How to Create a Custom Order Form on Shopify Step-by-Step

How to Create a Custom Order Form on Shopify Step-by-Step

Want to simplify the buying process for your customers? A custom order form on Shopify can help! Whether you sell bulk orders, made-to-order products, or services, a tailored order form improves user experience and increases conversions.

In this guide, you’ll learn:

✅ Why custom order forms matter

✅ Benefits of using them

✅ Step-by-step setup (with video tutorial)

✅ Best practices for optimization

Let’s dive in! 🚀

Why Create a Custom Order Form on Shopify?

Shopify’s default checkout works well, but sometimes you need more flexibility. A custom order form helps when:

Selling wholesale or bulk orders

Offering customizable products (e.g., engraving, color choices)

Taking pre-orders or backorders

Selling services or digital products

Simplifying checkout for repeat customers

Benefits of a Custom Shopify Order Form

🔹 Faster Checkout – Reduce steps for quicker purchases.

🔹 Better UX – Tailor fields to your products (e.g., size, personalization).

🔹 Higher Conversions – Remove distractions from the default Shopify cart.

🔹 Bulk & Wholesale Orders – Let customers easily add multiple items.

🔹 Fewer Support Requests – Clear forms reduce confusion.

How to Create a Custom Order Form on Shopify (3 Methods)

Method 1: Using Shopify’s Native Features (No Coding)

Go to Shopify Admin → Products → More actions → Order form.

Customize fields (dropdowns, text boxes, checkboxes).

Add to a page via the Shopify Page Editor.

Method 2: Using an App (Best for Non-Tech Users)

Popular apps like Order Form & Cart Drawer or Bold Custom Order Form make it easy:

Install the app.

Drag & drop fields.

Embed on any page.

Method 3: Custom Code (Advanced Users)

For full control, edit your theme’s liquid files or use Shopify’s API to build a form from scratch.

📹 Watch Our Step-by-Step Video Tutorial Here

Pro Tips for Optimizing Your Order Form

✔ Keep It Simple – Only ask for essential info.

✔ Mobile-Friendly – Test on phones & tablets.

✔ Clear CTAs – Use buttons like “Add to Order” instead of “Add to Cart.”

✔ Upsell Opportunities – Include related products or bulk discounts.

✔ Test & Improve – Use A/B testing to refine your form.

Final Thoughts

A custom order form can boost sales, improve customer experience, and streamline checkout—whether you’re selling products, services, or wholesale.