Productivity Planner & Workflow Template Store

Streamline Your Digital Product Sales with Paperform

Whether you're a productivity creator selling digital planners, Notion templates, or complete workflow systems, having a seamless sales experience is essential to converting browsers into buyers. This Productivity Planner & Workflow Template Store form template is designed specifically for content creators and influencers in the productivity space who want to sell their digital products while providing a personalized shopping experience.

Why This Template Works for Productivity Creators

As a creator in the productivity niche, your audience is looking for solutions that fit their specific workflow, apps, and planning style. This template goes beyond a simple checkout form—it includes an interactive quiz that helps customers discover which of your products will work best for their needs, increasing both customer satisfaction and conversion rates.

The form seamlessly combines product discovery, customization options, and checkout in one beautiful, on-brand experience. No need to cobble together multiple tools or send customers through a confusing multi-step process.

Perfect for Creators Selling

• Digital planners (PDF, GoodNotes, Notability formats)
• Notion templates and workspace systems
• Trello, Asana, or ClickUp workflow templates
• Google Sheets or Excel productivity trackers
• Canva template bundles
• Complete productivity systems and courses
• Monthly or annual memberships to your template library

What Makes This Template Special

1. Planning Style Quiz
Help customers find their perfect match with a quick quiz that assesses their planning style, preferred apps, and productivity goals. This personalization increases purchase confidence and reduces decision fatigue.

2. Flexible Product Options
Showcase your entire catalog with descriptions, pricing, and the ability to select multiple products. Bundle options and add-ons make it easy to increase average order value.

3. App Integration Preferences
Collect information about which apps and platforms your customers use so you can deliver the right format and provide better ongoing support.

4. Tutorial and Onboarding
Embed tutorial videos directly in the form so customers know exactly what they're getting and how to use it before they buy—building trust and reducing refund requests.

5. Customization Requests
Offer premium customization services or collect feedback on what additional features customers want, opening up opportunities for upsells and future product development.

Automation That Saves You Hours Every Week

Once a customer completes their purchase, you can use Stepper (stepper.io) to automatically trigger your entire fulfillment workflow:

• Send personalized welcome emails with download links
• Deliver different products based on app preference selections
• Add customers to your email list in ConvertKit, Mailchimp, or your CRM
• Grant access to your membership community or course platform
• Create follow-up sequences for tutorials and tips
• Trigger Slack or Discord notifications for customization requests
• Update your inventory or analytics in Google Sheets or Airtable

This means you can focus on creating amazing productivity content while Paperform and Stepper handle the sales and delivery process automatically.

Built for Conversion, Designed for Your Brand

This template is fully customizable to match your creator brand. Adjust fonts, colors, and imagery to create a shopping experience that feels cohesive with your Instagram, YouTube, or TikTok aesthetic. The form can be embedded directly on your website, shared via link-in-bio, or used as a standalone landing page with your custom domain.

The doc-style editor makes it easy to add your personality—include testimonials, showcase preview images of your planners, or embed a quick video tour of your best-selling template. Every element is designed to build trust and excitement.

Secure Payments & Global Reach

Connect Stripe, PayPal, or Square to accept payments from customers worldwide. The built-in calculation engine handles currency conversion, discount codes, bundle pricing, and even collects tax information where needed. Customers can pay with credit cards, digital wallets, or buy-now-pay-later options—whatever makes the purchase easiest for them.

Why Productivity Creators Choose Paperform

For content creators and influencers, Paperform is the perfect middle ground between simple form builders and complex eCommerce platforms. You get:

• Beautiful, on-brand forms that match your aesthetic without needing a developer
• Instant delivery of digital products through automated workflows
• No transaction fees beyond standard payment processing
• Analytics and insights to understand what products resonate with your audience
• Flexibility to pivot as your product line grows and evolves

Trusted by over 500,000 creators and small businesses, Paperform is SOC2 Type II and GDPR compliant, ensuring your customers' data is secure.

Get Started in Minutes

This template is ready to use right out of the box. Simply customize your product names, prices, and branding, connect your payment processor, and start selling. Whether you're just launching your first digital planner or you're scaling an established productivity template empire, this form gives you everything you need to create a professional, high-converting sales experience.

Turn your productivity expertise into recurring revenue with a form that works as hard as your customers do.