In Dock, you can create pricing quotes to share with your customers and turn them into signable order forms directly within a Workspace.
There are three steps when it comes to creating and sharing an Order Form.
Step 1 (Recommended): Admin configures the backend (adds standard terms, products, and legal documents).
Step 2: Team member creates the pricing quote in the Workspace.
Step 3: Team member sends the order form through Dock for signature!
For an example of a pricing quote in context, check out our pricing quote template.
Order Forms & Integrations
You can integrate order forms with Salesforce or HubSpot to attach the completed Order Form to the associated records within your CRM.
Learn more: Order Forms & Salesforce and Order Forms & HubSpot.