Sales Order Form Template for B2B SaaS Companies
A sales order form template for B2B SaaS companies to sign new customers.
Why use this template?
If you run a sales team at a B2B SaaS company, you know that you need a sales order form to be able to sign new customers. Download this sales order form template. It will work for 90% of SaaS companies.
It includes the basic information on your company, your customer, the services they are purchasing, total amount owed, reference to the terms of service and lastly the signature page.
You need a contractually binding agreement in place that says the customer is going to pay you a certain amount, and in exchange, you are going to deliver certain services. In most situations, both parties fulfill on their commitment, and there are no problems.
It's really only when one party doesn't fulfill their obligation or at least one party believes that to be the case. Then you may have a problem. Maybe the customer owes you money. Maybe, your product didn't work and you owe the customer a refund. Maybe something else. Either way, you'll want a contract in place to reference in the event there is a disagreement between you and the customer.
What's inside the template
Once you download the sales order form template, you simply need to replace the GBT logo with your own and then customize the rest of the information with your company and your customer's information.
Once all the information is updated, send it to the customer for signature using an app like Docusign or Hellosign. Getting digital signatures is much faster that chasing people down for written signatures.
While I have done hundreds of deals using a comparable sales order form, I'm not a lawyer. I'd still recommend you consult your lawyer for any legal document.
How to use this template
Hopefully, this order form template serves as a starting point for you. Use it and customize it for your own business.
Add this template to your cart. When you checkout, you will receive a link to the Google Doc of the Sales Order Form Template for B2B SaaS companies.
After, take a look at these other templates that I use for our go-to-market teams:
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
