E-Commerce & Payments · community shared

Custom Product Request — shared by the community

Rachel O. shared this 23-question build with 4 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use e-commerce & payments form for online shops, makers and subscription brands: 23 questions, 2 pages, 4 conditional rules.

Shared by
Rachel O. · Events coordinator
Questions
23
Replies
15
Copies taken
124
See the library version

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Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Page 1 of 2What you would like made

The piece

Include your country code.

Is this based on an existing product?
Do you want personalisation such as a name or date?

Attach a file — the size limit is shown below.

Any file type up to 50 MB (larger files are rejected) · uploads are saved on the live form

This template runs as a straight sequence — no branching rules.

Works for you? Take Rachel O.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Custom Product Request is built for online shops, makers and subscription brands who need to take an order, a deposit or a recurring payment without a checkout build.

  • Online shops, makers and subscription brands working in e-commerce & payments.
  • Teams who need to take an order, a deposit or a recurring payment without a checkout build without writing code or paying for a custom build.
  • Anyone replacing orders arriving as half-finished emails with no payment attached with one structured record per enquiry.
  • Respondents are shoppers and repeat customers — the form asks them 23 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of orders arriving as half-finished emails with no payment attached and turns each submission into a record your team can act on immediately.

  • 12 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It accepts a document or photo upload as evidence.
  • It pins the request to a specific date.
  • It captures a full postal address.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Custom Product Request lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

  • Features conditional validation: if “Do you want personalisation such as a name or date?” is Yes, “Exact wording, spelling and any dates” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is the date you need it fixed?” is Yes, it is for a specific occasion, “What the occasion is” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is this based on an existing product?” is Yes, “Product name or link” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Would you like to approve a design first?” is Yes, “How you would like to approve it” becomes mandatory before the form can be sent.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — What you would like made

  • Your namerequired
  • Email addressrequired
  • Contact number
  • What you would like maderequired
  • Is this based on an existing product?required
  • Product name or link
  • Quantityrequired
  • Dimensions or size
  • Materials, finish or fabric you have in mind
  • Colours
  • Do you want personalisation such as a name or date?required
  • Exact wording, spelling and any dates
  • Reference images or sketches

Page 2 — Budget, timing and delivery

  • Budget rangerequired
  • Date you need it byrequired
  • Is the date you need it fixed?required
  • What the occasion is
  • Would you like to approve a design first?required
  • How you would like to approve it
  • Delivery address
  • Delivery or collectionrequired
  • Do you understand custom items usually cannot be returned?required
  • Anything else that would help us quote

Conditional logic in this build

  • WhenDo you want personalisation such as a name or date?is Yes, requireExact wording, spelling and any dates”.
  • WhenIs the date you need it fixed?is Yes, it is for a specific occasion, requireWhat the occasion is”.
  • WhenIs this based on an existing product?is Yes, requireProduct name or link”.
  • WhenWould you like to approve a design first?is Yes, requireHow you would like to approve it”.

Questions about this shared form

Is this an order?

It is an enquiry. Nothing is made until you have quoted and the customer has confirmed and, usually, paid a deposit.

How is it different from a bulk order enquiry?

This is about making something to a specification. A bulk enquiry is about quantity and pricing for an existing product.

Should it take payment?

Most makers quote first and take a deposit afterwards, because the price depends on the answers given here.

Can it handle several variations?

Yes. Use the quantity field and describe the variations in the notes, or send one enquiry per distinct piece.

Is the Custom Product Request template free to use?

Yes. You can preview and test Custom Product Request on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Custom Product Request template ask for?

It asks 23 questions across 2 pages, 12 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Custom Product Request form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this e-commerce & payments form work?

4 conditional rules ship with the template: Features conditional validation: if “Do you want personalisation such as a name or date?” is Yes, “Exact wording, spelling and any dates” becomes mandatory before the form can be sent. Features conditional validation: if “Is the date you need it fixed?” is Yes, it is for a specific occasion, “What the occasion is” becomes mandatory before the form can be sent. Features conditional validation: if “Is this based on an existing product?” is Yes, “Product name or link” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Custom Product Request form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Custom Product Request form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.