How do you create custom order forms?


Quick Answer

Two easy ways to create custom order forms are editing an Excel or Word template and using a form creator tool. Several websites, including TidyForms.com and BusinessFormTemplate.com, offer editable order form templates for free. Many of these are available as editable Word, Excel or PDF files. Alternatively, tools such as JotForm.com and Adobe Acrobat can be used to create forms that can be completed electronically.

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Full Answer

The templates available on TidyForms.com and BusinessFormTemplate.com include a custom order form for a transportation agency, one for a shipment order and numerous generic custom order forms. Some of the templates are only available as PDFs. These can be opened in most versions of Microsoft Word or edited using a PDF writer such as Adobe Acrobat. If using Word, some elements of the template may move when it converts to a Word file.

JotForm.com allows users to create both online forms and fillable PDF forms. Log in or create an account (there is a basic plan available for free). Select the My Forms page, and click to create a new form. Design the form using the drag-and-drop interface. To save it as a fillable PDF file, click the More menu, and select Create PDF Form.

Alternatively, create a custom order form from scratch in Word or Excel. Common elements include space for a name, contact information and an address as well as a table for writing desired items and quantity. Some custom order forms also include space to write billing information.

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