Sales Order Form Template

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Sales Order Form Template

Sales Order Form Template Walkthrough

Make it easy for your new customer to sign on the dotted line with this sales order form template.

Who this template is for

Salespeople, deal desk teams, and revenue leaders who need a faster, more consistent way to finalize deals and collect signatures.

What this template is for

This template makes it easy to turn pricing quotes into signable sales order forms. It’s designed to simplify the final steps of your sales order process—so you can close deals without the back-and-forth of static business forms or clunky CPQ systems. It’s ideal for SaaS companies, services teams, small businesses, and anyone who wants a streamlined approval and signature process.

How to use this template

  1. Start by creating a free Dock account.
  2. Create a new workspace and select the Sales Order Form template.
  3. Customize the product catalog, pricing tables, and legal terms to match your business.
  4. Save your customized version as a new template.
  5. For each deal, open the approved quote and turn it into a sales order form with a few clicks.
  6. Share the form for signature and let the buyer complete it directly in Dock. Then, sync it back to your CRM

What’s in this template?

Section 1

Pricing Proposal

Start with a detailed breakdown of the pricing agreement for your product or services.

Section 2

Order Form

Then, add more details on implementation and contractual terms by embedding an order form directly in Dock.

Why use Dock’s Sales Order Form Template?

Dock’s sales order form template is the fastest way to create, share, and sign clean, consistent sales forms without slowing down your sales order process.

Most sales teams still rely on manual docs, juggling between Word files, PDFs, Excel sheets, DocuSign links, and Slack threads just to get one deal finalized. With Dock, you can create standardized order documents that are easy to update, easy for buyers to review, and simple to sign—no design teams, legal back-and-forth, or last-minute spreadsheet edits required.

Because Dock’s sales order templates live in a collaborative workspace, your client sees exactly what they’re signing. You can embed approved legal terms, automatically pull in customer data from your CRM, and even add product-specific pricing models like tiered or volume-based quotes. And once the form is signed, no need for manual data entry. Dock automatically syncs with popular sales CRMs like HubSpot and Salesforce.

This template is built for flexibility, but also for control. Salespeople can move fast thanks to pre-approved legal language, pricing rules, and required approval flows. The result: A sales order process that feels smooth for the buyer and standardized for your team.

Streamline the order form process

  • Pre-load standard legal agreements and product libraries
  • Add custom pricing, contract terms, unit prices, and redlined documents if needed
  • Include standard fields on an invoice form like order number, subtotal, billing address, and shipping address

Make it easier for clients to buy

  • Share online order forms as a simple link—no attachments or new tools to learn
  • Reduce the “dead zone” between verbal yes and signed contract
  • Buyers can sign securely via Dock’s integrated e-signature flow

Standardize and scale your deals

  • Ensure compliance with pricing and legal policies
  • Give salespeople a repeatable way to finalize customer sales faster
  • Use engagement analytics to track which customer orders are moving—and which need a nudge
  • Share the sales order template across your team or keep it private
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The Dock Team

Sales Order Form Template FAQs

How do I use this template?

Sign up for Dock for free, select the Sales Order Form template, and customize it with your own pricing, terms, and legal language. You can save your version as a reusable template, then personalize it for each client.

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 make a copy of the template and change any section to match your business, pricing model, or terms. You can also make edits to each individual client version as needed.

Can I personalize this template for every client?

Yes. You can generate a new workspace or order request for each client using your template as a starting point, then tweak it as needed for that specific deal.

Can I share this template with my team?

Yes. You can keep templates private or share them across your team. Dock lets you control visibility and editing permissions for all templates.

What is a sales order form template?

A sales order form template is a pre-built document structure used to finalize deals with your customers. It includes all the standard fields you need—like contact information, pricing, legal terms, total amount, and signature blocks—so you’re not rebuilding the form from scratch each time. In Dock, the sales order form template lives inside a client-facing workspace, where you can collect signatures, make updates, and track deal progress in one place.

What is a sales order form?

A sales order form is a legally binding agreement that outlines the terms of a sale between a vendor and a customer. It’s typically used after a price quote has been approved and includes order details, payment terms, contract duration, and key legal terms. Unlike a quote or an invoice, a sales order form requires signature from both parties and serves as the formal agreement to deliver goods or services.

What is the difference between a sales order form and a purchase order form?

A sales order form is sent by the vendor to confirm what’s being sold, while a purchase order form is submitted by the customer to request the goods or services. The purchase order initiates the transaction; the sales order form finalizes it. Together, these business forms help clarify responsibilities in the sales and procurement process.

What should you include in a sales order form template?

  • Customer information 
  • Company logo and company name
  • Salesperson contact info
  • Product list with unit price, subtotal, and total amount
  • Billing address, shipping method, and shipping address
  • Delivery date if applicable
  • Contract length and renewal terms
  • Links to terms of service or other legal agreements
  • Signatures and email verification

When should you use a sales order form?

Use a sales order form after your customer has approved your pricing and you’re ready to formalize the deal. It’s often the last document shared before onboarding starts. These order documents are especially helpful when you need a standardized way to close deals, manage approvals, and collect e-signatures.

Sales order form best practices and tips

  • Start with a reusable sales order form template
  • Pre-load your product order catalog and standard legal terms in Dock
  • Use CRM integrations to pull in client data automatically
  • Set up signature order and auto-reminders to avoid delays
  • Keep everything in one shared workspace for visibility

Sales order form mistakes to avoid

  • Don’t rely on Excel or static PDF format docs
  • Avoid back-and-forth emails—share a centralized online order form instead
  • Make sure legal terms are approved and consistent across deals
  • Set signature roles and reminders in Dock to keep things moving
  • Create workflows for internal approvals and avoid untracked paper forms

How to share sales order forms internally

With Dock, you can create a shared sales order template library across your sales team. Templates can be edited collaboratively or locked down with admin access. Once a form is ready, reps can notify managers or work order reviewers for approval directly within the platform.

How to share sales order forms with clients

After creating the sales order form in Dock, share it via a secure link or email. Walk the client through the workspace during a call, then send the link for them to review and sign at their convenience. Dock supports e-signature with signing order, automatic reminders, and email verification to keep everything compliant and moving forward.

What’s the best way to create a printable sales order form?

If you’re looking for a printable version of a sales order form template, Dock allows you to export the workspace to PDF format once the form is completed. You can include all key order details like pricing breakdowns, tax, subtotal, and billing/shipping info.

Can I use this for product order forms?

Yes, this sales order template works for many types of product orders and application forms—from SaaS packages to t-shirt order forms for events. It's fully customizable for your use case and business needs.