Setting Up e-Signature Fields
What is Automatic E-sign?
Say goodbye to paperwork hassles! Fleetwire eSign automates your rental agreements, saving time and ensuring accuracy by auto-filling key details like vehicle info, customer data, and booking terms. Whether you’re managing customer checkouts or manual orders, eSign makes the process seamless. Let’s set up and use eSign to simplify your rental workflow!
Fleetwire eSign transforms how you handle rental agreements:
Save Time: Auto-fill agreements with vehicle, customer, and booking details—no manual entry needed.
Reduce Errors: Pre-set fields ensure accurate data, like VINs or pricing, every time.
Go Paperless: Send agreements digitally for e-signatures, keeping everything organized.
Delight Customers: Offer a modern signing experience in your Fleetwire-hosted shop.
Note: Fleetwire’s frontend requires JavaScript to work properly. Ensure JavaScript is enabled in your browser for the best experience, especially when managing templates or checking out.
Fleetwire eSign lets you create templates in the Documents section, apply them during checkout, and manage signed agreements. Here’s how to get started.
Set up a template with fields to auto-fill your rental agreements.
In your Fleetwire dashboard, go to Documents.
Click Templates in the left sidebar.
Select Add New Template and give it a name (e.g., Standard Rental Agreement).
Upload your rental agreement document (e.g., a PDF or Word file).
Use the drag-and-drop editor to add fields to your document:
- Pre-Set Fields: Choose from options like:
- Vehicle: Year, Make, Model, VIN
- Customer: Full Name, Date of Birth, Driver’s License Info
- Booking: Start/End Date & Time, Pricing, Mile Allowance, Overage Fees
- Custom Fields: Add your own, like How did you hear about us?, and set it as a Text Box Placeholder for customers to fill at checkout.
Resize fields for visual appeal if needed (note: data extending past the field width will still appear in the final signed document).
Assign the template to your Company Branch (ensure it matches the branch your listings are under, e.g., Main Branch).
Click Save to store your template.
!
Pro Tip: Include a custom field like How did you hear about us? to gather marketing insights while keeping the signing process smooth.
Use your eSign template to auto-fill agreements during the rental process.
When a customer checks out via your shop ( yourcompany.fleetwire.io), Fleetwire automatically selects the eSign template assigned to your company branch.
The template auto-populates with the order’s vehicle, customer, and booking details.
If there are custom fields (e.g., How did you hear about us?), the customer will fill them in via a text box during checkout.
The agreement is sent to the customer for e-signing via email, or they can sign it directly in the shop.
In your dashboard, create a manual order in Orders.
In the Agreement section, choose your eSign template (e.g., Standard Rental Agreement).
The template auto-populates with the order’s details.
For custom fields, manually enter the data or leave them for the customer to fill during signing.
Send the agreement to the customer for e-signing via email, or display it for signing.
Quick Tip: Test the checkout process in your shop to ensure custom fields display correctly and auto-filled data is accurate.
Keep track of signed agreements for easy reference.
Go to Orders and open an order.
In the Agreement section, view the signed document under Signed Envelopes.
Download or resend the agreement to the customer if needed.
Warning: Ensure all required fields (e.g., driver’s license info) are filled before sending for e-signing. Missing data can delay the rental process or cause legal issues.
You’re now a pro at using Fleetwire eSign! Your rental agreements are automated, accurate, and tailored to your needs. Check your Orders dashboard to see signed agreements in action, or test the signing process in your shop ( yourcompany.fleetwire.io)!
Keep your rental process seamless with these tips:
Add Secondary Drivers: Include secondary driver details in agreements with Managing Secondary Drivers at Checkout.
Set Availability: Block off dates for vehicles in Setting Up Your Calendar.
Learn More: Dive deeper into eSign with What is Automatic E-sign?.
Need Help? Contact us at hi@fleetwire.io or via the in-app chat.
Happy signing! 🌟
✍️ Streamline Your Rentals with Fleetwire eSign!
