How do you collect Purchase Order (PO) Information if you use Ironclad to send the sales orders?

Ida_HU

Hi,

We are new to Ironclad and plan to use Ironclad to send out our sales orders. In the past, we used DocuSign which allows us to gather the PO information (PO required or not and PO #) upon signature, but Ironclad doesn't have the feature to gather customer input upon signature. If your company also sends out sales orders via Ironclad, could you please share with me what's your flow to collect PO information from the customers? Thank you!

 

Best,

Ida