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WordPress guide

WPForms: sign straight after submitting

Connect a WPForms form to a SignSealer workflow once, and every submission ends on the signing page with its details already on the agreement.

Before you start

  • The plugin installed and this site connected (the getting-started guide).
  • WPForms Lite or WPForms Pro, active, with the form you want signed.
  • A form in SignSealer, under Forms & QR, made from the template the customer should sign. The plugin calls it a workflow.

Step by step

The words in bold are the words on the screen.

  1. Open SignSealer → Forms

    In the WordPress menu, open SignSealer → Forms. Every WPForms form on the site is listed under its own heading, with its title and number.

    SignSealer → Forms: the WPForms heading and its form, not yet starting a signing.
  2. Choose the workflow

    Beside Workflow, choose the form in SignSealer this one should start. A form left on Nothing works exactly as it did before.

    One form's settings on SignSealer → Forms with the Kayak waiver workflow chosen.
  3. Say which fields hold the email and the name

    Choose the Email field and the Name field from the form's own fields; the number in brackets is the field's id. Add the Phone field if you send reminders by text. Only the fields you choose are sent to SignSealer.

    The email and name fields chosen for a form on SignSealer → Forms, each with its field id.
  4. Fill other blanks from the form (optional)

    If the template has blanks like a boat name or a pickup date, write one line for each under Blanks from the form: the blank's name, an equals sign, and the field id — for example boat_name = 4. The person's name and today's date are filled in without being listed. Dates and times from the form are written out in words on the agreement.

  5. Choose what happens after they submit

    Send them straight to the signing page is what most people want. Show the form's own confirmation, with a link to sign keeps your confirmation message and adds the link to it. Nothing here: SignSealer emails them the link leaves the form as it was and lets the email do the work.

    What happens after they submit, set to send them straight to the signing page.
  6. Save, and try it

    Press Save, then fill the form in yourself on the page where it lives. With Send them straight to the signing page you land on SignSealer's page. In WPForms Pro the entry gets a note saying what was sent and when it is signed.

What happens next

  • WPForms Pro shows the document and its status on the entry, with notes. WPForms Lite keeps no entries, so see who signed in SignSealer.
  • After signing, the person is offered the way back to the page the form was on.

If something is not right

Do I need WPForms Pro?

No. Lite works the same way; it only has nowhere to keep the status, because Lite keeps no entries.

Still stuck? Tell us what you see and which plugins the site runs.

The other guides

Getting started

Install the plugin, connect it to your SignSealer account with one button, and make the document your customers sign. About ten minutes.

WooCommerce

Mark the products that need an agreement. The customer signs after paying, on ordering, or before payment at checkout, and the order shows it.

WooCommerce Bookings

A booking you confirm starts its agreement straight away, paid or not, with the date, time, party size and resource filled in.

Gravity Forms

Connect a Gravity form to a SignSealer workflow once. Each submission ends on the signing page, with the person's details already on the agreement.

Fluent Forms

Connect a Fluent form to a SignSealer workflow once, and every submission ends on the signing page with its details already on the agreement.

Contact Form 7

Connect a Contact Form 7 form to a SignSealer workflow once, and every message sent ends on the signing page.

Signing button

The SignSealer agreement block or a shortcode puts a Sign now button on any page: for walk-ups, a class page, or a form plugin not supported yet.

A hand holding a phone showing a document and a signature, outside a timber lakeside cabin, with two guests walking to the door with luggage.

Ready when the next guest is.

Free for the first 25 agreements a month. No card to start.