After you install the Sales Igniter Rental Contract Signing & PDF Generation plugin, visit its settings first so the contract matches your store. They are on the Contracts tab of Rentals > Settings.
Signing at checkout #
When the cart contains a rental, checkout shows a Rental Contract block under the order notes. (Turn off Show Signature Only If Order Contains Rentals? to show it on every order.) The Signature Required for Checkout setting decides how the customer signs: Typed Only, Signed Only, Typed or Signed, or None.
With Typed or Signed, the customer can type their full name, which is shown back to them in a handwriting font:
Or they can switch to Draw signature and sign with a mouse, finger or stylus. Undo removes the last stroke and Clear starts again:
Whichever way they sign, the customer also has to tick the consent box under the signature before the order can be placed. Its wording comes from the Consent Statement setting, and the exact text the customer agreed to is saved with the order. The signature and the consent are checked again on the server, so an order cannot be placed unsigned.
The terms & conditions #
The terms & conditions link at the top of the block opens the terms you entered in the settings, so the customer can read them before signing:
A copy of the terms exactly as the customer saw them is stored on the order when they sign. If you edit your terms later, contracts that were already signed keep the wording the customer read.
After checkout #
The signed contract is saved as a PDF when the order is placed. Where it goes depends on two settings:
- Email Signed Contract To Customer attaches it to the customer’s order emails (on hold, processing, invoice and completed).
- Attach Rental Contract PDF To New Orders? attaches it to the New order email your store receives.
The customer can also download their signed contract from the order received page and from the order in My Account.
In the admin, open the order under WooCommerce > Orders. The Rental Contract box is in the right-hand column:
The box shows the signature, who signed and when, their IP address and browser, and the consent they gave. Download PDF gives you the signed contract. Verify checks that the stored PDF still matches the fingerprint recorded when it was created and that the audit trail has not been altered; the result is shown in the box and added to the audit trail. Orders signed before version 1.1.0 are shown as a legacy record, without Verify.
The contract PDF #
The Rental Contract PDF looks something like this. The title, the logo and whether the terms & conditions are included are all set on the Contracts tab:
The customer’s signature is at the end of the contract, with the time it was signed and its signature ID:
If Append Signature Certificate Page is on, a last page records the signer’s name, email, IP address and browser, the time in UTC, the consent statement, the SHA-256 fingerprints of the terms and of the contract, and the audit trail. It names your Business Legal Name as the issuer, or the site title if you leave that setting empty.
