Electronic Signature by SwiftCloud

Description

NEW Version 2.0 Electronic Signature using WordPress-style shortcodes

SPRING 2018 Update:

  1. Version 2.0 is up with PDF attachments and far more – see video below.
  2. We recommend migration of docs into SwiftCloud, which is more secure and reliable, includes PDFs as email attachments and much more. Note there is no free plan at this time, we are instead focused on better service at a modest price. All data should be migrated by summer 2018.
  3. All paid accounts include free document setup / conversion through April 1st, 2018 – contact SwiftCloudHelp at Gmail dot com for assistance.
  4. This plugin will help with receipts, tracking of who signed, thank-you pages after signature and more and thus will stay a plugin, but be advised the actual signatures happen on SwiftCloud servers, not WordPress, though the core shortcode use is the same.

Perfect for sales contracts, liability waivers, permission slips, and more.

WordPress Digital Electronic Signature Software, formerly https://SwiftSignature.com, part of https://SwiftCloud.AI.

5 minute setup is at https://SwiftCloud.AI/support/electronic-signature/wordpress-electronic-signature

Note this plugin requires a SwiftCloud Account (free or paid) for the electronic signatures to work. PDFs will be stored online in your signed wordpress page.

Our number 1 goal for this plugin is as part of a sales stack.

2.0 10 MINUTE SETUP

Electronic Signature FEATURES

  1. Legally binding electronic signature, timedate stamped with audit trail for court enforcement. Paid accounts have additional features for court deposition or appearance.
  2. Single-page mode: Input form + electronic signature(s) on the same page (most common and simple)
  3. Multi-page mode: Multi-step / Multi-Page Forms or where the signor info (i.e. name, price, etc.) is pre-filled (from CRM or another webform, even Excel spreadsheet, etc.) i.e. capture your users one form 1, then fill that into an electronic signature contract on step 2.
  4. Can be included in a multi-step flow such as input form, then payment, then signature, or signature then payment, etc.
  5. Signed documents are archived and held in trust by Swift Signature should court enforcement be needed (paid accounts required for court enforcement, though both free and paid accounts are legally binding in most countries including the U.S. and E.U.)
  6. Multi-Party Consecutive or Concurrent (all-or-none, or partial allowed) signatures (Premium account required)
  7. Notification and Automation options – add autoresponders, payment flows, and more
  8. Sales flow sessions options available (i.e. real-time phone handoff to a client)
  9. Conditional Logic: Show/Hide sections based on a checkbox, radio button option, circle-word (a type of radio button, technically, similar to circling answers on paper forms)
  10. Editable / NonEditable fields for use with CRMs and other forms – pre-fill fields like name, email and allow the user to edit, and optionally pre-fill other fields but lock them as non-editable (i.e. purchase price, loan terms, etc.). TIP: Use these to pre-fill a price or terms into a sales contract, and it will look like regular text (not an input.. unless you want it to).

5 Minute Electronic Signature Setup Wizard
See https://SwiftCloud.AI/support/wordpress-electronic-signature-setup

More Help: See https://SwiftCloud.AI/support/tag/e-sign for our latest updates or help if with debugging and setup.

SALES USE

Note Swift Signature can be used for anything, but currently most of our clients are using it for sales or waivers.

The system is designed to allow pre-filling variables (as regular text i.e. for prices or visibly-editable fields (a user’s name)).
See https://swiftcloud.ai/support/url-generator-help for help, and https://swiftcloud.ai/support/url-generator for the actual generator. TIP: You can even pre-define the URL generator for sales teams

Certain fields can be read-write (i.e. their name, in case the sales rep spells it wrong), others can be read-only (deal terms), then signed online. If needed, the sales rep could then further modify the data in SwiftCRM, and generate a final signable agreement.

We are a small developer-run company and welcome your ideas and feature requests! Hit us up at https://SwiftCloud.AI/support for anything you need.

Translations

  • English – for now, that’s all, but if interested we welcome some help! Contact us for a .pot file.

Screenshots

  • Front-end Example

Installation

You probably know the drill by now, but if not, here’s a step by step suggestion.

tip: See https://SwiftCloud.AI/support/wordpress-electronic-signature

  1. Upload the Electronic Signatures folder to the /wp-content/plugins/ directory, or better yet, use WordPress’ native installer at Plugins >> Add New >> (search Swift Signature)
  2. Activate the plugin through the ‘Plugins’ menu in WordPress
  3. To install a webform, login at http://SwiftCloud.AI (free signup) and click ‘new form’,
    drag and drop fields to create a form, click save, and then remember the number it gives you. Notice in SwiftForm you can add signature fields.
  4. Embed this form into your WordPress
  5. Done.

