Streamlined Gravity Form & PDF Automation for WordPress

Upgrade Your WordPress Site with Smart Forms and Automated PDFs

Let’s create website forms that make your life easier.

We help clients create forms that perform additional administrative tasks to create consistancy and save time. Below are some of the common ways forms can add value to your website, but if you have a custom request, we would love to  see if we can help find a solution.

Ways we can help your forms work for you:

Design the form to capture information you actually need that your customer can easily fill out.

Ensure form deliverability to the right people(s) in a secure environment.

Collect secure, legal signatures on forms for easy approval and compliance.

Store documents securely in WordPress.

Deliver a professional branded PDF after form submission

Create a simple membership portal.

Securely and easily take multiple forms of payment with coupon ability.

Advanced email sign up

Create custom surveys, polls and quizzes.

Export information to Excel, Google Sheets, and multiple Content Management Systems.

Provide the option to include images as a selecton option.

Display and manage form entries live on your WordPress website with interactive, searchable views. 

We offer tailored packages for you to choose the solution that’s right for you and enjoy the benefits of streamlined, automated document handling, built right into WordPress.

1

Essential Document Automation Package

Perfect for small businesses, nonprofits, and organizations that need simple, branded document generation with automatic delivery—directly from WordPress.

  • Automatic PDF Generation: Instantly create professional, branded PDFs from form submissions on your WordPress site using Gravity Forms.
  • Capture secure, legally binding signatures on forms for easy approval and compliance.
  • Instant Email Delivery: Automatically send PDFs to clients or team members right from your WordPress dashboard, ensuring timely follow-up.
  • Secure Storage on Your Server: Documents are stored within your WordPress setup, keeping sensitive data safe and fully under your control.

Ideal Use Cases: Nonprofits needing donation receipts, small businesses requiring signed client agreements, or organizations that need branded documents delivered instantly.

Price: $450 one-time setup

2

Advanced PDF Workflow Package

Designed for mid-sized organizations, property managers, and service-based businesses that require custom-branded documents with flexible delivery options—all integrated seamlessly in WordPress.

  • Custom PDF Templates: Up to 5 bespoke PDF templates, each tailored to your specific document needs, such as rental applications or client agreements.
  • Conditional Document Logic: Set rules within Gravity Forms to deliver specific PDFs based on form responses, making each document highly relevant to the recipient.
  • Timed & Conditional Delivery: Choose to send documents immediately or at specific points, such as after payment completion, through your WordPress dashboard.
  • Integrated Digital Signatures: Enable secure, legally compliant signatures directly on your forms for professional and compliant client interactions.
  • Secure Server Storage: All documents are securely stored within WordPress, giving you complete control over data privacy and compliance.
  • Automatic Notifications: Send branded PDFs with personalized email notifications to clients and team members for a smooth follow-up process.

Ideal Use Cases: Property managers who need signed tenant agreements, healthcare providers with conditional patient forms, and mid-sized businesses with complex document needs.

Price: $800 one-time setup + $35/month ongoing support

3

Complete Document & Data Management Package

The ultimate WordPress solution for organizations needing branded PDF documents, digital signatures, and secure, interactive data display.

  • Full Gravity Forms Setup: Complete setup of Gravity Forms within WordPress, including licensing if needed (license cost additional), for advanced data collection and automation.
  • Bespoke PDF Templates: Up to 7 custom PDF templates with branding elements, all managed within WordPress for easy access and flexibility.
  • Advanced Conditional Logic & Delivery: Set complex delivery rules to automate document sending based on form responses, payment status, or other triggers, all configurable in WordPress.
  • GravityView Data Display: Display and manage form entries directly on your WordPress website with interactive, searchable views, perfect for directories, client portals, or internal tracking.
  • Secure Digital Signatures: Capture legally compliant signatures within Gravity Forms, ensuring secure and valid signed documents.
  • End-to-End Secure Storage: Keep all documents and form entries stored within your WordPress environment, maintaining full data privacy and control.
  • Priority Notifications: Send branded, signed PDFs and form entry notifications to clients and team members directly through WordPress.

Ideal Use Cases: Educational institutions needing student portals, real estate agencies managing tenant directories, healthcare providers with patient data, and organizations needing a full-service data and document solution.

Price: $1,600 one-time setup + $60/month ongoing support