Revised April, 2024.

Did you know that creating custom order forms is a breeze with the Form Builder? It's simpler than it might seem at first glance!

With the PhotoBiz Form Builder, crafting tailor-made order forms for virtually anything—including photography packages—is straightforward and efficient. Discover the convenience of my custom photography package builder!

Let’s Explore creating custom forms. Previously, placing orders required either a phone call, coming in person or doing it all via contact forms, which was not only time-consuming but also uncomfortable for customers hesitant to share payment information. Plus customers may want to debate which package is perfect with family members or others before deciding.

Now, thanks to our form, it gives power to the customer on decisions and relay exactly what they want and cost right away- while ensuring a faster, more secure, and error-free ordering experience. 

How is it achieved? With a bit of know-how and strategic planning, anyone can do it

Start by Planning Your Form 

Consider the functionality of your form:

• Can customers order multiple items?
• Do prices vary across products?
• Are there extra-cost add-ons?
• Do product options vary?

Addressing these questions early on minimizes later revisions.

Setting Up Prices

Adjusting prices is straightforward. Click "Advanced" and choose the item to edit, where you can input the price and manage inventory or conditional fields.

If you have limited quantities of items, you can set that up here, too. You can also set up conditional fields – we'll cover that next.

Implementing Conditional Fields

Conditional fields enhance form dynamics, displaying certain questions based on previous answers—like showing additional options once a option is selected. These fields can trigger multiple actions, simplifying the customization process for your clients. Accessing this feature is easy: select the "Advanced" option, choose your conditional trigger, and specify the resulting actions.

Getting Paid

Integrate a payment block to allow direct on-form payments. This setup not only facilitates smooth transactions but also supports additional charges, such as taxes and shipping fees, and offers options like digital downloads. Immediate email confirmations ensure both you and your customers have a record of the transaction.

Additional Tips

• Always mark required fields to prevent incomplete submissions.
• Your form can be as detailed or simple as needed—the Form Builder's flexibility accommodates all levels of complexity.
• Utilize conditional fields to maintain brevity in your form.

Need assistance? Contact us at 866-463-7620 for support in setting up your custom order form.

Embrace the efficiency and customization potential of the Form Builder to enhance your business operations and customer satisfaction.

Looking for other ways to get paid?

PhotoBiz offers Quotes and Invoices as additional options for managing custom orders. With Quotes, you can craft proposals based on conversations you've had with customers, then send them off for approval and signature, which can then generate an invoice for payment. It all depends on your preferred workflow!

With a custom order form:

• The customer selects their options and pays in full upfront.

With a proposed quote:

• The customer contacts you with their needs.
• You create a proposal.
• They approve it.
• You can control payment options, offering full or partial payments, and set due dates with generated invoices.

Select the options that work best for you and start earning today.

Learn more:

Form Builder Guide

Quotes and Invoices Guide