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How can we improve WP E-Signature?

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  1. add logic or a way to have parent or guardian signature if contractee is under 18

    Currently I do not see a way to have more than one signer based on conditional logic. If a person is signing a contract but is under 18, it will require a parent or guardian signature as well. Based on a date selection, you could enable conditional logic to add an additional signer. If this is possible already... please advise how.

    5 votes
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    • credit

      Is there a way to collect credit card information from a client and hide it?

      This is how I understand Docusign does it: https://www.docusign.com/blog/quick-tip-tuesday-how-to-conceal-sensitive-data-on-documents/

      1 vote
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      • Your contact us form doesn't work!

        How infuriating. The only way to contact you is with a webform, but the submit button disappears as soon as any message is written. I'm in Chrome on a Mac and this is not impressive...

        1 vote
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        • Allow Signer to Delegate or Decline Signing

          I am used to Adobe Esign which allows signers to sign, delegate or decline.

          Here is a link to their video demonstrating this ability: https://helpx.adobe.com/sign/how-to/adobe-delegate-signing.html

          One key benefit would be that this allows signers to terminate the automatic reminder emails in an alternative, more productive way than marking the emails as spam.

          6 votes
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          • https://wpsimplepay.com/

            integrate with payments so I can get contract and payment in one simple way.

            1 vote
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            • Your Contact Us Form Not Accepting Valid Email

              Hi, I was trying to use your Contact form for pre-sales questions and the form says my email address in not a valid format. I tried several email addresses that I use, and the form would not let me submit any of them. Please fix. I have urgent questions. Thanks.

              1 vote
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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.

                6 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

                  5 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…

                    6 votes
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                    • 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 →
                      • 3 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....

                            5 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.

                            • 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 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.

                                    27 votes
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                                    • 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…

                                      9 votes
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                                      • 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.

                                        2 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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