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How can we improve WP E-Signature?

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  1. Create Documents With Form Layout

    ApproveMe works well with text contracts but there are occasions when a form layout is needed e.g. Job Application, Mortgage etc. that has user fillable fields

    Hence when creating a document, it would be helpful if a form layout or similar could be used.

    4 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Issues on Enter / Return in Textbox Field

      I have a document that requires the signer to enter some information. I have added a textbox field to the document. If a signer tries to add a line break within the textbox field by hitting the enter / return key, it opens up the signature modal. If you cancel out of the modal, you see that a line break was added to the textbox field, but this is less than user friendly. And most users wouldn't realize that they need to do this.

      I'm assuming that there is some javascript in place capturing keystrokes and opens the modal if…

      1 vote
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • Today's date

        For most of my proposals/estimates, it includes a "today's date." Currently I am writing a php code to solve for this. Lovely if you could add that to the drop down for when a document was created. So really it is creation date.

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Capability of Editing Document

          It would be great if we had the capability of editing a document, after it has been sent and prior to recipient signing. At times we need to make an adjustment to a agreement before they will sign.

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Date Picker Dropdown

            Hi guys, it would be great if there was an option to use a drop down date picker for the signer input fields. One of the things I need to have is my students date of birth and in the current format they need to keep pressing the back button to scroll backwards through the months which is very tedious for them. At the moment I have changed this to just a text field so they can just add it there instead but it would be much better is it was a drop down for day, month and year like…

            3 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Multiple Signer feature for Standalone addon

              It would be great if you add an option of more than one signers for a standalone document too (same as basic one's).

              or

              If possible provide an automated workflow for basic documents also.

              7 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Add multiple Signers to Standalone forms

                The standalone form is great becuase it truly allows you to get signatures completed on documents online, however it doesn't address the issue that i have multiple parties required to sign each of my documents. Take a lease for example or another contract which has muliple parties... -> Like docusign, an email should be sent to the 2nd, 3rd, ... parties to "generate a login" and/or sign the documents as a guest.

                51 votes
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                  13 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • output format

                  would like if you could see format of final product, aka, letter/legal printing. Now there's not a way to preserve a format that is also responsive on the site. Ideally I want to have it printed on letter or legal size with an idea of how it will show up on the output. Right now that's just not possible.

                  7 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Custom Names for Signed Documents

                    It would be nice if signed documents created from templates could have the person's name automatically included in the filename when it gets saved as a PDF. This currently happens for stand-alone documents, but not documents from templates.

                    10 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Add custom message to signer invite email - should be format capable

                      IF we're trying to send a form to signed and want it to have greater detail in the custom message, no matter what we do to format, it bunches all of the paragraphs together and looks like a text. It's not very professional and should allow for formatting.

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Ability to use an external certified Timestamp API

                        Hello again

                        This function is i think essential for European users like me.

                        With the new eIDAS law which defines better the law arround the electronic signature, it appears to me that ApproveMe is "almost" okay to be used in a court.

                        The eIDAS specifies a "strong" law recognition of the Electronic Signature with an addition to US laws : Only some specific Companies are certified by an official certificate from a country member of the European Union to deliver certified timestamp (like www.universign.eu)

                        These organisation delivers Timestamp API (paid by contract timestamped).

                        That would be a very strong…

                        17 votes
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                          planned  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • How can someone sign PDF documents

                          Hi,
                          I already have PDF documents created by a different software, I need end user to sign the pdf documents in the signature area that is already in the pdf document. Is there any way I can ask end user sign to that specific pdf document in the specific area. All softwares such sa docusign, esignlive and others allow pdf documents to be signed in the signature field.

                          37 votes
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                            10 comments  ·  Flag idea as inappropriate…  ·  Admin →

                            We have indeed been working on 2.0 for a while. We were initially planning on releasing it 100% as a fully WordPress ran application… and got very very close to doing so; however, similar to the PCI compliance industry (i.e. the industry that regulates accepting credit cards online) there’s been an uprising of laws and regulations in the document signing industry.

                            So while we are very close to having 2.0 release ready we’re in the process of having to re-architect the API and set it up to run a portion of the application in our cloud while still maintaining the overall customer experience so everything still feels seamless and like it’s all taking place on YOUR site. As such there’s still some backend changes that we are quickly working to mitigate.

                            The good news is the team is continuing to develop the final screens that remained however, it will realistically…

                          • shareable document link

                            It would be greate to have a share-able document link. This is the only reason I am using the Dropbox extension, so that I can send a link to the signed document.

                            1 vote
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                              This is a great idea. One of the challenges though, is that as a security precaution, we don’t store generated documents on our customers servers. The document data is encrypted and stored in the database to prevent tampering or theft. Generating a PDF and storing it in a directory opens on the door for other security exploitations. We are working on new unique ways to solve this challenge. Thanks again for the feedback.

                            • Customisation of Document Page

                              By far the most frustrating part of using your product is the lack of styling options on the Document Page. This is the absolute key part of the process - what our client sees and signs - and by far the weakest part of the product. We need the ability to either supply custom CSS - that works - or format the page with logo, colors, styles, fineprint, etc. The current logo process, combined with the alignment of the document name, just doesn't do much. Please make this a priority - it is literally causing us to consider not using…

                              13 votes
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                                4 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                We have completely rewritten how the branding etc works in our 2.0 product. I look forward to sharing more details with you on how this looks… and works. What I can tell you is that you will have significantly more control over the branding option with the agency type plans.

                              • Ability to use WP E-Signature for regular business documents that are not on your website.

                                Would love the ability to use WP E-Signature for regular business documents that are not on your website. You pay a lot of money for the plugin and should be able to log into your Approve me account on a desktop and create documents that need signing for regular business use that won't be placed on your website e.g. Non-disclosure agreements, contract agreements etc.

                                3 votes
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                                  started  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Internal File Name

                                  Can you allow a document to have both a "title" which is displayed to the signer and a "internal file name" that signers do not see but is shown in the admin interface? I would like to be able to add version info to the internal file name (ex. NDA Contract Version 2.2) without it being shown in the document title (ex. Non-Disclosure Agreement). Another way to accomplish this would be to provide a "version" field for each document.

                                  2 votes
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                                    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add parameters to URL redirect from form fields

                                    Using the gravityforms add-on, I pass a hidden ID (that corresponds to the filename of a PDF that I redirect the user to after signature is completed).

                                    It would be nice to append the gravityform field onto the URL redirect, such as...

                                    http://bucket.s3.amazonaws.com/[esiggravityformid=1field_id=8].pdf

                                    The purpose behind this is that I have hundreds of forms that I need people to sign before they can access them. Instead of creating hundreds of stand-alone wp e-signature forms, I made just one that passes along an id in the URL parameters.

                                    It'd be nice to pass that ID to the URL redirect.

                                    13 votes
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                                      9 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                      Thanks Chris… we’re heavily considering and preparing our 2.0 with a user friendly API in mind. While I don’t yet have a release date it’s looking more and more like we’ll be able to start beta for the first phase of 2.0 sometime shortly after the holidays. The API will likely follow after the 2.0 release.

                                    • Insightly integration

                                      Insightly is a widely used CRM with a well documented API. Being able to send documents from Insightly and then have a field in Insightly completed when the form is signed would be awesome.

                                      2 votes
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                                        planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Api for WP E-signature

                                        Would be nice with some kind of documentation or API so that we can make an API integration.

                                        87 votes
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                                          11 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Standard legal documents, such as W-9's or 1099's

                                          Include standard documents that you would see through any organizations, such as through hiring an employee, basic NDA, etc

                                          9 votes
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                                            planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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