Order Form
SmallSaaS · SaaS revenue operations
Track from signed order form to provisioning; no closed deal left un-activated.
Built in this build
- Order form and signature tracking
- Provisioning tasks
- Product and plan catalog
- Approval stages
- Extracts plan, quantity and term from order form
- Opens provisioning task after signature
- Signature-to-activation time
Vision (needs external services)
- Handoff-to-billing check
- Signed PDF archive
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Order form and signature tracking
- Provisioning tasks
- Handoff-to-billing check
Admin modules
- Product and plan catalog
- Approval stages
AI capabilities
- Extracts plan, quantity and term from order form
Automations
- Opens provisioning task after signature
Analytics & reports
- Signature-to-activation time
Integrations
- Signed PDF archive
Mobile
- View provisioning status on phone
Roles & permissions
- Revenue ops
- Sales
SaaS →
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