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Gravity Forms

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Overview

Section titled “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

Section titled “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

Setup

Section titled “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.

Feed Configuration

Section titled “Feed Configuration”

Primary Signer

Section titled “Primary Signer”

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

SettingDescription
Name FieldThe form field containing the signer’s full name
Email FieldThe form field containing the signer’s email address

Variable Mapping

Section titled “Variable Mapping”

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

Template VariableForm Field Example
custom.companyCompany Name field
custom.phonePhone Number field
custom.addressAddress field
custom.amountTotal field

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

Document Title

Section titled “Document Title”

Use dynamic placeholders in the document title:

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

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

Security

Section titled “Security”

The integration implements comprehensive security measures:

LayerImplementation
AuthenticationNonce verification on all AJAX handlers
Authorizationmanage_options capability required for feed management
Rate LimitingMaximum 10 documents per minute per form
Input SanitizationAll fields sanitized with appropriate WordPress functions
Email ValidationDouble validation with sanitize_email() + is_email()
XSS PreventionOutput escaping with esc_html(), esc_attr(), esc_url()

Developer Hooks

Section titled “Developer Hooks”

wps_gravityforms_document_created

Section titled “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:

ParameterTypeDescription
$document_idintThe created WPsigner document ID
$entry_idintThe Gravity Forms entry ID
$entryarrayThe Entry Object with submitted values
$formarrayThe Form Object with form configuration
$feedarrayThe feed configuration that triggered creation

Use Cases

Section titled “Use Cases”
ScenarioSetup
Client onboardingContact form → NDA template → Auto-send
Quote requestsQuote form → Service agreement template
Job applicationsApplication form → Offer letter template
Event registrationRegistration form → Waiver template → Auto-send
Rental agreementsBooking form → Rental agreement template → Auto-send
Service contractsOrder form → Service contract template
Vendor agreementsVendor intake form → Vendor contract template → Auto-send
Consent formsPatient/client form → Consent document template

Multiple Feeds

Section titled “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.

Compatibility

Section titled “Compatibility”
ComponentSupported Versions
Gravity Forms2.5+ (any license tier)
WPsigner1.5.0+
WordPress5.8+
PHP7.4+

Troubleshooting

Section titled “Troubleshooting”

Common Issues

Section titled “Common Issues”
IssueCauseSolution
No document created after submissionFeed not activeVerify the feed is enabled (green “Active” badge)
No document createdForm/template mismatchCheck that the form ID matches the feed configuration
Missing signer dataFields not mappedEnsure the signer Name and Email fields are mapped
Signer not receiving emailAuto-send disabledEnable “Auto-send” in the feed settings
Signer not receiving emailSMTP issueCheck your WordPress email configuration (use an SMTP plugin)
Sub-fields not appearingComplex field formatLook for labels like “Name (First)” in the field selector
”Gravity Forms is not installed”Plugin not activeInstall and activate Gravity Forms with a valid license from gravityforms.com
Rate limit exceededToo many rapid submissionsWait 60 seconds — limit is 10 documents/min per form

Checking Error Logs

Section titled “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);
  1. Check the log file at wp-content/debug.log
  2. Look for entries starting with [WPsigner GravityForms]

Next Steps

Section titled “Next Steps”