Order Form OF-T-1
DRAFT: 1 item(s) must be fixed before signature. See the checklist.
Customer and terms
Products and services
| # | SKU | Description | Qty | Unit | List | Net | Disc. | Term total |
|---|
| 1 | PLAT-SEAT | Platform seat | 50 | per year | $600.00 | $480.00 | 20.0% | $24,000.00 |
| 2 | SUP-PREM | Premium support | 1 | per year | $6,000.00 | $6,000.00 | 0.0% | $6,000.00 |
| 3 | ONB-STD | Onboarding | 1 | one-time | $5,000.00 | $4,000.00 | 20.0% | $4,000.00 |
Totals
| List value | $41,000.00 |
| Discount | $7,000.00 (17.1%) |
| Total contract value | $34,000.00 |
| Annual recurring (ACV) | $30,000.00 |
| One-time fees | $4,000.00 |
| First-year total | $34,000.00 |
Billing schedule
| Invoice | Date | Service period | Amount |
|---|
| 1 | 2026-12-01 | 2026-12-01 to 2027-02-28 | $11,500.00 |
| 2 | 2027-03-01 | 2027-03-01 to 2027-05-31 | $7,500.00 |
| 3 | 2027-06-01 | 2027-06-01 to 2027-08-31 | $7,500.00 |
| 4 | 2027-09-01 | 2027-09-01 to 2027-11-30 | $7,500.00 |
Prices exclude taxes. Recurring prices are per unit per year unless the unit says otherwise.
Signatures
| Customer | Provider |
|---|
| Name | | |
| Title | | |
| Signature | | |
| Date | | |
Finance checklist before signature (internal, remove before sending)
- BLOCKER: Customer requires a PO, and no PO number is recorded. Get it before invoicing, ideally before signature.
- WARNING: Payment terms Net 45 are longer than Net 30. Usually needs finance approval.
- WARNING: Customer signer name and title are missing.
- INFO: No customer tax or VAT ID recorded. Needed for most non-US customers and for tax-exempt customers (get the exemption certificate).
- INFO: Confirm the customer's vendor onboarding (supplier forms, W-9 or bank details, insurance certificate) if they asked for it.