Client
Client name, contact phone, email, and billing/shipping address to ensure accurate communications and invoicing during the project lifecycle.
A standardized Jewelry Design Order Form clarifies scope, records client approval, and establishes payment and delivery terms. Clear documentation reduces rework, protects both parties, and provides evidence if a warranty or dispute arises.
Recording both parties’ information and signatures ensures mutual understanding and supports later stages like production, insurance valuation, and delivery.
Client name, contact phone, email, and billing/shipping address to ensure accurate communications and invoicing during the project lifecycle.
Detailed description of the piece including sketches or reference images, metal type, gemstone specs, dimensions, and any engravings or finish instructions.
Itemized cost for materials, labor, taxes, and shipping plus deposit amount, due dates, and conditions for additional charges if scope changes.
Milestone approvals (design, wax model, final proof) with designated approver, deadlines for client feedback, and consequences for missed approvals.
Estimated production and delivery dates, any rush-fee options, and conditions that may extend lead time such as gem sourcing delays.
Signature and printed name lines for client and authorized jeweler, date fields, and optional witness or notary blocks if required by jurisdiction.
| Field | Configuration |
|---|---|
| File upload | Allow JPEG/PDF attachments for sketches and photos. |
| Signer authentication | Use email + SMS code or stronger verification. |
| Conditional fields | Show payment fields only if deposit required. |
| Template reuse | Save form as template for recurring custom orders. |
Ensure the provider supports export to PDF/A, audit trail generation, and optional notarization or witness fields for jurisdictions that require them.
Standard production 4–8 weeks depending on complexity.
Clients typically have 3–7 days to approve proofs.
Begins after deposit and final approval are received.
Notify client if shipment will extend beyond estimate.
Allow extra time for insured shipping and customs if applicable.
| 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, no card | Free trial varies | Free trial varies | Free trial varies | Free trial varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |