Form templates for ecommerce & online stores
Online stores run on forms that sit either side of the sale. This page collects the ones ecommerce teams actually use — return and exchange requests, wholesale orders from stockists, checkout bug reports, product feedback and reviews — with the copy already written.
Returns are the volume form, and the questions change by category. A shoe return needs size, width and whether they were worn outdoors; an electronics return needs a serial number and the fault; toy and baby returns need a safety-recall flag. Logic asks each set only when it applies.
The same account covers the wholesale side — size grids, scent assortments, resale tax certificate numbers, delivery windows — and the briefs you send out for a replatform or a product shoot. Orders are captured here; you charge through the tools you already use.
50 forms ecommerce & online stores actually build
Each one starts from a template you can open and edit. Grouped by the kind of form it is.
Retail form templates
- Fashion Boutique Return FormCaptures garment size, style number, and whether tags are still attached to speed up the restocking decision for clothing returns.Start fromProduct Return Request Form
- Electronics Store Return FormIncludes fields for serial number and a description of the malfunction so the tech team can diagnose warranty eligibility before the item arrives.Start fromProduct Return Request Form
- Furniture Store Return FormCollects delivery date and assembly status so the store can schedule a pickup and determine whether the item can be resold or must go to a clearance floor.Start fromProduct Return Request Form
- Sporting Goods Return FormAsks whether the item was used in competition or training and captures the specific defect so manufacturers can be notified for warranty processing.Start fromProduct Return Request Form
- Toy Store Return FormIncludes a safety concern checkbox so any product safety issues can be flagged and escalated immediately regardless of standard return timelines.Start fromProduct Return Request Form
- Home Appliance Return FormCollects model number, purchase receipt number, and describes the malfunction to determine whether repair, replacement, or refund is most appropriate.Start fromProduct Return Request Form
- Cosmetics and Beauty Product Return FormAsks about skin reaction or product performance issues and includes an optional photo field for documentation of allergic responses.Start fromProduct Return Request Form
- Shoe Store Return FormCaptures shoe size, width, and whether the item was worn outdoors so the returns team can assess condition and update inventory accurately.Start fromProduct Return Request Form
- Bookstore Return FormDistinguishes between wrong edition received and change-of-mind returns, and captures whether the book has been read or marked, affecting resale value.Start fromProduct Return Request Form
- Baby and Kids Product Return FormIncludes a safety recall question alongside standard return reasons so any recalled product can be pulled immediately and reported to the appropriate team.Start fromProduct Return Request Form
- Outdoor Gear Return FormAsks about usage conditions and whether the item failed during a specific activity to support warranty claims with outdoor gear manufacturers.Start fromProduct Return Request Form
- Musical Instrument Return FormCollects instrument type, serial number, and a description of the defect, and asks whether professional setup was performed before the issue occurred.Start fromProduct Return Request Form
- Pet Supply Return FormCaptures pet species and size alongside product details so the team understands context and can recommend a suitable replacement if an exchange is preferred.Start fromProduct Return Request Form
- Gift Return FormIncludes a field for the gift giver's order number and a checkbox for whether the customer prefers store credit rather than a refund to the original payment method.Start fromProduct Return Request Form
- Subscription Box Return FormCaptures the box cycle or shipment date and which specific items the customer wants to return, allowing partial-box returns without requiring the full box to be sent back.Start fromProduct Return Request Form
Order form templates
- Soap Maker Wholesale Order FormRecords bulk bar counts and scent assortments for soap makers selling to gift stores.Start fromProduct Order Form
- Boutique Wholesale Clothing Order FormCaptures retail boutique buyer info, SKU and size grid quantities, and seasonal delivery windows.Start fromWholesale Order Form
- Coffee Bean Wholesale Order FormRecords cafe buyer details, roast and bag-size mix, and standing weekly delivery.Start fromWholesale Order Form
- Skincare Wholesale Order FormCollects spa buyer details, product mix by SKU, and resale tax certificate reference.Start fromWholesale Order Form
- Candle Wholesale Order FormCaptures gift shop buyer info, scent assortment, and minimum-order compliance.Start fromWholesale Order Form
- Brewery Wholesale Keg Order FormRecords bar and restaurant buyer details, keg style, and tap-room pickup vs draft delivery.Start fromWholesale Order Form
- Wine Distributor Order FormCaptures licensee buyer details, varietal selection, case count, and ABC license number.Start fromWholesale Order Form
- Bakery Wholesale Account Order FormRecords cafe partner orders, daily bread and pastry count, and morning delivery slot.Start fromWholesale Order Form
- Greeting Card Wholesale Order FormCaptures shop buyer info, design SKU mix, and pack count for indie card makers.Start fromWholesale Order Form
- T-Shirt Blanks Wholesale Order FormRecords print shop buyer details, garment style, and size pack distribution.Start fromWholesale Order Form
- Floral Wholesale Order FormCaptures florist buyer details, stem count by variety, and weekly market delivery slot.Start fromWholesale Order Form
- Restaurant Produce Order FormRecords chef buyer details, produce list with case counts, and morning delivery slot.Start fromWholesale Order Form
- Retail Pet Supply Wholesale Order FormCaptures store buyer details, brand and SKU mix, and pallet vs case shipping preference.Start fromWholesale Order Form
Survey & Feedback form templates
- E-commerce Checkout Usability SurveyPlaced at the end of the checkout flow to identify friction that causes cart abandonment and missed purchases.Start fromWebsite Usability Survey
- E-commerce Store Referral FormTracks which product or product category initially attracted the referrer so marketing can create targeted welcome offers for the new customer.Start fromReferral Program Sign-Up
- E-Commerce New Product Line FormGathers size, color, and style preferences from existing customers before a new clothing line launches to guide initial production runs.Start fromProduct Launch Interest Form
- E-Commerce Product Review FormAsks customers to rate specific attributes like quality, packaging, and delivery speed alongside a free-text review for product page display.Start fromCustomer Testimonial Submission
- E-commerce Platform Merchant Onboarding SurveyCollects product category, average order value, and existing sales channels so the merchant success team can recommend the right apps and shipping integrations.Start fromCustomer Onboarding Survey
- E-Commerce Product Color Preference PollLets shoppers vote on which colorway of an upcoming product should be produced first.Start fromCustomer Preference Poll
- Checkout Flow Preference PollAsks customers whether they prefer a single-page or multi-step checkout experience after a site redesign.Start fromCustomer Preference Poll
- E-Commerce Platform Enhancement VoteLets online store owners vote on which platform features — inventory management, bundles, subscription orders — belong in the next release cycle.Start fromProduct Feature Vote
Marketing form templates
- E-commerce SEO Audit RequestCollects platform (Shopify, WooCommerce), product category count, and top revenue pages for online store SEO assessments.Start fromSEO Audit Request
- E-commerce Marketing Agency LeadGathers platform (Shopify/WooCommerce), monthly revenue, and primary growth bottleneck for e-commerce-focused agency inquiries.Start fromMarketing Agency Inquiry
- Ecommerce Instagram and TikTok OnboardingCaptures the baseline follower and engagement figures across two channels growing at different speeds.Start fromSocial Media Client Onboarding Form
- Ecommerce SEO Retainer OnboardingCaptures the store platform, faceted-navigation constraints and who can deploy template changes across thousands of product pages.Start fromSEO Client Onboarding Form
Professional Services form templates
- E-Commerce Business Assessment FormIdentifies conversion rate, cart abandonment, customer lifetime value, and fulfillment cost challenges for DTC and e-commerce advisors.Start fromBusiness Needs Assessment Form
- E-commerce Development Proposal FormCaptures product catalog size, payment gateway preferences, and required third-party integrations for a Shopify or WooCommerce build.Start fromProject Proposal Request Form
- E-commerce Agency Kickoff FormRecords the storefront platform, product-catalog size, and checkout-flow constraints before a redesign or migration project starts.Start fromAgency Client Kickoff Form
- Ecommerce Redesign OnboardingAdds payment-provider and shipping-app ownership to the standard access questions so nothing goes dark at cutover.Start fromWebsite Client Onboarding Form
Business form templates
- E-commerce Brand Strategy FormCaptures product category, customer persona, pricing strategy, competitor landscape, and brand personality traitsStart fromBranding Questionnaire
- E-commerce Shopper Persona SurveyCaptures shopping habits, price sensitivity, product research methods, and purchase triggers from online buyersStart fromUser Persona Survey
- E-commerce Competitive SurveyCollects marketplace shopping (Amazon vs. direct), shipping speed expectations, return policy comparison, and price match awareness.Start fromCompetitor Research Survey
Finance form templates
- E-commerce Business Accounting IntakeCaptures online seller details including sales channels, payment processors, and inventory accounting challenges to scope bookkeeping and tax services.Start fromAccounting Client Intake Form
- E-commerce Seller Bookkeeping InquiryGathers sales channel information (Amazon, Shopify, Etsy), payment processor details, and inventory tracking methods from online sellers.Start fromBookkeeping Services Inquiry
- E-Commerce Seller Bookkeeping SetupPayment processors listed alongside bank accounts, and multi-jurisdiction sales tax recorded before the first month is coded.Start fromBookkeeping Client Onboarding Form
What ecommerce & online stores usually collect
Order number, item and reason, plus the category-specific bits: garment size and whether tags are still attached, model and receipt number on an appliance, the box cycle and which items on a subscription return. Photos attach to the submission where the damage or the skin reaction needs showing.
Buyer's shop name and account, the SKU and size grid, minimum-order compliance, a resale tax certificate reference, and the delivery window — standing weekly for coffee, seasonal for boutique clothing.
Where the flow broke — cart, shipping, payment, confirmation — with the product, the browser, the discount code that failed, and a free-text description of what the shopper expected to happen.
Attribute ratings for quality, packaging and delivery speed, colourway votes ahead of a production run, size and style preferences before a new line drops, and the referral that names which product brought someone in.
