Electronic Signature on SwiftCloud free WordPress plugin

SwiftCloud offers [shortcode] style Electronic Signature with a backend editor similar to WordPress, but the actual electronic signature happens on SwiftCloud servers – with your logo, colors, etc – then typically returns the user back to your WordPress. 9 CRITICAL e-SIGN CONSIDERATIONS 10 MINUTE SETUP NEW: Sign and Pay (May 2020) 2 MAIN THINGS TO KNOW QUICKLY: 1. The actual signature happens on our server (branded to you, your logo, colors…). We must be able to legally guarantee (in court if needed) the signer intent, and we will never do that if the code is on your server. Most common: WordPress >> eSign (and now maybe also sign and pay) on our server >> back to your WP site / thanks page. 2. There is no free plan. We have a free trial (14 Days), and plans are very affordable, but this is a paid system. If you are cool with those 2 caveats, let’s get you set up – it’s a great, powerful system. NOTE: This plugins just helps with config, confirmation-page thanks, reporting. Actual e-Sign is off-domain for security (legally required, see below) **Version 3.4 Jan 2020 Update ** e-Sign PDFs + e-Sign Shortcode – drop in [swift_email] and it will create the email field for example Lots of automation now based on roles. Default is signer and you get PDF copies instantly (as attachments). Email = customizable. Templates. Instant-clone an editable copy, drop in your waiver text, and you’re done in minutes for many simple docs. Powerful sales sessions systems in beta. Real-time live sales collaboration, pre-fill sales contracts, multi-party e-sign, more Integration options – notify anyone, API inbound and outbound, Zapier, tie to sequences SwiftCloud as a whole is a rapidly growing complete system with CRM, custom fields, calendar, scheduler.. if you need it. Don’t need it? Not a problem, you can connect whatever you need. Full branding with domains, portal. Your logo, colors, subdomain CRM functions – lookup signers anytime by name, phone, email, date Social Workrooms – all signed docs instantly create a social workroom, users can upload files, save notes, chat, schedule events, create proposals, etc. The actual signature happens on our servers to ensure integrity and intent, but is branded to you / your client (logo, colors, domain). We could not allow potential CSS obfuscation of contracts, as well as solve every possible interference from themes or plugins, so the actual e-sign now happens on our servers, though these can be fully branded to you and even cname-mapped i.e. https://Secure.YourDomainHere.com etc. TIP: Agencies, Devs see https://swiftcloud.ai/partners Another upside: Having an independent 3rd party hold your signed docs may be legally superior due to potential modification attacks and thus holding your own signed docs may not be legally defensible. For more information about this we recommend independent licensed legal advice. SwiftCloud is perfect for sales contracts, liability waivers, permission slips, and more. WordPress Digital Electronic Signature Software, formerly 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. Electronic Signature FEATURES Legally binding electronic signature, timedate stamped with audit trail for court enforcement. Paid accounts have additional features for court deposition or appearance. Single-page mode: Input form + electronic signature(s) on the same page (most common and simple) 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. Can be included in a multi-step flow such as input form, then payment, then signature, or signature then payment, etc. 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.) Multi-Party Consecutive or Concurrent (all-or-none, or partial allowed) signatures (Premium account required) Notification and Automation options – add autoresponders, payment flows, and more Sales flow sessions options available (i.e. real-time phone handoff to a client) 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) 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.