WPSigner for MainWP surfaces contracts wherever agencies already work in MainWP — Dashboard, Clients, and Sites.
Dashboard — Contracts Widget
Section titled “Dashboard — Contracts Widget”On the MainWP Dashboard overview, the Contracts metabox (imwp-contracts-widget) shows:
- Alert when contracts are awaiting signature
- Stats: Total / Awaiting / Completed
- Recent contracts (up to 6)
- Buttons: New contract, View all
View all opens the extension Contracts tab. New contract opens Create.
Contract Card (Client & Site)
Section titled “Contract Card (Client & Site)”A compact Contract card appears on:
- Client Overview
- Site overview / dashboard contexts (when a site id is present)
Card contents
Section titled “Card contents”| Element | Description |
|---|---|
| Latest contract | Title + status |
| Counts | Total linked · Awaiting signature |
| New contract | Opens Create with client_id / site_id prefilled |
| Quick create & send | Uses default template (hidden/disabled messaging if none set) |
| View all | Filtered Contracts list for that Client or Site |
Summary storage
Section titled “Summary storage”The card syncs a short summary for the site via MainWP website option key imwp_contract, plus local mirrors:
imwp_client_contract_{client_id}imwp_site_contract_{site_id}
These are convenience caches for the UI — source of truth remains wps_mainwp_links + WPSigner documents.
Site Tab — WPSigner
Section titled “Site Tab — WPSigner”Path: Sites → [site] → WPSigner (MainWP site subpage slug WpsignerIndividual / Manage Sites WPSigner).
Features
Section titled “Features”- Site name and URL context
- Create contract (prefilled site + linked client when available)
- Quick create & send when Settings has a default template
- Compact contracts table for that site (20 rows)
If the site id is missing from the request, the tab shows a site-not-found style message — open the tab from a valid site screen.
Manage Sites Column
Section titled “Manage Sites Column”On Sites → Manage Sites, column WPSigner shows:
| Value | Meaning | Typical click-through |
|---|---|---|
| pending | One or more awaiting signature | Filtered documents (awaiting) for that site |
| OK | Has linked contracts, none awaiting | Site contracts |
| None | No linked contracts | Create with site prefilled |
If WPSigner is not ready, the column may show a dash.
Manage Clients Column
Section titled “Manage Clients Column”On the MainWP Clients table, column WPSigner uses the same pending / OK / None pattern scoped to client_id.
Client widgets can show an onboarding CTA when the client has zero contracts.
Pending Signature Alerts
Section titled “Pending Signature Alerts”When at least one linked contract is awaiting signature (sent or viewed), users may see:
- A WordPress admin notice
- A MainWP-style orange banner on MainWP-related screens
Both point to the Contracts list filtered to awaiting signatures for quick review.
Quick Create From Surfaces
Section titled “Quick Create From Surfaces”| Surface | Action |
|---|---|
| Contract card (Client) | Quick create & send for that client |
| Contract card (Site) | Quick create & send for that site (+ client if linked) |
| Site WPSigner tab | Same |
Requirements and failure modes: Creating Contracts → Quick create.
Recommended Agency Workflow
Section titled “Recommended Agency Workflow”- Connect Sites and Clients in MainWP as usual.
- Set Default template + agency signer in Settings.
- From a Client or Site card, use Quick create & send for standard agreements.
- Use Create for custom titles, extra signers, or one-off OTP/KYC.
- Watch the Dashboard Contracts widget and pending banners for follow-ups.
- Use Remind / bulk remind from the Contracts list.
- When fully signed, Open → Download PDF (completed only).