WPForms Blog

WordPress Tutorials, Tips, and Resources to Help Grow Your Business

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

by Shahzad Saeed on Mar 20, 2017

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 tutorial, we’ll show you how to create service agreements in WordPress.

Why Create Signed Service Agreements in WordPress?

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

Users can draw their signatures right on your form

Service agreements on your website…

  • …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 are not required 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.

Before You Create Your Service Agreement

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

However, by creating service agreement you’re making a huge business decision. A lawyer can assure that the agreement is written in the right way, which can avoid legal issues down the line.

A typical service agreement will usually:

  • Specify the terms of service and payment terms
  • Ask for client details including physical address and phone number
  • Get the signature of your client

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 will give you an idea of what your service agreement should include.

Creating Your Service Agreement Page

The first step to creating a service agreement on your WordPress site is to add a page with your agreement terms.

In this tutorial, we’ll name our WordPress page “Service Agreement.”

adding a new page for your wordpress contract agreement form

When you’re done adding your agreement text, you can save your page as a draft. We’ll add your signature agreement form before publishing it.

save your service agreement page as a draft so we can add the signature form before publishing

Creating Your Signature Form

Once you’ve drafted the service agreement on your site, the next step is to add a signature form to it. 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 need to do is to install and activate the WPForms plugin. You can learn how to install a plugin in WordPress by following this step by step guide.

After installing the plugin, you’ll need to create a form. You can see our tutorial on creating a simple contact form as a guide to get started. In this tutorial, we’ll be using the blank form template so that we can create a WordPress contract agreement form from scratch.

You’ll also need to install the Signature addon so you can allow users to submit a digital signature in WordPress as a part of the agreement. You can learn how to install and use the Signature addon here.

If you don’t have the Pro or Ultimate licence yet, you’ll need to see our guide on upgrading your WPForms license to access the Signature addon.

Once the addon is installed, you’ll find the Signature field in the Fancy Fields section. You can click the button to add it to your form, or drag and drop it where you want to place the field.

New Signatures form field

To configure the field options, you can then click on the Signature field in the form preview on the right. Be sure to set the field as Required.

set your signature field as required

Don’t forget to click the Save button in the top right corner to save your changes.

Publishing Your WordPress Contract Agreement

Once the agreement form is created, you can integrate it with your Service Agreements page.

Just go to the Service Agreement page and click the Add Form button just above the text editor.

add your form to the wordpress contract agreement page

Now in a popup message, you’ll be asked to select the right form. Select Service Agreement and click Add Form.

adding your service agreement signature form to the page

Now you can publish your service agreement page.

Congrats! You can now get a WordPress contract agreement signed by your clients without any hassle.

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

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

If you like this article, then please follow us on Facebook and Twitter for more free WordPress tutorials.

Add a Comment

We're glad you have chosen to leave a comment. Please keep in mind that all comments are moderated according to our privacy policy, and all links are nofollow. Do NOT use keywords in the name field. Let's have a personal and meaningful conversation.