Agreements Pro

Unique link → client signs multi-section agreement → admin countersigns → PDF generated, emailed, and securely indexed. Optional DocuSign flow.

Description

Agreements Pro lets you send a unique link to a client to sign a multi-section agreement. After the client signs, an administrator countersigns and a PDF is generated, emailed to both parties, and stored in a protected uploads subdirectory. You can use the built-in canvas signature or switch to a DocuSign-based flow.

Features

• Custom post type "Agreements"
• Visual sections builder (JSON-backed)
• Client signing page via tokenized URL (/sign/{token})
• Admin countersign step
• PDF generation with Dompdf
• Emails PDF to both parties and indexes files
• Pluggable providers (Native canvas, DocuSign anchor mode)
• Shortcode to share link: [agreements_pro_link id="123"]
• Section embedding shortcode: [asp_section id="section_id"]

Security and Privacy

• PDFs are written to /wp-content/uploads/asp-agreements/
• A .htaccess file is placed to deny direct HTTP access
• Nonces, capability checks, and basic input sanitization are used

Installation

1. Upload the plugin folder to the /wp-content/plugins/ directory or install it from the Plugins screen.
2. Activate the plugin through the Plugins screen.
3. (Recommended) Run composer require dompdf/dompdf inside the plugin folder to enable PDF generation.
4. Go to Agreements > Add New. Define your sections with the visual builder, set client and admin emails, and publish.
5. Share the unique link shown in the meta box with your client.
6. After the client submits, log in as an admin, countersign, and the PDF will be generated and emailed.

Frequently Asked Questions

Where are PDFs stored?

They are stored under /wp-content/uploads/asp-agreements/. A .htaccess file is written to deny direct HTTP access.

Can I use DocuSign?

Yes. Choose DocuSign as the provider in Agreements > Settings and configure the required credentials or options. The client signs through DocuSign and the PDF uses anchor placeholders.

Do I have to use Composer?

Dompdf is required for PDF generation. Installing it via Composer in the plugin directory is recommended:
composer require dompdf/dompdf

Is there a shortcode to share the client link?

Yes. Use [agreements_pro_link id="123"] where 123 is the Agreement post ID.

How do sections work?

Define sections in JSON with ids, titles, and required fields (name, date, signature, title). You can place a section inline in the agreement content using [asp_section id="your_id"]. Any sections not placed inline are rendered at the bottom of the client form and in the PDF.

Can I duplicate agreements?

Yes. Use the bulk action or row action named Duplicate on the Agreements list screen.

Screenshots

1. Agreements list with share links
2. Visual sections builder
3. Client signing page
4. Admin countersign page
5. Documents index with downloads

Changelog

1.0.0

Initial release.

Upgrade Notice

1.0.0

First public release.