Enhance Your Workflow with the Shopify Invoice App for Public Relations

Streamline your invoicing process effortlessly. Empower your team to send and eSign documents with a cost-effective solution that boosts productivity.

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Send conditional documents

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

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Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Save time with reusable templates

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Improve team collaboration

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

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Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

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Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to shopify invoice app for public relations.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and shopify invoice app for public relations later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly shopify invoice app for public relations without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to shopify invoice app for public relations and include a charge request field to your sample to automatically collect payments during the contract signing.
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airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.
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Enterprise Client Partner at Yelp
airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.
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Digital marketing management at Electrolux
This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.
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Shopify invoice app for public relations

In today’s business landscape, efficiently managing documents is crucial, especially for public relations firms that heavily rely on contracts and agreements. The Shopify invoice app for public relations can simplify the process of sending and receiving invoices, but integrating it with tools like airSlate SignNow can enhance your workflow even further. This guide will help you harness airSlate SignNow’s capabilities.

Shopify invoice app for public relations: Step-by-step guide to using airSlate SignNow

  1. Visit the airSlate SignNow website in your preferred browser.
  2. Either sign up for a complimentary trial or log in to your existing account.
  3. Select and upload the document that requires a signature or needs to be sent for signing.
  4. For future use, convert your document into a reusable template.
  5. Access your uploaded document, where you can make necessary edits, such as adding fillable fields or including information.
  6. Add your signature along with signature fields for the recipients within the document.
  7. Click 'Continue' to configure and send out the e-signature invitation.

Leveraging airSlate SignNow enables organizations to efficiently manage their document signing process with a user-friendly and budget-friendly approach. With a robust feature set, it guarantees great returns on investments without hidden costs.

Experience superior support available around the clock for all paid plans and enjoy a platform designed for both small businesses and mid-market companies. Get started today and streamline your document workflow!

How it works

Open & edit your documents online
Create legally-binding eSignatures
Store and share documents securely

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online
Generate templates of your most used documents for signing and completion.
Create a signing link
Share a document via a link without the need to add recipient emails.
Assign roles to signers
Organize complex signing workflows by adding multiple signers and assigning roles.
Create a document template
Create teams to collaborate on documents and templates in real time.
Add Signature fields
Get accurate signatures exactly where you need them using signature fields.
Archive documents in bulk
Save time by archiving multiple documents at once.
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FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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What active users are saying — shopify invoice app for public relations

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

quality eSignature solution for small business
5
User in Computer Software

What do you like best?

We needed a basic eSignature solution that would be cost effective. We don’t need complex logic or much automation since our volume is low. The User Interface design is easy to use and quick. Also it sends us email notifications immediately when we get the docs signed. The reason why we went with airSlate SignNow over other competitors such as DocuSign is that the cost is lower but it has similar features. DocuSign is a huge name and my thinking is they spend a lot on advertising and charge a lot for their high quality service (kind of like Apple). airSlate SignNow made the most sence for us due to the feature comparison vs these other bigger name solutions.

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Really good bit of software, but can be a bit buggy from time to time
5
User in Law Practice

What do you like best?

It’s really simple to use and allows us to get through our workload within a quick turn over.

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Perfect for a small law firm
5
User in Law Practice

What do you like best?

Thanks to airSlate SignNow, my small law practice has become significantly more efficient. No more circulating documents, missing signatures, sometimes having to attend signings. I can better monitor the progress of document execution from any device. My need to remain in the office has been reduced. Having airSlate SignNow is one of the best improvements I have made to my law practice

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Shopify invoice app for Public Relations

welcome back today we're going to be going over draft orders how to set up an invoice and how to do all of this while on the phone with the customer so let's jump into it let's talk about order once you've got your site all set up and your checkout process is in place and you can now add your payments and everybody can go and give you the money you are now up and rolling but in business there are always edge cases not everybody is going to go through your website some people are not at a computer when they call you that they want to they want you to send them in invoices aid these are things that show up and Shopify can handle these sort of things so what I'm going to do is I'm going to go through and show you how to set up a draft order essentially a draft order is a customer service order when someone is on the phone and you need to put them together an invoice quickly and send it off to them so that you can capture that sale while you're talking about if your product is that a stock and you want to get them hooked up on another product that's similar that might be better for their needs this is where this would come in so if we have a look at the dashboard and we go into orders now orders are gonna invent are gonna automatically filter in as people check out through our online process that's the idea of online e-commerce but underneath all orders there is another tab here called dress and if we click on drafts drafts are orders that we're going to create on our own so starting off let's click on the create order in the top right hand corner this is essentially going to give us our order page this order page is where we're going to search for the products that we're going to add to the order add a customer email invoices take payments that sort of thing we can do that all from this page so if we click on products and we're gonna sell one of our bag organizers we can just start typing in the field and it will start populating and searching we add the product and we say how many that we're going to we're going to sell those persons so we're gonna say we're gonna sell them to three because they're purchasing a bulk number of them we can add a discount for them because we're working in control of what sound being sold here so we're going to give them a 10% discount and we're going to say it's for a bulk purchase and we're gonna apply that discount directly to the order this means we don't have to set up any discount codes have them checkouts we don't to set up a discount codes and then the link have them check out it makes the customer experience very easy okay so we have our items put together we need a name now you need to pick a customer so we can either create a new customer or we can pick an existing customer let's take me as the existing customer it's already got my shipping address I had it in here we can add any notes that we'd like to the order so a customer called in for bulk discount and then what we can do is we can hit on email invoice now typically the next action on your page is going to be highlighted in blue but because there's got a couple of options here you have can either save the draft order so let's go and do that let's save the draft order so if it's something that we want to work on and then come back to later on you know maybe there you need to get in and through maybe because she needs to get us an answer on something we can go and put that together and then what we can do is we can hit email invoice now when we hit email invoice you'll see what'll happen is it's going to come up and it's going to have invoice name and then it's going to have a place for us to add in a custom message to the customer we can edit these templates in notifications which I go into in another video but for right now please see the attached or your all bag organizer you can pick who is it coming from this list pulls up from the settings on the account pages so whatever pieces you have in here are going to pull into the from so you can say that it's coming from anybody in your organization and then we can hit review email so now it's going to give us an example of what the email is going to look like and then once we hit Send notification it'll actually send it to the customer now the way that this is set up is so that the customer gets the email they click on complete your purchase and then it takes them to the payment page so that you don't have to capture any credit card information with them over the phone and you don't have to worry about you know any security they have all of the security because they're going through a secure checkout everything is encrypted and it will capture all of their stuff automatically making it very easy for them to get it in their email and complete their purchase suite hit send notification okay so the invoice has now been said on their hands in order to do it now let's say for example this is another edge case where they call and they're like my credit cards not working is there any possible way I can pay I interact direct transfer you talk to the customer you come up with a payment method they sent you your payment you can now go mark as paid and what this will do is it will actually take this draft order and move it into your orders list so when you hit this this is when any fulfillment that you have set up so if you have connected to any drop shippers or if you have any apps that trigger on when an order is created this is the point that it's going to do that so I'm gonna hit create order because I've taken payment and now this order has now switched over from a draft order to an actual order it does give you an idea that this was being created from draft overs orders so if you're wondering where it originated from inside your dashboard you can now see it and now we're into the regular flow of marking it is fulfilled and fulfilling it to the customer which again I'll cover in another video but for the most part this is how you create a custom order inside your Shopify dashboard making it very easy for you to do customer service over the phone when you have a customer on the line thanks for coming by I hope this was helpful if it was hit the like button hit the subscribe button if that's something that you're into and we will see you in the next one

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