Free PDF Order Form Templates
Posted: Thu Dec 05, 2024 10:05 am
Every business owner knows the feeling: An excited customer emails in an order and suddenly you have to write down all the details.
Of course, running a small business or freelancing means juggling many tasks at once.
But when it comes to taking orders, simplicity is key. A well-designed order form saves time, simplifies the process, and ensures that all the necessary details are collected.
In this blog, we’ll cover PDF order form templates to streamline your company’s ordering process. We’ll also take a look at some alternative (and better) templates from ClickUp .
What makes a good PDF order form template ?
A good PDF order form template is essential for streamlining the purchasing process and increasing customer satisfaction.
Let's take a look at some of the features that a good order form template must have.
Simplicity and clarity: Must have a simple, easy-to-navigate layout with a logical structure for entering customer information, product details, and payments
Comprehensive information fields: The template should include fields for product names, descriptions, quantities, and prices so customers know exactly what they are ordering
User-friendly features: Must include drop-down menus for product selection, checkboxes for additional services, and automatic calculation of discounts and taxes
Minimalist approach and visual appeal: The order form should avoid unnecessary clutter and must have visual features that make it more engaging and informative
Print Friendly: The order form template should be in a print friendly format, allowing custom customers to print the form without losing readability or format
the concept of the order form dates back new zealand mobile phone number to ancient civilizations. Merchants in Mesopotamia, Egypt, and Rome used clay tablets and papyrus scrolls to track orders and transactions, making them some of the earliest known order forms!
6 PDF Order Form Templates
PDF order form templates streamline your checkout experience by providing ready-to-use, customizable forms that meet a variety of business needs.
Let's take a look at some order form templates to simplify your workflow and streamline order tracking.
1. PDF Order Form Template by OnPlanners.com
Create order forms with this PDF template
Via: OnPlanners.com PDF order form template from OnPlanners.com makes it easy for sellers to track product sales.
Here you will find sections for important customer information such as name, address, email and phone number. The order details section allows you to enter the order date, items, quantities and prices.
In addition, there is a place to note the payment method and obtain signatures. This template is a simple tool for controlling sales without unnecessary confusion.
Perfect for: Salespeople who want to streamline sales tracking with organized customer and order details.
Download this template
2. Purchase Order Form Template PDF by SafetyCulture
SafetyCulture PDF Purchase Order Form Template
Via: SafetyCulture SafetyCulture's PDF Purchase Order Form Template explains purchase order dates, purchase order number, shipping address, and payment terms. It also records tax rate, tax, shipping, and handling fees.
Here you will find sections to organize your list of vendor information, item descriptions, quantities, prices, and total costs. Additionally, you can add any number of items to the order and approve the purchase order with a digital signature.
Perfect for: Businesses looking for an effective way to record all key purchasing details and manage orders.
Download this template
Also Read: 10 Best Fillable Excel Form Templates for Tasks and Projects
3. Repair Order Form Template from SafetyCulture
Repair Order Form Template by SafetyCulture
Via: SafetyCulture The Repair Order Form Template from SafetyCulture is a great solution for car repair shops. It helps you track all the important details for efficient service management.
There are sections for customer information, including their name and contact number, with the option to add a business address. There is a dedicated space for requested services, such as oil changes, repairs and maintenance. For parts management, you can list new and replacement parts, their costs and suppliers.
Perfect for: Automotive repair shops that want to organize service and parts details to keep everything running smoothly.
Download this template
4. Real Estate Valuation Request Form Template from Template.net
This real estate appraisal request form template
Via: Szablon.net The Real Estate Appraisal Request Form Template streamlines the real estate appraisal request process. It concisely collects all the necessary information from both the lender and the tenant.
The template includes separate sections for client information, property details, and valuation purpose. You will discover fields designed to capture details about the property being valued, including its physical features and any relevant historical data.
Perfect for: Real estate professionals who need property valuations with cleared data fields for lenders and tenants.
Download this template
5. Wholesale Order Form Template by Smartsheet
Smartsheet Wholesale Order Form Template
Via: Smartsheet The Smartsheet Wholesale Order Form template is a user-friendly PDF that displays a completed catalog of items with wholesale prices.
Customers can specify item quantities and enter shipping and billing details. The template can be customized to include your company logo and terms for bulk orders, returns, or payment policies.
This template streamlines the ordering process and provides transparency for both you and your suppliers, making order management easier.
