Learn how to configure templates, generate signing links, and manage your contracts in 5 easy steps.
Navigate to 'PDF Templates' (/app/templates) and click 'New Template'. Use the visual editor to draft your terms. Insert dynamic placeholders such as {{date}} (current date), {{order_id}} (Shopify order ID), and {{customer_email}} (customer email), or create your own custom variables.
Go to 'Contract Management' (/app/documents). In the generator section, select your template and optionally enter an order ID (e.g. #1001). Click 'Generate and Copy Signing Link' to copy the unique customer URL.
Share the link with your customer. When opened on any mobile device or desktop, the customer reviews the formatted terms, fills in required fields (Name, ID, Address), checks the terms agreement box, and draws their signature inside the interactive canvas.
Return to the admin dashboard under 'Contract Management'. The contract status will show 'Pending Seller'. Click 'Review and Sign', verify customer details and signature image, enter your merchant signer name, and draw your signature to approve.
Once approved by the merchant, the status updates to 'Signed'. Click 'Download PDF' to obtain an immutable binary PDF file complete with full contract text, timestamps, and both vectorized digital signatures.