How to Insert WooCommerce Data into a Contract Workflow
Our WooCommerce custom fields add-on allows you to show product, billing and payment details on your generated documents, automatically after checkout. You can use this capability in your stand alone document and trigger this document as a Product agreement or a Global agreement.
Shortcodes will only populate if the document is set to redirect to sign after checking logic, as WP E-Signature pulls the data right from checkout into the document.
Before you begin inserting your WooCommerce details, let's make sure you have it all set up.
Visit this article to view how to set up WooCommerce + WP E-Signature.
1. Open your stand alone document in editing mode.
2. Select the signer input field icon at the top right of the toolbar (pencil icon).
3. Select Insert Woo Details.
4. Select which details you would like to populate in your document content.
Your shortcodes not render in your document when you view it in editing mode, but don’t worry, the shortcodes will automatically populate with the Woo checkout information when your signer gets to the document. 👍