Customer Agreements
Some items need a signed agreement — a membership contract, a rental waiver, a liability release. Attach the contract to the product and KukuExpress asks the customer to read and sign it before the item can be checked out, on every channel, then emails them a PDF of the signed copy.
Setting it up
- Write the contract under Contracts & Documents (Contracts → New Contract) and set its status to Published. You can drop these placeholders into the text and they are filled in for each customer:
{{customer_name}},{{customer_email}},{{customer_phone}},{{product_name}},{{price}},{{store_name}},{{date}}. Giving it the category Customer agreement keeps it at the top of the picker. - Open the product (Products → edit) and in the Sale Requirements card pick the contract under Customer agreement.
- Choose when it must be signed:
- Every sale — a fresh signature each time the item is sold.
- Once per customer — one signature covers all future purchases of that contract. If you later change the contract's text, that is a new version and the customer is asked to sign again.
Linking a contract automatically turns on Require customer details and Require customer email: a signature needs a customer record, and the signed copy is emailed. You can also switch on Require customer email on its own for products without a contract.
A bundle inherits the agreements of the products inside it. If two items in one basket share the same contract, the customer signs it once for that sale; different contracts are each signed.
At the POS
When the cashier taps PAY, the POS opens each agreement the basket needs: the full text, the customer's name and email (asked for on the spot if missing — it is saved to their record), a tick box for read and agree, and the signature pad. This works with no internet: contracts are downloaded at sync, and the POS already knows which "once" agreements the customer signed. The signature travels with the sale and the PDF is emailed once the sale reaches the server. Ticket closes ask for signatures too. If a product was linked to a contract after the device last synced, the POS asks for a sync before it can sell that item.
Older POS builds (before 2.51) do not ask. Their sales still go through, but the order page shows a red Pending signature badge and the signature can be collected afterwards by sending the customer a signing link.
On the online store
The checkout page lists the agreements under Agreements to sign. Shoppers read and sign in a pop-up; an email address becomes required. A shopper who already signed a "once" agreement (matched by email or phone) is not asked again. The order cannot be placed until everything is signed.
Manual orders in the back office
The New Order page shows the agreements the basket needs next to the customer, with a Sign button that opens the contract for the customer to sign on your screen, and a note when an agreement is already on file. Orders cannot be created until each one is signed.
Sending an agreement to sign by email
From a customer's profile (Agreements card → Send agreement to sign) you can email any published contract. The customer gets a personal link (valid 30 days), signs online, and receives their copy. A link-signed agreement satisfies "once" products at any later checkout, in store or online.
Where signed agreements live
- Order page — an Agreements card with the signed copy, PDF, email status, and a Resend button.
- Customer profile — every agreement they signed; older versions are flagged when the contract text changed since.
- Contracts → Customer signatures — all signatures with filters (contract, channel, status, email, date) and a warning count of sales still waiting for a signature.
The emailed copy includes the PDF and a link to an online copy. Each signed copy is frozen as signed — later edits to the contract never change it. Signature images and PDFs count toward your Drive storage. Sending the email uses the store's email credits like other outbound emails; a copy that could not be sent is retried automatically and shows as failed or skipped with the reason.
Good to know
- A contract linked to products cannot be deleted; unlink it from the products first. Unpublishing it stops the requirement without removing the link.
- In the Kaminarigo app the customer reads and signs the agreement in-app before the order is placed (the same page as the emailed signing link). A "sign once" agreement signed anywhere counts there too.
- Quotation-to-order conversions and automated recurring orders do not ask for signatures.