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Collecting E-Signatures During Checkout
Collecting E-Signatures During Checkout

How to Easily Collect E-Signatures for Rental Contracts or Waivers During the Checkout Process

Updated over 6 months ago

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.

Step-by-Step Instructions

  1. In the TWICE Admin, navigate to Settings > Online Store > Customize.

  2. Select Checkout from the dropdown menu on the top left.

  3. Click + Add Section to add the section for e-signatures.

  4. Within the new section, click + Add Content.

  5. Choose the Text option.

  6. Give your section a distinct heading.

  7. 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.[...].

  8. 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.

Screenshot of the Customizer in the TWICE Admin, displaying the setup of a "sign rental contract and waiver" section in your online store checkout.
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