Customer Details
Full name, delivery and installation address, primary contact phone/email, and billing contact to avoid misrouting orders.
A consistent template reduces order errors, speeds procurement, and clarifies warranty and liability terms between homeowner and vendor. It creates a complete record that supports billing, installations, and any later service or dispute resolution under standardized terms and applicable law.
Use the template to ensure alignment among sales, production, and installation teams and to provide customers with a documented basis for returns, warranty claims, or follow-up service.
Full name, delivery and installation address, primary contact phone/email, and billing contact to avoid misrouting orders.
Model, material, color/finish, control side, headrail type, and any special mounting instructions for precise ordering.
Clear inside-frame or outside-mount dimensions per window with measurement method noted to reduce fitting errors.
Unit and total pricing, deposit amount, payment method, taxes, and any financing or scheduled payment dates.
Estimated delivery window, installation date options, access requirements, and responsibilities for wall repairs.
Customer acceptance criteria, date-of-completion signoff, and summary of product/service warranty terms.
| Field | Configuration |
|---|---|
| Signature Fields | Require signature and date fields for all signers |
| Measurement Fields | Set numeric validation for inches and decimals |
| Deposit Payment | Enable request for payment or payment link if applicable |
| Notifications | Auto-notify sales, production, and installer on final signature |
Ensure the eSignature provider supports export of a signed PDF with an embedded audit trail and storage in your document management system.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |