Custom Order Forms: Collect Project Info Before Payment

Attach a drag-and-drop questionnaire to any service to capture project briefs, file uploads, or preferences before a customer pays.

Some services need more context before work can begin — a project brief, a set of dimensions, a brand file, or a simple preference choice. A Custom Order Form is an optional questionnaire you attach to a single service. When a customer selects that service during checkout, the form appears immediately after their selection and before the payment step, giving you exactly the information you need to start delivery. This page explains how to enable a custom order form for a service, which field types are available, and where the submitted answers are stored once an order is placed.

Custom Order Forms are separate from Checkout Forms. A Checkout Form is the public page that lists your services for sale. A Custom Order Form is the per-service questionnaire a customer fills in after choosing one specific service.

Enabling a Custom Order Form

Custom Order Forms are configured inside each individual service, not from the Forms list.

1. Open the service

   Go to Products & Services → Services and open the service you want to attach a form to.

2. Go to the Form tab

   Select the Form tab inside the service editor.

3. Enable the form

   Set Service Form Status to Enabled. The drag-and-drop form builder appears below the toggle.

4. Build your form

   Add fields from the available field types, configure their labels and options, mark any as required, and drag them into the order that makes the most sense for your customers.

5. Save the service

   Save the service. The form is now live and will appear to customers the next time they select this service during checkout.

Available Field Types

The form builder supports eight field types to cover a wide range of information-gathering needs. Add as many fields as you need — with one important exception noted below.

Field Type	Description
Header	A section heading to visually separate parts of a long form. No answer is collected from the customer.
Text	A single-line text input, suitable for short answers like names, URLs, or codes.
Number	A numeric input field for quantities, measurements, or other numerical values.
Textarea	A multi-line text area for longer answers, such as project descriptions or instructions.
Dropdown (Select)	A dropdown list from which the customer picks exactly one option you define.
Checkbox Group	A group of checkboxes allowing the customer to select one or more options from a list you define.
Radio Group	A group of radio buttons from which the customer picks exactly one option.
File Upload	Allows the customer to attach a single file to their order.

You can only add one File Upload field per form. If you need customers to submit multiple files, ask them to archive their files into a single upload before checking out.

Marking Fields as Required

Any field in your form can be marked as Required. When a field is required, the customer cannot proceed past the custom order form step until they provide a valid answer. Use required fields for information that is truly essential to fulfillment — keeping optional fields unmarked reduces friction for customers who may not have every detail ready at checkout.

Where Answers Are Stored

Once a customer completes checkout, their form answers are saved with the order and surfaced in two places:

Order Details Panel

Navigate to Products & Services → Orders and open the order. The customer’s answers appear in the Order Details panel, so your team can reference them at any point during fulfillment.

Project Description

If the service is configured to automatically create a project on checkout, the answers are appended to that project’s description. Your team sees the brief the moment the project is created, without needing to open the order separately.

Combine a Textarea field for the project brief with a File Upload field for reference assets — together they give your team everything they need to start work immediately after payment clears.

Next Steps

Checkout Process

See exactly where the custom order form appears in the customer’s step-by-step checkout journey.

Orders Overview

Learn how to view submitted form answers inside a completed order record.