How Do I Preview and Send a Purchase Order for Signature?

Previewing the Purchase Order

Click Preview Document to view the Purchase Order exactly as it will appear to the recipient.

The preview reflects:

• Selected section layout
• Item order and grouping
• Section totals (if enabled)
• Overall totals
  
  

 

Sending a Purchase Order for Signature

To send the Purchase Order for signature:

1. Click Preview Document & add any Edits 
2. Add Intro and Closing Files if needed 
3. Click Next Step → Send for Signature
   
   
4. Enter the sender’s email (required)

       5.   Add one or more signers if needed

       6.  Set an expiration date (optional)

       7.  Add a message (optional)

       8.  Send

Once sent:

• The Purchase Order is marked Sent for Signature
  
  
• The document layout and items are locked
• The signed version will reflect the same structure shown in preview