PD Agreements for Blesta: versioned customer agreements
Keep the agreement a customer signs attached to the version they actually saw. PD Agreements brings document drafting, publication and signature records into Blesta.
What the workflow covers
Use it when an updated policy or a project agreement needs a clear acceptance workflow. You choose the audience and signature method, then review who has signed and who is still waiting. A new published version is a separate document version; edit a draft before publishing it.
Before you start
Install PD Modules for Blesta first, connect the account that holds your licence, then install PD Agreements from its Store. Allow the staff group that needs to use it.
Set up your first workflow
- Create a draft agreement and write the document in Markdown. Give it a recognisable title so staff and customers can identify it.
- Choose the packages, groups or customers it applies to. Customers are asked on their next visit to the client area; this is not an inline checkout signature.
- Select the signature method and review the access and reminder settings before publishing the document.
Check the result
Check the published version, the intended audience and an acceptance record before applying the same workflow more widely. Keep the document wording and the recorded version together when answering a customer question.
Explore the module
See the PD Agreements for Blesta module page for the current product details.
Agreement management task guides
- How to create and publish an agreement in Blesta
- How to target PD Agreements at products, groups or clients in Blesta
- How to control agreement prompts and client access in Blesta
- How to choose a signature method and reading controls in Blesta
- How to archive and restore an agreement in Blesta
- How to find and download a signed agreement in Blesta
