Templates Business Operations Order Sales Request Form Template

Sales Request Form Template

Use This Template
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Contact Information

Name

Product/Service Information

Billing Information

Order Summary
Item Quantity Total
There are no products selected.
Total$0.00
Confirmation

The Sales Request Form Template by WPForms is a great tool for new businesses or entrepreneurs looking for a simple way to get customers to place orders on new/existing products/services.

How Does the Sales Request Form Template Work?

The Sales Request Form Template requires the WPForms Basic License since it uses numerous Fancy Fields to capture client information and their product selections and accept payments instantly.

  • Full Name: Starts things off by identifying individuals interested in your services.
  • Email Address: Essential for sending follow-up information and order confirmation.
  • Phone Number: A direct line for more personal follow-ups in case of emergencies.
  • Position/Title: Helps understand the level of decision-making power your contact has.
  • Company Name: Knowing the company allows for tailored communications
  • Product Selection: Clients can choose from your list of products and their quantities.
  • Installation Assistance Required: A yes/no dropdown lets clients express their needs.
  • Training Sessions: Another dropdown to determine if the client wants training sessions.
  • Special Instructions: A space for any additional details or preferences regarding the order.
  • Total Amount: An order summary that automatically calculates the cost based on selections.
  • Confirmation: A quick tick to confirm the accuracy of the information provided.
  • Payment Information: Secure payment processing through Stripe.

Sign up with WPForms today and access the Sales Request Form Template. Whether you’re in tech, retail, or services, this form template helps simplify the capturing of essential sales inquiry details.