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Your step-by-step guide — add customer ordered
Using airSlate SignNow’s eSignature any business can speed up signature workflows and eSign in real-time, delivering a better experience to customers and employees. add customer ordered in a few simple steps. Our mobile-first apps make working on the go possible, even while offline! Sign documents from anywhere in the world and close deals faster.
Follow the step-by-step guide to add customer ordered:
- Log in to your airSlate SignNow account.
- Locate your document in your folders or upload a new one.
- Open the document and make edits using the Tools menu.
- Drag & drop fillable fields, add text and sign it.
- Add multiple signers using their emails and set the signing order.
- Specify which recipients will get an executed copy.
- Use Advanced Options to limit access to the record and set an expiration date.
- Click Save and Close when completed.
In addition, there are more advanced features available to add customer ordered. Add users to your shared workspace, view teams, and track collaboration. Millions of users across the US and Europe agree that a solution that brings everything together in a single holistic workspace, is exactly what businesses need to keep workflows working effortlessly. The airSlate SignNow REST API allows you to integrate eSignatures into your application, internet site, CRM or cloud. Check out airSlate SignNow and get faster, smoother and overall more effective eSignature workflows!
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Esign delivery order template
this video is brought to you by WP forms in this video you'll learn how to create an online order form for your WordPress website and this is a great thing to have on your site if you're not quite ready to jump into full ecommerce store on your site but you want to offer something like home delivery or curbside pick up an online order form for your website is a great thing to add to your site and this is super easy for small businesses like a restaurant or a coffee shop to add an online order form for your site so with all that let's dive in the first thing you want to do is we're going to set this up using a simple contact form called WP forms WP forms is simply the easiest to use contact form plugin for WordPress but WP forms are tons of templates that you can choose from so you can get started even quicker you can also add payment systems to your online form so you can receive payment as well so the first thing you want to do is head over to WP forms com go forward slash wpbeginner and that way you can get the best discount on WP forms once you go to WP forms and create your account you'll want to download the plugin from there and then head back over to your dashboard so we can install the plugin from the dashboard you'll want to go to plugins add new and instead of searching for a plugin we're going to upload the plug-in and now you need to choose file because you want to go and find the file that you just downloaded once you find it you can then install now and then SiC around to also activate the plugin as well great once it's activated you have this new area over here called WP forms let's go to our settings area so we can add our license key to make sure everything is unlocked and we're getting the most recent updates from it so your license key will paste it and I got it from my WP forms account and then you can verify the key and you'll get this pop-up that says everything's good to go now we can start creating the online order form to do that let's go over here to add new under WP forms and what's great about it is they already have some templates that you can start working off of we're going to do the billing order form template so let's go ahead and create that and it'll bring in and you see it's great it will remind you to bring in a payments tab or to configure the payment so we can get paid for these order form so now you just want to set it up and make some changes we'll give it a title come back over to fields and from here you just want to make whatever adjustments that you want you can add or remove anything for instance say this is just an order for pickup we don't need to get their address I'm going to remove that and you could add any of these items over here if you want now say we have these available items so these are the items that you want to sell so we can click on this and then make the changes and so you'll want to just keep adding items that you're selling for your site by adding either multiple items or even a single item and the price of the single item so keep doing that for all of them you can even add images if you would prefer to add images for instance I've clicked on the snacks and under the choices you can choose to use image icons so if you have a lot of images of your food or products then you can use images instead to make it even more visually appealing to your customers once you set up all these then you can also choose to remove or keep save the comment or message to keep it if you don't want it required then you can click on it and uncheck the required area so now gives them an opportunity to tell you order information but it's not required if they don't have anything so once you go through the actual form you'll want to go ahead and save it once you're finished with all that and then the next thing we want to handle is let's go over to our settings area so we can deal with the confirmation so the confirmation is what they'll see once they submit it and right now the confirmation just says thanks for contacting us we'll be in touch with you shortly you can say things for ordering with us we'll be in touch with you shortly or look for an email from us or something like that you can change this up so that they know that you've got their email that you got their order we're working on it the other thing you want to do is go ahead and set up a notification so even though they'll get a confirmation and once they order you also want to set this up where notifications go out say somebody in the office needs to get an email but also the order FULFILLER needs to get an email you can do that here so you can send multiple email addresses and the default for this is the admin person or so the person who where the admin email is on the website that is in by default but if nobody is needing that you can remove that in hard code meaning put in your email address and if you need to add multiple people like I said do a comma and then add the next person's email and then everybody will get that email and then you can choose what to say in the email subject as well as the from name so you want to put that in maybe your business as well as the from email who is this coming from maybe put that in from your business as well it just defaults to the admin email and then down in the message you can choose what all fields you want in the email message and you can hide or show the smart tags and if you don't want all the fields that you can go in here and pick the fields that you want but by default all fields will be in the email as well and then if you wanted to you can add a new notification that will send to the person who your customer who ordered it thanking them and just telling them that you're on that you're working on their order so you could do that and with that one so you would want to send that to the email from the form go ahead and send that to them send them you know put the subject line put it from and everything and then add something in the message like you're working on the order and you'll call them or text them or whatever it is that you've decided to do to let them know that their order is ready so once you've done all the notifications we can click Save and now we're ready to add payment because we need to get paid what you want to do is go down to payments and you see that there are two options available we're going to have to go in and actually install an activate so they've done a great job of just doing it from here so let's go ahead and say yeah install our PayPal standard add-on if you're using PayPal then you can use that if you're using stripe then you can use that those are the two main payment methods that are available with WP forms so once you get those you don't have to do both of them do either but if you have both you can choose both as well so just go through here and do enable standard payment add your paypal email address here and make sure it's in production once you have all the payments set up then you can save changes and now we need to put it on the website so once we've saved everything let's go ahead and exit out of here and we're going to go to our pages and if you already have a page for this you can edit the page I don't have one so I'm going to say order form and down here you can either click on the plus block and search for WP you can also do forward slash and start typing in WP forms that'll bring that in you'll see this come in and then one more thing you need to do is make sure you select the form that we want to show on this page and then I'll bring that all in here and then you could even add information instructions at the top here something they let them know were what they can do once you have all that set up go ahead and click publish and then we can see it on our site real quick order form and then what's cool about it is even though you set up the notifications if something happens and you're not seeing the emails or you're afraid that you're not getting them you can go into the WP forms entries area and you can see all of the entries for your form and that's a super simple way to create an online order form for your WordPress website and thanks for watching
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