# Salesforce Order Forms | Jotform for Salesforce

# Collect orders seamlessly with Jotform for Salesforce

Jotform for Salesforce lets you collect purchase orders and order requests with custom forms that match your branding. You can instantly populate your forms with Salesforce data, and all form responses will be recorded in Salesforce.

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![Image 1: Order Forms Hero Template 1](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min//templates/order-forms/form1.svg)

![Image 2: Order Forms Hero Template 2](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi8vdGVtcGxhdGVzL29yZGVyLWZvcm1zL2Zvcm0yLnBuZw==/form2.png?w=1015&t=1)

![Image 3: Order Forms Hero Template 3](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min//templates/order-forms/form3.svg)

## Explore Order Form Templates

Whether you're selling physical products, professional services, or subscriptions, Jotform has your back. We offer 900+ ready-made order form templates to choose from, so you can build the perfect form for your needs.

[![Image 4: Merchandise Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/merchandise-order-form.png?w=310&v=36948196&t=classic) Preview](https://www.jotform.com/form-templates/merchandise-order-form "Merchandise Order Form")

### [Merchandise Order Form](https://www.jotform.com/form-templates/merchandise-order-form "Merchandise Order Form")
Allow your customers to order easily and quickly by using this Merchandise Order Form. This form template can be accessed via the direct link using devices like laptops or mobile.

Use Template[Preview](https://www.jotform.com/form-templates/merchandise-order-form "Merchandise Order Form")

[![Image 5: Product Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/product-order-form.png?w=310&v=3351880783&t=classic) Preview](https://www.jotform.com/form-templates/product-order-form "Product Order Form")

### [Product Order Form](https://www.jotform.com/form-templates/product-order-form "Product Order Form")
With our free online product order form template, you can customize and embed it on your website to start selling your products in seconds! The template is designed to attract and engage customers and provide an easy, intuitive user experience.

Use Template[Preview](https://www.jotform.com/form-templates/product-order-form "Product Order Form")

[![Image 6: Soccer Team T Shirt Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/soccer-team-t-shirt-order-form.png?w=310&v=3255413346&t=classic) Preview](https://www.jotform.com/form-templates/soccer-team-t-shirt-order-form "Soccer Team T Shirt Order Form")

### [Soccer Team T Shirt Order Form](https://www.jotform.com/form-templates/soccer-team-t-shirt-order-form "Soccer Team T Shirt Order Form")
Streamline your jersey sales with this free Soccer Team T-Shirt Order Form. Process orders and collect payments online. Easy drag-and-drop customization.

Use Template[Preview](https://www.jotform.com/form-templates/soccer-team-t-shirt-order-form "Soccer Team T Shirt Order Form")

[![Image 7: Women's Comp Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/womens-comp-order-form-template.png?w=310&v=1249303405&t=classic) Preview](https://www.jotform.com/form-templates/womens-comp-order-form-template "Women's Comp Order Form Template")

### [Women's Comp Order Form Template](https://www.jotform.com/form-templates/womens-comp-order-form-template "Women's Comp Order Form Template")
A Women's Comp Order Form Template is a form template designed to streamline the process of collecting orders for uniform, jersey, and clothing sellers.

Use Template[Preview](https://www.jotform.com/form-templates/womens-comp-order-form-template "Women's Comp Order Form Template")

[![Image 8: Field Day T Shirt Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/field-day-t-shirt-order-form.png?w=310&v=3947890976&t=classic) Preview](https://www.jotform.com/form-templates/field-day-t-shirt-order-form "Field Day T Shirt Order Form")

### [Field Day T Shirt Order Form](https://www.jotform.com/form-templates/field-day-t-shirt-order-form "Field Day T Shirt Order Form")
Sell T-shirts for your school’s field day. Customize and publish this free T-shirt order form without coding. Safely process payments with 30+ payment gateways.

