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Order form template 

Order form template 

Evaluate your business order forms with this comprehensive checklist covering essential elements like policies, payment options, and product details.

Use this template
or download pdf
Order form template 

Evaluate your business order forms with this comprehensive checklist covering essential elements like policies, payment options, and product details.

Use this template
or download pdf

Our order form checklist template helps you evaluate whether your business order forms include all essential components for effective order processing. This template addresses a critical pain point for businesses: incomplete order forms that lead to fulfillment errors and customer dissatisfaction.

According to a survey by The Manifest, over 80% of people abandon online forms. With this checklist, you can improve your form’s design, making sure it has clear business information, payment details, product specifications, and customer data fields. You can then collect all necessary information with your forms while maintaining a user-friendly experience.

Related categories

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Preview of the template
Order Form Template Must-Haves:
Are your business's specific terms and policies (for example, return policies) listed clearly for the client to see on your order form?
Is the accepted payment information listed on your order form?
Is your business's information clearly indicated on your order form?
Is essential client information requested on your order form?
Is there an area where the client can indicate the quantity of what they desire to purchase?
Is the type of product or service you offer made clear on your order form?
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Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

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Frequently asked questions

How can you make your order form’s payment information section more effective?

Create a clear payment section that lists all accepted payment methods with recognizable icons. Include information about when payment will be processed, any installment options, and security measures protecting customer data. Avoid surprising customers with hidden fees by clearly displaying shipping costs, taxes, and any additional charges before they submit the form.

What business information should you display on your order form?

Your order form should prominently display your business name, logo, contact information (phone and email), physical address, and website URL. This builds credibility and gives customers confidence they’re ordering from a legitimate business. For regulated industries, consider including business registration numbers or license information to further establish trust and meet compliance requirements.

What essential client information should your order form collect?

Your order form should collect the client’s full name, shipping address, billing address (if different), email address, and phone number. Only request information that’s necessary for order fulfillment and communication, since each additional field increases the risk of form abandonment. Consider making only truly essential fields mandatory and offering autofill options to reduce customer effort.

How can you use this checklist to improve your existing order forms?

Review each existing order form against the checklist items, marking “Yes,” “No,” or “N/A” for each criterion. For any “No” responses, prioritize adding those missing elements to your forms. Test the revised forms with actual users to ensure the additions improve rather than complicate the ordering process. Regularly revisit the checklist as your business offerings evolve.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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