Order Form

The "Order Form" feature in Agency Handy is designed to collect detailed information from clients when they place an order. It allows agencies to customize the form with additional components, upsells, and add-ons, ensuring a comprehensive and tailored order process. This form is presented to the client before the purchase is finalized.

Benefits

• Customization: Tailor the order process with upsells, add-ons, and specific client inputs.

• Comprehensive Data Collection: Gather all necessary information for project execution, reducing follow-up queries.

• Enhanced Client Experience: Streamline the ordering process, providing clarity and options to clients.

Pre-conditions

• Service Setup: Services, upsells, and add-ons should be predefined in the platform.

Steps to Use

1. Access Order Form Components

   • Navigate to the "Orders" section.

   • Select "Create New Order" from the right upper corner.

2. Components Section

   • Services:

     • Add Upsell: Include additional service options or products that enhance the primary service. Clients can select these during the ordering process.

     • Add-ons: Offer optional extras related to the main service, such as additional features, extended support, or accessories.

   • Project Input Section:

     • Paragraph: Use this field to capture detailed responses from clients. Ideal for open-ended questions or descriptions.

     • Multiple Choice (Checkbox): Allow clients to select multiple options from a list. Useful for offering various service levels or options.

     • Selection (Radio Button): Let clients choose a single option from a list. This is ideal for exclusive choices.

     • Date: Enable clients to specify a date, useful for scheduling or setting deadlines.

     • Formatted Text: Allow clients to enter text with formatting options, useful for detailed project specifications.

     • Short Answer (120 Characters): For concise inputs, such as project titles or quick responses.

     • Attach File: Clients can upload files related to the project, such as design briefs, specifications, or reference materials.

     • Spreadsheet: For detailed data inputs, allow clients to upload spreadsheets with project-related information.

3. Utility Section

   • Terms & Conditions: Include a section where clients must agree to the terms and conditions before purchasing. This ensures that clients understand the service agreement.

   • Signature: Add a signature field for clients to digitally sign the order form digitally, confirming their consent and agreement.

4. Finalizing the Form

   • Review Customization: Ensure all necessary components and fields are included. Customize the form layout and order of elements as needed.

   • Preview Form: Preview the form as it will appear to clients to ensure clarity and completeness.

   • Save and Publish: Save the form configuration. The form will now be available to clients before they complete their purchase.

5. Client Interaction

   • Form Presentation: The customized order form is presented to clients before they finalize their purchase. Clients must complete the form, including the required fields, and agree to the terms and conditions.

   • Form Submission: Clients submit the form once completed, and the data is captured for order processing.

Important Notes

• Client Clarity: Ensure that all fields are clearly labelled and that the purpose of each component is easy to understand.

• Mandatory Fields: Mark essential fields as required to prevent incomplete submissions.

• Legal Compliance: The terms & conditions and signature sections help protect the agency legally and ensure clients know their commitments.