Sell · free template

Custom Product Request

Take a made-to-order enquiry properly: what the customer wants made, sizes and materials, personalisation, quantity, budget, deadline and reference images.

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

Questions
23
Pages
2
Layouts
classic · card
Time to complete
≈ 7 min
Conditional rules
4
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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 2 — What 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.

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

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

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.

About this template

Custom work goes wrong at the quoting stage, not the making stage. A maker who quotes from a two-sentence message ends up either underpricing or asking six questions over four days while the customer's enthusiasm fades. This form asks everything needed to price a piece in one sitting. It starts with what the customer wants made, the closest existing product if there is one, and the quantity, then moves to specification: dimensions, materials or finish, colours, and any personalisation with the exact spelling wanted — spelled out in a field, because a name misheard on a call is a remake at the maker's cost. Reference images are uploaded rather than described. The commercial section is honest: a budget range, the date it is needed for, whether that date is fixed or flexible, and whether the customer understands custom work is usually not returnable. It ends with delivery details and how the customer would like to approve a design before production, which is the step that prevents the expensive kind of disagreement.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

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

23 questions in total.

Example of a completed custom product request form

This shows how a shopper describes a made-to-order item so it can be quoted accurately.

What you would like made
A personalised wooden cutting board
Quantity
1
Dimensions or size
30cm by 20cm
Materials, finish or fabric you have in mind
Oak with a food-safe oil finish
Do you want personalisation such as a name or date?
Yes
Exact wording, spelling and any dates
"The Whitfield Kitchen, Est. 2026"
Budget range
40 to 60
Date you need it by
14 May 2026
What the occasion is
Housewarming gift

Sample data — no real people, addresses or records are shown.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 4 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Do you want personalisation such as a name or date?”

  • Makes answers required

    If “Do you want personalisation such as a name or date?” is Yes, “Exact wording, spelling and any dates” becomes required before the form can be submitted.

Driven by “Is the date you need it fixed?”

  • Makes answers required

    If “Is the date you need it fixed?” is Yes, it is for a specific occasion, “What the occasion is” becomes required before the form can be submitted.

Driven by “Is this based on an existing product?”

  • Makes answers required

    If “Is this based on an existing product?” is Yes, “Product name or link” becomes required before the form can be submitted.

Driven by “Would you like to approve a design first?”

  • Makes answers required

    If “Would you like to approve a design first?” is Yes, “How you would like to approve it” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Ask for spelling in a field

    Personalisation typed by the customer is the cheapest possible insurance against a remake.

  2. 2

    Make budget a range, not a blank

    Ranges get answered; an open cost question gets skipped and then wastes a quote.

  3. 3

    Separate a deadline from an occasion

    A wedding date cannot move. Knowing which deadlines are real lets you sequence the workshop honestly.

  4. 4

    Agree the approval step up front

    Deciding now whether there is a mock-up or a sample prevents the most expensive kind of misunderstanding.

Mistakes to avoid

  • Quoting from a short message, then absorbing the cost of everything that was never specified.
  • Taking personalisation over the phone, so a name is spelled wrong on a finished piece.
  • Not saying custom work is non-returnable until the customer asks for a refund.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Send a written quote with the specification restated, take a deposit if you use one, agree the approval step, and book the work into the schedule.

Works in both layouts

These pages cover the same subject ground as the custom product request, matched on the words people actually search for.

Frequently asked questions

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.

More forms teams pair with the custom product request.

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