Create An Online Order Form: Template & Step-By-Step Tutorial

Make an app for delivery or takeaway orders

Do you run a restaurant or cafe that needs to start taking orders online for delivery or pickup? Here's a quick rundown of how you can set this up with Paperform in 15 minutes.

Notes

  • Requires a Paperform account and a Google Sheets account.
  • Here's the template used in the example → Online order form template.

Summary

In this video we go through the basic set up of an online ordering form for a restaurant or cafe using a template. We tailor the template to a specific business, including configuring products, setting up an automatic confirmation email, and integrate orders with a Google Sheet for live order tracking.

1. Use the template

Go to the template page and click "use this template". If you don't have a Paperform account, you will need to sign up for a free trial first (no CC required).

You could also start from scratch if you would like, but using templates is a great way to get off the ground and familiarize yourself with Paperform.

2. Change the venue name, minutes and cover image

You can change the restaurant name and minutes to whatever you like by selecting it and typing. Using Paperform is a lot like editing a doc, you can generally just click and type to change text.

If you don't want to show a venue name or opening hours on that location, you can just highlight and delete the parts you don't want (you can always add them back later).

The template comes with a cover image, you can replace it by clicking the image and choosing the picture icon in the toolbar on top of the image (pictured below).

Image editor toolbar

You could also swap out the image for your logo, or delete it if you want. Find out more about adding images to your forms.

3. Upload your menu

The template comes with a bunch of dummy products to show off how products are set up, but chances are you will want to change these.

Go to the configure icon to the right of the "Menu" question, and then click the "Products" tab to see the full list of products.

Depending on how many products you need to add, you can either use the UI to remove, modify or add new products manually, or you can use the CSV export/import functionality to manage your products in a spreadsheet.

Hint: you can change the appearance of the products in the form under the "Appearance" tab.

Upload menu

4. Check the rest of the form

The template also comes with another product field that offers gift cards before the checkout, if you don't want these, simply click below the questions group into the form body, and press delete to delete the questions and last page break.

You might also want to change the wording of the question titles or subtitles, or perhaps add some other questions.

5. Put through a test submission

Click the 'view" button to go to the live form. Fill in the form and submit it. You can access submissions via the dashboard.

Test submission

6. Connect a payment account

Before you can start taking payments, you'll need to select a payment source under Configure > Payments. If you don't have any payment source connected yet, you can set one up by clicking "Manage Payment Accounts" and following the prompts on one of the support payment providers (Stripe, PayPal Business, Braintree or Square).

Configure payments

7. Set up the response email

You'll probably want to send an email to the person who submitted the form when you've received their order. You can set this up under After Submission > Emails.

Setup custom email response

8. Connect to Google Sheets

Go to google sheets, and create a new sheet. Write column titles for all of the questions you would like to have in the sheet (e.g. Order, Name, Email, Delivery or Pickup, Address, Total Paid). In the video, I use a lazy workaround for this step by exporting the form submissions to CSV and importing it into the sheet.

Go to After Submission > Integrations & Webhooks, and select Google Sheets > "Add Row to Sheet". Follow the prompts to connect your Google Sheets account, and then select the appropriate sheet and map over the answers to the desired columns.

Click the "Send Test" button to test the integration with the last submission.

Add row to google sheets

9. Final checklist (BONUS POINTS)

Before you go sending out your form to start taking orders, you'll probably want to do the following:

  1. Set the title, description, cover image, and custom URL under Configure > Details.
  2. Customize the success page messaging under After Submission > Success Pages & Redirects.

You're done! You can get the URL or embed code of the online order form under the Share menu in the form editor.

Need help?

Paperform support is here to help, but we're also currently offering free office hours during the COVID-19 pandemic. Book a time to chat with an expert to find out more about how Paperform can be tailored to your needs.

If you're impacted financially, you can also apply for assistance for paid plans.