Amazon KDP Book Formatting Template Order Form

Streamline Your Amazon KDP Book Formatting Orders with Paperform

Publishing a book on Amazon's Kindle Direct Publishing (KDP) platform is an exciting milestone, but getting the formatting right can be a major headache. From proper chapter layouts and professional table of contents to copyright pages and back matter design, the details matter—and they can make or break your reader experience and book sales.

If you're a book formatter, self-publishing consultant, or design agency offering KDP formatting services, this Amazon KDP Book Formatting Template Order Form helps you capture all the essential project details upfront, streamline your client intake process, and deliver professional results every time.

Why formatting orders need a structured intake process

Book formatting projects involve dozens of specific requirements: manuscript file types, interior design preferences, chapter styling, front and back matter elements, trim sizes, and more. Without a clear intake process, you'll find yourself chasing clients for missing files, clarifying vague design requests, and struggling to scope projects accurately.

This form template solves those problems by collecting everything you need in one structured submission—from manuscript uploads and design preferences to add-on services and payment details. You'll spend less time on back-and-forth emails and more time doing the creative work that generates revenue.

Perfect for self-publishing professionals and authors

This template is ideal for:

• Book formatters and designers offering KDP formatting as a core service
• Self-publishing agencies managing formatting for multiple author clients
• Publishing consultants who coordinate design, editing, and formatting workflows
• Freelance designers expanding into book interior design
• Authors and entrepreneurs who want to systematize their own formatting workflow

Whether you're formatting your first book or your hundredth, this form creates a professional client experience that builds trust and sets clear expectations from day one.

What this KDP formatting order form includes

The template captures all the essential information for a professional KDP formatting project:

Project basics: Client contact information, book title, author name, genre, and target publication date help you organize projects and prioritize timelines.

Manuscript details: File upload field for Word docs, Google Docs links, or PDFs, along with word count, current formatting status, and any special elements (footnotes, tables, images, poetry, etc.) that require extra attention.

Format and trim size selection: Choose between paperback, hardcover, or both, and select standard KDP trim sizes (5x8, 6x9, 5.5x8.5, etc.) so you can format to the correct dimensions from the start.

Interior design preferences: Options for chapter heading styles, font choices, page layout, headers and footers, and overall aesthetic (classic, modern, minimalist, ornate) ensure the final design matches the author's vision.

Front matter requirements: Checklist for half-title page, title page, copyright page, dedication, acknowledgments, table of contents, foreword, preface, and other front matter elements.

Back matter requirements: Checklist for about the author, other books by the author, acknowledgments, glossary, bibliography, and other back matter pages that complete a professional book.

Table of contents preferences: Options for linked TOC (essential for eBooks), formatting style, and chapter numbering preferences.

Add-on services: Checkboxes for premium services like custom chapter ornaments, drop caps, section breaks, image formatting, index creation, and expedited delivery.

File delivery and format: Preferences for final file formats (PDF for print, EPUB/MOBI for eBook, or both) and delivery method.

Pricing and payment: Calculated pricing based on package selection, manuscript length, and add-ons, with integrated Stripe or PayPal payment to collect deposits or full payment upfront.

How Paperform makes book formatting orders effortless

Unlike clunky Google Forms or static PDFs, Paperform gives you a professional, on-brand order experience that feels like an extension of your website. The doc-style editor lets you add your logo, brand colors, custom fonts, background images, and promotional copy that positions your formatting services as premium offerings.

Conditional logic shows and hides questions based on previous answers—so clients only see trim size options relevant to their chosen format, or add-on pricing updates dynamically based on selections. This keeps the form clean and focused while capturing all the details you need.

The built-in calculation engine makes dynamic pricing simple. Set base rates for different manuscript lengths, add costs for premium design elements, and let the form calculate the total in real-time so clients see transparent, accurate pricing before they submit.

With file upload fields, clients can attach their manuscript files directly to the submission, eliminating the need for separate email attachments or file-sharing links. You'll have everything organized in one place from the moment the order comes in.

Accept payments and automate your workflow with Stepper

This form template includes integrated payment fields so you can collect deposits or full payment at the time of booking. Connect your Stripe, PayPal, or Square account, and you're ready to start accepting orders immediately—no separate invoicing required.

Once a client submits their formatting order, you can use Stepper (stepper.io) to automate what happens next. Create a workflow that:

• Sends a detailed confirmation email with project timeline and next steps
• Creates a new project in Asana, Trello, or your project management tool
• Adds the client to your CRM or email list for follow-up
• Notifies your team in Slack when a rush order comes in
• Generates a branded proposal or contract for signature via Papersign (papersign.com)
• Schedules a kickoff call or design review meeting

With Stepper's AI-native automation, you can build sophisticated workflows in minutes—no coding required—so every order flows smoothly from intake to delivery without manual busywork.

Built for SMBs who value brand experience and efficiency

Whether you're a solo formatter building your client base or an agency managing multiple book projects simultaneously, Paperform and this template help you deliver a polished, professional intake experience that reflects the quality of your work.

The form works seamlessly on desktop and mobile, so authors can place orders from anywhere. Embed it directly on your website, share it via link in your email signature, or promote it on social media to attract new clients.

With Paperform's SOC 2 Type II compliance and secure data handling, you can confidently collect client manuscripts and payment information, knowing everything is protected with enterprise-grade security.

Start taking KDP formatting orders today

This Amazon KDP Book Formatting Template Order Form is ready to customize and launch in minutes. Add your branding, adjust pricing, enable payments, and start capturing professional formatting orders with a form that works as hard as you do.

Trusted by over 500,000 teams worldwide and featuring 30,000+ designer form templates, Paperform gives self-publishing professionals, book designers, and creative agencies the tools they need to streamline client intake, automate workflows, and grow their business—all without writing a single line of code.