Get Started with Caldera Forms & WP E-Signature by ApproveMe

To configure Caldera Forms with WP E-Signature you will need to install/download our free add-on. For installation help you can visit

this step-by-step guideDownload Caldera Add-On
*Note: A WP E-Signature Ultimate, Business or Pro license is required.

Automatically collect digital signatures on contracts, after a Caldera Forms submission using ApproveMe’s WP E-Signature. Collect UETA/ESIGN Compliant legally binding contracts with WordPress.

Follow these easy steps to get started

1 Download and Install the required plugins

Congrats on installing our Digital Signature Caldera Forms Add-on. You’re almost ready! ApproveMe’s WP E-Signature requires a few more plugins/add-ons so you can unlock the power and automate Caldera Forms and legally binding Digital Signatures. You’ll need to download the following:

1. Caldera Forms
2. WP E-Signature + Business Pack (business license)
3. Caldera Forms + ESignature integration (download separately)

2 Enter your ApproveMe license

Once you have purchased a business license from ApproveMe you will need to enter your license key to activate updates and support.

To download your license key you can log into your ApproveMe account here (password was emailed with your receipt)

3 Create a blank WordPress page

After the ApproveMe plugins are installed and your settings saved you will need to create a blank/empty WordPress page for each Stand Alone Document (or agreement) that you will be creating.

Create a Blank Page Now

To learn about Stand Alone Documents you can visit this helpful article

4 Create a Stand Alone Document

Ok you’re doing great! You’re almost there… now that you’ve created a blank WordPress page we need to create a Stand Alone Document and then attach that WordPress page to our Stand Alone Document.

Create Stand Alone Doc Now

To learn more about Stand Alone Documents checkout the documentation page for this add-on.

5a (optional) Insert Caldera Forms User Data into a Contract

This step will vary based on your desired outcome. Digital signature by Approve Me is triggered when a Caldera Forms is submitted. This add-on gives you the ability to integrate Caldera Forms user data (that was inputted from the user when the form was submitted) into a new contract that will either be emailed to the user or will be displayed to the user after they submit you form.

To insert data into a Caldera Data, you will need the Signer Input/Custom Fields add-on enabled (you can enable this if it is not enabled by going to “E-Signature -> “Add-Ons”

How to add form fields data into a contract using Caldera Forms

  1. Navigate to the Signer Input Fields/Custom Fields icon and select “Caldera Forms Data”.
  2. Select the Caldera Forms that you have already created (and would like to connect to your contract) using the dropdown menu.
  3. Choose the field data that you would like to insert into your new contract.

A shortcode will be generated with this information. Don’t worry though, the actual field value that your user enters will be displayed in its place once they signing your contract.

This is an example of the auto-generated shortcode that will get inserted into the document you are creating after you select your desired field data from your Caldera Forms.
[esigCaldera Formsid=”3″ field_id=”1″ ]

You can move the shortcode that gets generated automatically, anywhere in your contract and it will display the user’s submitted data wherever you have the shortcode located in your contract.

5b Choose your document options and save settings

After you have entered all of your desired contract text and have connected your desired Caldera Forms field results to your Stand Alone Document, you are ready to choose/define your document options.

Please Note: Before you can publish your contract, you will also need to connect your Stand Alone Document with the blank WordPress page you created earlier for your contract. You can do so by searching for and selecting the page from the “Display on this page” dropdown menu located under the “Document Options” section.

6 Almost there… you’re 50% complete

Once you’ve published your Stand Alone Document you are 50% complete. The next step is you will need to choose your “trigger” and “action” options for this document in Caldera Forms.

Click Let’s Go Now! to define those last Caldera Forms settings.

7 Finish setting up the Caldera Forms workflow/trigger

You’re so close to being finished! Now you just need to choose your contract and the your desired actions for when this workflow is triggered.

Navigate to the “Forms” tab found in the WordPress dashboard.

Choose the form that you attached the Stand Alone Document.

Select the “WP E-Signature” option found in the form settings and define the remainder settings.

That’s it!

To view a live Caldera Forms to WP E-Signature demo you can check one out at:

Try Free Caldera Forms + WP E-Signature Demo Here

Still got questions? Login to your account at