What are Order Forms?
Order Forms use Order Form Items to calculate prices. At the end of an Order Form, the form user is shown an Order Summary page that totals their order and gives them a chance to review.
You can create an Order Form by adding items from the Order Form Items category in the list of items to choose from. Each Order Form Item extends a Common Item by adding pricing abilities. For example, a Checkbox Pricing item has all the features of a Checkbox item with the additional ability to assign a price to each of its choices.
There are also a few special Order Form Items:
- Coupon Code: This item allows you to create coupon codes for discounts.
- Quantity List: This item allows you to list multiple products. The form user can enter a quantity for each product.
- Radio Button Percent and Dropdown Percent: This item allows you to add or subtract a percentage of the order total.
- Running Total: This item allows the form user to calculate their current order total without having to complete your entire form.
- Text Field Quantity: This item allows you to multiply the Order Form Item it is placed in front of.
After the last page of your form, an Order Summary page is automatically generated and shown to the form user. On this page, the form user can see an itemized order total and then either use the "Back" button to go back and make changes or use the "Confirm" button to proceed.
On a multiple page form, if you use Rules to end the form with a Success Page before the last page has been reached, the form will end immediately and never reach the Order Summary page. You can use this to "screen out" form users when payment is not needed.
Without payment integration, you can still collect credit card information on your form and later charge the cards in your own system outside of Formsite, but if you choose to do so, you must follow our security guide to keep the information secure.
If you're selling a limited number of products, you can use Inventory to prevent overselling.
You can add a hidden charge by setting a default value on any Pricing item and then making it an Admin Item.