You can require a customer electronic signature when checking out from landing page funnels (lander and e-commerce campaigns). The system will create a PDF document containing the terms of service, customer eSignature, ipAddress and signature timestamp. This PDF contract can be automatically emailed to the customer on order completion using an auto-responder or retrieved from the CRM and used to fight chargebacks with card issuers.
Campaigns with the Require eSignature option checked will require an eSignature for terms of service.
If this option is checked, orders without a valid signature will receive the error "A valid signature is required."
You can set the campaign terms of service in the Terms of Service panel towards the bottom of the edit campaign page.
The takes a data URL signature parameter.
Terms of service will be combined in a pdf with the eSignature and stored as a file on the customer details page.
1) Go to the Customer Details Page.
2) Click the Files tab.
3) Click the download icon.
1) Go to the customer's Order Page.
2) Look at the Details area.
3) Click the Download Contract button.
You can send the customer contract as a file attachment named agreement.pdf for Initial Order, Recurring Order, All Orders, and Pre-Billing auto-responders.
Check the Attach Signed Customer Contract PDF checkbox and click Update.
The returns the base64-encoded customer contract pdf file(s) based on order ID or customer ID.
