PLEASE NOTE: This feature is available for users that have enabled Integrated Credit Card Processing.
E-Signatures allow you to collect agreement to your Terms & Conditions electronically, no more back and forth with your clients waiting for them to physically sign and send back your Rental Agreement.
To enable E-Signatures, navigate to the Account icon in the upper right corner of your browser window.
Select “E-Signatures Settings” in the left column.
Click the green “Edit” button.
Tick the “Enable E-Signatures” box.
Send E-Signature Page
Once E-Signatures are enabled, the E-Signature page can be found through the Payment Link within a Proposal that has not yet been signed.
To send a Payment Link to a Client, navigate to Orders and select the pertinent Proposal.
Select the “Payments” tab of the Order.
The E-Signature page can be sent in a couple of ways:
- Select the “Copy Payment Link” button and send that link to the Client.
- Select the “Create Email” button to open the Payment Link Email Template (must include the Reference Tag ##PAYMENT_LINK##). This will generate a pre-filled out template ready to send to the Email entered for the Order.
- Or select the drop down arrows on to “Invoice PDF” button and select “Email PDF Link” to also generate the Payment Link Email Template
When the Client opens the Payment Link for a Proposal it will take them directly to the E-Signature Page.
The E-Signature Page will display the Order information on the left and your Terms & Conditions on the right.
In the upper left find the Order Number (with a hyperlink to their Proposal Invoice PDF), the Client name and the Event Date.
Once the customer has read through your Terms & Conditions, they can then electronically sign.
There are three ways to capture an Electronic Signature:
- Draw E-Signature
- Upload Signature
- Type Name
The customer will also be required to type their name and enter their Email address.
Once they’ve clicked “Continue” at the bottom of the E-Signature page, the Client (as well as all Admins in your RW Account) will receive an E-Signature Confirmation Email.
After agreeing to your Terms & Conditions, the Client will be directed straight to the Payment Page where they can pay by Credit Card.
Once the deposit has been paid, the Order will automatically become Confirmed within your RW Account and they will receive the Payment Confirmation Email.
Any time the Client views the Payment Link of a Confirmed Order it will then direct them straight to the payment portion, skipping the Terms & Conditions section.
If the Client would like to pay by another form of payment, they can close out of the Payment Page and submit their payment as you direct them.
If you prefer for your client to pay via another form of payment, we recommend including those instructions in your Payment Link Email Template.
Signed Invoice PDF
The E-Signed version of the Proposal can be viewed within the Order by selecting the “Signed Invoice PDF” button.
This Signed Invoice PDF is the version of the Proposal at the time of consent, with the E-Signature image placed below the Terms & Conditions.
It will include the Name and Email address of the client who signed as well as the Date and Time at which they E-Signed.
This version of the Signed Invoice PDF will not change unless the Order is re-signed.
If you’d like the client to re-sign the Order, you’ll first need to change the Order Status back to Proposal and resend the Payment Link.
WordPress Plugin Payment Links
Once you’ve enabled Stripe & the WordPress Plugin, email our Client Success Team at firstname.lastname@example.org to get set up with branded payment pages.