Do you want to add a contract agreement form with digital signatures on your WordPress website?
Typically to get contracts signed, you either have to manually print/scan the signature or pay for an expensive third-party esign service.
In this article, we will show you how to easily add a contract agreement form to your WordPress website that people can e-sign.
Why Create an Online Contract Agreement Form?
An online contract agreement form is easy to fill out and submit. Normally, you’ll send the agreement as PDF, which the other party will have to print, fill in, scan, and send back.
That’s a lot of work.
By creating an online contract agreement form on your WordPress website, users can fill it out right away and sign it digitally with an e-signature.
It does not require any overly priced SaaS software and works very well for many different kinds of legal documents.
For instance, you can use it to create a code of conduct form, employment forms, non-profit or volunteer application forms, and more.
Are Digital Signatures Legal?
Yes, digital signatures and digitally signed documents are legally enforceable. If both parties agree to digital signatures, and the software used for it keeps a record of it, then they are considered legally binding contracts.
However, they cannot be used for all kinds of legal documents. For example, legal documents or forms that require to be notarized need court stamps or witnesses.
With that said, this article is not legal advice. Please consider a lawyer for practical legal advice and guidance.
Preparing Your Contract Agreement Form
If you don’t already have a contract drawn up, it’s a very good idea to consult a lawyer. You want to be sure that your contract is legal and that it won’t cause you any possible problems in the future.
Apart from the contract terms themselves, your contract form will probably need space for:
- The name of the person signing.
- The address of the person signing.
- The date the contract is signed.
- 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 in WordPress
You can click the links below to jump ahead to your preferred method:
Method 1: Create a Digitally Signed Contract Form Using WPForms
If you want to create a digitally signed contract form from your WordPress dashboard, then this method is for you.
Note: WPForms also has a free version. However, for this tutorial, you’ll need the pro version of the WordPress plugin to unlock the Signature addon.
Upon activation, head over to the WPForms » Settings page to enter your license key.
You can find this information in your account on the WPForms website.
Next, you need to visit the WPForms » Addons page from the WordPress admin sidebar and go to the Signature addon.
From here, click the ‘Install Addon’ button, and the addon will be automatically installed and activated on your site.
You are now ready to create your contract agreement form with the digital signature feature.
Simply go to the WPForms » Add New page from the WordPress dashboard to create your form.
This will launch the WPForms form builder interface, where you need to provide a title for your form and then choose a template.
We’re going to use the ‘Blank Form’ template for this example, but you can choose a different one if you prefer. Just click on the template to load it.
You’ll probably want to include the text of your contract itself on the page above the form. This could consist of your signature as an image.
In the form itself, you just need to add the fields that need to be filled in.
To add a new field, drag and drop it from the left column and into the template. You can rearrange 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, then 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 the Signature field to your form.
After that, click on the field to open its settings in the left column.
From here, you can change the title, add a description or toggle the required switch so users won’t be able to submit the contract agreement without filling in this field.
Once you’ve done that, you can also switch to the ‘Advanced’ tab from the top to change the link color, adjust the field size, or add a CSS class to the field.
Configuring Your Contract Agreement Form’s Settings
Simply click on the ‘Settings’ tab to view your form’s settings. The default settings will work in most cases, but you may want to make some changes.
In particular, you’ll want to check that the ‘Notifications’ are correct.
By default, the signed contract agreement form will be sent to the administrator’s email address upon form submission. This is normally the email address of whoever set up your WordPress site. If that’s not you, then enter your email address here instead.
You may also want to send a copy of the form to the user as well. To do that, go to the Settings » Notifications tab and click on the ‘Add New Notification’ button.
A popup window will now open, where you’ll need to add a name for your new notification. Let’s name it Send to User.
After entering a name, click the ‘Ok’ button.
You should now see your new notification.
In the ‘Send to Email Address’ section, click on the Smart Tags link and select the Email field.
Review all other settings and adjust them to your requirements. WPForms will now send the form confirmation email to the user as well.
For detailed instructions, you may want to see our tutorial on how to create a contact form with multiple recipients.
Next, switch to the ‘Confirmation’ tab. From here, you can edit the confirmation message that the client (or employee or volunteer) signing the form will see.
Once you are happy with the settings, just 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 Site
Finally, you need to embed your contract agreement form on your WordPress site.
You can create a new page or edit an existing one. First, you’ll need to add the text of your contract terms before including the form itself.
After that, simply 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 WordPress page to make your form publicly available.
After that, visit the page to see your contract agreement form in action. Don’t forget to test out the contract agreement form. You should be able to enter your signature using your mouse, trackpad, or touchscreen.
Make sure you see the confirmation message and receive an email after submitting the form.
If you don’t get an email, don’t worry. It’s quite a 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 contract, then you can use signNow.
You can use it to set up electronic signatures, generate agreements, negotiate contracts, collaborate with others, and more. The best part is that it offers a free trial.
To start, you can visit the signNow website and click the ‘Free Trial’ button at the top. There is also an option to enter your email address and click the ‘Try for free’ button.
On the next screen, you’ll need to enter a password for your account.
signNow also lets you sign up using Facebook, Microsoft, or Google accounts to create an account.
After that, you’ll see a welcome screen where you can enter your name to create a digital signature.
Once that’s done, click the ‘Next’ button.
Next, signNow will show you a signature style and your initials.
If you want, you can change the style of your signature and then click the ‘Next’ button.
In the next step, you’ll need to select what interests you about signNow.
Simply select one or more options using the checkboxes and click the ‘Next’ button.
After that, you can invite others to collaborate on a document in signNow.
Simply 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.
Simply click the ‘Upload Your First Document’ button to get started.
After that, upload a contract agreement document from your laptop or computer.
signNow will now load your contract in its document viewer.
From the menu on your left, you can select who will be filling the document. For instance, select the ‘Me (Fill Out Now)’ option and then add your signature anywhere on the contract.
After that, you can change to ‘Recipient 1’ under the Select who will be filling out section. From here, add a ‘Signature’ element where you want others to sign the contract.
Next, go ahead and click the ‘Continue’ button at the top.
You can now enter the recipient’s email address and click the ‘Send Invite’ button.
That’s it! Your recipients will now receive an email invite to sign the document. Once 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 beginner’s guide on how to choose the best domain registrar in WordPress and our expert picks for the best electronic signature software for WordPress.