Templates

Order Form Template

An order form is a document that sets out the details of goods or services (or even something else) that are being sold. An order form can be used to incorporate other terms and conditions as well. Read more
Legislation GB-EAW
Topics Updated by a lawyer: 2 Feb 2024

What is this order form template?

The basics: An order form is a document that sets out the details of goods or services (or even something else e.g software) that are being sold. It includes commercial details relating to the same, including details of the goods/services being sold and the price payable for those items. The order form template can be used to incorporate other legal terms and conditions as well.

This order form template can also be called an order confirmation or a purchase order - you can rename the order form template to suit your business and its requirements.

What legal terms apply to this order form template?

Know which terms apply: The order form template includes the option to incorporate other terms and conditions - that means that those terms and conditions will govern and apply to the order form. It is important to make sure the terms and conditions are easily accessible and clearly communicated to all parties, so there can be no dispute over which terms apply and have been agreed.

Avoid a battle of the forms: A "battle of the forms" is a legal term that refers to a situation that can arise when two parties enter into a business transaction, and each party presents its own set of terms and conditions to apply to the sale. This could happen if a supplier provides an order form to a customer, and then the customer sends back its own form containing its own terms and conditions. The general rule is that the terms of the last form to be sent and received by the other party will govern the transaction. To avoid this situation, Docue’s order form template includes a signature section so that both parties can sign and indicate their agreement to, and acceptance of, the order form and terms and conditions.

​​Method of incorporation: Terms and conditions can be incorporated into the order form template in different ways:

  • Include the terms and conditions as part of the order form itself: You can do this by attaching the relevant terms and conditions to the order form template, so there can be no doubt over exactly which terms and conditions apply; or

  • Display the terms and conditions on a website: terms and conditions could be displayed on a website and then a link to the terms and conditions can be included via the order form template.

Find out more by reading these FAQs.

Which terms and conditions template should I use?

The type of terms and conditions that are incorporated into the order form template will depend on the nature of the specific transaction. Docue has a range of templates to suit different scenarios and each one can be adapted so that it is a set of terms and conditions - find out which one is right for you below:

  1. Services Agreement - where you are using the order form to sell services to a customer;
  2. Supply of Goods Agreement - where you are using the order form to sell physical goods / products to a customer;
  3. Supply of Goods and Services Agreement - where you are using the order form to sell both services and physical goods / products to a customer;
  4. Purchase Agreement - where you are a customer purchasing goods and/or services from a supplier; or
  5. Recruitment Services T&Cs - where you are using the order form to sell recruitment services to a customer.

What does Docue’s order form template include?

Dynamic template: Docue’s dynamic order form template includes the option to include the following sections, to suit your needs:

  • Parties - details of the parties, which will usually be a supplier and a customer, are set out in the order form template;
  • Order details - this is the core of the order form template, and includes the commercial detail of the transaction (e.g. details of the goods/services to be provided and the price payable);
  • Terms and conditions - this section is used to incorporate legal terms into the order form template, so that it is clear what legal terms apply to the supply under the order form;
  • Your own sections - if there are specific details that you want to include in your order form, you can add your own sections and content; and
  • Signature - the order form includes a signature section, so that both parties sign the order form to show their agreement to the terms and acceptance of the content.

Check out our proposal template if you are putting together a proposal to win a piece of work.

What are the benefits of using Docue’s order form template?

Avoids future disputes: By signing an order form, both parties acknowledge and agree to the commercial details and legal terms and conditions set out in the document, which can help prevent disputes and misunderstandings down the line.

Streamlined process: A clear order form can simplify the sale process by setting out all necessary details in one place and using the same format across all sales. This can include details of the goods or services being ordered, the quantity, the price, agreed timeframes and the delivery or shipping information.

Why Docue?

Quick and easy: Docue’s order form template is easy to use and will allow you to create a customised order form for your business in just minutes. Docue’s lawyer-drafted guidance notes are there to guide you through the process, so that your business can have a consistent and streamlined approach to sales.

Full contract process: After your order form has been created, you can use Docue’s e-signature feature to quickly get the order form signed. All your signed order forms can then be safely stored in one place, using Docue’s secure storage.

Tags: order form, order form template, terms and conditions, incorporating terms and conditions

Legislation GB-EAW
Topics Updated by a lawyer: 2 Feb 2024

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