Order form templates can be used in many different situations. Here are some examples:


  • Collecting payment information online
  • Processing telephone orders
  • Collecting credit card information by fax or mail
  • Creating a physical order that people can fill out at home or bring into your office
  • Creating a digital version of your order forms that people can fill out on their computers or mobile devices


Content Table


1. The creation of your own order forms


2. How to create order records in Microsoft Word


3. The different types of order documents


4. How to craft the ideal order forms for your business


5. Creating sales order forms using Excel


6. How using order form templates increases your business' efficiency



Employees discussing order form templates

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How Do I Create My Own Order Form?


  1. Pick a niche.

    You can use the same template for different products, but make sure they are related. For example, you can use the same template for selling t-shirts and hats but make a separate one if you want to sell stationery items as well.

  2. Find the right form builder tool.

    There are many online tools available to choose from and it’s up to you which one suits your needs. Some of the best form builders for online stores are even free but others charge a monthly or annual fee.

  3. Customize the form to your needs.

    The form builder will provide you with some basic fields that should be included in any order form such as shipping address, billing address, product name, and price, but if you have other requirements then feel free to add them to make the final result look more polished and professional.

  4. Add Media or Logo.

    This is very important because it will help customers visualize what they are buying and where before placing their orders so that they can verify the legitimacy and don’t feel disappointed after receiving their products.

How Do I Create an Order Record in Word?


Creating free order form templates in Microsoft Word is easy. You can either start from scratch, or you can use one of its pre-made templates. If you want to create your own free order form templates from a template, just follow these tips:

  1. Open a new document on Microsoft Word.

  2. On the search field in the program, type “Order Form”. You will see a list of thumbnails that show you preformatted templates for order forms. Pick the one you want.

  3. A new document with a template for order forms will then appear within Word. When you have decided which of the free order form templates you would like to use, you can see the "Download" option below the preview.

  4. After clicking Download at this point, you can edit the form by simply highlighting and typing over the text to change it.

  5. After putting everything in the form, select "Save As". Then enter the name of the document in the "File Name" field. Choose a type of document by clicking on the down arrow to the right of the "Save as Type" field.

  6. Use and edit the free online order form templates you saved when you need another one for a different project.

What Are the Different Types of Order Forms?


Based on a Forbes article, it’s shown that order sheets are a great way to get customers to provide detailed information about their order, including their contact information and payment information. 

Here are the different types of order documents that can be used to gather data for sales, marketing, or customer service purposes:


  • Bulk order: Bulk order style forms are used by companies that want to buy products in bulk. They are usually used to place large orders for products that might be sold at retail stores or online. These types of order documents can also be used to purchase materials and equipment.
  • Direct Mail: Direct mail-order style is used by businesses when they want to mail out their product catalogs, promotional materials, or other information about their company. They usually contain a description of the product or service being offered as well as pricing information and contact information for the company.
  • Door To Door Sales: Door-to-door sales order documents are used when someone from a company goes knocking door to door to sell something directly from their car or truck. These types of order documents often include information about what is being sold, who is selling it (if applicable), where the person is selling from, and how much it costs.
  • E-commerce forms: E-commerce forms are used by businesses that sell products over the internet but may also have physical locations where customers can stop by and pick up their purchases (like an Amazon store). These types of order documents usually contain all the types of media imaginable and are therefore more comprehensive.

How to Make the Best Order Document Suited for Your Company?


The order sheet is the first step in a customer's journey, and it's important to make sure your form is suited to your company's needs. Here are some ways to make a great order document suited to your company’s unique structure:


  • Offer multiple payment options. This will help you reach a wider audience and get more orders.
  • Maintain an organized layout. You don't want customers getting lost or confused while filling out their information on the form, so make sure everything is easy to find and read.
  • Include all relevant information about your product or service so that customers know exactly what they're buying before they even place an order.
  • Avoid legal jargon, and be clear and concise. You may even use checkboxes and radio buttons where appropriate, but not too many of them.
  • Ask for the information you need in the order document but don't ask for unnecessary information that will just make your customers skip over it.
  • Test your order document with some people who are unfamiliar with your company or product and see if they understand what they are being asked to do when they fill out the form.


