Managing orders and collecting information from customers or clients can be a complex task for businesses of all sizes, but a Google Docs order form template can help.
Fortunately, you can get order forms or purchase order templates to help you streamline the process of collecting data. These templates provide a simple and efficient way to create customized order forms that can streamline your business operations and enhance the overall customer experience.
In this article, we’ll take you through how to use Google Docs to make an order form template. We’ll also provide you with some of our ready-to-use templates.
Table of Contents
What Should a Google Docs Order Form Template Include?
An order form template should have the following crucial information:
- Date and Order No: It’s important to have the order number and the date. This will help you track the orders, and you can use it to find the order form in case there are any problems with the order.
- Customer details: The order template should have the details of the buyer, including their name, contact information, and address.
- Company Logo and Contact Information: The order form should prominently display the company logo and provide contact information such as the company name, address, phone number, and email address. You can add the company information as footnotes on your order form.
- Order Details: This is the section where you enter relevant order details, such as the product or service name, quantity, size, color, and any other relevant specifications. It should also include fields for customers to select any additional options or add-ons, such as gift wrapping or expedited shipping.
- Pricing Information: The order form should clearly specify the price of each product or service, including any applicable taxes, shipping fees, or discounts. It should also provide a subtotal and a total amount due so that customers have a clear understanding of the cost of their order.
- Payment Information: The order form should include a section for the customer’s payment information, such as credit card number, expiration date, and security code. This section should specify the available payment methods. It can also include other relevant terms and conditions related to payments, such as refund policies or payment deadlines.
- Shipping Information: The order form template should include a section for the customers to provide their shipping information, including the shipping address, contact name, and contact phone number. This section should also specify the shipping method, estimated delivery time, and any shipping fees or restrictions that may apply.
You can also add additional information on your order form, like the terms and conditions
How to Build Order Forms With Google Docs
Here’s how to create an order form in Google Docs:
- Open Google Docs at Docs.New
- Set up the page by heading to File > Page Setup. Then set the page orientation, size, background color, and margins for your menu.
- Write the heading for the order form and add the date and order number.
- Create the section for the custom details and the seller details. It’s easier to use a table for this section if you want to save on space. To do this:
- Go to Insert > Table
- Select 2 column
- Input the details
- Create the section for the order details by going to Insert > Table and selecting 6 columns and 6 rows.
- Add the sections for the order detail, including the item, description, quantity, price, and total.
- Resize the columns appropriately
- Create the section for the total piece and the payment method. To do this:
- Add another table with three columns and 4 rows.
- Resize the columns appropriately.
- Select the 1st column, right-click on it, and click Merge cells.
- Add the categories for the payment method and the total prices.
- Add a section for the shipping method and notes. You can add a table with 4 rows and arrange them like the below:
- Once you’re satisfied with the layout, you can format it any way you wish using font, color, and table formats.
With that, your order form template is complete! You can share it with customers or clients by sending them a link or embedding it on your website.
Google Docs Order Form Templates
Creating an order form is a simple task, but in case you don’t have the time for it, here are some templates for Google order forms:
Simple Order Form Template Google Docs
The simple order form template is a basic but detailed template with a well-organized layout. It has all you could possibly need for an order form template.
You can take care of all your sales and orders with this simple order form template.
Google Docs Order Form Template
The Google Docs order form template is an efficient way to compile your order information. It has a dark blue theme for the headings of each section with the white font to make the letters clearer.
Like all the other templates, this order form template is fully customizable on Google Docs, so you can add your own branding to it.
Online Order Form Google Docs Template
The online order form template is a simple yet attractive template with an understandable layout. It has a small section where you can add your company logo, and the rest of the company information can be found at the bottom of the template.
Why Use Our Templates?
If you find it difficult to create your own Google forms for placing orders, or you simply don’t have the time, you should try out our templates above.
Here’s why you should use our order form templates for Google Docs:
- Our order form templates allow you to save the time and effort it would take to make one from scratch so that you can focus on other aspects of your business.
- The templates are very easy to customize on Google Docs, so you can make them fit your company image by adding your logo and changing the color scheme to match.
- They are versatile and suitable for all kinds of businesses, whether tech or finance or even fashion and beauty businesses.
- They have a well-organized layout and appealing themes.
- You can also easily access the order form template on any device using Google Docs, which is very convenient.
If you’re looking for an efficient way to streamline your business processes, manage orders, and collect information from customers or clients, then you’ve come to the right place.
In this article, we’ve shown you how to make a Google Docs order form template, and provided you with our ready-to-use docs to make things easier. If our templates worked well for you, then you may want to check out our premium templates, where you can use the code SSP to save 50%.
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