How to Insert WooCommerce Data into a Contract Workflow

With a WP E-Signature + WooCommerce workflow, product, billing, and payment details can populate automatically on generated documents after checkout.

Please note, this is only available in Product or Global Agreements that use "Redirect to sign after checkout" signing logic.

Before you begin, create your document and configure your WP E-Signature + WooCommerce workflow settings.

To add WooCommerce shortcodes:

  1. Edit your stand alone document
  2. Select the pencil icon at the top right of the toolbar, then select Insert Woo Details
  3. Add the shortcodes for the details you want to populate in your document content

  1. Publish your document and test your shortcodes by completing the checkout process as a signer would (shortcodes won't render when viewing the document in editing mode, since they populate with WooCommerce checkout information when the signer reaches the document during checkout).