Simplify Your Sales With Custom Order Forms

Create a streamlined order process for your customers with customizable forms. Offer custom pricing and accept payments directly in your form.

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Used daily by more than 3,000 businesses worldwide.

Benefits of using order forms

Streamline and automate your sales processes

01

Customize for every customer ⚙️

Offer custom pricing to every customer with our calculator feature. Let users configure their products with ease.

02

Design to fit your branding 🎨

Design your form to fit your brand or specific product. Make every form your own with unlimited design options.

03

Connect to your toolstack 🧰

Send your orders directly to your CRM or automate follow-ups. Accept payments with Stripe or other payment gateways.

04

Track and analyze performance 📈

Take advantage of advanced analytics features. See partial submissions of forms and identify room for improvement.

Why use order forms in your sales?

Traditional sales with manual order forms often cause many mistakes and data loss is a common issue. With an embeddable order form, this can be avoided and the sales process improved for both the customer and the company.

Build an order form in minutes

involve.me's editor allows you to build your order forms in a matter of minutes. Simply drag & drop your elements onto canvas, design with pred-designed themes, or adjust to your brand. Easily connect your payment gateways, embed them on your website, and watch the orders come in.

How to get the most out of your form

Best practices for designing order forms

A man looking into a computer sitting on a chair. "Pay now" button overlaying the picture indicating a paying experience.
A man looking into a computer sitting on a chair. "Pay now" button overlaying the picture indicating a paying experience.
A man looking into a computer sitting on a chair. "Pay now" button overlaying the picture indicating a paying experience.
A man looking into a computer sitting on a chair. "Pay now" button overlaying the picture indicating a paying experience.
A man looking into a computer sitting on a chair. "Pay now" button overlaying the picture indicating a paying experience.
A man looking into a computer sitting on a chair. "Pay now" button overlaying the picture indicating a paying experience.
  • Avoid overwhelming your users and give them just enough fields to work with. Ask only for necessary information to speed up the process and avoid abandonment rates. Use simple language and ask clear questions.

  • Make sure all the related steps and questions are grouped together. Take the opportunity to guide your user through the whole journey. With such a streamlined process, you can reduce confusion and increase the completion rates.

  • Lead your prospect only to relevant pages, creating a more personalized experience with conditional logic. Show or hide fields and questions dynamically based on the user's answers.

  • Most of the online purchases happen on mobile devices. That's why involve.me forms are already optimized for mobile. You can take advantage of different background settings for your mobile and desktop forms, ensuring everything looks perfect.

  • Whether it's photos of your products or visual cues such as a progress bar. Show your shoppers everything they need, through engaging visuals or photos of your products.

  • Placing the form on pages with high conversions can help you take it one step further. Creating an exit intent pop-up for your page is also a great way to expand the visitor's time spent on the website.

What are the best questions to ask in an order form?

There is no one-size-fits-all approach to questions in your order forms. In some forms, you can find a standardized set of questions, but make sure to optimize your form for the purchasing process.

This can include questions about customer's specific needs, preferences, and any additional details ensuring the smooth ordering process.

Our recommended questions:

Screens of a service order form diplaying multiple steps of order forms for a cleaning service.

"Would you like to customize your product?"

Offering customization in your products can increase the perceived value and make the product more personalized to the customer. Collect this information in your form and provide exceptional experience.

"How often are you planning to use the product?"

With this information, you can upsell your customers on personalized packages according to their needs. Lead them to a specific package option based on their answers and show them the best deals.

"Do you have a preferred delivery date?"

Let your customers select their preferred delivery date and avoid overloading customer support. Implement a date picker in your order form to make sure your products are delivered at the right time.

"Would you like this purchase to be sent as a gift?"

Asking this question allows you to upsell on gift packaging for your products and create a more pleasant experience for your customers. Allow your customers to deliver straight to the gift recipient.

"What is your name, email, phone number, etc.?"

