> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create, Customize, and Share Order Forms with Clients

> Build branded order forms that let clients select services, add upsells, and pay — all on a single page. Share via link or embed in your client portal.

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.

## What you can include in an order form

<CardGroup cols={2}>
  <Card title="Services & Upsells" icon="cart-shopping">
    Add your core services, optional upsell packages, and add-ons so clients can build their own order without a back-and-forth conversation.
  </Card>

  <Card title="Project Input Fields" icon="file-lines">
    Collect written briefs, deadlines, file uploads, spreadsheets, and more — directly on the order form before the client checks out.
  </Card>

  <Card title="Terms & Conditions" icon="file-contract">
    Require clients to review and agree to your service terms as part of the purchase flow, protecting your agency legally.
  </Card>

  <Card title="Digital Signature" icon="signature">
    Add a signature block so clients formally confirm their consent before the order is finalised.
  </Card>
</CardGroup>

## Create an order form

<Steps>
  <Step title="Open the Forms section">
    In the left-hand sidebar, click **Forms**, then select **Order Form** from the list.
  </Step>

  <Step title="Create a new form">
    Click **Create New Order** in the upper-right corner. A blank form builder opens.
  </Step>

  <Step title="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.

    <Note>
      Services, upsells, and add-ons must be created in your **Services** catalogue before you can attach them to an order form.
    </Note>
  </Step>

  <Step title="Add project input fields">
    In the **Project Input** section, click any field type to add it to the form. Available field types are:

    | Field type                     | Best used for                                |
    | ------------------------------ | -------------------------------------------- |
    | **Short Answer** (120 chars)   | Project titles, quick references             |
    | **Paragraph**                  | Open-ended briefs and descriptions           |
    | **Formatted Text**             | Detailed specifications with rich formatting |
    | **Multiple Choice (Checkbox)** | Selecting several applicable options         |
    | **Selection (Radio Button)**   | Exclusive single-option choices              |
    | **Date**                       | Deadlines, go-live dates, event dates        |
    | **Attach File**                | Design briefs, reference assets, brand files |
    | **Spreadsheet**                | Bulk data, keyword lists, product catalogues |

    Drag fields up or down to reorder them. Mark any field as **Required** to prevent submission without it.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Share your order form

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

<Tabs>
  <Tab title="Direct link">
    Copy the public form URL from the order form's detail page and send it to clients via email, chat, or your website. No login is required for clients to access or submit the form.

    <Tip>
      Paste the link into your email signature or a "Get Started" button on your website so new leads can self-serve at any time.
    </Tip>
  </Tab>

  <Tab title="Client portal">
    You can surface the order form directly inside a client's portal so it appears under their **Forms** tab without any external link sharing. See the steps below.
  </Tab>
</Tabs>

### Display the order form in the client portal

<Steps>
  <Step title="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**.
  </Step>

  <Step title="Enable portal visibility">
    In the **Share Public Form** modal, toggle on **Show this form in Client's Portal**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Click **Send** (to also notify clients by email) or simply close the modal — visibility is saved automatically.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

## Important notes

<Warning>
  Clients must complete all **Required** fields before they can submit the form. Label every field clearly so clients understand exactly what information you need.
</Warning>

* 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.