Contract/Proposal Integration at Checkout

Payments + Shipping & Fulfilment
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Topic summary

Merchant selling a service needs customers to e-sign a contract/proposal during checkout for draft orders (manual invoices linking to a Shopify payment page). They are not satisfied with existing “Terms and Conditions” checkbox apps, as they require a full e-signature, not just consent via a checkbox.

Key details:

  • Current flow: send draft order → customer opens payment page.
  • Requirement: legally binding e-signature of a contract/proposal at checkout.
  • Secondary option: attaching the contract to the invoice email (less preferred).

Clarifications:

  • Draft order: a manually created order with an invoice link to checkout.
  • E-signature: capture of a legally binding signature, beyond T&C checkbox consent.

Request: recommendations or integrations to embed e-signature into the checkout/payment page for draft orders (Shopify Payments context).

Status: No solution provided yet; the question remains open.

Summarized with AI on January 16. AI used: gpt-5.
1

Hello,

We are selling a service and require our customers to sign a contract. The process of our sale is as follows:

  1. We send a “draft order” to the customer.

  2. The customer will click on the link, which brings them to the payment page on our website.

At this point, I’d like to have a contract/proposal that the customer must digitally sign/esign.

Does anyone know how to do this?

I know of the check box apps that forces the customer to accept the Terms and Conditions, but this doesn’t work for us. We need them to agree to the contract/proposal.

We are even okay if this is some sort of attachment on the email we send, but this would be a second option.

Thank you!