Custom Fields
Create tailored fields for donor IDs, grant codes, or program-specific options and use conditional logic to show or hide fields based on prior answers.
Electronic order forms reduce processing time, minimize data entry errors, and improve donor and vendor experiences while creating auditable records that support compliance with nonprofit accounting and reporting obligations.
Program Managers use electronic order forms to collect participant registrations and supply requests. They prioritize ease of use for external stakeholders, clear data fields for downstream reporting, and reliable export formats to feed CRM and program-tracking tools.
Finance Directors need secure payment capture, consistent invoice and donation records, and audit-ready logs. They focus on compliance with accounting standards, attaching receipts to general ledger entries, and enabling simple reconciliation.
Small to mid-size nonprofits, program teams, finance departments, volunteer coordinators, and development officers routinely rely on electronic order forms to streamline transactions and data capture.
The result is reduced administrative burden, faster processing cycles, and clearer recordkeeping for grant reporting and compliance.
Create tailored fields for donor IDs, grant codes, or program-specific options and use conditional logic to show or hide fields based on prior answers.
Integrate with payment processors to accept card and ACH payments securely, record transaction IDs, and attach receipts to stored order records.
Capture legally binding electronic signatures compliant with ESIGN and UETA across the United States for donor agreements and vendor purchase orders.
Save standardized form templates with branding, required fields, and default routing to accelerate form creation and ensure consistency for recurring programs.
Use branching and field rules to simplify the user experience, only showing relevant options and reducing incomplete or inconsistent submissions.
Export submissions in CSV or Excel formats for financial reconciliation, grant reporting, and analytics.
Generate and prefill order forms from Google Docs templates, then convert completed forms to PDF records that sync back to the nonprofit's Google Drive for centralized storage and access control.
Two-way integration with common CRMs ensures donor and vendor records are updated automatically from form submissions, reducing duplicate data entry and improving constituent reporting and segmentation.
Automatic document routing to Dropbox folders keeps order forms and receipts organized by program, event, or fiscal year and simplifies backup and team access management.
Create team templates for recurring order types with preset fields, routing rules, and payment options to speed form creation while keeping branding and required information consistent.
| Setting Name | Configuration |
|---|---|
| Default reminder frequency for signers | 48 hours after send |
| Sequential signer routing order setting | Send in defined sequence |
| Enforcement policy for two-factor authentication | Optional per-form requirement |
| Document retention duration and access policy | Seven years archive |
| Webhooks and API callback configuration | Event-based POST notifications |
Electronic order forms work across modern desktop and mobile browsers and often provide native apps for offline and mobile-optimized signing experiences.
Verify device camera and browser permissions for identity verification tasks, and test forms on the devices your constituents use most to ensure accessibility and responsive layout.
A local food bank used an electronic order form to register families for meal deliveries, replacing paper signups and manual spreadsheets
Resulting in faster distribution and cleaner reporting for funders and auditors.
A mid-size nonprofit implemented an online order form to sell event merchandise and collect donations, consolidating orders from volunteers and attendees in one system
Leading to improved donor segmentation and more efficient reconciliation with accounting systems.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legally binding under US law | |||
| Bulk Send availability | |||
| Native Google integration | |||
| HIPAA-compliant offering | Yes with BAA | Yes with BAA | Yes with BAA |
Keep records for minimum seven years
Daily incremental backups
Quarterly permission audits
Move closed records to cold storage
Defined failover and restore steps
| Plan or Feature | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting monthly price | From $8/user/month | From $10/user/month | From $14.99/user/month | From $15/user/month | From $19/user/month |
| Annual billing discount | Discount for annual plans | Discount available | Discount available | Discount available | Discount available |
| Free trial availability | Yes, 7-day trial | Yes, trial available | Yes, trial available | Yes, free tier available | Yes, 14-day trial |
| Enterprise plans available | Yes, scalable enterprise options | Yes, enterprise solutions | Yes, enterprise licensing | Yes, enterprise solutions | Yes, enterprise plans |
| HIPAA compliance support | Offer BAA on request | Offer BAA on request | Offer BAA on request | Offer BAA on request | Offer BAA on request |
| Bulk send and templates | Bulk Send and team templates | Bulk Send support | Bulk Send via API | Batch send via API | Bulk Send and templates |