Use Template[Preview](https://www.jotform.com/form-templates/field-day-t-shirt-order-form "Field Day T Shirt Order Form")

[![Image 9: Dad Sweatshirt Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/dad-sweatshirt-order-form.png?w=310&v=1192518854&t=classic) Preview](https://www.jotform.com/form-templates/dad-sweatshirt-order-form "Dad Sweatshirt Order Form")

### [Dad Sweatshirt Order Form](https://www.jotform.com/form-templates/dad-sweatshirt-order-form "Dad Sweatshirt Order Form")
The Sweatshirt Order Form is used by individuals and businesses to streamline the purchase process of custom-made sweatshirts.

Use Template[Preview](https://www.jotform.com/form-templates/dad-sweatshirt-order-form "Dad Sweatshirt Order Form")

[![Image 10: Custom Sound Drop Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/custom-drop.png?w=310&v=1101975089&t=classic) Preview](https://www.jotform.com/form-templates/custom-drop "Custom Sound Drop Order Form")

### [Custom Sound Drop Order Form](https://www.jotform.com/form-templates/custom-drop "Custom Sound Drop Order Form")
A Custom Sound Drop Order Form is a form that is used in a music studio to track the delivery of audio drops from the artist to the studio.

Use Template[Preview](https://www.jotform.com/form-templates/custom-drop "Custom Sound Drop Order Form")

[![Image 11: School T Shirt Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/school-t-shirt-order-form.png?w=310&v=1340925048&t=classic) Preview](https://www.jotform.com/form-templates/school-t-shirt-order-form "School T Shirt Order Form")

### [School T Shirt Order Form](https://www.jotform.com/form-templates/school-t-shirt-order-form "School T Shirt Order Form")
Process T-shirt orders for your school or club with a free School T-Shirt Order Form. Collect orders and payments online. Sync responses to other accounts.

Use Template[Preview](https://www.jotform.com/form-templates/school-t-shirt-order-form "School T Shirt Order Form")

[![Image 12: PayJunction T Shirt Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/payjunction-t-shirt-order-form.png?w=310&v=2933455321&t=classic) Preview](https://www.jotform.com/form-templates/payjunction-t-shirt-order-form "PayJunction T Shirt Order Form")

### [PayJunction T Shirt Order Form](https://www.jotform.com/form-templates/payjunction-t-shirt-order-form "PayJunction T Shirt Order Form")
A PayJunction T-Shirt Order Form is used by businesses, organizations, and individuals to sell custom t-shirts using PayJunction payment processor.

Use Template[Preview](https://www.jotform.com/form-templates/payjunction-t-shirt-order-form "PayJunction T Shirt Order Form")

[![Image 13: Band T Shirt Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/band-tshirt-order-form.png?w=310&v=3651437994&t=classic) Preview](https://www.jotform.com/form-templates/band-tshirt-order-form "Band T Shirt Order Form")

### [Band T Shirt Order Form](https://www.jotform.com/form-templates/band-tshirt-order-form "Band T Shirt Order Form")
A band t-shirt order form is a document that collects information and orders about t-shirt sizes, styles, and other customization options.

Use Template[Preview](https://www.jotform.com/form-templates/band-tshirt-order-form "Band T Shirt Order Form")

[![Image 14: School T Shirt Purchase Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/school-tshirt-purchase-form.png?w=310&v=1781727536&t=classic) Preview](https://www.jotform.com/form-templates/school-tshirt-purchase-form "School T Shirt Purchase Form")

### [School T Shirt Purchase Form](https://www.jotform.com/form-templates/school-tshirt-purchase-form "School T Shirt Purchase Form")
A school t-shirt purchase form helps schools collect student sizes and fees for t-shirts, classes, or other school activities.

Use Template[Preview](https://www.jotform.com/form-templates/school-tshirt-purchase-form "School T Shirt Purchase Form")

[![Image 15: Team T Shirt Order Form Template](https://cdn.jotfor.ms/templates/screenshot/form-templates/team-t-shirt-order-form.png?w=310&v=275729954&t=classic) Preview](https://www.jotform.com/form-templates/team-t-shirt-order-form "Team T Shirt Order Form")

### [Team T Shirt Order Form](https://www.jotform.com/form-templates/team-t-shirt-order-form "Team T Shirt Order Form")
Seamlessly sell T-shirts for sports teams with an online Team T-Shirt Order Form. Customize, integrate with powerful apps, and embed in seconds — for free!

