How customers review and sign PD Agreements in WHMCS

Category - PD Agreements

Articles

How to create and publish an agreement in WHMCS
Create a draft in PD Agreements for WHMCS, publish versioned wording and understand which saved controls affect customers immediately.
How to target PD Agreements at products, groups or clients in WHMCS
Target PD Agreements at products, groups or individual clients in WHMCS, understand OR matching and verify the intended audience.
How to control agreement prompts and client access in WHMCS
Configure PD Agreements prompts and client access in WHMCS, including request timing, postponement and page availability.
How to choose a signature method and reading controls in WHMCS
Choose tick-box, typed-name or drawn signatures in PD Agreements for WHMCS, then check agreement and global reading controls.
How to archive and restore an agreement in WHMCS
Archive or restore a PD Agreements document in WHMCS, check when requests resume and retain earlier signed records.
How to find and download a signed agreement in WHMCS
Find signed agreements in WHMCS, retrieve the accepted version and manage customer downloads with PD Agreements.
PD Agreements for WHMCS: versioned customer agreements
Learn how PD Agreements works in WHMCS, what to prepare and how to check your first setup.
How to send agreement reminders in WHMCS
Send individual or scheduled PD Agreements reminders in WHMCS, check the recipient scope and understand the actual reminder interval.
How to revoke a recorded signature in PD Agreements for WHMCS
Revoke a PD Agreements acceptance in WHMCS, verify its status and check whether another valid signature still satisfies the document.
How customers review and sign PD Agreements in WHMCS
Help customers review and sign PD Agreements in WHMCS, complete the selected signature method and confirm their recorded acceptance.

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