Would you like to add an agreement understanding structure to your WordPress site that individuals can e-sign?
Normally for an agreement to be marked, you will either need to physically print/filter the signature, or pay for an expensive third-party e-sign service.
Wouldn’t it be great if you could get users to sign forms with a digital signature in WordPress without the high cost?
In this article, we will show you how to easily create a contract agreement form with digital signature in WordPress.
Why create an online contract agreement?
An online agreement understanding structure is anything but difficult to fill and submit. Generally, you will send the agreement as a PDF, which will be printed, filled, scanned, and sent back to the other party.
It’s a lot of work
By creating an online contractual agreement form on their website, users can fill it out immediately and sign it digitally with an e-signature.
It does not require any exorbitant SaaS software and works well for many types of legal documents.
For example, you can use it to create a code of conduct, employment forms, non-profit or volunteer application forms, and more.
Are digital signatures legal?
Yes, digital signature and digitally signed documents are legally enforceable. If both parties agree to digital signatures, and the software used keeps records of digital signatures, they are legally binding.
However, they cannot be used for all types of legal documents. For example, legal documents or forms need to be notarized, court tickets or witnesses are required.
Along with that article, this article is not legal advice, please consider a lawyer for practical legal advice and guidance.
Preparing Your Contract Agreement Form
If you do not already have a contract, it is a very good idea to consult a lawyer. You want to make sure that your contract is legal and that you will not have any potential problems in the future.
In addition to the terms of the contract, your contract form will likely require space for:
- Name of the person signing.
- Address of the person signing.
- Date of signing the contract.
Location for your customer (or new employee) to actually sign the contract.
That being stated, how about we make an agreement understanding structure with a computerized signature field.
Step by step instructions to make a carefully marked agreement structure in WordPress
The main thing you have to do is introduce and enact the WPForms module. For more subtleties, see our progression control on the most proficient method to introduce the WordPress module.
WPForms is a premium plugin, and you will need at least their Pro plan to access signature addons.
Upon activation, you will need to go to the WPForms »Settings page to enter your license key. You can discover this data under your record on the WPForms site.
Next, you will need to go to the WPForms »Addons page and install the signature addon.
Now you are ready to prepare your contract agreement form with digital signature facility.
Just add a new page to WPForms »to create your form. This will launch the WPForms Form Builder interface where you have to provide a title for your form and then choose a template.
We are going to use the ‘blank form’ template for this example, but you can choose a different option if you want. Just click on the template to load it.
You may want to include the text of your agreement on the page above the form itself. This may include your own signature as an image.
In the form itself, you only have to add the fields (form elements) that need to be filled.
To add a new field, simply click on the field in the left column. You can rearrange the fields by moving them up and down in the preview column.
If you also want to send a copy of the signed form to the user, be sure to add an email field where users can provide their email address.
Once you are happy with the field you have added, it is time to add the most important form field: the signature field.
Scroll to the F Fields section and click to add the signature field to your form.
Just. You have created your form. Next, we need to make sure that the settings are correct.
Configuring Your Agreement Agreement Form Settings
Click the ‘Settings’ tab to see the settings for your form. The default settings will work as a rule, yet you might need to roll out certain improvements.
In particular, you will want to check that the ‘notifications’ are correct.
By default, the contracted contract form will be sent to the administrator’s email address. This is usually the email address of whoever sets up your WordPress site. If it is not you, enter your email address here instead.
You can also send a copy of the form to the user. To do this, go to the Settings »Notifications tab and click the Add new notification button.
In the section ‘Send to Email Address’, click on the smart tag link and choose Email field.
Review all other settings and adjust them to suit your needs. WPForms will now also send form confirmation emails to the user.
Next, switch to the confirmation tab, you can edit the confirmation message that the customer (or employee or volunteer) will sign and see.
Once you are happy with the setting, click the ‘save’ button at the top of the screen. Now you can close and exit the form builder.
Add your contract agreement to your site
Finally, you need to put your contract agreement form on your website.
Make another page or alter a current one. First, you must add the text of the terms of your contract here before incorporating the form.
After that, just add the WPForms block to your content area.
Select your Contract Agreement form from the drop-down box, and the preview of the form will automatically load in the WPForms editor.
Now you can save or publish your page to make your form publicly available.
After that, go to the page to see your contract agreement form in action. Don’t forget to test the contract form. You should be able to enter your signature using your mouse, trackpad or a touchscreen.
Ensure you see the affirmation message and get an email in the wake of presenting the structure.
If you don’t get an email, don’t worry. This is a common problem and we have been given instructions on how not to send email to WordPress.
We hope that this article helped you learn how to create a contract form with digital signature in WordPress. You may also be interested in the best WordPress plugins in our articles and the best business phone services for small businesses.