Contract agreements have a significant value in running a business legally and according to the rules and regulations defined by the governments. Generally, the companies have been preparing these contracts manually, taking prints, getting signatures from all concerned parties, and giving approval. However, in the presence of WPForms and digital signatures online, it becomes easier to complete this legal requirement more effectively and efficiently.
Do you want to follow the same pattern in creating contract agreement forms in your WordPress website and adding digital signatures online? Well, we will guide you on how to create contract agreement forms in WordPress in this article.
Why do we need to create a Contract Agreement Form online?
It is because online creation is easier. Another important aspect is that people can fill and submit the form more convincingly. You do not need to print and scan the document again and again while creating an online contract agreement form.
It simply means that we can minimize the effort that we make in creating contract agreement forms manually. More importantly, you do not think about engaging a paid SaaS software to make these legal documents authentic and accurate.
You can also create other forms like non-profit, conduct, volunteer, and employment forms by following the same pattern. Therefore, a company must utilize its WordPress websites to create such forms.
Can we use the Best E-Signature Online App legally?
Yes, using digitally signed documents and electronic signature online are legally enforceable. When all the concerned parties agree to use an electronic signature online and software to keep all the records, the documents and signatures are legally binding.
However, it does not mean that you can use these forms for all legal documents. For example, you can follow this practice if you must notarize, ask courts to stamp, or get witnesses.
I think that we have discussed enough legality of contract agreements. So, we should move towards our main topic, which is to guide you through creating a contract agreement in WordPress.
How to develop a contract agreement form in WordPress?
First of all, you must have a drawn contract form to create these documents. The best practice in this regard is to engage a lawyer who will provide you the required format. However, you can also find the most suitable form online according to the law in a particular state or country.
In a contract form, you need to create spaces for the following information.
- The names of the individual who is going to sign it.
- Address of the individual.
- Date of contract.
- Space for the individual (new employee, customer, vendor, etc.) who needs to sign the contract.
With all this information, you must have the terms, which are legally binding to include, that you will fit in the form.
Steps to create customized contracts with digital signatures online in WordPress
First, you need to install the WPForms plugin and activate it in your WordPress admin. If you do not know how to install plugins before creating customized contracts, you can find information online, or your developers will help you make it possible.
Here, it is necessary to mention that you need a Pro Plan of WPForms if you want to include Signature add-ons. Therefore, we suggest using the premium WPForms plugin.
You need to go into the plugin settings and give the license key there to activate this plugin. The details of this activation procedure can be found online quite easily.
The next step in this process is to add a Signature Add-on in WPForms. For that, you will go into the Add-on page in WPForms, find Signature Add-on, and install it.
Now, you have reached that place where you will directly be involved in creating a contract agreement. It is also the time when you are ready to incorporate E-Signature Online App with WPForms.
Here, we are outlining the steps that you need to follow:
- First of all, find WPForms in the menu, and under it, explore Add New Page.
- Clicking on Add New Page will launch the plugin. It means that the WPForms form builder interface will appear in front of you.
- The next step is to give a particular name to the form and choose the most favorable template for your form. Generally, Blank Form can be the best for beginners. However, when you develop some expertise in it, you can go for other templates.
- Clicking on Blank Form will load a form in front of you that you will use for the contract agreement.
- At the top, you need to add contract text that tells about the contract agreement’s value and other details. So, add the required text at the top.
- There is a specific section in these WPForms with the name of Form Elements. These elements are in the left column of WPForms. From here, you need to click all those fields that are required in the form. You can also rearrange these fields according to your requirement. For that, you can move up and down and check the changes in the preview column.
- In some cases, it is necessary to send these forms to clients or new employees. Therefore, we recommend including an email address for them. Here, they will provide their email address where you will send the email.
When you think that the form is up to the mark and you have added everything to it, it is time to add the most important information, the space for digital signatures online. Here, we need to mention that the best online signature app can integrate with WPForms very convincingly. Therefore, we recommend using those e-signature online apps that allow integration. To include the signature field, find Fancy Fields in the left column, where you will find this specific field. You only need to click it to have it in the form.
Now, you have completed the form. Here, you only need to check all the fields and adjust them according to legal requirements. After that, you will start configuring this form that you can do in the settings. Let us discuss this configuration separately!
How to configure the contract agreement form?
To explore your form setting, find out the Setting tab. Generally, default settings are effective in most of the forms. However, in some cases, you may think about changes in it. Particularly, the notifications must be according to your requirements.
There are by default settings of sending the signed contract agreement via email to the administrator. This email is generally the email of that particular individual who has set up the WordPress website. If your email address is not there, you should give your email address here.
If you want to send a copy of this agreement form to the users, find the Notification tab in the settings. Here, you can see the Add New Notification button. By clicking, you can see the Send to Email Address section. When you click on it, you find the Smart Tags link. The next step is to select the email field and add email.
It is time to review the form once again and finalize the changes. If you think that something should be changed, removed, or updated, you must make it possible now. Here, you should also have the confirmation message that the users will see while signing the form. For that, you need to switch to the Confirmation tab and edit the message accordingly.
Once everything is done, click on the Save button, which is available at the top. So, save it now and exit.
Can we add contract agreement forms to our WordPress website?
Some companies want to provide these forms to their website users to complete the documentation process immediately. If you are one of them, you can make it possible by creating a new page or updating the previous one. However, there are some specific steps that you need to follow. You can find these steps quite convincingly online. The only thing that you must remember is that the website must not be disturbed due to this activity. The best practice to resolve this issue is to engage a WordPress developer who knows how to deal with it.
Using technology in preparing agreement forms and getting signatures online by using digital signatures online is a new norm. These solutions have become more popular since the Covid-19 Pandemic because in-house working and physical movement have been difficult recently. However, many business owners do not know much about these technologies and online solutions.
This article has tried to help management understand how to use WPForms by incorporating the E-Signature Online app easily. We are hopeful that this information will help save money and time and make your employees, clients, and volunteers satisfied with your work. However, if there is some reluctance in your mind about using WPForms, try to get assistance from experts initially. We are hopeful that after a small practice, it will become easier to manage.