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Free Order Form Templates

Try these example sales order forms and workflows. See how you can digitize common sales & work order forms, sign electronically, connect them to SQL databases and send them by email.

Simple Order Form

Sales order form with automatic calculations and e-signature.

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Sales orders almost always include a table with lines for individual items or services being ordered. Naturally, a subtotal for each line item and a grand total must be calculated and placed on the order. This form performs those calculations automatically. Best of all, no code is required and anyone can do this using our powerful Visual Rule Builder(6 min video).

Order Form with SQL

SQL integration dynamically retrieves products in a sales order.

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Order forms have line items. In many cases, each line item has a product code, MSRP etc. This form pulls product information from a SQL database and dynamically sets up a pick list so the user can pick a specific product. When a product is picked, the MSRP is retrieved from SQL for the selected product. It also performs calculations and supports e-signatures and attachments.

Conditional Order Approval

Sales Order with conditional routing for approvals.

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This sales order process includes an order form with a table for line items, automatic calculations for subtotals and the grand total, validation of form fields etc. It's filled in by a salesperson and then routes electronically to a manager for approval. If the discount is 20% or higher, it routes to the VP otherwise the VP step is skipped. The order is finally sent to the client for authorization.

What are sales order forms used for?

A sales order form (also called a work order form, especially when providing services) is one of the most basic forms used in a business. Whichever industry you're in, you need to allow your customers to order your products and services. An order form formalizes the sales order so both the customer and the business understand exactly what's being ordered, when & where it will be delivered, and the price being paid. An order form almost always includes one or more signatures.

What's on a work order form?

Order forms contain important information including:

  • Your logo and corporate name.
  • Shipping and Billing address.
  • A line for each individual item including item codes, descriptions, unit prices etc.
  • Subtotals, grand total, taxes, fees and discounts.
  • Date of the request, along with any approval/rejection.
  • Signatures of all participants – salesperson, manager and client.

View Existing Orders (SQL)

SQL integration dynamically displays line items in a sales order.

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Sometimes, you need to go back and look at existing orders. This form first sets up a pick list of customers. When you pick a customer, it retrieves orders for that customer. When you pick an order, the line items for that order are dynamically pulled from SQL and populated in the form. The best part is – using our powerful database connector, you don't need programming.

Order Approval Process

Sales Order workflow with electronic routing for approvals.

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This sales order process includes an order form with a table for line items, automatic calculations for subtotals and the grand total, validation of form fields etc. It's filled in by a salesperson and then routes electronically to a manager for approval and is finally sent to the client for authorization. All signatures are electronic.

Why use electronic sales order forms?

Online order forms have significant advantages:

  • They ensure proper communication between the customer and your business. There are no surprises leading to happy customers.
  • Data is automatically validated. Errors and omissions are eliminated reducing wasted time and resulting in faster order processing.
  • With electronic signatures, there's no need to print and paper is completely eliminated.
  • They work automatically on smart phones so your busy customers can place their order from anywhere and at any time.
  • They can connect to SQL databases and other internal systems reducing data entry and the inevitable errors.
  • Automatic calculations also reduce work and mistakes. There's no chance of a miscalculation resulting in a dissatisfied customer down the road.

Why automate sales & work order forms with frevvo?

frevvo's simple, visual software makes it super easy for anyone to drag-and-drop and design order forms that meet real business requirements. It provides a rich array of form fields including signatures, attachments, tables etc. Using the Visual Rule Builder (6 min video), anyone can create dynamic forms without coding knowledge. You don't need to invest in hard-to-find programmers. Sign up for a free 30-day trial and get started today.

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