Getting the prospect's contact information is essential for your order form. Place it at the beginning of the form and make sure you collect this data even with partial submissions.

"Is the delivery address the same as the invoice address?"

Customers often need different options for delivery addresses and invoice addresses. Show different address fields conditionally based on the customer's answer.

Get inspired and find the right template for your needs

Get inspired by our order forms

Collect lead emails with a simple newsletter sign-up and nurture them in your sales funnel. Get more detailed information with a simple qualification form or find out as much as possible with an in-depth qualification lead form.

order form.

Simple Product Order Form

Collect payments and needed information with this simple product order form. A simple and effective way to collect orders from your customers.

Selection screen in an order form titled 'Choose a color for your bottle caps' displaying eight water bottles with different colored caps: pink, black, gold, blue, white, green, and two more variations.

Advanced Product Order Form

Give customers more flexibility with customization order forms. Price the order based on the customer's customization.

Form page asking 'What's the size of your office spaces?' with an input field showing '1200' and a dropdown menu for selecting square feet. A 'Next' button is below the input field.

Simple Service Order Form

Provide services and let your customers pay instantly with this simple service order form. Collect necessary information and schedule appointments.

Order form summary page with a price for a cleaning service order and a scheduling option for first service visit.

Advanced Service Order Form

Calculate pricing for your services dynamically with this advanced order form. Assign values to specific answers and let customers pay instantly in the form.

Analyzing customer data has never been easier

Gather data from the order process and analyze it seamlessly

Use robust analytics powered by AI to recognize patterns in customer needs or view partial submissions. Analyze your conversion funnels and leverage this information for improved sales processes or enhanced marketing campaigns.

Analytics dashboard

Use our pre-built dashboards to view detailed metrics for closed-ended questions from your form, as well as interaction stats like engagement & completion rates, or drop-off points.

AI insights

Don't waste your time cleaning, categorizing & counting open-ended replies. Use our AI reports to crunch data, extract main insights, and get suggestions for the next steps.

Detailed user responses

Interested in a specific contact's answers? Easily jump into their profile and view the details of their feedback. Review their previous interactions on a timeline.

Why wait? Streamline your order process today.

Many ways to get your order form in front of your visitors

Create order forms that will work great on any device, in any setting. Embed your form within your page content, trigger them as a pop-up, or publish them as a full landing page.

request collection form.
request collection form.
request collection form.
request collection form.
request form.
request collection form.
  • Place a label at one of the edges of a page and have your form slide in from the side when the label is clicked on.

  • Place a chat-like button in the corner of a page and have your form expand upon button click.

  • Have your form pop-up as a modal over a page. Choose from multiple triggers, like a button click, page load, time on page, or exit intent.

  • Let your form slide in from the side upon button click, page load, time on page, or exit intent.

  • Embed your form into any block on a page. The form will responsively adapt to the block's constraints.

  • Make your fullscreen form the only content on a page.

Hassle-free implementation

Use our Shopify and Wordpress plugins to smoothly embed your form into your website.

Using a different CMS? Simply copy & paste our short code snippet where you want our form to appear.

View our help article 📖

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What makes us better than the competition

Better performance in every aspect

design projects the way you want.

Powerful yet easy customization

Our intuitive drag & drop editor simplifies the process of creating professional forms from scratch. Whether you seek inspiration or guidance, use our AI generator or select a pre-built template.

Effortlessly integrate text, images, videos, animated GIFs, buttons, drop-down menus, rating scales, and sliders into your forms. And that's just the beginning.

Customize every detail to align with your brand identity, from colors and fonts to corner roundness and transparency.

Efficient participant acquisition

Share your form either as a standalone landing page, a responsive embed in your website, or a pop-up with custom trigger events.

Invite chosen contacts via email to provide their feedback. Generate a unique QR code and short URL for easier sharing.

Use coupon codes or anonymous mode to motivate more users to participate.

