create service agreements in wordpress

How to Create Service Agreements in WordPress (With Digital Signatures)

Do you want to create signed service agreement forms in WordPress? With WPForms, you can easily get a WordPress contract agreement signed without having to print, scan, or fax it.

In this article, we’ll show you how to create service agreements in WordPress with digital signatures.

Why Create Signed Service Agreements in WordPress?

Creating signed service agreements in WordPress is a win-win situation for both you and your clients.

Service agreements on your website:

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  • Make it easy for clients to sign your contract. With WPForms, you can allow your clients to sign service agreements using their mouse or touch screen.
  • Are more convenient for you. You don’t have to send emails back and forth to get a document signed.
  • Allow you to close deals faster. Since you can close more deals in a shorter period of time, your signed service agreement forms may lead to faster business growth.

draw signatures on wpforms

Before You Create Your Service Agreement

When it comes to creating a service agreement, many small businesses shy away from using a lawyer. It’s true that you can save on legal fees by doing a quick Google search and writing it up by yourself.

However, when you create a service agreement, you’re making a huge business decision. A lawyer can make sure the agreement is written correctly, so you can avoid legal issues down the line.

A typical service agreement will usually:

To get an idea of what a service agreement for your business might look like, you can look at a sample agreement. This sample service agreement for a small cleaning business may not relate directly to your business, but it gives you an idea of what your service agreement should include.

Now, let’s take a look at how to create service agreements in WordPress with WPForms.

Step 1: Create Your Signature Form

Before we create the service agreement page, let’s create a signature form to get started. By collecting a digital signature on your website, you won’t need to send the contract back and forth to your clients to get it signed.

In order to accept digital signatures on your site, the first thing you’ll need to do is install and activate the WPForms plugin. For more details, see this step by step guide on how to install a plugin in WordPress.

You’ll also need to install the Signature Addon so that users can submit digital signatures in WordPress as a part of the agreement. You can learn how to install and use the Signature Addon here.

signtaure addon

After installing the plugin and the Signature Addon, you’ll need to create a form. You can see our tutorial on creating a simple contact form to get started.

In our example, we’ll use the Blank Form template so we can create a WordPress contract agreement form from scratch.

wpforms blank form template

Once in the Form Editor, you’ll find the Signature form field under the Fancy Fields section.

Click the button to add it to your form, or drag and drop it where you want to place the field.

signature form field

To make changes to the Signature form field, just click on it. Make sure to set the field as Required so that users can’t submit your form unless they add a signature.

signature form field required setting

Once done, click on the Save button in the top-right corner.

Step 2: Configure Your Form’s Settings

Before you add your form to your Service Agreement page, you should configure its settings.

wpforms settings

There are many settings you can configure on a WordPress form:

If you’ve added a Subscribe checkbox to your service agreement form, you’ll need to connect it to your preferred email marketing provider.

WPForms offers the following email service provider integrations:

Click the Save button every time you make a change to any of your form’s settings.

Step 3: Create and Publish Your Service Agreement

Let’s add the service agreement form to a WordPress page now.

Go to Pages » Add New to create a new page. Let’s name our WordPress page Service Agreement and add the agreement text.

To add the service agreement form, click on the Add Block (+) icon. Now search for the WPForms block using the search box and click on it.

add WPForms block to page

Next, select your service agreement form from the dropdown box to add it to your page.

Add WPForms Gutenberg Editor

Then, click on the Publish button so your service agreement appears on your website.

publish service agreement

And there you have it! You now know how to create service agreements in WordPress with digital signatures.

Want to save more time with WPForms? Try creating a job application form so that you can quickly gather all the information you need to select the best candidate.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

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Comments

  1. Thanks for reading this article – I hope you found it helpful.

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    1. Hi Michelle – We recommend seeking professional legal guidance for any questions along these lines. Sorry we can’t be more helpful!

    1. Hi Maggie!

      You can create that page in WordPress and put the Signature from there as it is described in the tutorial, but then you should find a way on how to use that page in your e-commerce system to be displayed before the Checkout page. Then also you would need the redirect after the form submitted to the Checkout page. We don’t have built-in options in WPForms to achieve this, so this should be done with custom code.

      Maybe instead, you can contact your e-commerce service support team and ask them for a solution for this. They most probably can answer if they have some ready solution for this, or if they can help you to implement WPForms form into their system.

      Thanks, and have a good one 🙂

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