Orders and quotes made simple

Order forms that calculate totals and collect complete details. From quote requests to product orders, capture everything you need to follow up and close the sale.

Orders and Quotes Made Simple

Why order forms matter

Taking orders should be easy for customers and efficient for your business. Smart order forms calculate prices automatically and collect all necessary details upfront. Get complete information to follow up with invoices or quotes.

Automatic price calculation

Let customers select products, quantities, and options while the form calculates totals in real-time. Clear pricing estimates help customers understand costs before you follow up.

Complete order details

Collect everything needed for quotes and fulfillment: contact info, shipping address, special instructions, and customization options. All details in one submission.

Streamlined follow-up

Orders flow directly to your team with instant notifications. Get AI summaries of each order so you can quickly prepare quotes, send invoices, or reach out to close the sale.

Order Types

Forms for every order scenario

From simple product inquiries to complex service quotes, build the order capture experience your business needs.

Products

Product order forms

Customers select products, choose quantities, pick options like size or color, and see estimated totals. Capture complete order details to follow up with invoices.

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Product Order Forms
Quotes

Quote request forms

Collect project requirements, specifications, and preferences. Use the information to prepare accurate quotes. Follow up with personalized proposals.

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Quote Request Forms
Services

Service inquiry forms

Let customers describe services needed, select add-ons, and see estimated pricing. Capture preferences and special requests to prepare detailed quotes.

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Service Inquiry Forms
Custom

Custom order forms

Complex orders with custom configurations, multiple line items, and variable pricing. Calculator logic handles sophisticated pricing estimates for your review.

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Custom Order Forms
Calculations

Real-time pricing

Calculator fields compute estimates as customers make selections. Quantities, options, and add-ons calculated automatically. Clear pricing for your follow-up.

Products

Product selection

Display products with descriptions and prices. Customers select what they want. Dropdown menus, checkboxes, or multi-select options.

Options

Product options

Size, color, quantity, add-ons, and customizations. Conditional fields show relevant options based on product selection. Flexible configuration.

Summary

Order summary

Display itemized order summary before submission. Customers review selections and estimated totals. Clear confirmation reduces errors.

Notifications

Order notifications

Instant email alerts when orders arrive. Get AI summaries of each order so you can quickly review and follow up with quotes or invoices.

Integration

CRM integration

Send order details to your CRM, spreadsheets, or invoicing tools through Zapier. Keep all customer orders organized and ready for follow-up.

FAQs

Frequently Asked Questions

Everything you need to know about building order and quote forms. More questions? We are here to help.

Yes, calculator fields compute estimated totals based on product selections, quantities, and options. Customers see running totals update in real-time as they make choices.

Yes, use checkbox fields, dropdown menus, or multi-select options for multi-item orders. Customers add as many items as they need, with totals calculating automatically.

Follow up with customers via email to send invoices or payment links. Use Zapier to automatically send order details to your invoicing tool like QuickBooks, FreshBooks, or Stripe Invoicing.

Yes, conditional logic shows relevant options based on product selection. Shirts show size and color options. Services show scheduling fields. Each product gets appropriate configuration.

Yes, use answer recall to display an itemized summary showing all selections and calculated totals. Customers review before submitting, reducing errors.

Add address fields for shipping and billing information. Use conditional logic to let customers indicate if billing matches shipping. Collect all details needed for fulfillment.

Yes, email notifications alert your team instantly when orders arrive. Get AI summaries of each order so you can quickly review details and follow up.

Yes, build forms that collect requirements for custom pricing. Gather specifications, preferences, and contact information. Use the details to prepare and send personalized quotes.

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