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Higher data quality

Implement powerful form validation rules to ensure your customer data is clean, emails and phone numbers exist and meet your criteria. Password-protect your forms and limit submissions per user.

Use conditional logic to show only relevant questions and collect more data.

Calculate scores based on your chosen criteria and have AI categorize your participants and their feedback.

Automated insights extraction

Take your data analysis to the next level. Get rid of manual classification. Summarize your data and spot interesting findings automatically.

Our AI insights tool swiftly processes both quantitative and qualitative data, providing you with a summary of results, including valuable conclusions and recommendations.

Use pre-built dashboards to analyze important interaction metrics and view detailed submission data.

NPS® Survey Maker.
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Many follow-up & integration options

Display different outcome messages, or redirect to different destinations.

Send thank you emails to participants, or notifications to your team.

Sync segmented contact lists & submission data with your spreadsheet, CRM or email marketing tools to take immediate action.

Join the 3.000+ businesses using involve.me daily

Powerful toolbox

A feature for any need

Contact Profiles

Use contact profiles to view all collected data for a specific participant.

Contact Data Validation

Only accept submissions with valid email addresses and phone numbers.

Custom Calculations

Easily create formulas with Excel-type functions & conditional logic.

B2B Lead Qualification

Block submissions with personal or disposable email addresses.

Scores & Calculations

Assign numerical values to answers & easily create formulas with functions & conditional logic.

Logic Jumps

Guide users to different pages & questions depending on what they answer.

Participant Emails

Send email confirmations to users who interacted with your content instantly and use variables to customize.

Internal Email Notifications

Send email notifications with collected data to yourself or your team whenever a visitor submits a form.

Answer Piping

Personalize follow-up questions using previous participant answers & data.

Hidden Fields

Save data from the URL, pipe values to the text and prefill or hide personal data fields.

AI Generated Text

Let AI create individual text feedback for your users from custom prompts.

Outcome Logic

Set different end pages and define your custom logic for displaying them.

Many More Features

Explore all of our features.

50+ native integrations

Sync data with top automation tools

Connect your order form to various CRM and automation tools. Sync contact lists and project response data with other apps to enrich your other systems and trigger follow-up actions.
View Integrations
Active Campaign integration.
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Campaign Monitor integration.
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Drip integration.
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getresponse integration.

What our customers say about us

More than 3.000 satisfied customers


“With involve.me we’re able to process leads 4 times faster.”
placement international.

“Superb tool to analyze & understand customer behaviour.”
involve.me.

“Powerful and intuitive tool for boosting conversion and engagement.”

“Easy to use, yet customizable enough for professional users.”
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Rated highly on software review sites

Pricing overview

Let's grow together

Start for free and scale up once you're ready. Save up to 40% by choosing a yearly plan.

Comparison chart of subscription plans ranging from Free to Business at various price points, listing features like project limits, submission numbers, data retention, and special functionalities.

Industry solutions

Order forms for your industry

Ecommerce & Retail

Cosmetics products laying on a table cloth.

Help customers find suitable products with interactive, personalized shopping experiences.

CPG & DTC

Close up shot of a man packing a package in a carboard box.

Boost online sales with branded recommendation quizzes and interactive calculators.

Insurance

A family portrait in nautre.

Create insurance product finders, insurance rate calculators and more! No coding required.

Software

Man sitting behind a desk and a computer writing and editing code.

Feed your sales pipeline with qualified leads with embeddable lead magnets, calculators, quizzes, surveys, and forms.

Manufacturing

A man working in a factory measuring a length of a material.

Create modern & beautiful forms, quizzes, calculators and surveys. Collect quality data and automate sales.

Finance

Two skyscrapers standing next to each other.

Interactive finance calculators, surveys, quizzes and forms that explain your financial products better.

Travel

A yellow wan driving down the road in a scenery full of rock mountains.

Build engaging travel quizzes, embeddable booking forms, and interactive cost calculators.

FAQ

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