Dock

Admins can help streamline the sales rep's experience and make sure creating and signing order forms is an easy (and error free) process. From the backend settings, you can control everything from Products to Terms to Legal.

There are a few steps for configuring Order Forms as an admin.

Step 1: <a href="https://help.dock.us/en/articles/6856869-configuring-products-pricing-models">Configure products.</a>

Step 2: <a href="https://help.dock.us/en/articles/8190416-configuring-terms">Set standard contract and billing terms.</a>

Step 3: <a href="https://help.dock.us/en/articles/8190423-legal">Configure legal agreement settings</a>.

 Below, we'll show you how to navigate to the Order Form settings to get things started!

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Step 1: From your Dock home screen, click Settings on the left nav bar.

Step 2: In your admin settings, scroll the left-hand nav bar all the way towards the bottom. Under Products &gt; you'll see Order forms.

Step 3: Click on Products, Terms or Legal to adjust different options.

Check out the following articles to understand how to adjust the admin settings for Products, Terms and Legal. 

<a href="https://help.dock.us/en/articles/6856869-configuring-products-pricing-models">Products</a>

<a href="https://help.dock.us/en/articles/8190416-configuring-terms">Contract and Payment Terms</a>

<a href="https://help.dock.us/en/articles/8190423-configuring-legal-agreement-terms">Legal</a>

- <a href="https://help.dock.us/en/articles/6856869-configuring-products-pricing-models">Products</a>
- <a href="https://help.dock.us/en/articles/8190416-configuring-terms">Contract and Payment Terms</a>
- <a href="https://help.dock.us/en/articles/8190423-configuring-legal-agreement-terms">Legal</a>

Configuring Order Forms Settings

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Configuring Order Forms Settings

Overview

Navigating to Order Form Settings