How to Set Up Formidable Forms and WP E-Signature

In this article, you'll learn how to automatically collect digital signatures on contracts after a Formidable Forms submission using WP E-Signature.

A WP E-Signature Elite or Lifetime license is required to integrate with Formidable Forms and collect legally binding, UETA/ESIGN compliant signatures.

Step 1. Download and install the required plugins

Before you can collect legally binding signatures with WP E-Signature and Formidable Forms, make sure the following plugins are installed and activated:

• WP E-Signature + WP E-Signature Business add-ons plugin (both come with the Elite or Lifetime license)
• Formidable Forms 
• Formidable Forms E-Signature Integration (Visit E-Signature > Add-ons > Integrations)

Step 2. Create a stand alone document

Hover over E-Signature > Add New Document, enter a document name, select Stand Alone, then click Next. Type or paste in your document text.

Step 3. Insert Formidable Forms data into the document

In this step, you can add fields that pull submitted form data into your document. If you don't need form data in your document, skip to step 4.

To add Formidable Forms data, click Add Fields and select Formidable Forms Data. From the dropdown, choose your Formidable Forms > Next Step, select your form field (or insert all fields), choose your display option, then click Add to Document.

A shortcode will be generated as a placeholder for each field, and the actual values will display once the form is submitted. The field will look like this in your document: [esigformidable formid="1" field_id="1" display="value" ]

You can move these shortcodes anywhere in your contract to display the submitted data wherever the shortcode is placed.

Step 4. Assign your document page and choose your settings

The only required option is assigning the stand alone document to a page. You can either select an existing page from the Display on this page dropdown (if you already created a blank page), or create a new WP page for the document.

Add any document options you need, such as activating signing reminders or adding a custom message to the confirmation email.

Step 5. Finish configuring the Formidable Forms workflow settings

If you clicked Let's Go Now, you're already on the correct page. If not, go to Formidable Forms, find your form > Edit > Settings > Actions & Notifications.

To complete these settings, select your form fields for name and email, choose your signing logic, select your document, and select your display type.

Step 6. Submit your form and sign a test document

Place your Formidable Forms on a WordPress page or open it in preview mode, fill it in as a signer would, and submit to trigger and sign a test document.

Try our WP E-Signature + Formidable Forms demo here.

Still have questions? Connect with a support hero.