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Order forms are the fastest way to turn a website visitor or lead into a paying client. Instead of sending separate service quotes and chasing payment links, you create one form that combines your service catalogue, optional upsells, project inputs, and checkout — so clients can browse, customise, and pay in a single flow. Once published, the form lives at a shareable public URL you can send directly or surface inside each client’s portal.

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What you can include in an order form

Services & Upsells

Add your core services, optional upsell packages, and add-ons so clients can build their own order without a back-and-forth conversation.

Project Input Fields

Collect written briefs, deadlines, file uploads, spreadsheets, and more — directly on the order form before the client checks out.

Terms & Conditions

Require clients to review and agree to your service terms as part of the purchase flow, protecting your agency legally.

Digital Signature

Add a signature block so clients formally confirm their consent before the order is finalised.

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Create an order form

1

Open the Forms section

In the left-hand sidebar, click Forms, then select Order Form from the list.
2

Create a new form

Click Create New Order in the upper-right corner. A blank form builder opens.
3

Add services and upsells

Under the Services section of the form builder, click Add Service to attach one or more of your pre-configured services. For each service you can also:
  • Click Add Upsell to offer an upgrade or complementary package clients can opt into.
  • Click Add-on to include optional extras such as extended support or additional deliverables.
Services, upsells, and add-ons must be created in your Services catalogue before you can attach them to an order form.
4

Add project input fields

In the Project Input section, click any field type to add it to the form. Available field types are:
Field typeBest used for
Short Answer (120 chars)Project titles, quick references
ParagraphOpen-ended briefs and descriptions
Formatted TextDetailed specifications with rich formatting
Multiple Choice (Checkbox)Selecting several applicable options
Selection (Radio Button)Exclusive single-option choices
DateDeadlines, go-live dates, event dates
Attach FileDesign briefs, reference assets, brand files
SpreadsheetBulk data, keyword lists, product catalogues
Drag fields up or down to reorder them. Mark any field as Required to prevent submission without it.
5

Configure utility fields

In the Utility section, add a Terms & Conditions block and/or a Signature field if you want clients to formally agree to your policies before completing the purchase.
6

Preview and publish

Click Preview Form to see exactly what clients will see. Once you are satisfied, click Save and Publish. The form is now live and ready to share.

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Share your order form

After publishing, you have two main ways to get the form in front of clients.

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Display the order form in the client portal

1

Open the form's Share settings

Go to Forms → Order Form, find the form you want to display, click the three-dot menu (⋯), and select Share Form.
2

Enable portal visibility

In the Share Public Form modal, toggle on Show this form in Client’s Portal.
3

Set submission rules

Optionally enable One client can submit multiple responses if you want clients to be able to reorder or resubmit the form more than once.
4

Confirm the client list

Check the Shared With list to make sure the correct clients are included. Only those clients will see the form in their portal.
5

Save

Click Send (to also notify clients by email) or simply close the modal — visibility is saved automatically.
Once enabled, the form appears under the Forms tab in each listed client’s portal. Clients must be logged in to submit through the portal; no login is needed for public-link submissions.

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How clients experience the order form

When a client opens the order form link or visits it in their portal, they:
  1. Browse the available services and select what they need.
  2. Choose any upsells or add-ons they want to include.
  3. Fill in the project input fields with their requirements.
  4. Review and accept the Terms & Conditions (if included).
  5. Add their digital signature (if required).
  6. Complete payment to finalise the order.
All submitted data is captured immediately in AgencyHandy and a new order is created in your dashboard automatically.

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Important notes

Clients must complete all Required fields before they can submit the form. Label every field clearly so clients understand exactly what information you need.
  • Keep field labels concise and jargon-free — your clients may not be familiar with your internal terminology.
  • The Terms & Conditions and Signature fields provide legal protection for your agency; it is recommended to include them on any paid order form.
  • You can edit a published form at any time; changes take effect immediately for anyone who opens the link after saving.