Paid e-signature tools charge per seat or per envelope. If you already run Gravity Forms and Gravity Flow, you can build a contract signing workflow on your own site and keep every signed contract with you.
In this class we build it start to finish. You fill in a contract form, a draft PDF is generated, you sign, your client signs from an emailed link (no account needed), and a signed PDF with both signatures and an audit trail lands in both inboxes.
What you’ll learn
- How to keep signature fields hidden until the right person’s step comes up
- How to build contract PDFs with the Gravity Flow PDF Generator, using merge tags for the details
- How to send a step to someone who doesn’t have a WordPress account
- How to get signature images to show up inside the PDF
- The settings that trip people up, and how to test everything before a real client sees it
What you need
- Gravity Forms with the Signature Add-On
- Gravity Flow with the PDF Generator extension
- PHP 8.0 or newer
- A short code snippet, provided in the class
This class is written as step-by-step tutorials with screenshots. The finished form, with its workflow steps, is in the Resources tab, so you can import it and follow along.
I’m not a lawyer and this isn’t legal advice. Have your own attorney review your contract wording and how you collect consent to sign electronically.