How to Create an Order Form in Google Forms – A Step-by-Step Guide

Creating an order form is a necessary step for businesses and individuals who want to collect orders online efficiently. Google Forms provides an accessible platform to design these forms with its user-friendly interface and versatile features. By utilizing Google Forms to construct an order form, one can streamline the process of order taking, allowing for a clear and organized method to record customer requests and preferences. The ease of integration with other Google services, such as Sheets for data organization, makes it an attractive tool for anyone looking to set up an online order system.

The design process of an order form in Google Forms involves several straightforward steps. It begins with the creation of a new form where one can input various fields that are necessary for the order, such as customer information, product selections, and payment options. The platform offers customization options to tailor the form’s appearance and functionality to one’s specific needs. With the addition of Formifyr, users have the opportunity to further enhance the form-creation experience, offering advanced features to meet complex ordering requirements.

Safety and convenience are top priorities when dealing with online orders, and Google Forms addresses these concerns. The platform’s security features help to safeguard personal and order information, while its compatibility across devices ensures customers can place orders from anywhere with internet access. By presenting a simple yet comprehensive solution to order form creation, Google Forms alongside tools like Formifyr stands out as a dependable choice for managing online transactions.

Setting Up Your Google Forms Order Form

Creating an order form in Google Forms involves several key steps, from accessing the platform to configuring payment settings. A well-structured order form can streamline the ordering process, making it seamless for both the business and the customer.

Accessing Google Forms

To begin, users must log into their Google account and access Google Forms directly by navigating to the Google Forms website or selecting the ‘Forms’ option from the Google apps dropdown menu. Users can start a new form by clicking on the “+” icon or the “Blank” option.

Choosing the Right Template

Google Forms offers a variety of templates in the template gallery, making it easy to find a starting point that aligns with the user’s needs. Users can select an order form template as a starting point or opt for a blank template to fully customize their form.

Customizing the Form Layout

Users have the option to customize the layout to match their branding, which includes incorporating their company logo and selecting a color scheme. It’s important that the form is visually appealing and easy to navigate, providing a positive user experience.

Adding Product and Order Details

The form should contain fields for product selection, individual item names, quantity, unit price, and the total price. Include questions that allow for a detailed description of the products, along with the option to add images. The form should automatically update the total cost based on the customer’s product choices and quantities.

Configuring Advanced Settings

In the settings, users can set the form’s response destination, often connecting the form to a Google Sheet for organized data collection. Advanced options like email notifications can be set up, ensuring that the business stays informed when new orders come in.

Incorporating Payment Options

To finalize the order process, it’s crucial to include payment options. While Google Forms does not support direct payment processing, users can integrate third-party tools such as Formifyr for payment functionalities. Users may direct customers to payment services like PayPal or include instructions for other payment terms.

By carefully setting up each component of the Google Forms order form, businesses can ensure an efficient and user-friendly order process for their customers.

Sharing and Managing Your Form

Once a Google Form order form is created, it is vital to effectively share it with customers and manage submissions for smooth order processing and customer service.

Embedding and Sharing the Form

A Google Form can be embedded into a website or shared directly via a link. To embed, the creator must obtain the HTML code from the “Send” button within Google Forms by selecting the “<>” icon, allowing it to be integrated into web pages for seamless customer access. Sharing through a link is as simple as clicking the “Send” button and opting to send via email or copying the link to disperse among potential respondents.

• Embed:

  • Click Send > Select “<>”
  • Copy and paste the HTML into the website’s code

• Share a link:

  • Click Send
  • Copy the link and distribute via desired platforms (e.g., email, social media)

Analyzing Order Submissions

Responses to order forms can be automatically collected in a Google Sheet, where the vendor can analyze customer orders efficiently. This database of customer information includes details such as email addresses, delivery addresses, and specific order requests, which can be sorted and filtered to help manage orders. The vendor can set up notifications for new submissions to ensure prompt response times.

• Google Sheets: Responses tab > Select green Sheets icon to create a new spreadsheet
• Notification: Responses tab > More (three-dot menu) > Get email notifications for new responses

Enhancements and Integrations

Google Forms allows for integrations with various apps and add-ons to enhance the functionality of the order form. For example, Formifyr can be leveraged to design more complex forms. Additionally, add-ons like Neartail can extend the form’s capabilities to handle payments or scheduling. Using checkbox, multiple choice, and dropdown fields, the form can capture detailed order preferences, and the use of apps will enable seamless integration with existing workflows for both vendors and suppliers.

• Add-ons and Apps:
  • In Google Forms, click on the More (three-dot menu)
  • Choose Add-ons and search for tools like Formifyr or Neartail

By embedding the form on a website, sharing it with potential customers, analyzing the incoming order data, and incorporating add-ons, vendors can manage their Google Form order forms with a high degree of efficiency and customization.