33 templates to start from
- Product Return Request FormStreamline customer returns with a clear, structured request form.
- Wholesale Order FormTake B2B orders from retailers and resellers with terms and PO support.
- Customer Preference PollDiscover which products, designs, and pricing models customers actually prefer.
- Accounting Client Intake FormOnboard new accounting clients with entity type, services, and goals.
- Agency Client Kickoff FormCollect contacts, scope, timeline, and approvals once a client is signed.
- Bookkeeping Client Onboarding FormTake a signed client's books over cleanly — platform access, opening balances, and the deadlines that cannot slip.
- Bookkeeping Services InquiryQualify bookkeeping prospects with industry, volume, and budget questions.
- Branding QuestionnaireCapture everything your designer needs to nail your brand identity.
- Business Needs Assessment FormDiagnose business pain points, growth stage, and urgency at scale.
- Competitor Research SurveyGather competitive intelligence directly from customers who use you and your rivals.
- Customer Complaint FormCollect and track customer complaints with structured detail fields.
- Customer Onboarding SurveyUnderstand new customers' goals and technical needs from day one.
- Customer Testimonial SubmissionCollect powerful customer testimonials with clear usage permissions.
- Freight Shipping Quote RequestCollect all shipment details needed to provide an accurate freight rate.
- GDPR Data Subject RequestHandle GDPR data subject requests compliantly and efficiently.
- Job Inquiry FormLet proactive candidates introduce themselves before a role opens up.
- Marketing Agency InquiryQualify inbound leads and gather key context before the first discovery call.
- Photography Studio Rental InquiryStreamline studio rental bookings with dates, hours, and equipment needs.
- Product Feature VoteLet customers vote on which product features belong on your next roadmap.
- Product Launch Interest FormGauge demand and build a waitlist before your product goes live.
- Product Order FormTake orders for any product without setting up a full online store.
- Project Proposal Request FormLet clients formally request a project proposal with all the details you need.
- Referral Program Sign-UpLet happy customers refer friends and colleagues to your business.
- SEO Audit RequestLet potential SEO clients describe their website challenges and goals upfront.
- SEO Client Onboarding FormOnboard a signed SEO client: domains in scope, analytics and Search Console access, conversions, penalty and migration history, and who can deploy.
- Social Media Client Onboarding FormOnboard a signed social client: channels, business-manager access, brand voice, off-limits topics, approvals, cadence, baselines and a crisis contact.
- Trademark Inquiry FormCollect trademark type, goods categories, and jurisdiction details from new clients.
- User Persona SurveyBuild accurate buyer personas with real customer research data.
- UX/UI Feedback FormGather structured usability feedback from testers during product design reviews.
- Web Design Project InquiryScope web design projects with a thorough intake form before sending proposals.
- Website Client Onboarding FormCollect domain, hosting, CMS, analytics and approval details from a signed web client — without asking for a single password.
- Website Feedback FormCollect bug reports, suggestions, and content errors directly from site visitors.
- Website Usability SurveyCollect visitor ratings on navigation, design, content, and speed.
How to set one up
- 1
Open the Product Return Request Form template and edit it like a document — type your policy text, drop fields inline where they belong, and rename them to match your order system.
- 2
Add branching so the reason for return decides what comes next: worn-outdoors and tag questions for footwear and clothing, serial number and fault for electronics, a safety flag for kids' products.
- 3
Put it live where returns start — a link in the dispatch email, an inline block on the returns policy page, or a QR code printed on the packing slip.
- 4
Send each submission onward with a webhook or Zapier so a returns label request, a helpdesk ticket, or a row in your inventory sheet is created the moment it lands.
- 5
Before peak season, filter and export responses by reason so you can see whether sizing, transit damage, or a misleading listing photo is driving the returns.
Frequently asked questions
Can I use one return form for every product category?
Yes. Build one form and let logic branch on the category. A shoe return then asks size, width and outdoor wear; an appliance return asks model and receipt number; a subscription box return asks which items from which shipment. Shoppers see only the questions that apply to what they bought.
Can customers send photos of a damaged delivery?
Yes. Put a file upload field on the damaged goods form and shoppers attach photos alongside the order number, product name and damage description. You preview or download each file from the submission, so a crushed carton can be judged before a replacement ships. Each file is capped at 2 MB, so ask for a phone photo rather than a raw camera file.
Can I take wholesale payments through the order form?
Yes. Add products and priced options to the form, then collect payment through secure hosted checkout with Stripe, PayPal, or Square. Payment status is tracked alongside the response.
Will a form slow down my Shopify or WooCommerce store?
The embed is two lines of HTML and the script is under 8kb gzipped, loading asynchronously, so it does not block your theme or your checkout. You can also skip the embed and send shoppers to a hosted link or a form on your own domain.
How do I handle GDPR deletion requests from customers?
There is a data subject request template you can put on your privacy page. It asks what the customer wants removed and whether order history should be kept for warranty cover. Forms are GDPR compliant, encrypted in transit and at rest, with EU hosting available.
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