Skip to content
Open appBook a five-day pilot

Sales Orders

Sales orders are where a deal enters the books: draft an order form from your catalog, send it for signature, and countersign to freeze it into a live contract. Every line carries its own billing rule, so the contract knows exactly how — and when — each part of the deal bills.

Key capabilities

  • Order forms with a clear status flow: draft → sent → signed → countersigned
  • Per-line billing rules: Flat, Per unit, Recurring, Usage metered, and Prepaid block (hours)
  • Recurring lines also pick a billing timing (Each period, First upfront, or All upfront)
  • Ramp schedules on recurring lines — step the per-period amount up over time
  • Lines built from shared catalog items, or add a package to fill in lines in one step
  • Orders tied to a customer and optionally scoped to a project, with Order start date, Term (months), Discount ($), and Tax treatment
  • Start from scratch with New order, from a PDF with New from PDF (AI drafts the order), or from an existing estimate with From estimate (its customer, currency, description, and lines carry over, each line billed as a one-time flat fee)
  • Preview order form, Export to Excel, and summary tiles for total value, drafts, awaiting signature, and countersigned this month
  • Remind signer while a signature is outstanding (one reminder per 24 hours)
  • Attach SOW to keep the executed contract document on the order; it carries through to the contract
  • Countersigning freezes the order into a contract that carries terms and value forward
  • Order detail drawer with full line, status, and signature history; Revert to draft (which clears signatures) lets you edit a sent or signed order

How it works

An order moves through signature states and then activates as a contract — the contract, not the order, is what bills going forward.

flowchart LR
  draft["Draft"] --> sent["Sent"]
  sent --> signed["Signed"]
  signed --> countersigned["Countersigned"]
  countersigned --> contract["Live contract"]

How to use it

  1. Open Orders and click New order (or New from PDF / From estimate).
  2. Pick the customer (and optionally a project), then add lines from the catalog or add a package.
  3. Set each line's billing rule: flat, per unit, recurring (with an optional ramp schedule), usage metered, or a prepaid hour block.
  4. Click Send (the row icon is Send for signature) to email the customer a signing link, or Mark sent (no email) to move it to Sent without notifying anyone. Track it as the customer signs, using Remind signer if it stalls.
  5. Use Mark signed to record the customer's signature, then Countersign (with an optional Executed contract upload) to freeze the order into a contract and start the billing lifecycle.

Pro tips

  • Use catalog items instead of free-typed lines so naming and pricing stay consistent across orders.
  • A prepaid-block line sets up the hours burndown on the resulting contract — bill the block up front, then draw hours against it.