Order form template
This free order form template makes it quick and easy for sales reps to close deals and speed up sales cycles. Why not try it for yourself?
This free order form template makes it quick and easy for sales reps to close deals and speed up sales cycles. Why not try it for yourself?
An order form is a contractual document used to request and confirm specific goods or services from a supplier or vendor.
Unlike the broader scope of an MSA, an order form focuses on a single transaction, detailing the particulars of the order. This usually includes:
An order form becomes a legally binding contract when it is accepted by the seller. By signing the order form, the seller agrees to deliver or produce the product specified in the form.
In the same vein, the buyer is then legally obligated to submit the agreed payment for the product or service.
An order form allows customers to request specific products or services from a business.
Roughly speaking, a transaction using a n order form looks like this:
So, an order form essentially helps in capturing customer requests accurately and efficiently.
The main purpose of an order form is to establish a clear understanding between the buyer and the seller regarding the specifics of the order. In fact, order forms prove instrumental for both buyers and sellers in a number of ways:
While the exact structure may vary depending on the industry and business practices, the following sections are commonly found in order form contracts:
The order form begins with a prominent header that includes the title, date and an identification number, if applicable. This information helps identify and reference the specific order form when needed.
This section outlines the identities and contact details of the buyer and the seller. It is essential to accurately identify the parties involved for clarity and to avoid confusion.
It is important to provide a comprehensive description of the goods or services being ordered. This must include specifics such as the quantity, model or product number, size, colour, and any other details that ensure the accurate fulfilment of the order.
In this section, the order form outlines the agreed-upon price, any applicable discounts or taxes and the accepted payment methods. Additionally, it may include details about invoicing, payment due dates and consequences for late or non-payment.
This section addresses the logistics of the order, including the expected delivery date, shipping method, and responsibility for shipping costs. It may also cover issues related to damages, delays, or loss during transportation.
Like in an MSA, order forms often incorporate the general terms and conditions that govern the transaction. These may include warranties, liability limitations, dispute resolution mechanisms and other provisions that protect the interests of both parties.
Managing order forms guarantee accurate documentation, efficient processing and compliance with contractual obligations.
However, relying on manual, tedious approaches can hinder productivity and increase the risk of errors. So, what are the challenges associated with manual order form process?
One of the primary challenges with manual order form management is the time-consuming process of creating order forms from scratch for each transaction. Manually entering details such as product information, quantities, pricing, and terms can lead to human error and delays.
Manual order form management often relies on email exchanges, phone calls, or in-person meetings for communication and collaboration among stakeholders. This approach can lead to miscommunication, delays in response, and difficulties in tracking conversations related to specific order forms.
In a manual approach, obtaining approvals and signatures for order forms often involves a paper-based workflow. This can cause delays, as physical documents need to be circulated, signed and returned. By creating friction at this stage, you can slow down sales cycles and make it harder to capture revenue.
With manual order form management, tracking the status and progress of each order can be challenging. Traditional methods such as filing cabinets or spreadsheets offer limited visibility, making it difficult to monitor the lifecycle of order forms, identify bottlenecks or track key milestones.
Manual order form management often involves repetitive data entry tasks, increasing the risk of data entry errors and consuming valuable time and resources. Finding what you need can also be challenging without strong reporting capabilities.
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Fortunately, sales reps can use Juro to automate their order forms using automated order form templates. These templates are pre-defined by legal teams and can be used to generate order forms in seconds.
Juro's AI contract management solution offers integrations with your CRMs, allowing data to move seamlessly from order records in the CRM into the order form template to populate it automatically.
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This eliminates the need for manual data entry and empowers sales reps to self-serve on contracts like MSAs and order forms, rather than waiting on legal to close these all-important deals.
It also means that your sales team can safely automate up to 75% of their routine contract admin work, allowing them to focus on the higher-value tasks like sourcing and closing out deals.
To find out more about how this workflow would look like with your CRM, check out the guides below:
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Juro users can also edit, negotiate, approve, electronically sign, store and track their order forms within the platform.
This is because Juro's collaborative, flexible and data-rich AI enabled solution empowers businesses to agree and manage contracts in one unified workspace.
Sales has gone from using three tools, a shared drive, emails, PDFs, and involving the legal team, to having one tool for everything - Callum Hamlett, Senior Revenue Operations Analyst, Paddle
Our teams love Juro because it’s easy to use. Sales rank it as one of their top tools they can’t work without - Victoria Sörving, Chief Legal Officer, Funnel
If you want to join the 6000+ businesses that already use Juro to power their contracts, hit the button below to book your personalised demo.
Plus, if you want to find out more about how Juro's contract management platform can benefit sales teams throughout the contract lifecycle, check out this guide to CLM software for sales teams.
Juro is the #1-rated contract platform globally for speed of implementation.
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