SaaS Order Form Template
SaaS Order Form Template
Get SaaS deals over the finish line with this simple, but powerful order form template.
Who this template is for
Sales teams, account managers, and finance leads at SaaS companies who need a cleaner way to finalize deals and hand off new customers using a structured order form.
What this template is for
This template gives you a streamlined, client-facing SaaS order form that lives inside a shared Dock workspace. Buyers can review pricing, confirm contract details, and move forward with implementation plans—without chasing PDFs or attachments. It’s built to close the loop between sales, finance, and onboarding by centralizing your pricing proposal, service fees, and contract terms to finalize a deal.
How to use this template
- Start by creating a paid account in Dock. Order forms are included in Premium plans and above.
- Create a new workspace and select the SaaS Order Form Template.
- Update the pricing table, terms of this agreement, and key purchase details to match your product and process.
- Save your custom version as a reusable internal template.
- For each new deal, spin up a fresh workspace from your saved template.
- Introduce the ordering form during the pricing conversation, and use the workspace to guide the receiving party through sign-off, warranties, and onboarding details.
What’s in this template?
Pricing Proposal
Start with a detailed breakdown of the pricing agreement for your SaaS services, including service fees, any additional fees, and payment terms. You can include functionality tiers, implementation services, or professional services as needed.
Order Form
Add more detail on contractual terms by embedding a full services order form directly in Dock. Include the effective date, renewal term, and any applicable limitations of liability, plus notes on functionality and service level commitments.
Why use Dock’s SaaS order form template?
Dock’s SaaS order form template is the fastest way to get deals signed, sealed, and handed off to onboarding—without the constant back-and-forth.
Instead of emailing around PDFs or chasing signatures in random tools, Dock gives you a clean, collaborative workspace where the receiving party can review pricing, confirm the plan, and kick off onboarding—all in one place. It’s easy to customize, easy to share, and way easier for your champions to forward internally.
Dock’s order form lives inside a shared workspace, so it’s more than just a quote. It’s a living statement of work where you can embed pricing tables, service-level guarantees, product selections, intellectual property rights clauses, legal disclaimers, and onboarding steps. This helps align all stakeholders—legal, finance, and the disclosing party—on the subject matter at hand.
It’s a way to consolidate the various finish line to-dos that keep deals from fully closing on time. You can templatize everything: Order forms, sections, contract language, and add exhibits (like Exhibit A). Dock lets you create company-approved templates that reflect your software-as-a-service terms and any proprietary rights. With analytics, you'll also know who accessed what confidential information and when.
Here’s what else the SaaS order form template can do for you:
Accelerate time to deal close
- Replace static PDFs with a flexible order form
- Embed pricing, contract terms, and effective dates in one link
- Guide buyers through internal approvals without additional tools
- Reduce waiver risks and errors with structured fields and clear legal context
Make handoffs seamless
- Use the same workspace to transition from quote to onboarding and technical support
- Include implementation services and support contact information
- Align all teams on the same service terms and enhancements
Enable personalization at scale
- Build a reusable template compliant with applicable laws
- Add functionality tiers or custom derivatives for each customer’s use
- Provide customized service levels
Gain visibility into buyer behavior
- See when the receiving party accesses the services agreement
- Track customer data like engagement with the order form and related documentation
- Use such data as needed to tailor your approach for each client in the future
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How do I use this template?
Sign up for Dock’s Premium plan, then create a new workspace using the SaaS order form template. Customize it for your product, save your version as a reusable template, and create a new workspace from it for each deal.
Is this template free?
While Dock does offer free templates, sales order forms are only available with Dock’s Premium plan. This includes unlimited templates, unlimited workspace creation, and full access to the sales order form and pricing tools.
Can I modify this template?
Yes. You can fully customize the content, layout, pricing tables, terms, and any other section to fit your sales process or a particular purpose.
Can I personalize this template for every client?
Absolutely. After customizing your master template, create a new workspace for each client and tailor it to their specific plan, pricing, and team.
Can I share this template with my team?
Yes. You can keep templates private, share them with individuals, or make them visible to your whole team. Dock gives you full control over who can see and use your templates.
What is a SaaS order form template?
A SaaS order form template is a structured document used to finalize a SaaS deal. It typically includes product selection, pricing, contract terms, and billing information. The goal is to align all stakeholders on what’s being purchased and what happens next.
Unlike a static PDF, Dock’s SaaS order form template lives in a collaborative workspace—so you can include all the context your buyer needs, like implementation plans, case studies, or legal terms. It’s designed to help teams close deals faster and reduce errors.
What is a SaaS quote template?
A SaaS quote template is similar to an order form but usually comes earlier in the sales process. It outlines estimated pricing based on the customer’s needs. Dock templates can support both quotes and finalized order forms in the same workspace.
What should you include in a SaaS order form template?
Your SaaS order form should include:
- Product name(s) or package(s) being purchased
- Unit pricing and total contract value
- Start and end dates
- Payment terms and billing cadence
- Contract terms or links to legal documents
- Points of contact for billing and onboarding
Dock makes it easy to structure these fields clearly and visually, so there's no ambiguity when it comes time to sign.
When should you use a SaaS order form template?
Use when a deal is nearing close, after pricing discussion and before handoff to onboarding. Ideal for multi-stakeholder deals requiring alignment.
SaaS order form best practices and tips
- Use a consistent format across all deals to avoid mistakes
- Pre-load your product library so reps can easily select line items
- Include links to relevant resources like terms of service or security docs
- Keep it simple by using one page if possible
- Use Dock to track when the buyer views the form or shares it internally
- Embed onboarding or implementation next steps to accelerate time-to-value
SaaS order form mistakes to avoid
- Sending uneditable PDFs that require a bunch of email follow-ups. Instead, use a single source of truth that allows both parties to collaborate.
- Leaving out key details like payment terms or contract length. Make sure you’re including these details, if not in the form itself, then through additional links.
- Forgetting to include a clear point of contact. Adding contact information can help funnel questions more easily to the right stakeholder on your team.
- Not version-controlling your templates. Dock helps avoid this by centralizing template management.
How to share a SaaS order form internally
Use Dock’s shared template library. Tag sections by role and separate internal from client-facing content.
How to share a SaaS order form with clients
Use Dock to walk through the order form live, then send a follow-up link. Dock notifies you of client engagement.
What is a services agreement?
A contract outlining the terms, scope, payment, and confidentiality of services. Common in SaaS deals.
What are service fees?
Charges for services provided beyond the base subscription—such as setup or customization.
What is a limitation of liability clause?
A clause that caps the financial liability one party owes the other in the event of losses or damages.
What are intellectual property rights?
Legal protections for original works like software code, trademarks, or algorithms. Often outlined in SaaS contracts.
What is an effective date?
The date on which a contract’s terms take effect. May differ from signing or billing dates.
What are warranties in a SaaS order form?
Commitments by the provider on uptime, performance, or compliance. Often part of the service-level terms.
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