Order Form Solution for SharePoint

Order forms appear in an astonishing range of scenarios—far more than most people realize. Whether you are purchasing equipment, requesting supplies, submitting product orders, or simply tracking internal requests, an order form sits at the heart of the process. In fact, order forms are one of the most common types of forms on the internet, powering online stores, service companies, internal procurement systems, and even small business operations. Because so many business processes depend on collecting structured information from users, it’s essential to have an order form solution that is flexible, user-friendly, and aligned with the workflow tools your team already knows.

That’s where Infowise Ultimate Forms becomes a game-changer. With Ultimate Forms, you can set up a complete, production-ready order form solution in minutes without writing a single line of code. Whether you want to create a straightforward internal order request form or a sophisticated public-facing e-commerce experience, Ultimate Forms provides everything you need—right inside SharePoint. It removes the technical complexity traditionally associated with form development and replaces it with a simple, powerful configuration experience that anyone can use.

This is not a generic form builder. Ultimate Forms lets you create order forms that are fully customized to your business rules, product structure, and workflow needs. The same SharePoint list you start with transforms into a polished, dynamic ordering interface equipped with structured fields, business logic, visual enhancements, automated calculations, and workflow-ready metadata. If you’ve ever felt limited by the out-of-the-box SharePoint experience, Ultimate Forms removes those barriers completely.

One of the standout capabilities is the ability to use external forms. This means your order form doesn’t need to be confined inside your organization—it can be securely published on a public website where anyone can submit orders. This opens up huge possibilities for businesses, nonprofits, event organizers, and teams offering services to outside customers. Instead of directing users to a clunky form or requiring custom web development, Ultimate Forms lets you embed your order form directly into your public web presence with just a few clicks.

A truly useful order form also needs the right structure. Many order processes involve multiple items, quantities, and variations. Ultimate Forms handles this elegantly through a repeating table component. Users can add as many order items as they need, enter quantities, and structure the order just like a shopping cart—except everything is fully integrated into SharePoint and captured in a structured way. This allows your organization to manage orders efficiently, report on them, and trigger workflows with ease.

Want to include product visuals? No problem—Ultimate Forms allows you to embed product images so users can preview what they are ordering. This enhances clarity, reduces mistakes, and creates a more user-friendly experience.

Another major convenience is the use of dynamic lookup fields. Instead of forcing users to manually type product names, prices, categories, or descriptions, dynamic lookups pull data directly from your SharePoint lists. When a user selects an item, Ultimate Forms can automatically populate the order form with all related details—price, SKU, unit type, availability, and more. This reduces errors and ensures that all information remains perfectly synchronized with your source data.

Of course, calculations are essential in order forms. Ultimate Forms provides robust auto-totaling capabilities that instantly compute subtotals, taxes, fees, and order totals. Everything updates in real time, creating a seamless and intuitive experience for your users.

Once an order is placed, communication is key. Ultimate Forms includes a customizable order confirmation email template, so customers or internal users receive an automated, professional confirmation message. This message can include order details, tracking information, next steps, and any other information you want to include.

On the administrative side, Ultimate Forms shines with a built-in status tracking and order management interface. Administrators can view all incoming orders, update statuses, add notes, assign follow-up tasks, and manage the lifecycle of each request. Because it all lives in SharePoint, integrating the order data with existing workflows, dashboards, or reporting systems is simple.

For organizations that deal with physical goods, Ultimate Forms even supports inventory management. As orders come in, inventory quantities can be reduced automatically, helping you track stock levels and avoid overselling or shortages. Because all inventory data sits in SharePoint, you maintain full transparency and control.

Perhaps one of the most powerful enhancements is the ability to integrate an embedded payment system for online orders. This transforms your form into a complete ordering and checkout experience—no external shopping cart required. Customers can select items, submit an order, and pay directly from the form, all without leaving your site.

This combination of features—public embedding, dynamic data lookups, inventory tracking, automated calculations, admin tools, and integrated payments—creates a solution far beyond what SharePoint offers out of the box. Instead of stitching together multiple systems or relying on custom development, Ultimate Forms provides a unified, flexible, and fully SharePoint-native approach.

Don’t miss the opportunity to learn how to set up your own powerful Order Form Solution for SharePoint. In this presentation, you’ll see exactly how quickly and easily you can build a fully functioning order form using Infowise Ultimate Forms. Even better, you’ll be able to download the complete solution template immediately after the presentation, giving you a perfect starting point for your own implementation. Whether you're improving an internal process or creating a polished customer-facing ordering experience, this session will give you everything you need to succeed.