Made with Doplac

How to create a Professional Order Form using Doplac CRM

Create a Professional Order Form using Doplac CRM in Minutes:

[The following Video Will help to learn more with visual presentation]

Step 1: Select Services from the Tools section & click new Order:

  • Navigate to the section on the Order Form to choose the services you wish to offer.

Order Form Dashboard

Step 2: Choose Packages:

  • Choose the Packages associated with the selected Services. 

Note: if you not created any services, create it first from the Services Section. A guide has been included.

Step 3: Set Up Payment Methods

  • Connect and configure the payment methods that clients can use to complete their transactions.

Step 4: Save the Order Form & Generate Client Link

  • Once all selections are made, save the order form.
  • After saving, a unique link will be generated for the order form.

    • Step 5: Share with Clients to Fills Out Details

  • Send the generated link to your clients so they can access the order form.
  • Clients fill in their billing details and complete the payment through the form.

    • Order Form Billing Details

    Note: In addition to this guide, you can check the video tutorial on the page. If you feel any confusion, don’t hesitate to reach out to our support team.