TEMPLATE · Orders and money
Order form
Place an order: items and quantities, delivery or collection, and agreement to the terms. No payment details are collected.
Use this form to place an order. We will confirm the total and how to pay before anything is charged. Do not enter card or bank details here.
About you
- Full nametext
- Emailemail
- Phonephone, optionalOptional. Used only to reach you about this form.
- Street addresstext
- Citytext
- State or regiontext
- ZIP or postal codepostal code
Your order
- Item 1text
- Quantity 1text
- Item 2text, optional
- Quantity 2text, optional
- Item 3text, optional
- Quantity 3text, optional
- Order notestext, optionalSizes, colors, customization or anything else we should know.
Delivery
- Delivery or collectionchoiceDeliver to my address · Deliver to another address · I will collect
- Delivery addresstext, optional
- Needed bytext, optional
- I agree to the seller's terms of sale, and I understand the order is confirmed only when the seller confirms it and the tick box
Signature
- Customer signaturesignature
- Customer date signeddate signed
For seller use
- Decisionchoice · SellerConfirmed · Confirmed with changes · Cannot fulfil
- Notetext, optional · SellerOptional. Shown on the signed copy.
- Seller signaturesignature · Seller
- Seller date signeddate signed · Seller
What people see
The template, the way the person you send it to fills it in.
In this template
What is on the page.
- About you: 7 fields
- Your order: 7 fields
- Delivery: 4 fields
- Signature: 2 fields
- For seller use: 4 fields
It is your own copy in your workspace. Change any of it before you send.
Send it from code
Send the order template from your own code.
Make your own copy once, then send it to the person you name. A test key sends only to you.
npx docustay templates customize order-form --name "Order form"
# prints the new template's id; then send it as a test:
npx docustay send --test $DOCUSTAY_TEMPLATE_ID --party 'signer=Name <email>'curl -X POST "$DOCUSTAY_URL/api/v1/documents/send" \
-H "Authorization: Bearer $DOCUSTAY_API_KEY" \
-H "Idempotency-Key: $(uuidgen)" \
-H "Content-Type: application/json" \
-d '{"templateId":"$DOCUSTAY_TEMPLATE_ID","parties":[{"seat":"signer","name":"Name","email":"name@example.com"}]}'What you keep
A sealed copy and its record.
Each person who signs gets the sealed PDF with a certificate of completion, and so do you. Search them in your workspace and read each one by its own record.
Questions
Quick answers.
Who fills it in?
The person you send it to. They are the customer in this template: they type their own name and email, fill in each box and sign. Then the seller you choose on your team adds a decision and counter-signs.
Can I send it to many people at once?
Yes. Send to a list sends your own copy to each person on it, and each person signs their own copy.
Can I change the questions?
Yes. In your workspace it is your own copy: add, remove or reword any field, then send it. The original is never changed.
Can people attach files?
20 fields make up the order template. Where it has a file box, people may attach a PDF or a picture, and it is stored exactly as they upload it and never converted.
Is this legal advice?
No. The order template is a starting point in plain words. Change what does not fit before you send it.
More like this
More orders and money templates.
Expense reimbursement
Claim back expenses: each item, date, amount and purpose, with receipts attached, approved by a manager. No bank details are collected.
See every field →Orders and moneyPurchase request
Ask to buy something: what, from whom, why, how much and by when, with a quote attached and an approver's signature.
See every field →Orders and moneyVendor information
A supplier's business name, contacts, what it supplies, insurance and certifications, with documents attached. No bank or tax numbers are collected.
See every field →