Use Template[Preview](https://www.jotform.com/form-templates/team-t-shirt-order-form "Team T Shirt Order Form")

See More Form Templates

Salesforce

## Integrate your Jotform account with Salesforce

Add Jotform to Salesforce through [AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000JTeWyUAL) or use our Salesforce integration on any of your forms in Form Builder. Your Jotform submission data automatically populates your Salesforce database, so you can transfer information effortlessly between platforms.

![Image 16: Integrate your Jotform account with Salesforce](https://cdn.jotfor.ms/p/salesforce-forms/assets/img-min//templates/order-forms/salesforce.svg)

40+ Payment Integrations

## Take advantage of 40+ payment integrations

Select one of our [payment gateways](https://www.jotform.com/integrations/category/payment-processing) — including PayPal, Square, Venmo, Stripe, and more — to collect payments directly from your order forms. No more toggling between third-party apps or chasing down payments from your customers!

![Image 17: 40+ payment integrations](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi8vdGVtcGxhdGVzL29yZGVyLWZvcm1zL2ludGVncmF0aW9uLnBuZw==/integration.png?w=40&t=1)

Share & Embed

## Share and embed your forms in seconds

No matter how you collect orders, you can share your forms without hassle. Send them through a direct link, via QR code, on your social media platforms, or by embedding them in your e-commerce website. We provide you with custom, shareable links and embed codes that make it easy to place your order forms wherever you need them.

Prefill Forms

## Send prefilled forms to leads and contacts

If you need to send an order form or a feedback form to your clients, you can instantly prefill their data from your Salesforce database with Salesforce Dynamic Prefill. This saves you time and creates a better form-filling experience for your clients.

![Image 18: Send prefilled forms to leads and contacts](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi8vdGVtcGxhdGVzL29yZGVyLWZvcm1zL3ByZWZpbGwucG5n/prefill.png?w=40&t=1)

## Learn how to begin collecting orders in Salesforce

![Image 19: Salesforce Youtube Thumbnail](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avc2FsZXNmb3JjZS1mb3Jtcy9hc3NldHMvaW1nLW1pbi90ZW1wbGF0ZXMveXQtdGh1bWIucG5n/yt-thumb.png?w=40&t=1)

## What our users say about Jotform

Jotform is the perfect solution for creating the right order forms for my small cooking business! It is easy to use, flexible, versatile, and allows for amazing customization. The connection to Google Sheets and email confirmations work perfectly, and the reporting function was fast and straightforward to set up. Top grades all around!

Alexandra Salomon,

Chef

## FAQ

*    
### How does Salesforce Order Management work? Salesforce Order Management is a central hub for Salesforce users to manage all aspects of the order lifecycle, including order capture, fulfillment, payment processing, service, and shipping.

With Order Management, customers can submit, track, and manage orders from any commerce channel throughout the order lifecycle. Merchants can manage order fulfillment, invoicing and payments, shipping, and service with customizable processes and workflows. And service agents can use Order Management to access a global view of the order lifecycle, view all order-related information, and process cancellations, returns, exchanges, reshipments, refunds, and discounts.

All of this is possible through the Order Management app, which is designed for seamless data access on the go. With Jotform for Salesforce, your Jotform order form data will populate to Salesforce Order Management automatically for easy access.   
*   
 
### What are the major order-related objects in Salesforce? 

When you’re working in Salesforce Order Management, you’ll come across the following order objects:

    *   **Order Adjustment Group Summary Objects**

This object refers to a related set of price adjustments on order product summaries that belong to one order summary.
    *   **Order Delivery Group Summary Objects**

This object refers to a group of order product summaries that belong to one order summary that is to be delivered to the same recipient.
    *   **Order Payment Summary Objects**

This object refers to one or more payments that use the same payment method in the same order summary.
    *   **Order Product Adjustment Line Summary Objects**

