Sales Order Form 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.

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.

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.

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.

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

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.

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.

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.

• 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

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.

• 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

• 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

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.

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.

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.

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.