Do you want to create signed online contract 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 online contracts for your WordPress website so you can get digital signatures.
Why Create Signed Online Contracts in WordPress?
Creating signed online contracts on your WordPress site is a win-win situation for both you and your clients.
Online contracts on your website:
- Make it easy for clients to sign your contract. With WPForms, you can allow your clients or freelancers to sign documents and online contracts using their mouse or touch screen.
- Are more convenient for you. You don’t have to send email attachments back and forth when you’re using WordPress for online contract signing.
- Allow you to close deals faster. Since you can close more deals in a shorter period of time, your signed online contract forms may lead to faster business growth.
WPForms is the perfect WordPress online contract plugin to make this easy.
Before You Create Your Online Contract
When it comes to creating a service agreement or online contract, 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 an online contract, 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 online contract will usually:
- Specify the terms of service and payment
- Ask for client details including physical address and phone number
- Get the signature of your client
This reduces the workflow when you need a signature before starting work.
To get an idea of what a service agreement or online contact for your business might look like, you can google and look at a sample agreement contract. Most business owners should be able to adapt samples to suit their own needs.
Now, let’s take a look at how to create online contracts in WordPress with WPForms.
How to Create Online Contracts in WordPress (With Digital Signatures)
Here’s exactly how to make a web form that works as an online contract in WordPress.
Here’s a written tutorial if you’d prefer not to watch the video:
Step 1: Create Your Signature Form
Before we create the online contract page, let’s create an electronic signature form to get started. This will automatically add a signature field to your form since it’s a template.
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. WPForms is the best DocuSign alternative for WordPress. And it makes it incredibly easy for you to accept digital signatures and for users to sign your forms.
For more details, see this step by step guide on how to install a WordPress plugin.
Don’t forget to enter your license key to unlock the addons.
This is a super easy way to get signatures on forms without buying a separate WordPress e-signature plugin.
After installing the plugin and the Signature Addon, you’ll need to create an online 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.
Once in the Form Editor, you’ll find the Signature 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.
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 esign it.
Once done, click on the Save button in the top-right corner.
Now let’s look at the WordPress online contract plugin settings.
Step 2: Configure Your Form’s Settings
Before you add your form to your online contract page in WordPress, you should configure its settings.
There are many settings you can configure on a WordPress form:
- General Settings: Here you can change things like your form’s name, description, and submit button copy. You can also enable additional spam prevention features to keep your website secure from unwanted form submissions.
- Form Confirmations: Form confirmations are messages that display to site visitors once they submit an online contract form on your website. WPForms has 3 confirmation types to choose from: Message, Show Page, and Redirect. You can choose 1 or a combination of all 3.
- Form Notifications: Notifications are a great way to send an email whenever a form is submitted on your website. A notification will automatically send an email to you once a form is submitted on your site. You can also automatically send an email to the site visitor that submitted the form and anyone else that needs to be notified of a form submission.
If you’ve added a Subscribe checkbox to your online contract 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 when you’re done making changes to your contract form settings.
Step 3: Create and Publish Your Online Contract in WordPress
Let’s add the online contract 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 or online contact form, click on the Add Block (+) icon. Now search for the WPForms block using the search box and click on it.
Next, select your service agreement form from the dropdown box to add it to your page.
You can add more content to the page now if you need to, which will help with your site’s SEO.
Then, click on the Publish button so your service agreement appears on your website.
If you want, you can also embed WPForms using shortcodes, or by clicking the Embed plugin in the form builder.
And that’s it! Now you know how the easy way to get signed documents or a signed contract in WordPress.
Next, Set a Closing Date on Your Online Contract
If your quote expires on a certain date, you can set up your form so that it automatically closes. Check out this guide to adding a form expiry date to find out how to set it up.
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.