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How can we improve WP E-Signature?

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  1. The renewal popup are annoying

    On your site it says that we don't have to opt to renew the license beyond the initial year. And yet since the year expired, I have this annoying pop up that takes over my screen and prevents me from using my WP site. Please provide a way to turn off those reminders. I do not want the updates, I do not want to renew my license,especially if you're backing me into a corner. Bad customer experience!

    4 votes
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      1 comment  ·  Admin →
    • Please talk about endorsements

      Have there been cases won and testimonials that utilized the documents signed via wp e-signature and affirmed by the court to prove the case? If yes, then it would be great to include notes so we could pass this to our clients, who may be lawyers.

      Thanks,

      -Chris

      4 votes
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      • 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.

        3 votes
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        • Hire some support personnel that can respond during business hours in North America

          Hire some support personnel that can respond during business hours in North America. Sometimes getting a technical issue with a contract resolved is an emergency. More timely support would be a great idea.

          9 votes
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          • Add-on to Integrate with Office 365: SharePoint, OneDrive, Groups, and Teams

            Short Description: Similar to the DropBox integration, provide a way to store signed documents in the Microsoft Office 365 Platform.

            **User Story Description**
            As a {admin} user, I need {to sync my signed documents to my Office 365 tenancy} so that {I can collaborate on signed documents with my team and centrally the store them}.

            **User Story Acceptance Criteria**
            - The add-on will create an "Office 365 Sync" tab to the WP E-Signature administration when installed.

            - The admin user has the ability to authenticate their Microsoft account from the WP E-Signature settings page.

            - Once authenticated, the admin can…

            3 votes
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            • Add custom variables to documents

              One thing you want to avoid when using templates is to forget to fill a part that is generic. For instance, "The project will be delivered in X days". Forgetting to change "X" for the right number (e.g. 5) is not really professional.

              To avoid that, I suggest we can create variables like this:
              The project will be delivered in [esign var="days"] days.

              When you detect a short code, you would add a textbox (via post_meta) and simply replace the value I put in the textbox into the content directly. That way, I know that when I filled all the…

              3 votes
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              • Add support for WPML

                We send contracts in both French and English. It would be nice to be able to easily display buttons and labels on the document in the right language.

                1 vote
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                • 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.

                  24 votes
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                  • ShareFile

                    Sharefile Integration - Add User to ShareFile Folder After Signing - Sharefile seems to be the most common and secure file sharing system available, from what I've learned. It would be nice to automate adding the user to a folder after they have signed the EULA, giving them access to their purchase immediately thereafter.

                    3 votes
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                    • Database Management

                      We already have 2100 documents in our database and our standalone documents have to be filled out again each year (Membership Application and Waiver). Need the ability to export/archive documents. Delete by date ranges, etc....

                      3 votes
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                        These are great ideas and we will review them for future updates. The export of multiple documents poses unique challenges that we are considering different options for. Since the server needs to generate PDF’s for each one it can be very time consuming and resource hungry. Most of our clients servers would have issues exporting multiple documents sequentially.

                      • Multiple Senders for Single Company-wide Standalone doc

                        We have one SAD that needs to be able to be sent by different staff members to customers.

                        Don't want to copy (via template) the same doc for every staff member - makes no sense. It also is an issue with being forced to use different email addresses as sender for the same company wide doc. And the final issue is that the way WP and SMTP Servers work with authorization and reply-addresses the signed document is received by the one email that WP uses to send all transactional emails as admin and therefore the 'Awaiting Signature' will wait forever…

                        6 votes
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                        • configurable dynamic document title w/ gravity forms

                          The current document naming format when configuring with gravity forms wp e-sign workflow is 'Document Title - [input field selected for signee name]'

                          We need the ability to differentiate the document title naming convention and the signee name as it is sometimes necessary to name documents based on something other than the signee name.

                          I would suggest simply adding an addition field above 'signer name' and 'signer email' to select a separate form field for the document naming convention.

                          This would be very helpful.

                          6 votes
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                          • Deal rotting

                            Have contracts 'rot', or automatically archive themselves after say 30/60/90 days. In my business, my availability changes so timelines often change as well. Having a client sign an old contract out of the blue throws a curveball into my business that I would rather not have to deal with.

                            3 votes
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                            • Conditional Logic to trigger specific contract

                              would love to see ability for WP e-sig to allow for conditional logic to trigger one contract or another. Rather than having a different form for different scenarios, I'd like to build 1 form and based on the customer selection, the appropriate Fields populate. For instance, if Product A is selected, it requires 2 contracts to be signed, but if Product B is selected, only 1 contract has to be signed. Based on the product selected, I'd like e-sig to populate the correct contract(s).

                              In addition, it would be great, like Gravity Forms, to have fields appear or disappear if…

                              5 votes
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                              • 47 votes
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                                  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…

                                • Upload certificat to the blockchain

                                  Can you create a web application very similar to Proof of Existence
                                  Read more : https://www.pluralsight.com/guides/interesting-apis/proof-of-existence-in-the-blockchain-with-tierion-rethinkdb-and-pubnub

                                  This has the following advantages:

                                  It demonstrates data ownership without revealing actual data.
                                  It checks for document integrity.
                                  Using the blockchain, you can certify the existence of the document without the need of a central authority.
                                  In practice, this decentralized proof can't be erased or modified by anyone.
                                  It's anonymous, so others cannot identify you or your data.

                                  1 vote
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                                  • Support HTML formatted input for all email text via Admin interface

                                    Ability to use simple HTML formatting in all input fields on the Admin side for branding emails and custom contract emails.

                                    4 votes
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                                    • Exporting/Saving emails for database

                                      Can we possibly save or export the email addresses for a database?

                                      1 vote
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                                        1 comment  ·  Admin →
                                      • 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.

                                        0 votes
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                                          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.

                                        • Have a option to password protect a document once signed.

                                          I would like to see an option to have a password automatically added to the document once signed. Some documents have sensitive information, and it would be good to add an extra layer of protection.

                                          The password could be assigned based on a combination of field data and wordpress admin info, or an area in the plugin with a code that could be changed. Or something else you can come up with.

                                          2 votes
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                                            1 comment  ·  Admin →
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