eCommerce

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, youโ€™ll learn:

โœ… Why custom order forms matter

โœ… Benefits of using them

โœ… Step-by-step setup (with video tutorial)

โœ… Best practices for optimization

Letโ€™s dive in! ๐Ÿš€

Why Create a Custom Order Form on Shopify?

Shopifyโ€™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

๐Ÿ”น Faster Checkout โ€“ Reduce steps for quicker purchases.

๐Ÿ”น Better UX โ€“ Tailor fields to your products (e.g., size, personalization).

๐Ÿ”น Higher Conversions โ€“ Remove distractions from the default Shopify cart.

๐Ÿ”น Bulk & Wholesale Orders โ€“ Let customers easily add multiple items.

๐Ÿ”น Fewer Support Requests โ€“ Clear forms reduce confusion.

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

Method 1: Using Shopifyโ€™s Native Features (No Coding)

Go to Shopify Admin โ†’ Products โ†’ More actions โ†’ 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 themeโ€™s liquid files or use Shopifyโ€™s API to build a form from scratch.

๐Ÿ“น Watch Our Step-by-Step Video Tutorial Here

Pro Tips for Optimizing Your Order Form

โœ” Keep It Simple โ€“ Only ask for essential info.

โœ” Mobile-Friendly โ€“ Test on phones & tablets.

โœ” Clear CTAs โ€“ Use buttons like “Add to Order” instead of “Add to Cart.”

โœ” Upsell Opportunities โ€“ Include related products or bulk discounts.

โœ” Test & Improve โ€“ Use A/B testing to refine your form.

Final Thoughts

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

FoysalShopify Developer & eCommerce SEO Specialist โ€” 6+ years experience, 12k+ YouTube subscribers