Manufacturing & Industrial · community shared

Purchase Order Form — shared by the community

Clara D. shared this 26-question build with 3 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use manufacturing & industrial form for small teams who need a reliable intake process: 26 questions, 4 pages, 3 conditional rules.

Shared by
Clara D. · Non-profit programme lead
Questions
26
Replies
10
Copies taken
235
See the library version

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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 4Order details

Purchase order

Leave blank if this is generated automatically by your system.

Every question on this page is currently visible.

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

Who this template is for

Purchase Order Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in manufacturing & industrial.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 26 questions across 4 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of chasing missing details over email 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 records a signature you can keep as proof of agreement.
  • 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 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

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 Purchase Order Form 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. 4Publish 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.
  5. 5Watch 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 — 3 conditional rules ship with it.

  • Features advanced show logic: if “Does this order need a second approver?” is Yes, the form dynamically exposes “Second approver name”. Otherwise that question never appears.
  • Features advanced show logic: if “Is the ship-to address different from the bill-to address?” is Yes, the form dynamically exposes “Ship-to address”. Otherwise that question never appears.
  • Features advanced show logic: if “Payment terms” is Other, the form dynamically exposes “Describe the payment terms”. Otherwise that question never appears.
  • All 3 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 — Order details

  • Supplier namerequired
  • Requesting departmentrequired
  • PO number
  • PO daterequired
  • Requested byrequired

Page 2 — Line items

  • Item description (line 1)required
  • Quantity (line 1)required
  • Unit price (line 1)required
  • Requested delivery date (line 1)
  • Item description (line 2)
  • Quantity (line 2)
  • Unit price (line 2)
  • Item description (line 3)
  • Quantity (line 3)
  • Unit price (line 3)
  • Estimated order totalrequired

Page 3 — Shipping and billing

  • Bill-to address
  • Is the ship-to address different from the bill-to address?required
  • Ship-to address
  • Special shipping instructions

Page 4 — Terms and approval

  • Payment termsrequired
  • Describe the payment terms
  • Does this order need a second approver?
  • Second approver name
  • Authorized byrequired
  • Date authorizedrequired

Conditional logic in this build

  • WhenDoes this order need a second approver?is Yes, showSecond approver name”.
  • WhenIs the ship-to address different from the bill-to address?is Yes, showShip-to address”.
  • WhenPayment termsis Other, showDescribe the payment terms”.

Questions about this shared form

How many line items does this support?

Three are built in as a starting structure — duplicate the description/quantity/unit price group for additional lines, or connect this form to a system that supports a true repeating line-item table.

Can we automate the approval routing based on the total?

Yes — configure a numeric condition on 'Estimated order total' so orders above your threshold automatically require the second approver field before submission is accepted.

Do we need a separate form for services versus goods?

Not necessarily — rename 'item description' fields to cover services, though a dedicated services PO may need different delivery-date wording.

Should this connect to our supplier onboarding process?

Yes — new suppliers should go through a Supplier Onboarding Form first so their payment terms and bank details are on file before their first PO is issued.

Is the Purchase Order Form template free to use?

Yes. You can preview and test Purchase Order Form 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 Purchase Order Form template ask for?

It asks 26 questions across 4 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 Purchase Order Form 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 manufacturing & industrial form work?

3 conditional rules ship with the template: Features advanced show logic: if “Does this order need a second approver?” is Yes, the form dynamically exposes “Second approver name”. Otherwise that question never appears. Features advanced show logic: if “Is the ship-to address different from the bill-to address?” is Yes, the form dynamically exposes “Ship-to address”. Otherwise that question never appears. Features advanced show logic: if “Payment terms” is Other, the form dynamically exposes “Describe the payment terms”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Purchase Order Form 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 Purchase Order Form 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.

Is the signature on this form legally usable?

The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.