Streamlining your order process is crucial, and one way to achieve this is by collecting electronic signatures (e-signatures) during the checkout process. Whether you need to gather rental contracts, waivers, or other important documents, TWICE makes it easy for you to obtain e-signatures from your customers. In this step-by-step guide, we'll show you how to add the option for e-signatures to your TWICE online store, allowing your customers to sign documents quickly and efficiently.
Note: TWICE Rentals App Users can find a guide on collecting e-signatures during checkout here.
Step-by-Step Instructions
In the TWICE Admin, navigate to Sales Channels > Online Store > choose a theme to Customize.
Select Checkout from the dropdown menu on the top left.
Click + Add Section to add the section for e-signatures.
Within the new section, click + Add Content.
Choose the Text option.
Give your section a distinct heading.
In the text field, add a description that explains the purpose of this section. Include a URL that directs your customers to an external e-signature service, such as DocuSign. Ensure the URL starts with www.[...].
Save and publish your changes.
Now, your online store is equipped with a link to collect e-signatures in the checkout process.
Example
When a customer reaches the checkout phase, they will see the "Sign Waiver" section. By clicking on it, they can access the linked e-signature service, where they can review and sign the necessary documents.
