Automate eSignature workflows using WPForms eSignatures by eSign Genie
eSign Genie is excited to announce the worldwide availability of our brand new WordPress Plugin.
We’ve been testing this plugin extensively with several customers, and we’re very excited to make the plugin available to everyone! We’ve designed this plugin to be easy to add to your existing WordPress website, or the perfect plugin if you’re building a new website for your company.
WP eSignature by eSign Genie allows you a seamless workflow to connect your WPForms with eSign Genie application to sign and send the document instantly.
Key Features:
- Easy Plug and fully compatible with WordPress Plugin
- No development required – Save while using legally binding esignatures by Industry leader
- Connect your WPForms for eSignature with easy configuration steps
- Map your fields from your WPForms to eSign Genie templates
- Sign documents online or insert prepare & send them for eSignature.
- Use secured and authorized access and obtain
eSign Genie eSignature – Key Benefits:
- Enhance customer onboarding experience greatly
- Close deal faster
- Fast and easy onboarding
- Legally-binding agreement signing from your website
- Secure, auditable and fully compliant repository access
- Save cost incurred in paperwork or custom development
- Improve your revenue cycle
Easy Installation and Upgrades
WP eSignature WordPress Plugin eSign Genie is easy to install and only takes a couple of clicks and configure. Most customers are up and running in under 20 minutes. Anytime we release any updates to the plugin, you can automatically upgrade with just one click!
Step1: Create and configure your eSign Genie account and add a reusable template for WPForms mapping. Watch a video to see how to create a reusable template: https://www.youtube.com/watch?v=_xJI9f0fFIg
Step 2: Download and install WP eSignature by eSign Genie plugin at your WordPress site. Currently, this plugin support WPForms for mapping with the eSign Genie template, so make sure you have a WPForms plugin installed.
Step 3: To install, navigate to the plugin at your WordPress site admin
Step 4: Navigate plugin at your WordPress site admin. Click on the connect button and use your existing account of eSign Genie to log in or signup a new account and create a reusable template in eSign Genie that will be mapped with the WPForms.
You will see a disconnect button once WP eSignature Plugin is connected with your eSign Genie account.
Step 5: Create a WPforms if you have not done so already.
Step 6: Map WPForms fields with the eSign Genie reusable template fields by navigating to ‘Add New Mapping’. Provide a mapping name and select WPForms name and eSign Genie template name from the list of dropdown options.
Map WPForms fields with eSign Genie reusable template fields.
Step 6: Manage the eSign Mapping List or edit any mapping.
Don’t Have WordPress Website? No Problem!
In case you don’t have a WordPress website, we still have options for you – check out our API or Web Link products. Using our APIs, companies can embed the eSign Genie templates, documents, or forms with esignature capability into their website or application. If you need a helping hand, our concierge service can easily guide you or simply take care of the entire integration effort.