Customer subscription sign-ups managed through email, phone calls, or informal order forms give businesses an inconsistent record of what each customer has subscribed to, for how long, and under what terms. Plan and duration details are not always clearly stated. Add-on services are requested separately. Payment method preferences are communicated verbally and not stored with the subscription record. Without a structured, centralized sign-up process, managing and reporting on subscriptions accurately requires reconciliation work that a proper intake form should eliminate.
The Customer Subscription template for SharePoint, built with Infowise Ultimate Forms, provides a structured subscription form that captures customer contact details, subscription plan and duration, add-on service selection, payment method, agreement to terms, and optional comments. Every submission is stored as a complete subscription record in SharePoint.
How it works
Customer details
The form captures the customer's full name, optional company name, email address, phone number, and optional mailing address. Consistent contact capture across every subscription ensures the team has the information needed to confirm the subscription, issue communications, and manage renewals without additional follow-up.
Subscription plan and duration
Dedicated structured fields capture the subscription plan selected and the preferred subscription duration type. Capturing these selections consistently across every sign-up creates a filterable, reportable subscription list that gives the team a clear view of the active plan mix and renewal timeline across the customer base without manual reconciliation.
Add-on services and payment method
The form captures any add-on services the customer wants to include alongside their core subscription, and their preferred payment method. Recording both within the subscription record at the point of sign-up ensures that the fulfillment or accounts team has everything needed to set up and bill the subscription correctly from the outset.
Terms acceptance and comments
A required checkbox captures the customer's agreement to the terms and conditions, documenting consent within the subscription record at the point of submission. A free-form comments and special requests field gives customers the opportunity to flag any specific requirements or questions relevant to their subscription, ensuring the team is aware of any special circumstances before the subscription is activated.
What you get
- A structured subscription sign-up form capturing full name, company name, email, phone, and address
- Subscription plan and duration type captured in structured fields for consistent reporting and renewal management
- Add-on services selection and payment method preference captured within the same record
- Required terms and conditions acceptance documented at the point of submission
- Free-form comments and special requests field for customer-specific context
- Every subscription stored as a complete, searchable record in a standard SharePoint list
- Extendable with automated subscription confirmation notifications and renewal reminders using Ultimate Forms
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Customer Subscription system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All subscription records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
