Order form template 

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.

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.

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.

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.