eSignature Functionality
The Dealers Site includes an eSignature feature that allows dealers to digitally sign agreements (such as dealer agreements, terms of service, and net-terms applications) directly within the portal.
Plugin Details
| Property | Value |
|---|---|
| Plugin | E-Signature |
| Location | plugins/e-signature/ |
| Business Add-On | plugins/e-signature-business-add-ons/ |
How It Works
-
Agreement creation — Administrators create signature agreements in WP Admin → eSignature. Each agreement contains the document text and signature fields.
-
Signature request — A dealer is required to sign an agreement either:
- During account registration / upon first login
- When accessing specific restricted pages (e.g., trade pricing pages)
- Manually triggered by an admin
-
Signing process — The dealer is presented with the agreement text and a signature capture input. They type their name or draw a signature.
-
Completion — Upon signing:
- The signature is stored with a timestamp, IP address, and user ID
- The signed document is archived (optionally emailed to the dealer and admin)
- A completion flag is set on the user's profile, granting access to restricted content
Business Add-On Features
The eSignature Business Add-Ons plugin extends the base plugin with:
- Document templates — reusable template library
- Bulk send — send agreement requests to multiple users at once
- Audit trail — detailed log of all signing events
- PDF export — generate signed documents as PDFs
- Conditional logic — show/require different agreements based on user role or meta
Integration with Dealers Workflow
eSignature is used for:
- Dealer agreement — required before a dealer account is fully activated
- Net terms agreement — required before net-30/net-60 payment terms are granted
- Price change acknowledgement — periodic confirmation that dealers have read updated pricing terms
Configuration
Go to WP Admin → eSignature → Agreements to:
- Create or edit agreement documents
- Set which users/roles are required to sign
- Configure redirect URLs after signing
- View signing history and status per user