Use the Questions & Answers tab to choose how customers enter a quantity and to add the questions they’ll answer when ordering a product. This tab also includes controls for the form’s visibility.

Public vs Private Order Forms

At the top of the tab, choose whether the form is Public or Private:

Private Order Forms

• Belong to specific companies or customers
• Not visible to all website visitors
• Typically used for customer-specific documents

Public Order Forms

• Available to all customers
• Can appear on your public-facing website
• May be shown on your homepage

When you change a form from Private to Public, it is placed in inactive test mode. Administrators can review it, but website visitors will not see it until you select Activate Form.

Set Up Quantity Question

Choose how customers will enter the quantity needed.

Entering the desired quantity, using the following input: 

• A simple numeric input field
• Customers can type any quantity
• Best for flexible ordering

Selecting a quantity from a system-generated pull-down menu: 

• Customers select from predefined quantity options such as 250, 500, 1000, etc…
• Ideal for structured pricing tiers
• This option is commonly used for products like business cards, flyers, or postcards where pricing is standardized.

For a quantity drop-down, you can set quantity breaks and pricing for each option. You can also choose whether prices appear in the quantity grid.

Above: Setting quantity breaks with price grid set to ‘yes’

Above: Pricing grid on display customer facing

Add a Question

Add fields for information needed to complete the order, such as a name to print on a business card.

1. Select Add a Question.

2. Select the drop-down Choose a Type… within the ‘Question Editor’ pop-up modal.

3. Choose a question type next to ‘Select a Question Type’, such as Radio Button.

4. Enter a question name next to ‘Your Question Name’, such as “Paper Choices”.

5. Enter the answers in the text field next to ‘Radio Button List Items'.

6. Select Create Question.

7. In the Question Editor, review the new question and configure any additional settings for each answer.

8. Select ‘Save Question’ when complete.

Manage Questions

Use the controls beside each question to adjust how it works:

• Required toggle: Toggle to ‘required’ when customers must answer the question before adding the product to their cart.
• Globe icon: Make the question a Global Question that can be reused on other forms.
• Hover cross arrows icon: Change the order in which questions appear.
• Pencil icon: Open the Question Editor to update the question or its answers.
• Trash can icon: Delete the question from the order form.

Save and Preview

1. Select Save after making your changes.

2. Select ‘View’ to preview the customer-facing form to confirm the quantity options, pricing (if displayed), and questions appear as expected, and make any needed edits.

Summary

The Questions & Answers tab is where you:

• Set up quantity selection
• Add questions and mark answers as required when needed
• Create reusable global questions
• Manage public or private visibility
• Arrange how questions appear to customers

Proper setup ensures you collect all required information to successfully process and print customer orders.

Happy Printing! 🚀