Which carts need an agreement, everything customers see in the agreement panel, and everything printed on the signed PDF comes from the app’s Settings page. The Preview beside the form shows the panel with your changes as you type.
Who signs #
| Choice | Which carts sign |
|---|---|
| Orders with chosen products | Carts with a product you choose, a product in a collection you choose, or a product with a tag you choose. This is where a new store starts, with nothing chosen. |
| Every order | Every cart needs a signed agreement before checkout. |
| Rentals from Rentals & Bookings | Carts with rentals. Offered only while the link to the Rentals & Bookings app is on (Settings › Rentals & Bookings). The agreement can show the rental dates and the late fee policy. |
With Orders with chosen products, click Choose products or Choose collections to pick them, and type Product tags separated by commas (a product with any of these tags needs an agreement; tags ignore upper and lower case). Remove takes one off the list. You can choose up to 250 products, 100 collections and 50 tags. While nothing is chosen, the page says “Nothing chosen yet, so no cart needs an agreement.”
If Rentals from Rentals & Bookings is chosen and the link is later turned off, nobody is asked to sign, and Settings and the home page say so: choose another option.
Signing #
| Setting | What it does |
|---|---|
| Ask customers to sign before checkout | Carts with items that need an agreement can’t check out until it is signed. Turn it off to stop asking. |
| How customers sign | Type their name or draw a signature, Type their name, Draw a signature, or No signature (tick a consent box only). |
| Consent statement | The sentence customers must tick. Leave it empty for the default: “I agree to sign this agreement electronically, I have read and accept the terms above, and I consent to receive the signed agreement and related records by email.” |
Your agreement #
| Setting | What it does |
|---|---|
| Template | The terms you start from: Customer agreement (for any order) or Rental agreement. Your own text in the Terms box replaces them. |
| Agreement title | The title of the agreement. Empty: the template’s name, “Customer agreement” or “Rental agreement”. |
| Terms title | The heading above the terms. Empty: “Terms and conditions”. |
| Terms | Your terms, as plain text. Line breaks show exactly like this in the cart and the PDF. |
| Insert a placeholder | Adds a placeholder where the cursor is (see below). |
| Use the default terms | Puts the template’s terms back. |
| Include the list of items | Shows what the agreement covers, in the panel and the PDF. |
| Business legal name | Shown as the business the customer signs with. Leave it empty for your store name. |
| Governing law | For example: New York, United States. Leave it empty for your store’s region and country. |
The default terms #
Both templates name nobody and fill in your store’s name and address. Customer agreement covers the order, payment, instructions and safety, risk, care of property, cancellation and refunds, liability, records, governing law and the entire agreement. Rental agreement covers the rental, the rental period, payment and deposit, delivery and return, use of the equipment, condition on receipt, loss and damage, cancellation, liability, indemnity, default, ownership, governing law and the entire agreement. Read them and change what doesn’t fit your business, for example to make them a liability waiver; have a lawyer look at them if you are unsure.
Placeholders #
Placeholders fill in facts when the terms are shown or printed. Pick them from Insert a placeholder, or type them:
| Placeholder | Becomes |
|---|---|
{{ store_name }}, {{ store_address }}, {{ store_region }}, {{ store_country }}, {{ site_url }} | Your store’s name, address and web address. |
{{ legal_name }}, {{ governing_law }} | The two settings above. |
{{ order_number }}, {{ order_date }} | The order, once there is one (on the PDF). |
{{ customer_name }}, {{ customer_first_name }}, {{ customer_last_name }} | The customer. |
{{ items }}, {{ item_count }} | The items the agreement covers, for example “Kayak × 2, Paddle”, and how many. |
{{ today }} | Today’s date. |
{{ rental_start_date }}, {{ rental_end_date }}, {{ late_fee_policy }} | The rental dates and the late fee policy of the rentals being signed for. Offered only while the link to Rentals & Bookings is on. |
A placeholder with no value is left empty, never replaced with a stand-in word. For text that only makes sense with a value, wrap it: {% if order_number %}Order #{{ order_number }}.{% endif %} prints nothing while there is no order yet. Add {% else %} for a fallback. An unknown name is refused when you save: “Unknown placeholder: … Pick one from “Insert a placeholder”.” Terms written for our WooCommerce or Magento products, with {{var store_name}}, {{depend …}} or {store_name}, work too.
Signed PDF #
| Setting | What it does |
|---|---|
| Email the signed PDF to the customer | The customer gets their copy by email after the order. |
| Add a signature certificate page | A last page with the signer, the time, the IP address, the browser, the fingerprints of the document and the audit trail. |
| Each guest signs | For bookings with guest names, with the Rentals & Bookings link on: the person who books signs at checkout, and every other guest gets their own signing link, by email, or sent to the person who booked to share. |
| Ask whether each guest is under 18 | On each guest’s signing page, asks “Is this guest under 18?”. A parent or guardian must sign for a guest under 18. No birth date is collected. |
Cart panel wording #
Change any of the panel’s words: Panel heading, “Type” tab, “Draw” tab, Name field, Caption under the typed signature, Caption in the drawing box and Sign button. Leave a box empty to keep the default, which is shown in the customer’s language. Words you type here are shown in every language.
Keeping records #
| Setting | Default | What it does |
|---|---|---|
| Keep signed agreements for | 7 years | Counted from the order date; choose from 1 to 50 years. Signed agreements and their PDFs are erased after this. |
| Keep signed agreements until then when a customer asks to be forgotten | On | A signed agreement is a legal record. Off erases it at once when Shopify passes on an erasure request. |
| Erase signatures that never became an order after (days) | 30 | Signatures from carts that were never checked out. |
| A signature stays valid in the cart for (days) | 3 | After this the customer signs again. |
Shopify POS #
Hold the POS check-out until the customer has signed (on by default) is for signing at the Rentals & Bookings point-of-sale desk: when a customer pays before signing on their phone with the QR code, staff can’t finish the check-out at the counter until the agreement is signed. See Rentals at the counter with Shopify POS.
Click Save in the save bar. The app updates the checkout check straight away; if it can’t, it says so: “Saved. The checkout check could not be updated yet: …”.
Good to know #
- Changing the terms doesn’t change agreements already signed: each keeps the exact text the customer saw.
- If you change the terms while a customer has the panel open, they are asked to read the new version before signing.
- The app marks chosen products in Shopify so checkout can recognise them. If that fails when you save, the page says “Saved. The chosen products could not be marked in Shopify yet”, and the home page offers Try again.
- The page also lists this app’s customer data requests, when Shopify passes one on, and links to Email sending: the address your emails come from, the delivery log and blocked addresses, shared by all your Sales Igniter apps on this store.
