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Have you ever wondered how you can keep things simple in order to collect signatures on your forms when doing transactions online through your website? WPForms makes it quick and easy to create beautiful forms that allow you to collect signatures. In this article, I will share step by step how you can make life easier for you and your clients when collecting the signatures you need for your next project.
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Step 1: Create Your Signature Form
Before we create the service agreement page, let’s create a signature form to get started. 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.
You’ll also need to install the WordPress Features and Add on-Signature Add on 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.
After installing the plugin and the Signature Addon, you’ll need to create a form. You can see the tutorial on creating a simple contact form to get started.
In the example below, 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 form 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 add a signature.
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 Service Agreement page, 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 a service agreement 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 service agreement 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 Service Agreement
Let’s add the service agreement 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 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.
Then, click on the Publish button so your service agreement appears on your website.
And there you have it! You now know how to create service agreements in WordPress with digital signatures.
So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.
If you have any questions and need more guidance in setting up your WPForms or any other online business productivity questions, I’d be delighted to offer my services and time to help you realize your dreams and get your business started online.
Let Us Know Your Thoughts
How do you plan to use WordPress Forms for your next project? I would love to hear about them in the comments below!
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