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Order

Create a custom Order 2006 that meets your industry’s specifications.

What an order form does

An order form records what a buyer requests, the agreed quantities or services, delivery details, pricing, and approval terms. With signNow, upload the Order document, let the platform detect fillable fields, review each entry, add signature or date fields, send it to the required signers, and retain the completed copy with its audit trail. The form itself does not establish a universal federal filing deadline; its legal effect depends on the transaction, the parties’ intent, and applicable contract and state law.

Who uses an Order form

Purchasing teams

Purchasing teams use Order forms to document requested goods or services, quantities, prices, delivery instructions, and approvals before fulfillment.

Sales and operations

Sales and operations teams use signed Orders to confirm customer requests, preserve approval evidence, and coordinate delivery with finance or fulfillment.

Features that support Order processing

signNow combines field preparation, signer routing, audit evidence, templates, mobile completion, and integrations for organizations that process recurring Order documents.

Field detection

Upload an existing Order PDF and review fields detected by signNow before assigning each value, signature, initial, or date field to the responsible party.

Signer routing

Send Orders in a defined signing sequence, helping purchasing, sales, operations, and customers complete their assigned sections without exchanging multiple document versions.

Audit evidence

Capture signatures, timestamps, recipient activity, and completion history in an audit trail that accompanies the signed Order for later review.

Reusable templates

Use reusable Order templates to preserve field placement, recipient roles, and approval structure when the same transaction format is repeated.

Mobile completion

Complete Order workflows from signNow mobile apps when staff need to review, sign, or send documents away from a desktop workstation.

Business integrations

Connect signed Orders with systems such as Salesforce, NetSuite, Google Drive, Box, or Procore for coordinated records and downstream processing.

How the Order process works

The Order workflow keeps document preparation, signer assignment, completion, and record retention in one traceable sequence.

  • Upload: Upload the Order and inspect its fields.
  • Assign: Assign each field to the correct party.
  • Send: Send the document through signNow.
  • Complete: Capture signatures and retain evidence.
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  • Intuitive UI and API. Sign and send documents from your apps in minutes.

How to complete an Order online

Move the Order from an uploaded document to a signed, auditable record through five focused steps.

  • Upload document:

    Upload the Order PDF to signNow.
  • Map fields:

    Review detected fields and add missing fields.
  • Add signers:

    Add recipients and signing order.
  • Send securely:

    Send the Order for completion.
  • Archive records:

    Store the signed copy and audit trail.

Find and fill out the correct consent form

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
for the 20064.8 Satisfied (6093 Votes)

Connect order records to business systems

Connect Order workflows with CRM, ERP, cloud storage, and collaboration tools so submitted details, approvals, and signed records remain aligned across business systems.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Recommended Order workflow setup

Configure the Order workflow around signer identity, document integrity, auditability, and the retention rule governing the transaction.

Order settingRecommended configuration
Authentication methodEmail link with SMS verification
Signature typeTyped or drawn electronic signature
Audit trailExport with every completed Order
Document retentionFollow the transaction’s governing policy
EncryptionTLS 1.2/1.3 and AES-256

Security for completed Orders

Transport encryption:

TLS 1.2/1.3 in transit

Stored data:

AES-256 at rest

Security assurance:

SOC 2 Type II certified

Information security:

ISO 27001 certified

U.S. eSignatures:

ESIGN and UETA compliant

Health information:

HIPAA compliant with BAA

Order record-keeping best practices

Accurate field mapping, complete audit evidence, documented retention, and controlled archival make completed Orders easier to verify and retrieve.

Verify every Order field before sending

Before sending, compare every detected field with the original Order. Confirm item descriptions, quantities, prices, delivery details, tax information, and approval fields are assigned to the correct person. Save a final field map so later Orders use the same controlled structure.

Preserve the audit trail with the signed Order

Export the completed Order together with its signNow audit trail. Preserve signer identity evidence, timestamps, delivery history, and completion status in the same record so the transaction can be reconstructed without relying on email conversations or screenshots.

Link retention to the transaction’s governing rule

Apply the retention rule that governs the underlying transaction rather than assuming one period applies to every Order. Tax, healthcare, employment, and regulated financial records can follow different rules; document the selected period and its authority in the records policy.

Archive Orders in a controlled repository

Store the signed Order and audit trail in an access-controlled archive connected to the business record. Use signNow integrations such as Google Drive, Box, or Egnyte only after confirming permissions, naming conventions, and deletion controls match the organization’s policy.

Order form troubleshooting

Resolve field, signer, authentication, retention, and plan questions before sending an Order for completion.

Upload the original Order PDF again and confirm that every required field is mapped before sending. signNow supports templates and audit trails on the Business plan, so review field placement before inviting a signer.

Check that the recipient email is accurate, then resend the signing invitation or create a signing link. Business Premium includes quick invite links; the signer can often complete the document without creating an account.

Add the signer’s signature, date, and required initials fields before sending. A completed Order should show the parties’ intent and attribution; ESIGN and UETA recognize electronic signatures when those elements and record retention requirements are satisfied.

Use SMS-based or stronger signer authentication when the Order contains sensitive commercial or personal information. signNow’s Enterprise plan adds advanced signer authentication, while the platform supports audit trails documenting signing activity.

Export the completed Order and its audit trail from signNow, then apply the retention period required by the transaction or industry. No single federal rule sets one retention period for every order form.

The Business plan includes 100 signature invites per user per year when billed annually, with overage fees. Business Premium adds bulk send; confirm the selected plan before distributing many Order forms.

ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
13+Years in business
4.6/5Average G2 rating

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