Purchase Order Request Form — shared by the community
Sam B. shared this 15-question build with 5 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: 15 questions, 3 pages, 5 conditional rules.
- Shared by
- Sam B. · Customer success
- Questions
- 15
- Replies
- 24
- Copies taken
- 137
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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 3 — Requester and budget
Every question on this page is currently visible.
Works for you? Take Sam B.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Purchase Order Request 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 15 questions across 3 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.
- 10 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 pins the request to a specific date.
- It captures a numeric value you can filter and sort on.
- Conditional logic hides 5 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 3 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.
- 1Press “Use this template” — a fresh copy of Purchase Order Request Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 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.
- 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.
- 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 — 5 conditional rules ship with it.
- Features advanced show logic: if “Is this a new supplier we haven't paid before?” is Yes, the form dynamically exposes “Supplier legal/business name”. Otherwise that question never appears.
- Features advanced show logic: if “Is this a new supplier we haven't paid before?” is Yes, the form dynamically exposes “Supplier tax ID / EIN”. Otherwise that question never appears.
- Features advanced show logic: if “Is this a new supplier we haven't paid before?” is Yes, the form dynamically exposes “Supplier payment details”. Otherwise that question never appears.
- Features conditional validation: if “Estimated total amount” is greater than 5000, “Finance director approval” becomes mandatory before the form can be sent.
- Features advanced show logic: if “Estimated total amount” is 5000 or less, the form dynamically exposes “Manager approval only”. Otherwise that question never appears.
- All 5 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 — Requester and budget
- Requester namerequired
- Requester emailrequired
- Department
- Budget or cost-centre coderequired
Page 2 — Order details
- Item or service descriptionrequired
- Quantityrequired
- Unit price (USD)required
- Currencyrequired
- Estimated total amountrequired
- Needed by daterequired
Page 3 — Supplier and approval
- Is this a new supplier we haven't paid before?required
- Supplier legal/business name
- Supplier tax ID / EIN
- Supplier payment details
- Special delivery or invoicing instructions
Conditional logic in this build
- When “Is this a new supplier we haven't paid before?” is Yes, show “Supplier legal/business name”.
- When “Is this a new supplier we haven't paid before?” is Yes, show “Supplier tax ID / EIN”.
- When “Is this a new supplier we haven't paid before?” is Yes, show “Supplier payment details”.
- When “Estimated total amount” is greater than 5000, require “Finance director approval”.
- When “Estimated total amount” is 5000 or less, show “Manager approval only”.
Questions about this shared form
What happens if a request is close to the approval threshold?
Route it to whichever approval level your policy sets for that exact amount — most finance teams round up rather than down when a request is borderline.
Can this form handle multiple line items?
This version covers a single line item cleanly; for multi-line orders, duplicate the item/quantity/price fields or attach an itemised quote.
Do returning suppliers need to answer the new-supplier questions?
No — answering 'no' keeps the form short since their payment details are already on file.
Who should receive the notification when a PO is submitted?
Route notifications to the requester's manager first, and to finance automatically whenever the total crosses your approval threshold.
Is the Purchase Order Request Form template free to use?
Yes. You can preview and test Purchase Order Request 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 Request Form template ask for?
It asks 15 questions across 3 pages, 10 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 Request 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?
5 conditional rules ship with the template: Features advanced show logic: if “Is this a new supplier we haven't paid before?” is Yes, the form dynamically exposes “Supplier legal/business name”. Otherwise that question never appears. Features advanced show logic: if “Is this a new supplier we haven't paid before?” is Yes, the form dynamically exposes “Supplier tax ID / EIN”. Otherwise that question never appears. Features advanced show logic: if “Is this a new supplier we haven't paid before?” is Yes, the form dynamically exposes “Supplier payment details”. Otherwise that question never appears. All rules are editable in the Logic tab.
Where do responses to the Purchase Order Request 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 Request 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.
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