Perfect for: Businesses managing wholesale orders, enabling catalog item listing and custom settings.
Of course, running a small business or freelancing means juggling many tasks at once.
But when it comes to taking orders, simplicity is key. A well-designed order form saves time, simplifies the process, and ensures that all the necessary details are collected.
In this blog, we’ll cover PDF order form templates to streamline your company’s ordering process. We’ll also take a look at some alternative (and better) templates from ClickUp .
What makes a good PDF order form template ?
A good PDF order form template is essential for streamlining the purchasing process and increasing customer satisfaction.
Let's take a look at some of the features that a good order form template must have.
Simplicity and clarity: Must have a simple, easy-to-navigate layout with a logical structure for entering customer information, product details, and payments
Comprehensive information fields: The template should include fields for product names, descriptions, quantities, and prices so customers know exactly what they are ordering
User-friendly features: Must include drop-down menus for product selection, checkboxes for additional services, and automatic calculation of discounts and taxes
Minimalist approach and visual appeal: The order form should avoid unnecessary clutter and must have visual features that make it more engaging and informative
Print Friendly: The order form template should be in a print friendly format, allowing custom customers to print the form without losing readability or format
the concept of the order form dates back new zealand mobile phone number to ancient civilizations. Merchants in Mesopotamia, Egypt, and Rome used clay tablets and papyrus scrolls to track orders and transactions, making them some of the earliest known order forms!
6 PDF Order Form Templates
PDF order form templates streamline your checkout experience by providing ready-to-use, customizable forms that meet a variety of business needs.
Let's take a look at some order form templates to simplify your workflow and streamline order tracking.
1. PDF Order Form Template by OnPlanners.com
Create order forms with this PDF template
Via: OnPlanners.com PDF order form template from OnPlanners.com makes it easy for sellers to track product sales.
Here you will find sections for important customer information such as name, address, email and phone number. The order details section allows you to enter the order date, items, quantities and prices.
In addition, there is a place to note the payment method and obtain signatures. This template is a simple tool for controlling sales without unnecessary confusion.
Perfect for: Salespeople who want to streamline sales tracking with organized customer and order details.
Download this template
2. Purchase Order Form Template PDF by SafetyCulture
SafetyCulture PDF Purchase Order Form Template
Via: SafetyCulture SafetyCulture's PDF Purchase Order Form Template explains purchase order dates, purchase order number, shipping address, and payment terms. It also records tax rate, tax, shipping, and handling fees.
Here you will find sections to organize your list of vendor information, item descriptions, quantities, prices, and total costs. Additionally, you can add any number of items to the order and approve the purchase order with a digital signature.
Perfect for: Businesses looking for an effective way to record all key purchasing details and manage orders.
Download this template
Also Read: 10 Best Fillable Excel Form Templates for Tasks and Projects
3. Repair Order Form Template from SafetyCulture
Repair Order Form Template by SafetyCulture
Via: SafetyCulture The Repair Order Form Template from SafetyCulture is a great solution for car repair shops. It helps you track all the important details for efficient service management.
There are sections for customer information, including their name and contact number, with the option to add a business address. There is a dedicated space for requested services, such as oil changes, repairs and maintenance. For parts management, you can list new and replacement parts, their costs and suppliers.
Perfect for: Automotive repair shops that want to organize service and parts details to keep everything running smoothly.
Download this template
4. Real Estate Valuation Request Form Template from Template.net
This real estate appraisal request form template
Via: Szablon.net The Real Estate Appraisal Request Form Template streamlines the real estate appraisal request process. It concisely collects all the necessary information from both the lender and the tenant.
The template includes separate sections for client information, property details, and valuation purpose. You will discover fields designed to capture details about the property being valued, including its physical features and any relevant historical data.
Perfect for: Real estate professionals who need property valuations with cleared data fields for lenders and tenants.
Download this template
5. Wholesale Order Form Template by Smartsheet
Smartsheet Wholesale Order Form Template
Via: Smartsheet The Smartsheet Wholesale Order Form template is a user-friendly PDF that displays a completed catalog of items with wholesale prices.
Customers can specify item quantities and enter shipping and billing details. The template can be customized to include your company logo and terms for bulk orders, returns, or payment policies.
This template streamlines the ordering process and provides transparency for both you and your suppliers, making order management easier.
Perfect for: Businesses managing wholesale orders, enabling catalog item listing and custom settings.