How to Create an Order Form

How to Create an Order Form

This guide helps you create a form for product inquiries, event registrations, quote requests, and service orders. Mobyform does not currently collect payments inside forms, so use this flow to capture order details and complete billing in your existing checkout, invoice, or payment system.

Prerequisites

• Decide what details you need before follow-up or fulfillment.
• Prepare item names, service options, quantities, and any required contact fields.
• Do not ask respondents to enter card numbers or payment credentials into form fields.

Step 1: Create the Form

1. Click "New Form" -> "Blank Form".
2. Select "Standard Form" as the form type.
3. Enter a title such as "Course Registration Request" or "Service Order Request".

Step 2: Design the Form

Customer Information

• Single-Line Text - Full name
• Phone - Contact number
• Single-Line Text - Email address

Product or Service Selection

Choose the approach that fits your scenario:

Option A: Fixed-Price Products

• Use a "Radio" field to list product options
• Label each option with its price, for example "Basic Course - $99" or "Premium Course - $299"

Option B: Product Select Component

• Use the "Product Select" field if it is available in your workspace
• Add product details such as name, image, and price
• Let users select quantities

Option C: Custom Quote

• Use text, number, or currency-style fields for quote inputs
• This works well for custom service requests or donation pledges that will be handled outside the form

Additional Information

• Multi-Line Text - Special requirements or notes
• Dropdown - Shipping method, if applicable
• Single-Line Text - Delivery address, if applicable

Use Calculated Fields

If the total depends on selections:

1. Add a "Calculated Field".
2. Write a formula referencing the product selection fields.
3. Let the form calculate an informational order total automatically.

Step 3: Add Order Summary Fields

If the total depends on user selections, add calculated fields so your team can review the order clearly.

Dynamic Totals

If the amount varies based on user selections:

• Link the amount to a calculated field or product-style selection field
• Let the system compute an informational amount based on choices
• Complete payment outside Mobyform if payment is required

Step 4: Configure Submission Flow

Post-Submission Actions

• Display a confirmation message
• Redirect to a custom thank-you page or external checkout page
• Send a confirmation email to the respondent
• Notify your team for manual review or fulfillment

Submission Limits

• For limited stock, set a maximum submission count
• For time-limited offers, set a submission deadline

Step 5: Publish and Promote

1. Publish the form and get the share link.
2. Embed the form on your product or event page.
3. Promote it via email and social media.

Step 6: Manage Orders

Review Submissions

In the data management page:

• View all order submissions
• Filter by product, service, status, or date
• Export order records to Excel or CSV
• Add internal follow-up notes where your workflow supports them

Suggested Status Values