Gravity Forms

[!NOTE] This integration requires Gravity Forms (any license tier) installed and active on your WordPress site.

Overview

The Gravity Forms integration for WPsigner allows you to automatically generate signing documents when a Gravity Forms form is submitted. Using a feed-based system, you connect a Gravity Forms form to a WPsigner template, map form fields to signer information and template variables, and optionally auto-send the document for signing.

Key Features

• 📝 Feed-based Configuration — Create multiple feeds per form for different templates
• ✍️ Signer Mapping — Map Name and Email fields to document signers
• 🔗 Variable Mapping — Pass custom form data (company, phone, etc.) to templates
• 📧 Auto-send — Optionally send signing emails immediately after submission
• 🔒 Security — Nonce verification, capability checks, rate limiting, input sanitization

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Setup

1. Install Gravity Forms

   Ensure Gravity Forms is installed and activated. Visit gravityforms.com to get a license.

2. Navigate to Integration Settings

   Go to WPsigner → Integrations and click Configure on the Gravity Forms card.

3. Create a Feed

   Click New Feed and configure:

   • Feed Name — A descriptive name (e.g., “Service Contract”)
   • Gravity Forms Form — Select the form to trigger document creation
   • WPsigner Template — Select the template to use
   • Primary Signer — Map the Name and Email fields from the form
   • Variable Mapping — Map form fields to template variables (optional)
   • Auto-send — Enable to send immediately (optional)

4. Test the Integration

   Submit the form and verify a document is created in WPsigner → Documents.

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Feed Configuration

Primary Signer

Map form fields to extract the signer’s name and email:

Setting	Description
Name Field	The form field containing the signer’s full name
Email Field	The form field containing the signer’s email address

[!TIP] Gravity Forms splits Name fields into sub-inputs (First, Last). WPsigner detects these automatically — you’ll see options like “Name (First)” and “Name (Last)” in the field selector.

Variable Mapping

Map form fields to template variables using the custom.* prefix:

Template Variable	Form Field Example
custom.company	Company Name field
custom.phone	Phone Number field
custom.address	Address field
custom.amount	Total field

Variables appear in your template as {{custom.company}}, {{custom.phone}}, etc.

Document Title

Use dynamic placeholders in the document title:

Contract - {{signer_name}} - {{date}}

Available placeholders: {{signer_name}}, {{signer_email}}, {{date}}, {{company_name}}

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Security

The integration implements comprehensive security measures:

Layer	Implementation
Authentication	Nonce verification on all AJAX handlers
Authorization	manage_options capability required for feed management
Rate Limiting	Maximum 10 documents per minute per form
Input Sanitization	All fields sanitized with appropriate WordPress functions
Email Validation	Double validation with sanitize_email() + is_email()
XSS Prevention	Output escaping with esc_html(), esc_attr(), esc_url()

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Developer Hooks

wps_gravityforms_document_created

Fires after a document is created from a form submission.

add_action('wps_gravityforms_document_created', function($document_id, $entry_id, $entry, $form, $feed) {
    // Custom logic after document creation
    // e.g., update CRM, send notification, log event
}, 10, 5);

Parameters:

Parameter	Type	Description
$document_id	int	The created WPsigner document ID
$entry_id	int	The Gravity Forms entry ID
$entry	array	The Entry Object with submitted values
$form	array	The Form Object with form configuration
$feed	array	The feed configuration that triggered creation

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Use Cases

Scenario	Setup
Client onboarding	Contact form → NDA template → Auto-send
Quote requests	Quote form → Service agreement template
Job applications	Application form → Offer letter template
Event registration	Registration form → Waiver template → Auto-send
Rental agreements	Booking form → Rental agreement template → Auto-send
Service contracts	Order form → Service contract template
Vendor agreements	Vendor intake form → Vendor contract template → Auto-send
Consent forms	Patient/client form → Consent document template

Tip

You can create multiple feeds for the same form to generate different documents simultaneously. For example, a vendor intake form could produce both an NDA and a service agreement in a single submission.

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Multiple Feeds

You can create multiple feeds for the same form or template:

• One form, multiple templates: A single form submission generates different documents based on different templates
• Multiple forms, one template: Different forms can all use the same document template with different signer data
• One-to-one: Each form has its own dedicated template

Each feed operates independently. When a form is submitted, all active feeds linked to that form will trigger.

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Compatibility

Component	Supported Versions
Gravity Forms	2.5+ (any license tier)
WPsigner	1.5.0+
WordPress	5.8+
PHP	7.4+

Note

Gravity Forms requires a paid license. All tiers (Basic, Pro, Elite) are supported. The integration uses the gform_after_submission hook, which is available in all versions.

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Troubleshooting

Common Issues

Issue	Cause	Solution
No document created after submission	Feed not active	Verify the feed is enabled (green “Active” badge)
No document created	Form/template mismatch	Check that the form ID matches the feed configuration
Missing signer data	Fields not mapped	Ensure the signer Name and Email fields are mapped
Signer not receiving email	Auto-send disabled	Enable “Auto-send” in the feed settings
Signer not receiving email	SMTP issue	Check your WordPress email configuration (use an SMTP plugin)
Sub-fields not appearing	Complex field format	Look for labels like “Name (First)” in the field selector
”Gravity Forms is not installed”	Plugin not active	Install and activate Gravity Forms with a valid license from gravityforms.com
Rate limit exceeded	Too many rapid submissions	Wait 60 seconds — limit is 10 documents/min per form

Checking Error Logs

If documents are not being created, check the WordPress debug log:

1. Enable debug logging in wp-config.php:

define('WP_DEBUG', true);
define('WP_DEBUG_LOG', true);

2. Check the log file at wp-content/debug.log
3. Look for entries starting with [WPsigner GravityForms]

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Next Steps

• Templates — Learn more about creating and managing templates
• Document Workflow — Understanding document statuses and actions
• REST API — For advanced programmatic integrations
• WhatsApp Integration — Send signing links via WhatsApp
• Fluent Forms — Alternative form plugin integration
• Elementor Forms — Build forms with Elementor Pro
• Automation — Connect with workflow automation platforms