This object refers to an adjustment to the price of an order product summary, like a discount.
    *   **Order Product Summary Objects**

This object refers to the current status of a product in an order summary, tracked by quantity and including changes such as returns or cancellations.
    *   **Order Product Summary Change Objects**

This object refers to a change to an order product summary, such as a return or cancellation.
    *   **Order Product Tax Line Item Summary Objects**

This object refers to the current state of taxes on an order product summary or an order product adjustment line item summary.
    *   **Order Summary Objects**

This object refers to the current properties and status of an order, including fulfillment information.
    *   **Price Book Entry Objects**

This object refers to the price of a product in a price book.
    *   **Product Objects**

This object refers to a product sold by a merchant or delivery charges.

*    
### What is the Configure-Price-Quote (CPQ) process in Salesforce? The CPQ solution is a software tool in Salesforce that allows businesses to automate the price quotes for their products and services. This process helps to streamline the sales process, improve controls, and accelerate deal cycles.

When a customer orders a CPQ quote, you can create an order record to track their products and services, as well as invoices attached to the order. CPQ automates the sales process further to prevent errors and account for product availability and other conditions.   
*   
 
### What is the Order-to-Cash (O2C) process in Salesforce? 

Order-to-cash represents the entirety of a company’s order processing system. Once a customer places an order, the O2C cycle begins. Let’s take a look at the major steps in the process.

    *   **Order management**

When a customer places an order, your order management system should trigger a series of actions across departments to ensure new orders are organized properly, parties are notified, and orders are fulfilled in a timely manner.
    *   **Credit management**

Any time credit is used, every first-time customer should automatically be sent through a credit approval process. Automated credit management makes accounts receivable more seamless and secure.
    *   **Order fulfillment**

Automated inventory management updates inventory counts in real time to avoid accepting orders that cannot be completed. It also notifies teams and customers whenever an out-of-stock order does make it to fulfillment.
    *   **Order shipping**

Shipping needs to be regularly audited and monitored to ensure it meets high performance standards in the O2C process — including updating data for the shipping team, planning shipments around pickup schedules, and making sure customers receive their orders.
    *   **Customer invoicing**

Effective customer invoicing ensures that finance staff can effectively forecast cash flows and plan for expenses. O2C should automate invoices with correct information.
    *   **Accounts receivable**

Automated accounting systems flag outstanding invoices before they are overdue so accounts receivable representatives can review them for delayed payment and other errors.
    *   **Payment collections**

All payments should immediately be logged in systems to prevent payment backlogs or inaccurate cash estimates. An [automated system](https://www.salesforce.com/resources/articles/what-is-subscription-management/?d=sfdc-redirect=554) should alert reps about late payments so accounts receivable personnel can contact customers with overdue invoices.
    *   **Reporting and data management**

Monitoring and analyzing performance data shows companies how the overall flow of their O2C process affects the length of the sales cycle, their customer relationships, onboarding and customer service functions, and more. Managing and automating the O2C cycle helps businesses deliver value to their customers and receive timely payments.

*    
### How can Jotform help you while collecting orders? Jotform is useful in every part of the order-collection process. By using our intuitive drag-and-drop form builder to create custom order forms, you can gather and consolidate orders more easily than ever before. Integrate with 40+ major payment gateways to make the process even more efficient for both you and your customers.

With Jotform for Salesforce, all of your order and customer data related to sales is instantly transferred to Salesforce for your CRM records. You can even automatically create invoices immediately after the sale with Jotform’s [PDF Editor](https://www.jotform.com/products/pdf-editor/)!   
*    
### How can you create an order form for Salesforce with Jotform? Jotform has 900+ order form templates that you can customize to fit your needs. Choose one from our [form template directory](https://www.jotform.com/form-templates/category/order-form), or start from scratch with our drag-and-drop form builder.

Once you install Jotform in Salesforce through [AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000JTeWyUAL), you can create custom order forms without ever leaving the Salesforce platform. It doesn’t get any easier!   

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