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Shopping Cart

Use a Online Shopping Cart 2017 template to make your document workflow more streamlined.

What a Shopping Cart form does

A Shopping Cart form records the products or services a customer selects before the transaction is fulfilled. It can identify items, quantities, prices, delivery details, taxes, customer information, and approval or signature fields. With signNow, a sender uploads the Shopping Cart, reviews automatically detected fillable areas, assigns fields to recipients, and sends it for completion. Each signer reviews the transaction and signs electronically; signNow then preserves the completed document and audit trail. The form’s legal effect depends on its contents, signer consent, and applicable U.S. law.

Who uses a Shopping Cart form

Retail and service businesses

A retail or service business can use a Shopping Cart to collect customer selections, quantities, prices, delivery information, and approval signatures. Sales staff prepare the document, customers review the transaction, and finance or operations teams retain the completed record for fulfillment and reconciliation.

Procurement teams

Procurement teams can use a Shopping Cart to document requested goods or services before fulfillment. Managers review assigned fields, approve the transaction, and store the signed file with its audit trail alongside the related order or vendor record.

How the Shopping Cart workflow works

The signNow workflow moves the Shopping Cart from an uploaded file to an assigned, signed, and auditable purchasing record.

  • Upload: Upload the Shopping Cart PDF.
  • Prepare: Detect or place purchasing fields.
  • Route: Assign recipients and send.
  • Complete: Collect signatures and retain evidence.

How to complete a Shopping Cart

Prepare the Shopping Cart in signNow, confirm every required purchasing field, obtain signatures, and retain the completed document with its audit trail.

  • Upload document:

    Upload the Shopping Cart PDF to signNow.
  • Check fields:

    Review detected fields and add missing inputs.
  • Assign signers:

    Assign each field to the correct recipient.
  • Send document:

    Send the Shopping Cart by email or link.
  • Store record:

    Review the completed file and audit trail.
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Key features for completing a Shopping Cart

Shopping Cart becomes easier to prepare, send, complete, and retain when signNow features are matched to each document stage.

Field detection

Upload a Shopping Cart PDF and use field detection to identify text, date, amount, and signature areas, reducing manual placement before sending the document to customers.

Signer routing

Route the Shopping Cart to one or more recipients by email, then monitor completion without printing, scanning, or manually combining signed pages.

Audit trail

Capture signer actions, timestamps, and document history in an audit trail that helps preserve evidence of how the Shopping Cart was completed.

Reusable templates

Reuse a prepared Shopping Cart template when staff send the same purchasing document repeatedly, while keeping required fields consistent across transactions.

Mobile signing

Let customers complete the Shopping Cart from a desktop or mobile device, supporting purchasing workflows that do not require an in-person meeting.

Business integrations

Connect Shopping Cart records with business systems such as Salesforce, NetSuite, Google Drive, or Box for easier routing and controlled document storage.

Integrations for Shopping Cart records

Connect Shopping Cart workflows with CRM, ERP, cloud storage, and project systems to route transaction data and preserve completed records in the business system.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Find and fill out the correct online shopping cart

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
*2015 Artisan Aromatics Catalog [2015-09-09] 20174.8 Satisfied (2076 Votes)
*2015 Artisan Aromatics Catalog [2015-09-09] 20154.8 Satisfied (5273 Votes)

Security controls for Shopping Cart documents

Transit encryption:

TLS 1.2/1.3 protects transmitted data

Stored encryption:

AES-256 protects stored document data

Security certification:

SOC 2 Type II report available on request

Security standard:

ISO 27001 certification supports information security

Health data:

HIPAA workflows require a BAA

Electronic signatures:

ESIGN and UETA compliance supports electronic signatures

Platform requirements for Shopping Cart

Prepare and review the Shopping Cart in Chrome, Firefox, Safari, or Edge on Windows or macOS. signNow also provides mobile apps for iOS and Android, allowing recipients to review and sign from supported mobile devices.

  • Browsers Chrome, Firefox, Safari, Edge
  • Desktop systems Windows and macOS desktop access
  • Mobile apps iOS and Android mobile apps

Organizations should manage access through approved devices and user permissions. Teams requiring system-to-system processing can evaluate API access, SSO provisioning, and integrations with Salesforce, NetSuite, Google Drive, Box, or other supported services before deploying Shopping Cart workflows.

Recommended Shopping Cart workflow setup

Configure authentication, signature capture, evidence, retention, encryption, and access before sending a Shopping Cart for completion.

Shopping Cart settingRecommended configuration
Authentication methodEmail links with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailEnable certificate and action history
Document retentionApply transaction-specific legal retention
Encryption and provisioningUse TLS, AES-256, and role-based access

How long to retain Shopping Cart records

The correct retention period depends on what the Shopping Cart documents, including tax activity, protected health information, and state-specific obligations.

01

Three years after tax filing

Keep records for three years from filing under IRC §6501(a), unless another rule or transaction condition requires longer retention.
02

Six years for major understatement

Keep records for six years when 25% or more of income was understated under IRC §6501(a).
03

Indefinitely for fraud cases

Retain records indefinitely when fraud occurred or no return was filed under IRC §6501(a).
04

Six years for HIPAA records

Keep Shopping Cart records for six years when they document PHI under 45 CFR §164.530(j).
05

State period when longer

Apply state retention rules when they exceed federal requirements; verify the applicable state rule for the transaction.

Record-keeping practices for Shopping Cart

Retain the completed Shopping Cart according to the transaction’s legal and operational requirements, preserving both the signed document and supporting evidence.

Set retention from the transaction type

Choose a retention period based on the transaction and applicable law, rather than deleting Shopping Cart records when signing ends. For tax-related records, IRS rules may require three years from filing under IRC §6501(a), with longer periods in specified circumstances.

Export the audit evidence together

Export the completed Shopping Cart with its audit trail and certificate of completion. Keep the files linked to the transaction identifier so reviewers can connect the signed terms, signer actions, timestamps, and final document.

Secure the archived signed document

Protect archived Shopping Cart files with access controls and encryption. Restrict downloads to authorized personnel, monitor administrative access, and preserve the original signed file without overwriting it during later reviews.

Apply HIPAA retention when applicable

If the Shopping Cart contains protected health information, apply the HIPAA record rule of six years from creation or the last effective date under 45 CFR §164.530(j). Confirm state requirements separately.

Shopping Cart troubleshooting and questions

These answers address field detection, sending, legal evidence, plan scope, protected information, and consumer consent when completing a Shopping Cart.

Upload the original Shopping Cart PDF again and confirm that it is not password-protected or corrupted. If fields are not detected, place text, date, amount, and signature fields manually before assigning recipients.

Check that every required field has an assigned recipient and that signer order matches the purchasing process. A missing assignment can prevent the Shopping Cart from being sent or completed.

A completed Shopping Cart can be supported by signNow’s audit trail, which records signing activity and timestamps. ESIGN and UETA recognize electronic signatures when intent, consent, attribution, and record retention requirements are satisfied.

Business includes legally binding eSignatures, audit trails, templates, and mobile apps at $8 per user per month with annual billing. Paid subscription plans include 100 signature invites per user per year; overage fees may apply.

If the Shopping Cart contains protected health information, signNow identifies HIPAA compliance as requiring a business associate agreement. Execute the BAA and configure access controls before processing PHI.

For consumer-facing transactions, provide the electronic-record disclosure required by 15 U.S.C. §7001(c), including paper-record access and consent-withdrawal procedures. Confirm that the signer can access the electronic Shopping Cart before signing.

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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