How to Populate a Contract With a Ninja Form & WP E-Signature
This advanced e-signature integration is included along with many others with anĀ Elite or Plus License.
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 Plus or Elite License (by ApproveMe)
START HERE: Download & Install Ninja Forms
STEP 2: Download & Install Ninja Forms Signature Contract Add-On
STEP 3: Download & Install ApproveMe’s WP E-Signature
Ninja Forms Signature is an add-on that is included in a WP E-Signature Plus or Elite license.
STEP 4: Enable Stand Alone Document & Ninja Form Signature Add-On
You can 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.
When it comes to collecting online signatures, WP E-Signature is a powerful tool you’ll wanna have on your side. It makes it easy to automate your document signing process and saves you hours of admin time.
Want to learn more about this feature? Check out the support docs here
Contracts Online.
