PRD

Custom Intake and order form

Here is your full PRD with all current updates and structure:

⁠

Product Requirements Summary Feature: Service Add-ons & Order Form Builder

⁠

1. Overview

Service Add-Ons let agencies offer optional, billable add-ons linked to main services.

Order Form Builder enables custom drag-and-drop forms for collecting client info, add-on selections, upsells, and e-signatures.

⁠

2. Service Add-Ons

Key Features

Add-ons are created separately and linked to one or more main services.

Each add-on includes:

Name (120 characters)

Description (5000 characters)

Pricing type: subscription (with its own billing cycle) or one-time

Currency (must match main service)

Publish toggle to include in order forms

Rules

Add-ons must be purchased with their parent service.

Add-ons now support independent billing cycles.

Pricing combinations allowed:

One-time service ↔ subscription add-on

Subscription service ↔ one-time add-on

Order Behavior

Add-ons appear in the same order and initial invoice as the main service.

⁠

3. Order Form Builder

Builder Features

Drag-and-drop interface to add custom fields.

Apply form to:

All services

Single service (overrides global)

Multiple selected services

Form Types

The key difference between the two forms:

Order Form includes add-ons and upsell options.

Intake Form does not include add-ons or upsells.

Order Form: Tied to checkout/payment process. Default billing via Stripe remains.

Intake Form: Fully customizable, shown pre- or post-purchase.

Component Types (limit 10 fields)

Short Answer (120 characters)

Paragraph (500 characters)

Multiple Choice (Checkbox)

Selection (Radio button)

File Upload:

With optional sample file (viewable and replaceable)

Additional fields: file name, help text

Date Picker

Formatted Text

Spreadsheet (rows/columns)

Additional Form Options

Quantity and Budget fields included by default

Import existing forms

Pre-/Post-purchase form setting

Condition tab (planned for Version 2):

IF (field + state + value) → THEN (show/hide field)

Purchase Logic

One order form per service (one form can cover multiple services)

Main order + separate orders for upsells

Single initial invoice (main + add-ons + upsells)

Future invoices for recurring items

Client View

Catalog: Intake form appears pre-purchase (after name/email entry)

Post-purchase: Form displays with message prompting email check

Forms display all captured field data within order view

⁠

4. User Flow

Agency owner navigates to Order Form Builder (from sidebar)

Creates a form using drag-and-drop

Assigns form to services and selects pre-/post-purchase

Clients view and fill form based on catalog or logged-in flow

Submit → confirmation screen shown

⁠

5. Summary of Rules

Add-ons must match main service currency

Add-ons support mixed pricing and own billing cycles

Only published add-ons show in forms

One form per service, reusable across multiple services

Signature component captures IP, timestamp, location

Terms checkbox: “By Clicking This Box I Agree to These Terms and Conditions”

⁠

6. Enhancements & Future Scope

Conditional logic (show/hide fields based on inputs)

Form view of submitted input data within client order details

Default form logic for multi-service orders if no shared form exists

⁠

7. Acceptance Criteria

Service Add-Ons

Users can create add-ons with name, description, and pricing type.

Add-ons can be linked to one or more main services.

Add-ons must match the currency of the main service.

Subscription and one-time pricing both supported independently.

Add-ons are only purchasable alongside a linked main service.

Published add-ons appear in the order form and invoice.

Order Form Builder

Agencies can create order/intake forms using drag-and-drop interface.

Agencies can assign forms to all, single, or multiple services.

Limit of 10 custom fields per form is enforced.

Form types (Order vs Intake) function distinctly.

Clients can view and complete forms pre- or post-purchase as configured.

File upload fields support help text, sample files, and file name labeling.

Forms show correctly in both catalog (public) and signed-in experiences.

Purchase Flow

Order form submissions generate one main order plus optional upsell orders.

Add-ons and upsells display in initial invoice and are billed correctly.

Subscription and one-time billing are reflected properly across invoices.

Client sees total calculated price during checkout.

Client Interaction

Intake form appears post name/email in catalog flow (pre-purchase).

Post-purchase forms display message guiding client to check email.

Submitted form responses are visible in the order description or attached data view.

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.