Order form template

An order form with requested delivery date, delivery location, payment terms, itemized lines and totals, plus a detachable order acknowledgment for the supplier to return.

  • A4 portrait
  • 27 merge fields
  • Issued as PDF
  • Company names, people, addresses and amounts in the sample are fictional.
  • The sample layout is in Japanese. You can change any text in the template editor.
Sample of the order form template (first page of a PDF issued with DocRelay)

Use cases

  • Ordering goods or materials from suppliers
  • Issuing order forms from ordering or e-commerce back offices
  • Confirming acceptance with a returned order acknowledgment

Merge fields

The data fields you send to the API. Fields inside an array are shown as array.field.

FieldDescription
numberOrder number
ordered_atOrder date (YYYY-MM-DD)
supplier.nameSupplier company name
supplier.personSupplier contact name
totalOrder total including tax
buyer.nameBuyer company name
buyer.postal_codeBuyer postal code
buyer.addressBuyer address
buyer.telBuyer phone number
buyer.faxBuyer fax number
buyer.contactBuyer contact person
due_dateRequested delivery date (YYYY-MM-DD)
placeDelivery location
payment_termsPayment terms
shippingShipping charges
itemsLine items (array)
items.noLine number
items.codeProduct code
items.nameItem name and specification
items.qtyQuantity
items.unitUnit
items.priceUnit price
items.amountAmount
subtotalSubtotal
tax_rateTax rate (e.g. 10%)
taxConsumption tax
noteNotes

How to use it

  1. In the dashboard, choose Create template, select "Start from a template" and pick "Order form". The layout and sample data are copied into your project.
  2. Edit the company name, logo and field positions in the template editor to match your own format.
  3. Send the template name and data to POST /v1/renders to issue a PDF.

With a test API key (sk_test_) you can issue documents from the draft. Publish a version before issuing with a production API key. From an AI assistant, specify the same template in the from of the MCP create_template tool.

Create and issue via the API

Create a template by setting from to the template ID (order-form) in POST /v1/templates, then send the template name and data to POST /v1/renders.

1. Create a template from the ready-made one
curl https://api.docrelay.jp/v1/templates \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Order form", "from": "order-form" }'
2. Send data and issue a PDF
curl https://api.docrelay.jp/v1/renders \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d @order-form.json \
  -o order-form.pdf
order-form.json (sample data; arrays show the first item and long text is shortened)
{
  "template": "Order form",
  "format": "pdf",
  "data": {
    "number": "OR-2026-0587",
    "ordered_at": "2026-10-27",
    "supplier": {
      "name": "サンプル商事株式会社",
      "person": "営業部 佐藤 一郎"
    },
    "buyer": {
      "name": "株式会社見本製作所",
      "postal_code": "530-0000",
      "address": "大阪府大阪市北区例示町4-5-6 見本ビル3F",
      "tel": "06-0000-0000",
      "fax": "06-0000-0001",
      "contact": "資材部 鈴木 花子"
    },
    "due_date": "2026-11-10",
    "place": "貴社指定の運送便にて 弊社第二工場 資材倉庫",
    "payment_terms": "月末締め 翌月末 銀行振込",
    "shipping": "貴社ご負担",
    "items": [
      {
        "no": 1,
        "code": "BL-M8-30",
        "name": "六角ボルト M8×30 ステンレス",
        "qty": 2000,
        "unit": "本",
        "price": 18,
        "amount": 36000
      }
    ],
    "subtotal": 169500,
    "tax_rate": "10%",
    "tax": 16950,
    "total": 186450,
    "note": "納品時に納品書を 2 部ご同封ください。…"
  }
}

API reference

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