Order Summary
Line items, quantities, unit prices, discounts, and subtotal so the buyer and seller agree on the purchased goods or services.
A well-designed checkout form reduces errors, speeds payment capture, and creates a single authoritative record for order fulfillment, tax reporting, and dispute resolution. Accurate fields and clear consent language help establish intent and attribution for electronic signatures under ESIGN and UETA.
Design the form to meet the needs of each group while preserving a single completed record for audit and retention.
Line items, quantities, unit prices, discounts, and subtotal so the buyer and seller agree on the purchased goods or services.
Sales tax, excise, shipping, and any jurisdictional fees calculated or declared for accurate tax reporting and remittance.
Payer name, billing address, taxpayer identification where required, and contact information for invoicing and 1099/backup withholding checks.
Authorized payment type (card, ACH, invoice terms), tokenized account references, and capture or authorization timing details.
Clear purchase terms, return/refund policy, recurring-payment consent, and required consumer disclosures for financial or consumer-facing transactions.
Signature block, date, signer role, and an audit trail entry capturing IP, timestamp, and authentication used for legal attribution.
| Field | Configuration |
|---|---|
| Collect Payment | Payment gateway integration; immediate capture or authorization-only options available. |
| Email Notifications | Automated confirmation and receipt emails sent to buyer and internal finance. |
| Required Fields | Enforce required billing and tax fields to prevent downstream reconciliation errors. |
| Authentication | Choose email, SMS OTP, or stronger methods for high-value transactions. |
Choose a platform that supports secure transport, retained audit trails, and the business systems you rely on for order and accounting workflows.
Immediate after payment authorization or capture.
Cards: capture at checkout; ACH: settlement varies by bank.
Create within 24 hours of order for accounting and customer records.
Define terms (commonly 30 days) in the terms section.
Collect and file data to meet annual IRS and state obligations.
Buyer submits details and selects payment method.
Issuer approves or declines the payment method.
Confirmed payment triggers shipping or service scheduling.
Payment settled and recorded in accounting systems.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Varies by plan | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |