A signed order before the work starts.
Customers enter their order lines, accept your terms of sale and sign an order confirmation generated from their answers. No more “yes” in an email and a dispute three months later.
A “yes” by email is not a signed order.
The customer agrees in an email thread, delivery starts, and when the invoice arrives nobody agrees on what was ordered or on which terms.
How to set it up in Documentas
Order lines as a table
A table field for product, quantity and price. Customers add as many lines as they need.
Your terms of sale
Attach them as a review document the customer must accept first.
Generate and sign
The answers fill your order confirmation template, which the customer signs.
Your side signs too
Add your sales director as company counterpart if you want both signatures.
An order form you can copy
| Field | What it asks |
|---|---|
| Customer | Company name, registration number, billing contact, delivery address |
| Order lines | Table: product, quantity, unit price |
| Delivery | Requested delivery date, notes |
| Review document | Terms of sale |
| Signing | The customer signs, then optionally your sales director |
The order, the terms and the signature, together.
- An order confirmation with every line, as a table
- Proof the customer accepted your terms of sale, with time and IP address
- Signed before work starts
- Stored in Documentas, next to the answers
Credit applications for distributors.
Company details, a table of trade references and bank details generate a credit application the customer signs.
What makes it work
Forms and data collection
Build forms with tables, required fields and terms to accept. Share by link or invitation and see every answer.
Read moreDocuments from answers
Every form submission becomes a finished PDF from your own template, signed by the respondent and your company.
Read moreTemplates
Use the PDF contract you already have, or have the AI assistant build a template from a description.
Read moreLet the AI assistant draft it
Open the template editor, switch to the Chat tab and paste this. Then review the result and adjust it by hand or by asking for changes.
Create an order confirmation with the customer’s company name, registration number and delivery address, a table of order lines with product, quantity, unit price and line total, a reference to our terms of sale, and a signature block for the customer.The AI assistant is in the template editor on every plan and uses your plan’s monthly credits. It can make mistakes, so review the result, and have contract wording checked before you use it.
Questions people ask
Keep reading
Sales
Order forms, quote acceptance, customer onboarding and service agreements, signed before work starts.
Read moreClient intake and engagement letters
A complete client brief and a signed engagement letter, in one visit.
Read moreDocuments from answers
Every form submission becomes a finished PDF from your own template, signed by the respondent and your company.
Read moreSee it with your own documents.
Book a 15-minute walkthrough and we’ll set up your first form or signing flow with you.
A 15-minute video call. Bring the form or contract you use today.