How to Create a Contract Agreement Form with Digital Signature in WordPress? Do you want to add contract agreement form with e-sign functionality to your WordPress website. Generally, to get signed contract you need to manually scan/print the signature or buy a third party e-sign service.
Wouldn’t it be great if you allow users to sign form with digital signature without the high cost? Today, we share you the process by which you can add contract agreement form with digital signatures in WordPress.
Preparing Contract Agreement Form:-
If you don’t have a contract drawn up it’s a great idea to consult with lawyer. Make sure your contract is legal and that it won’t cause any future troubles.
Apart from contract terms contract form requires space for a few things like:
- Name of the person
- Address of the person signing
- Date of contract signed
- Space for client to sign the contract.
So let’s begin the process to create contract agreement with a digital signature field.
How to Create a Contract Agreement Form with Digital Signature in WordPress?
Initial thing you need to do is Install & activate WPForms plugin. WPForms is premium WordPress plugin, and you need atleast their pro plan to use the signatures addon.
After activation, you need to go through WPForms >> Settings page to enter the license key. You will find this information under your WPForms account.
Visit WP Forms >> Addons Page and install the signature addon. Now you are all set to create contract agreement form with digital signature.
Navigate to WPForms >> Add New page to create form. This may launch WPForms Form Builder Interface where you need to offer a title for your form.
Here we are using “Blank Form Template” but you can choose different one if you like. Just select the template and click on it.
Probably you’ll want to include the text of your contract on the page above form. This may include your signature as an image.
In the form, you need to add some fields from left column. You can rearrange form fields by moving them as needed.
If you would also like to send a copy of signed contract form to user as well then don’t forget to add email field as well for users to enter their email id.
Once you have finalize all the form fields, its time to add signature field.
Scroll down to fancy fields section and click on signature field to add in your form. That’s all, you’ve successfully created the form. Next you need to modify settings according to your form requirements.
Configuring Contract Agreement Form’s Settings:
Tap on “Settings” to view your contract forms setting. Default settings will work properly in most cases but you may need to make some changes. You may want to check if the “Notifications” are correct.
In default setting, the signed contract agreement will only be sent to admin’s email address. This is the email of person whoever setup your WordPress website. If that’s not you, setup your email address there.
Also if you want to send copy of the agreement form to user as well you have to go through Settings >> Notification tab and click on “Add New notification”.
In “Send to Email” Section, Tap on Smart Tags Link & choose email field.
Review all settings and adjust them as per requirements. Now WPForms send the form confirmation email to the user as well.
Next, Switch to “Confirmation” Tab, you can edit message here that client or user signing the form will see. After finalizing the settings, click on “Save” button. Now close & exit form builder.
Add Contract Agreement Form to your Website:
Now, You’ve to add agreement form to your site. Create a page or edit the existing one. At first, you need to add text of your contract form before adding the form itself. After that, Add WPforms block to content area.
Select contract agreement form available in drop-down menu and WPForms load a preview of the form in editor.
Now you can save or publish your page to make it publicly available. Visit your web page to see the form in action. Test out the form and make edits if needed. You should be able to sign by using mouse, trackpad or touch screen.
Make sure you’ll get confirmation message and receive email after form submission.