Say goodbye to paperwork hassles! Fleetwire eSign automates your rental agreements, saving time and ensuring accuracy by auto-filling key details like vehicle info, customer data, and booking terms. Whether you’re managing customer checkouts or manual orders, eSign makes the process seamless. Let’s set up and use eSign to simplify your rental workflow!
🎯 Why Use Fleetwire eSign?
Fleetwire eSign transforms how you handle rental agreements:
Save Time: Auto-fill agreements with vehicle, customer, and booking details—no manual entry needed.
Reduce Errors: Pre-set fields ensure accurate data, like VINs or pricing, every time.
Go Paperless: Send agreements digitally for e-signatures, keeping everything organized.
Delight Customers: Offer a modern signing experience in your Fleetwire-hosted shop.
Note: Fleetwire’s frontend requires JavaScript to work properly. Ensure JavaScript is enabled in your browser for the best experience, especially when managing templates or checking out.
🛠 How to Set Up and Use Fleetwire eSign
Fleetwire eSign lets you create templates in the Documents section, apply them during checkout, and manage signed agreements. Here’s how to get started.
Step 1: Create an eSign Template
Set up a template with fields to auto-fill your rental agreements.
In your Fleetwire dashboard, go to Documents.
Click Templates in the left sidebar.
Select Add New Template and give it a name (e.g., Standard Rental Agreement).
Upload your rental agreement document (e.g., a PDF or Word file).
Use the drag-and-drop editor to add fields to your document:
- Pre-Set Fields: Choose from options like:
- Vehicle: Year, Make, Model, VIN
- Customer: Full Name, Date of Birth, Driver’s License Info
- Booking: Start/End Date & Time, Pricing, Mile Allowance, Overage Fees
- Custom Fields: Add your own, like How did you hear about us?, and set it as a Text Box Placeholder for customers to fill at checkout.
Resize fields for visual appeal if needed (note: data extending past the field width will still appear in the final signed document).
Assign the template to your Company Branch (ensure it matches the branch your listings are under, e.g., Main Branch).
Click Save to store your template.
!
Pro Tip: Include a custom field like How did you hear about us? to gather marketing insights while keeping the signing process smooth.
Step 2: Apply the Template at Checkout
Use your eSign template to auto-fill agreements during the rental process.
For Customer Checkout (Automatic)
When a customer checks out via your shop ( yourcompany.fleetwire.io), Fleetwire automatically selects the eSign template assigned to your company branch.
The template auto-populates with the order’s vehicle, customer, and booking details.
If there are custom fields (e.g., How did you hear about us?), the customer will fill them in via a text box during checkout.
The agreement is sent to the customer for e-signing via email, or they can sign it directly in the shop.
For Manual Orders (Select Template)
In your dashboard, create a manual order in Orders.
In the Agreement section, choose your eSign template (e.g., Standard Rental Agreement).
The template auto-populates with the order’s details.
For custom fields, manually enter the data or leave them for the customer to fill during signing.
Send the agreement to the customer for e-signing via email, or display it for signing.
Quick Tip: Test the checkout process in your shop to ensure custom fields display correctly and auto-filled data is accurate.
Step 3: Manage Signed Agreements
Keep track of signed agreements for easy reference.
Go to Orders and open an order.
In the Agreement section, view the signed document under Signed Envelopes.
Download or resend the agreement to the customer if needed.
Warning: Ensure all required fields (e.g., driver’s license info) are filled before sending for e-signing. Missing data can delay the rental process or cause legal issues.
🌟 Effortless Agreements with eSign!
You’re now a pro at using Fleetwire eSign! Your rental agreements are automated, accurate, and tailored to your needs. Check your Orders dashboard to see signed agreements in action, or test the signing process in your shop ( yourcompany.fleetwire.io)!
🚀 Next Steps
Keep your rental process seamless with these tips:
Add Secondary Drivers: Include secondary driver details in agreements with Managing Secondary Drivers at Checkout.
Set Availability: Block off dates for vehicles in Setting Up Your Calendar.
Learn More: Dive deeper into eSign with What is Automatic E-sign?.
Need Help? Contact us at hi@fleetwire.io or via the in-app chat.
Happy signing! 🌟
Updated on: 14/05/2025
Thank you!