AUTHOR
TipTap A4 authoring
Headings, lists, tables, images from the Media Library, colors, alignment, find & replace, and shared header/footer with {{page}} / {{pages}}.
WPsigner addon · Version 1.5.17
Write the contract in WordPress. Send it to sign without leaving WPsigner
Document Builder is a TipTap A4 editor for NDAs, SOWs, and service agreements. Assign fields to signers while you write, preview the PDF, skip the drag-and-drop fields step, and continue the normal WPsigner send flow — all self-hosted.
Requires WPsigner Pro 3.0.2+. Complements — does not replace — the core upload-PDF workflow.
Document Builder 3-step wizard
Ready to draft ✓ Signers
2 Document
3 Review
WPsigner
SignersNAME Fields assignedSIGNATURE 1 / 2
PDF Signing mode Sequential
A4 editor
TipTap canvas with headers, footers, and page breaks
PDF preview
Generate and review before you send
3 forms
Gravity Forms, WPForms, and Fluent Forms feeds
Self-hosted
Drafts and PDFs stay on your WordPress server
Document → PDF → signature
What Document Builder adds to WPsigner
Author HTML contracts in WordPress, convert them to PDF with WPsigner’s engine, and hand off to the same send, remind, and audit tools you already use.
ASSIGN
Fields while you write
Insert Signature, Initials, Text, Date, Name, Email, Checkbox, Dropdown, Attachment, and more — assigned to each signer as you draft.
SEND
Skip the Fields step
When you continue, Document Builder syncs placeholders into WPsigner fields and jumps straight to Review (idb_ready).
One clear workflow
Built for drafting that ends in a signature
Everything in the builder is aimed at one outcome: a clean PDF and a WPsigner send flow your team already trusts.
- ✓ PDF preview & download
Convert the draft with TCPDF/FPDI from WPsigner, preview before send, and download the preview PDF.
- ✓ Reusable templates
Save, load, export, and import HTML templates — including header/footer and signers — also listed in the WPsigner Templates hub.
- ✓ Parallel or sequential signing
Choose whether all signers act at once or one after another before you leave the builder.
Choose the right source
Document Builder is not the upload-PDF path
Use Document Builder when you want to author the contract in WordPress. Use core PDF templates when you already have a designed PDF.
01
Editing or field-mapping an existing uploaded PDF
02
Native DOCX import (HTML import/export and rich paste are supported)
03
Google Docs sync (A4 UI only — not a live Docs connection)
04
Multi-signer mapping from a single form submission (feeds use one signer from the form)
05
Running a Document Builder feed and a core PDF-template feed on the same form at once
06
Re-editing content after a document leaves draft status
Document Builder
Stop bouncing between Docs, PDF tools, and signing
Keep drafting, field placement, PDF preview, and send on the same self-hosted WordPress stack your agency already runs.
Full field palette
Signature, Initials, Text, Number, Date, Name, Email, Phone, Company, VAT, Title, Checkbox, Checkbox Group, Radio, Dropdown, Text Area, Attachment — with required/optional controls where applicable.
Mapping names for forms
Optional mapping names on fields so Gravity Forms, WPForms, and Fluent Forms can prefill values from submissions.
Draft re-edit
Re-open Document Builder content while the WPsigner document is still in draft — then continue to send when ready.
New Document source
Start from WPsigner → Document Builder or New Document → Document Builder alongside the upload-PDF path.
Form → sign delivery
On form submit: create from a saved builder template, prefill, mark sent, then open the signing page or email the request.
Honest payload limits
Large HTML or many embedded images can hit WordPress post size limits — keep drafts lean for reliable PDF generation.
3-step wizard
How to create and send a document
Install alongside WPsigner Pro, then follow the three-step wizard.
- 1
Activate Document Builder
Install the addon ZIP with WPsigner 3.0.2+ active. Open WPsigner → Document Builder or New Document → Document Builder.
- 2
Add signers
Enter valid emails, set parallel or sequential signing, then continue to the document step.
- 3
Draft on the A4 canvas
Write the agreement, insert fields per signer, optionally load a template and set header/footer.
- 4
Preview the PDF
Generate a preview, download if needed, then continue to WPsigner Review — Fields drag-and-drop is skipped.
- 5
Send with WPsigner
Finish the normal WPsigner review and send flow. Save as a template anytime for reuse or form feeds.
Form submission → contract
Gravity Forms, WPForms, and Fluent Forms
Save a Document Builder template first, then connect a feed. On submit, WPsigner creates the document, prefills mapped fields, and either opens signing or emails the request.
Gravity Forms
Document Builder feed with signer name/email mapping and confirmation redirect into the signing flow.
WPForms
Same template + mapping model: create from builder template, prefill, send or open signing.
Fluent Forms
Parity with WPForms/Gravity — one builder feed per form, delivery open or email.
WPWPsignerPreview PDF → Continue
You cannot enable a Document Builder feed and a core PDF-template feed on the same form at the same time.
Before you install
Requirements and important limits
Check these before you roll Document Builder out to your team.
Required
- ✓WordPress 5.8+ and PHP 7.4+
- ✓WPsigner Pro 3.0.2 or newer active on the same site
- ✓WPsigner Document Builder addon installed and activated
Know before you draft
- 01
Builder authors HTML and generates PDF — it does not edit an uploaded PDF layout.
- 02
Form feeds map one signer from the submission (name + email), not a full multi-signer roster from the form.
- 03
Re-edit of builder content is available only while the document remains a draft.
- 04
Very large HTML or many data-URI images can fail PDF generation due to WordPress size limits.
Author once · send with WPsigner
Stop bouncing between Docs, PDF tools, and signing
Keep drafting, field placement, PDF preview, and send on the same self-hosted WordPress stack your agency already runs.
- ✓Signers first, fields assigned while writing
- ✓Templates for recurring NDAs, SOWs, and retainers
- ✓Form intake → prefilled document → signature request
- ✓Same WPsigner audit trail after send
WPsigner Addon
Ready to draft inside WPsigner?
Install Document Builder from your account addons, or browse the full addon catalog.
Clear answers
Document Builder FAQ
Check these before you roll Document Builder out to your team.
What is WPsigner Document Builder?
An official addon that lets you write contracts in a TipTap A4 editor inside WordPress, convert them to PDF, assign signer fields while drafting, and continue the normal WPsigner send flow.
Do I need WPsigner Pro?
Yes. Document Builder requires WPsigner 3.0.2 or newer. Signing, reminders, and audit trails remain part of the core product.
Is this the same as uploading a PDF?
No. Core WPsigner still supports uploading a PDF and placing fields. Document Builder is for authoring the document as HTML and generating the PDF from that draft.
Is this the same as Smart Signing Forms?
No. Smart Signing Forms are public intake forms. Document Builder is an admin authoring tool for full contracts you send through WPsigner.
Which form plugins are supported?
Gravity Forms, WPForms, and Fluent Forms via Document Builder feeds. Save a builder template first, map signer name/email and fields, then choose open-signing or email delivery on submit.
Can I use Builder and PDF-template feeds on the same form?
No. A form can use either a Document Builder feed or a core PDF-template feed — not both at once.
Can I re-edit a document after sending?
Builder content can be re-edited while the WPsigner document is still in draft. After it leaves draft, use normal WPsigner document handling.
Where are drafts and PDFs stored?
On your WordPress server with the rest of your WPsigner data. Processing is self-hosted by default.