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Sharing Order Forms

How to share an order form

Updated over a year ago

Overview

After you've generated an Order Form, you'll be prompted to share with buyers.

You have two different options to share Order Forms with Buyers. We'll walk through both below!


Share via email

One option is to send the Order Form via email and add a custom message.

Here's what this looks like from the buyer's perspective:

Share via link

Another option is to copy the link to the order form and share with the buyers.

Sharing via link is a great option if you have an ongoing email thread with a buyer where you can insert this order form into the flow of natural conversation.


Workspace Banner

Once an Order Form is published, a banner will display in the Workspace that an Order Form is ready to be signed.

Click here to learn more about signing order forms.

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