You have a choice between an order form template and an excel download. Are they the same thing? Not really, but many companies have one or the other. For example, you can find an order form template on one of the internet websites that has downloadable forms. Or you might go to a company’s website and find a form for a certain product there.
But are they the same thing? Actually, no. When you download an order form template, you are just downloading the template itself onto your computer, and that is it. You cannot change anything within the form, you cannot add other items into it or save it in any other way.
However, when you download an excel file from one of the websites, you are getting a copy of the form itself. It is formatted for use in Excel. You can change anything within this form, although once you save it back as a different file, the original file will become unavailable. So, what can you do with these? Let’s look at how an order form works.
In an order form, the form has a field for a customer to enter in his address, his phone number, his credit card number, and so on. Then there is another form field for the company’s sales person. The person who is going to be entering this information needs to have some sort of social security number, preferably with a valid email address. This is to make sure that the person who is entering all this information is authorized to be doing so. A good salesperson will check that the person filling out the forms has a valid email address before allowing him access to the salesperson’s email account. The reason for this is because some people use false email addresses, and a salesperson doesn’t want to deal with these.
An order form template usually comes with a graphic background image, but it is important that you customize this graphic if you don’t want your customers to look elsewhere for the visual portion of the form. You can use a custom graphic or you can use one of the many default graphics that are included with the template. Make sure that you include a clear explanation of what the form is for so that the customer knows what kind of information he is required to give. It is also advisable to include the shipping and handling charges in this explanation.
When it comes down to it, the only thing that really matters about any order form is that it gets filled out in the right way. If the order forms is poorly designed, or if they don’t make any sense, then the customer may well ignore them. Even the best-looking order forms may as well not get printed if they are ugly. That’s why it is important to take your time when coming up with a design for your brochure: the more thought that you put into it, the better it will turn out.
In addition, an order form template can be set to different values such as quantity, currency, name, email address, company name, and many more. This makes it very easy for your customer to fill out the form and you can as well. It also allows you to customize the graphic background image that is used on the form. The customer will always see a consistent image that he is familiar with and which he has been used to looking at over again.
An order form template can help your business a great deal if you make good use of it. However, you still need to make sure that you use it in the right way. Customize the graphics and the text according to what you want to convey, and your customers will be happy and impressed with your brochures!
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