When it comes to operating a business legally by the rules and regulations set by the government, contractual agreements are significant. Generally speaking, companies prepare these contracts manually by printing out them and having all relevant parties sign and approve them. However, with WPForms and the network E-signature app, it becomes easier to effectively and efficiently comply with these legal requirements.
Do you want to follow the same pattern when creating contract forms on your WordPress site and add digital signatures online? In this article, Docsign Pro will show you how to create a contact form in WordPress.
Why do we need to create a contract agreement form online?
- Because it is easier to create online, another important aspect is that people can fill out and submit forms more convincingly. When creating an online contract agreement form, you don’t have to print and scan documents again and again.
- This means that we can minimize the workload of manually creating contract forms. More importantly, you don’t have to consider hiring a paid SaaS software to make these legal documents true and accurate.
- You can also use the same model to create other forms, such as non-profit application forms, behavior forms, volunteer application forms, and employment forms. Therefore, an organization must use its WordPress site to create such conditions.
Can we legally use the best E-signature app?
- Yes, digitally signed documents and electronic signatures are legally enforceable. If all parties agree to use E-signature app and software to retain all documents, then these documents and signatures will be legally binding.
- However, this does not mean that you can use these forms for all legal documents. You can use this approach, for example, if you need a notarization, require a court seal, or involve witnesses.
- I think we have talked enough about the legality of the contract. Therefore, we should turn to our main topic to guide you through creating a contract agreement in WordPress.
How do you develop a contact form in WordPress?
First, you need to have a drawn contract form to create these documents. It is best to consult a lawyer who can provide you with the required format. However, you can also find suitable forms online that comply with the laws of a particular state or country.
In the contract form, you must leave room for the following information.
- The name of the person signing the contract
- The address of the signatory
- Date of signing the contract
- Make room for those who sign the contract (new employees, customers, suppliers, etc.).
You need to define the legally binding terms you want to include in the form with all this information.
Steps to create a customized contract with an electronic signature Online in WordPress
- First, you need to install the WPForms plugin and activate it in your WordPress administrator. If you don’t know how to install the plugin before creating a custom contract, you can find information on the Internet, or your developer will help you implement it.
- At this point, it is necessary to mention that if you want to add a signature plugin, you will need a WPForms professional plan. Therefore, we recommend using WPForms’ advanced plugins.
- To activate this plugin, you need to enter the plugin settings and enter the license key there. The details of this activation procedure can be easily found online.
- The next step in this process is to add the signature plugin to WPForms. To do this, go to the add-ons page of WPForms, find the Signature add-on, and install it.
- You are now at the stage of directly participating in the creation of the contract agreement. This is also when you are ready to integrate E-Signature Online App with WPForms.
Here we describe the steps you need to follow.
- First, search for WPForms in the menu, and find the new page added below it.
- When you click to add a new page, the plugin will be activated. This means that the WPForms form builder interface will appear in front of you.
- The next step is to give the form a specific name and choose the most advantageous template for your form. Generally speaking, a blank form may be the most suitable for beginners. However, if you have some experience, you can use other templates.
- When you click on the blank form, a form will be loaded in front of you, used for the contract agreement.
- At the top, you will need to include the contract text, telling the value of the contract and other details. Therefore, paste the required text at the top.
- In these WPForms, there is a particular part called form elements. These elements are located in the left column of WPForms. From here, you need to click on all the required fields in the table. You can also rearrange these fields according to your requirements. To do this, you can move up and down and check the changes in the preview bar.
In some cases, it is necessary to send these forms to customers or new employees. Therefore, we recommend that you provide an email address for these people. Here, they enter their email address, and you will send an email to them.
When you think the form meets the requirements and you have added everything, it is time to add the most important digital signature online field. Here we have to mention that the best online signature applications can be very convincingly integrated with WPForms. Therefore, we recommend using an online E-signature app that allows integration. To include a signature field, look for “Fancy Field” in the left column, where you will find this special field. You only need to click on it to include it in the table.
Now you have filled out the form. Here, you only need to check all the fields and adjust them according to legal requirements. Then start to configure the table; you can configure it in the settings. Let’s discuss this configuration separately.
How to configure the contract agreement table?
- To explore the settings of your table, go to the Settings tab. Generally speaking, the default settings are valid in most forms. However, in some cases, you may want to consider making changes. In particular, these notices must meet your requirements.
- The default setting is that the signed contract agreement will be emailed to the administrator. This email is usually the email of the person who set up the WordPress site. If your email address is not included, you should enter your email address here.
- If you want to send a copy of this contract form to users, you can find the notification tab in the settings. Here you will see a button to add a new notification. If you click on it, you will see the Send to email address section. If you click on it, you will find a link to the smart tag. The next step is to select the email field and add an email.
Finalize Changes
- Now is the time to review the form again and finalize the changes. If you think something should be changed, deleted, or updated, you need to make it possible now. You should also add the confirmation message, which the user will see when signing the form. To do this, you need to go to the confirmation tab and edit the information accordingly.
- When everything is ready, click the “Save” button at the top. Now save and exit the page.
Can we add a contract agreement form on our WordPress site?
Some companies like to provide these forms to their website users to complete the documentation process immediately. If you are one of these companies, you can create a new page or update the previous page to make it possible. However, in doing so, there are some specific steps to follow. You can find these steps online, and they are compelling. The only thing you need to remember is that the website cannot be disturbed by such activities. The best way to solve this problem is to hire a WordPress developer who knows how to deal with it.