How Do I Create a Sales Order Document in Excel?


The first thing you'll need to do for creating a sales order sheet in Excel is to create a table. This will include columns for all of the data you want to record. For a complete reference, use this as your source.


Remember: you only have to focus on what needs work instead of trying to remember all of the different steps involved in creating a sales order. This means less time wasted trying different things until they work perfectly and more time spent on making sure that your business runs smoothly.


If you've ever tried to make a sales order document in Excel, then you know it can be a lot of work. It's not just about filling in the blanks— you have to make sure that everything is formatted correctly for printing and other purposes. And then there are all those checkboxes and dropdown menus. 


The best alternative to simplify everything is to use an extremely powerful and surprisingly intuitive sales form maker like Lumiform. 


With Lumiform, you can create the best order sheet essential to your business that’s easy to design and implement, up-to-date, accurate, and quick for your customers to fill out. This way, you always get the most out of your order sheets.


Lumiform also makes creating an order document easy because it does the heavy lifting for you so you can focus on what's important: making sure your customers feel valued every time they shop with you.


It offers templates that you can customize and use over and over again with just a few clicks. No more time wasted searching for the perfect template — just pick one in its expansive gallery that fits your needs, customize it, and you’ re done.


But the Lumiform benefits don’t end there. Here are just a few of the many advantages of creating an order sheet with Lumiform:


  • Easy To Use — Lumiform provides a simple user interface, which allows you to create your order forms in just minutes. You don't have to be an expert in HTML coding or any other complicated software program because Lumiform is extremely easy to use.
  • Complete But Not Overwhelming — the highly intuitive mobile app allows you to create order records faster and error-free, increasing 10X your productivity and work performance.
  • Accessible Anywhere at Lowest Cost — use Lumiform’s app and software to convert paper documents into digital checklists in minutes with our flexible form builder kit that your team can access anywhere.
  • Fully Customizable — You can change the color scheme, font style, size, layout, text, and images on any template provided by Lumiform. This means that you can customize your order form so that it meets your unique needs and requirements.
  • Multiple Templates — Lumiform offers templates in different languages which include everything from simple contact forms to more complex sales forms with payment options. You can choose whichever template best suits your business needs and then customize it according to your requirements by adding in additional fields or deleting others as required.
  • Faster Growth— because you're using the power of state-of-the-art technology, you can process your order documents up to 30%-40% faster than before, growing your business faster.


Creating an order form template

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How Using Digital Ordering Form Templates Can Make Your Business Run More Effeciently


With Lumiform, you have access to thousands of premade and customizable templates that can modernize the way you and your employees operate your business. This can be done straight from your smartphone or tablet - online or offline. Create checklists for you and your team to easily collect data which can reduce errors and potential complications quickly and effectively.


  • Along with our helpful templates, having a business plan in place can make a big difference. For more information, check out our Business Plan breakdown to see how one can aid you and your team.
  • Lumiform offers 10,000 free and ready-made templates to choose from so that you can quickly and safely go paperless within your company.
  • With the intuitive and convenient mobile app you and your entire team can stay organized and on track, on the go.
  • All results are automatically summarised in a report and can be sent to any/all members of your team quickly and easily.
  • Comprehensive and automated analyses help you detect any potential threats and errors and allow you to concentrate on improving processes and making your business run smarter and smoother.


Employees ordering form templates


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Robyn Neath

Robyn Neath

Robyn started her writing career after receiving her screenwriting diploma from InFocus Film School in Vancouver, BC. She has since worked for esteemed sports, casting, and news organizations. When she isn’t concentrating on generating content with Lumiform, she enjoys working on her sitcom scripts and entering them into writing competitions. She has a strong interest in the arts, and can usually be found re-watching Frasier or stumbling her way through The New York Times daily crossword.

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