create service agreements in wordpress

How to Create Online Contracts in WordPress (With Digital Signatures)

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 in WordPress with digital signatures.

Why Create Signed Online Contracts in WordPress?

Creating signed online contracts in WordPress 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 to sign documents and online contracts 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 online contract forms may lead to faster business growth.

draw signatures on wpforms for wordpress online contract

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.

WPForms is the best WordPress Form Builder plugin. Get it for free!

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

To get an idea of what a service agreement or online contact for your business might look like, you can look at a sample agreement contract. 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 online contracts in WordPress with WPForms.

How to Create Online Contracts in WordPress (With Digital Signatures)

Here’s exactly how to make web form that works as an online contract in WordPress.

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. 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 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.

wpforms blank form template wordpress online contract

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.

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 for wordpress online contract

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 online contract 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 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 every time you make a change to any of your form’s 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.

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 wordpress online contract

In Conclusion

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

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.

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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 🙂

      1. If you are using WooCommerce, you can add your waiver to the WooCommerce checkout form. At WooCommerce > Settings > Avanced, you can find a Terms and Conditions field, which allows you to choose your waiver page!

    1. Hey Danielle – I am afraid currently we don’t have a feature to automatically convert the notification to PDF and send it as attachment. We will keep that on our radar for future.

      I am sorry for the inconvenience!

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