Want to add a contract agreement form to your WordPress site that people can sign electronically?
Typically, to sign contracts, you either have to manually print/scan the signature or pay for an expensive third-party electronic signature service. Wouldn’t it be great if you could get users to digitally sign forms in WordPress without the overhead?
In this article, we will show you how to easily create a contract agreement form with digital signatures in WordPress.
Why Create an Online Contract Agreement Form?
The online contract agreement form is easy to complete and submit. Typically, you will send the contract in PDF format, which the other party must print, complete, scan, and send back.
It’s a lot of work.
By creating an online contract agreement form on your WordPress site, users can immediately fill it out and digitally sign it with an electronic signature.
It doesn’t require any overpriced SaaS software and works very well for many different types of legal documents.
For example, you can use it to create a code of conduct, employment forms, nonprofit or volunteer application forms, and more.
Are digital signatures legal?
Yes, digital signatures and digitally signed documents are legally binding. If both parties agree to digital signatures, and the software used maintains a record of the digital signatures, they are legally binding.
However, they cannot be used for all types of legal documents. For example, legal documents or forms that require notarization require court seals or witnesses.
However, this article is not legal advice. Please contact an attorney for practical legal advice and guidance.
Preparation of contract agreement form
If you don’t have a contract yet, it’s a good idea to consult with an attorney. You want to be sure that your contract is legal and won’t cause you any potential problems in the future.
In addition to the terms of the contract, your contract form will probably need space for:
- Signatory’s name:
- Address of the signatory:
- Date of signing the contract.
- A space for your client (or new employee) to actually sign the contract.
That being said, let’s create a contract agreement form with a digital signature field.
You can click on the link below to proceed to your preferred method.
- Method 1: Create a digitally signed contract form using WPForms
- Method 2: Digitally sign contract forms using signNow
Method 1: Create a digitally signed contract form using WPForms
The first thing you need to do is install and activate the WPForms plugin. For more details, see our step-by-step guide on how to install a WordPress plugin.
WPForms is a premium plugin and you will need at least these Pro: plan to access the Signatures add-on.
After activation, you must visit WPForms » Settings page to enter your license key. You can find this information under your account on the WPForms website.
Next, you should visit WPForms » Plugins page and go to signature add-on.
Just click the Install Addon button and the addon will be installed and activated.
You are now ready to create your contract agreement form with digital signature functionality.
Just go to WPForms » Add New page to create your form. This will launch the WPForms form builder interface where you need to provide a title for your form and then select a template.
For this example, we’ll use the Blank Form template, but you can choose a different form if you prefer. Just click on the template to load it.
You will probably want to include the text of your agreement at the top of the form. This can consist of your signature as an image.
In the form itself, you just need to add the fields that need to be filled.
To add a new field, click on a field from the left column and drag it onto the template. You can rearrange the fields by moving them up and down in the preview column.
If you want to send a copy of the signed form to the user as well, don’t forget to add an email field where users can provide their email. addresses.
Once you’re happy with the fields you’ve added, it’s time to add the most important form field, the signature field.
Scroll down to the Fancy Fields section and click to add a Signature field to your form.
that’s it. You have created your form. Next, we need to make sure the settings are correct.
Configuring contract agreement form settings
Just click on the Settings tab to view your form settings. The default settings will work in most cases, but you can make some changes.
In particular, you should check that the “Notifications” are correct.
By default, the signed contract agreement form will be sent to the administrator’s email address. This is usually the email address of the person who created your WordPress site. If that’s not you, enter your email address here instead.
You can also send a copy of the form to the user. Go to do this Settings » Notifications tab and click the Add New Notification button.
A popup window will now open where you need to add a name for your new notification. Let’s call it Send to User.
After entering the name, click the “OK” button.
You should now see your new notification.
In the Send to email address section, click the Smart Tags link and select the Email field.
Review all other settings and adjust them to your needs. WPForms will now also send the user a form confirmation email.
Next, go to the “Confirmation” tab. You can edit the confirmation message that the customer (or employee or volunteer) who signs the form will see.
When you’re happy with the settings, click the Save button at the top of the screen. You can now close and exit the form builder.
Add your contract agreement form to your website
Finally, you need to place your contract agreement form on your website.
You can create a new page or edit an existing one. First, you need to add your contract terms text before including the form.
After that, just add the WPForms block to your content area.
Select your contract agreement form from the drop-down box and WPForms will automatically load a preview of the form in the content editor.
You can now save or publish your page to make your form public.
After that, visit the page to see your contract agreement form in action. Don’t forget to test the contract agreement form. You must be able to type your signature using a mouse, trackpad, or touchscreen.
Make sure you see the confirmation message and receive an email after submitting the form.
If you don’t receive an email, don’t worry. It’s a pretty common problem and we’ve got instructions on how to fix WordPress not sending emails.
Method 2: Digitally sign contract forms using signNow
If you already have forms or agreements created in PDF or Microsoft Word format and want to invite others to sign the agreement, you can use signNow.
You can use it to create electronic signatures, create agreements, negotiate contracts, collaborate with others, and more. Best of all, it offers a free trial.
To get started, you can visit the signNow website and click the “Free Trial” button above. There is also an option to enter your email address and click the “Try Free” button.
On the next screen, you’ll need to enter your account password.
signNow also allows you to sign up using Facebook, Microsoft, or Google accounts to create an account.
You will then see a welcome screen where you can enter your name to create a digital signature.
When this is done, click the Next button.
Next, signNow will show you the signature style and your initials.
If you want, you can change your signature style and click the “Next” button.
In the next step, you need to choose what you are interested in signNow.
Simply select one or more options and click the “Next” button.
You can then invite others to collaborate on the document in signNow.
Just enter the email addresses and click the Invite button. You can also skip this step for now and invite people later.
You are now ready to use SignNow to add electronic signatures to your documents.
Just click “Upload your first document” to get started.
After that, upload the contract agreement document from your laptop or computer.
signNow will now load your contract into its document viewer.
You can choose who will complete the document from the menu on the left. For example, select the “I (Fill Now)” option and then add your signature anywhere in the contract.
After that, you can change the “Recipient 1” to “Choose who fills out” section. From here, add a Signature element where you want others to sign the contract.
Next, go ahead and click the Continue button above.
You can now enter the recipient’s email address and click the “Send Invitation” button.
That’s it. Your recipients will receive an email invitation to sign the document. When they send the signed contract back to you, signNow will keep a record of the signatures.
We hope this article helped you learn how to create a contract agreement form with digital signatures in WordPress. You may also be interested in our articles on the best WordPress plugins and the best business phone services for small businesses.
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