How to Set Up WooCommerce and WP E-Signature

This add-on for WooCommerce integrates WP E-Signature with your WooCommerce store to collect electronic signatures on terms of service agreements, client contracts, waiver forms, and similar documents at checkout.

A WP E-Signature Elite or Lifetime license is required to use integrations like WooCommerce.

To enable this add-on, visit E-Signature > Integrations, find WooCommerce, Install > Activate.

Create a stand alone document

To create a document that triggers during checkout, go to E-Signature > Add New Document > Add Document Name > Stand Alone Document.

Add your document content, select Create a new WP Page for your document, and configure the remaining document options.

Then, you can use the document as a Global Agreement, which triggers once per transaction regardless of what is purchased, or as a Product Agreement, which triggers when a specific product is purchased. See the steps below.

Product Agreement

A Product Agreement is assigned to a specific WooCommerce product. When that product is purchased, the customer is required to sign the document.

To set up a Product Agreement:

  1. Visit your WordPress backend > Products.
  2. Find the product you want to assign the document and select Edit.
  3. Locate the E-Signature option on the bottom right.
  4. Enable the agreement, choose your signing logic, and select your document.
  5. Save your settings.

Global Agreement

A Global Agreement triggers once per checkout, regardless of which products are purchased.

To set up a Global Agreement:

  1. Visit your WordPress backend > WooCommerce > Settings > Advanced tab.
  2. Find the E-Signature option at the bottom of the page.
  3. Enable the agreement, choose your signing logic, and select your document.
  4. Save your settings.

After completing these steps, visit your store and test the workflow by going through the same checkout steps a customer would.

Additional Information

To populate checkout details into your document, set the document's signing logic to "redirect to sign after checkout" and see this article for adding WooCommerce shortcodes.

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