Order Header
Captures order number, purchase order reference, effective date, and contact details for billing and technical escalation.
A complete, well-structured order form reduces provisioning errors, aligns billing and SLAs, shortens time to service, and provides a clear legal record of the parties’ obligations.
Multiple internal teams and external contacts collaborate to prepare and approve the order form.
Ensure each listed role reviews fields relevant to their responsibilities before submission.
Captures order number, purchase order reference, effective date, and contact details for billing and technical escalation.
Full legal names, billing address, tax ID or TIN, and reseller or partner information where applicable.
Detailed SD-WAN service tier, applied policies, bandwidth per site, and any managed services or professional services scope.
Physical or virtual circuit identifiers, provider(s), local loop information, demarcation points, and redundancy options.
One-time charges, recurring fees, billing start date, invoice frequency, and tax treatment or pass-through charges.
Reference to master agreement or SOW, acceptance criteria, SLA attachments, authorized signature blocks, and signature dates.
| Field | Configuration |
|---|---|
| Signer Order | Primary signer then technical approver |
| Authentication | Email link + optional SMS code |
| Attachments | Attach SOW, network diagrams, PO as PDF |
| Notifications | Enable completion and reminder notices |
Confirm the eSignature platform supports required file types and integrations before sending an electronic order.
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Tech Data standardized order documents and integrated signing into billing systems to reduce manual steps.
Xerox connected eSign workflows to NetSuite for templated orders and audit trails.