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Copy our free sales order template in Google Docs, or download the Word version. Add the customer, products and prices, then confirm the order or automate sales orders from a Google Sheet with Portant.
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A sales order is a document a seller issues to confirm the details of a sale to a customer: the products, quantities, prices and delivery terms. It is often created from a customerβs purchase order and used internally to fulfil the order. To use it, open the Google Doc, make your own copy, and add the order.
Processing lots of orders? Keep them in a Google Sheet and generate a sales order for each row with Portant, then send a confirmation. The same data can flow into the invoice so you never retype line items.
Looking for something more specific? Browse our purchase order template and order form template, or convert Google Forms to Docs.
01
Open the Google Doc, or download the Word version
02
Customer, order number and date
03
Items, quantities, prices and totals
04
Send the confirmation and start fulfilment
Step 1
Open our free sales order template in Google Docs and make your own copy, or download the Word version. Both are ready to fill in on screen and export to PDF whenever you need to.
Copy Google Doc*Free to copy, no sign up required
Step 2
Add the customer, an order number and the date, then list each product with its quantity, unit price and line total. The template totals the order for you, so the numbers are always right.
Step 3
Processing orders in volume? Keep them in a Google Sheet, connect it in Portant, and add tags to the template. Portant then generates a sales order for every row, so you can produce 10, 100 or 1000 at a time.
Step 4
Send the order confirmation to your customer and start fulfilment. Because the data lives in your Sheet, the same order can flow straight into the invoice without retyping line items.
Generating a sales order from a template removes manual data entry from your life. Producing documents from a Google Sheet or Doc enables you to get back to the more important stuff.
Typos should be a thing of the past. With Portant, every sales order is sourced from your spreadsheet, so products, quantities and prices stay consistent and correct.
Create documents with the tools you already use: Google Docs, Sheets, Slides and Forms. Generating a sales order from a Google Docs template will help turbo charge your workflows so you can hit all your goals.
A sales order is a document a seller issues to confirm a sale to a customer. It lists the products, quantities, prices and delivery terms, and is used internally to fulfil the order.
A purchase order is sent by the buyer to request goods. A sales order is created by the seller to confirm and fulfil that request. They often mirror the same line items.
A sales order confirms what the customer is buying and starts fulfilment. An invoice requests payment for the order. The invoice is usually created from the sales order.
The customer details, an order number and date, a line for each product with quantity and price, the order total, and the agreed delivery and payment terms.
Yes. Keep your orders in a Google Sheet, connect it in Portant, and generate a sales order for every row in a couple of clicks, the same way people automate invoices from a spreadsheet.
Yes. Copy it in Google Docs or download the Word file, with no sign up and no watermark. To generate sales orders from a Sheet, Portant has a free plan you can start here.
Portant is a lot more than a sales order template. It is a fully fledged document automation platform for invoices, quotes, contracts and any document you generate from a Google Sheet, Form or HubSpot.
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