Overview
Dock's order form generator creates a digital PDF that includes everything from products to billing terms to legal agreements. These PDFs can be sent out for e-signature.
Getting Started
Step 1: Navigate to the price quote table within the Workspace.
Step 2: In the top right, click Create Order Form.
Step 3: Choose from one of the price quote options that's found in the table.
Now, you'll be entered into a six step flow to create and send your order form for signature.
The majority of this information will be pre-set by the admin. Let's talk about each of these steps.
Step 1: Details
The details step captures background information about the order form.
Deal Type
This is the internal categorization of the type of deal. The customer will not see this information.
Title
Give your order form a name! This will be visible to the customer.
Quote Expiration
How long this quote is valid for.
Buyer Info
Add the Company's Name, Website, & Address.
Add the Business and Billing Contact Information.
Your Info
This is the sellers information. This gets auto-populated from your Dock profile (your Admin can go to your Dock "settings" to make edits).
All of this information will be get populated into the top of the order form.
Step 2: Products
On this step, you'll adjust the pricing tables that includes your products and billing frequencies. Read this article to learn more about using the price quote builder.
The tables shown here will look like the following in the order form.
Step 3: Terms
From the terms step, you can adjust a number of different Terms related to the order form:
Contract length
Billing schedule
Contract start & end dates
Billing Start Date
Billing Terms
Payment Term
Payment Method
As a reminder, all of these terms can be pre-configured by an admin ahead of time.
The terms are added to the order form just under the pricing table.
Contract Length & Start/End Dates
Contract end date is automatically selected based on the Start date and Contract Length.
The only exception for contract start and end dates is when the Contract Length is Custom.
Custom Contract Lengths give the user the ability to adjust both the start and end dates of the contract.
Billing Schedule
By toggling on Show billing schedule a table will get created with the billing schedule on the order form.
This is especially useful when you have multi-year agreements.
Please note: Billing frequencies are determined by the Products on the previous step.
Step 4: Legal
The legal step allows you to add or adjust any legal terms or additional information to the agreement. The documents section features the standard documents that the admin added into the system.
PDF documents will be attached to the end of the order form.
Link documents will be added to the terms section.
To remove a document, just click X to the right of it.
Custom Agreements (Red-Lines)
For any custom agreements that need to be red-lined for that specific customer, just click Add custom agreement to upload the agreements.
Additional Terms
The Additional Terms field can be used to add any additional language to order forms.
Step 5: Signature
On the signature page, add in the Names & Emails of the people who will be signing the order form or who should receive a courtesy copy.
When you set a signing order, the first person will need to sign before the second. To re-order, click on the six-dot grabber icon to drag and drop.
You can also set a signature reminder cadence. Dock will trigger automated emails until the person signs.
Step 6: Review
On the last step, you can see the completed order form. When you're ready, just click Publish and send to first signer.