FAQ

  1. How do I set this up in 5 minutes?

Need more help? See https://SwiftCloud.AI/support

For more help, see our SwiftCloud Support Section knowledgebase.

Installation Instructions

You probably know the drill by now, but if not, here’s a step by step suggestion.

tip: See https://SwiftCloud.AI/support/wordpress-electronic-signature

  1. Upload the Electronic Signatures folder to the /wp-content/plugins/ directory, or better yet, use WordPress’ native installer at Plugins >> Add New >> (search Swift Signature)
  2. Activate the plugin through the ‘Plugins’ menu in WordPress
  3. To install a webform, login at http://SwiftCloud.AI (free signup) and click ‘new form’,
    drag and drop fields to create a form, click save, and then remember the number it gives you. Notice in SwiftForm you can add signature fields.
  4. Embed this form into your WordPress
  5. Done.

Reviews

O MY WORD THIS IS CRAP!

It looks ok when you first start but nothing works, there are many problems in this and after trying to work with the platform for several hours you will realise that you went down wrong rabbit hole. It doesn’t work, and in the end you will need to create an account and sign-up with a fee… I wish I never saw this plugin! Ok, lets delete and find another plugin and start again!

Love this plugin

Swiftcloud has created a wonderful plugin that allows me to have clients sign waivers online easily and effortlessly. It’s simple to use and the developer is always an email away to help me solve any problems. I highly recommend you getting e-signature.

Read all 3 reviews

Contributors & Developers

“Electronic Signature by SwiftCloud” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.5.21

  • Bug fixing.

1.5.20

  • Added option for thanks redirect.

1.5.19

  • Added Tracking Lead report on dashboard.

1.5.18

  • Added Admin settings for Work with Consumers or Businesses.

1.5.17

  • Added shortcode for Affiliate / Source Name (Hidden).

1.5.16

  • Added option for file upload.

1.5.15

  • Bug fixing.

1.5.14

  • Added ‘Phone’ field shortcode.

1.5.13

  • Bug fixing.

1.5.12

  • Updated input elements for required option.

1.5.11

  • Allow multiple instance for Check to Agree option.

1.5.10

  • Added new option “Swift Check to Agree”.

1.5.9

  • Updated Swiftcloud links to SC.AI.

1.5.8

  • Added Local Capture option for esign.

1.5.7

  • Bug fixing for typing modal.

1.5.6

  • Update pre populate options for form fields with readonly option.

1.5.5

  • Added pre populate options for form fields.

1.5.4

  • Added option for Auto sign based on Name value.

1.5.3

  • Preload Signature and Initial box when user enter their name.

1.5.2

  • Added more options for Show/Hide fields for radio and dropdown.

1.5.1

  • Bug fixing.

1.5.0

  • Bug fixing.

1.4.28

  • Added GMT time in e-signature form.

1.4.27

  • Updated radio & checkbox list buttons with CSS only.
  • Added new option: Conditional Logic Show/Hide based on Answers.

1.4.26

  • Bug fixing.

1.4.25

  • Added option for Beta Sandbox Testing Mode.

1.4.24

  • Frontend Plugin translated in Spanish(Español) and Hindi(हिन?दी) languages.

1.4.23

  • Added swiftForm debug mode.
  • Plugin translated in Spanish(Español) and Hindi(हिन?दी) languages.

1.4.22

  • Added new shortcode [swift_date_dropdown].

1.4.21

  • Added select box for month and year in date picker.

1.4.20

  • Bug fixing.

1.4.19

  • Added option for Editable/NonEditable fields for name, email, text box, text area, URL.

1.4.18

  • Added option for sizing (medium, full line, long) for name, text box, text area, URL.

1.4.17

  • Bug fixing.

1.4.16

  • Bug fixing.

1.4.15

  • Updated help setup.

= 1.4.14=
– Bug fixing.

= 1.4.13=
– Local capture signature form.

= 1.4.12=
– UI changes.

= 1.4.11=
– Add new shortcode [swift_date_long] for long date formate.
– UI changes.

= 1.4.10=
– UI changes.

= 1.4.9=
– Auto generate eSign page.
– UI changes.

= 1.4.8=
– Bug fixing.

= 1.4.7=
– UI changes
– Bug fixing.

= 1.4.6=
– Auto generate page.

1.4.4

  • Allow Typing and to choose from for signature and initials field.

1.3.6

UI changes.

1.3.5

UI changes.

1.3.4

UI changes.
Bug fixing.

1.3.3

Inclusion of product id.

1.3.2

Bug fixing.

1.3.1

Bug fixing.

1.3

UI changes.

1.2

Bug fixing.

1.1

Alpha Release