Ninja Forms Signature Contract Automation
Ninja Forms is a very powerful WordPress Forms plugin created by WP Ninjas. Best of all it is 100% free (but includes an entire add-on marketplace where you can purchase various feature rich add-ons to improve on the core plugin features).
In this step by step WordPress Tutorial, we're going to walk you through how to setup a Ninja Form that lives on the front end of your website, so that you and your team (or even customers) can trigger a custom contract, proposal, estimate or legal agreement by simply submitting a form.
Required Add-ons
In order to activate this powerful Signature Automation feature you will need the following plugins installed:
- Ninja Forms - download here
- Ninja Forms Signature Add-On (by ApproveMe) - download here
- WP E-Signature (by ApproveMe)
- Stand Alone Documents Add-On (by ApproveMe)
- Signer Input Fields Add-On (by ApproveMe)
*All of the ApproveMe Plugins are included with the WP eSignature business license.
START HERE: Download & Install Ninja Forms
To get started we will first need to download (and install) the free Ninja Forms Plugin – download here
STEP 2: Download & Install Ninja Forms Signature Contract Add-On
To get started we will first need to download (and install) the free Ninja Forms Plugin - download here
STEP 3: Download & Install ApproveMe's WP ESignature
Ninja Forms Signature is a Free Add-On
but requires a WP E-Signature Business License Purchase License Today
STEP 4: Enable Stand Alone Document
& Signer Input Fields Add-On
Stand Alone Document Add-On
Signer Input Fields Add-On
How to access these add-ons from your WordPress Dashboard
STEP 5: Choose Your Desired Signature Automation Option Below to Complete this Tutorial
Redirect User to a Custom Contract after Form Submission
Once a Ninja Form is a submitted the user will be automatically redirected to their custom contract, proposal or estimate that requires their legally binding electronic signature. This custom contract can include data throughout the contract from the Ninja Form fields that was just submitted.
Email a Custom Contract after a Ninja Form Submission
Once a Ninja Form is a submitted the signers name and email address that was entered in the Ninja Form will be emailed an invitation to electronically sign a custom contract, proposal or estimate. This custom contract can include data throughout the contract from the Ninja Form fields that was just submitted.
Employee or Team Member Triggers Contracts to be Sent with Dynamic Data
Your employee or team member can enter dynamic (or unique) data in a contract and automatically trigger contracts to be sent to a signer using Ninja Forms. This custom contract can include data throughout the contract from the Ninja Form fields that was just submitted.
