General
44 results found
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Trashed Contracts Should Be Unsignable
It is possible to sign and complete trashed contracts. This should not be the case as otherwise it is not possible to stop a contract from proceeding.
To replicate:
Create a contract with one or more parties
Send it
Trash it
It is possible to sign it via the link sent by email.
If all parties sign, the contract closes.This in my view is a serious bug as you should be able to stop a contract from being signed.
1 voteHey There!
I hope you’re having a great week so far. Thanks for your message! :)
After some testing, it appears that you are correct: currently ‘trashed’ document are able to be signed.
Thanks for bringing that to our attention! We definitely don’t promise to be a perfect, bug-free plugin, but we will absolutely do what we can do resolve bugs when they do pop up.
Our development team has resolved this internally and is looking to add this security measure to our next update. Yay!
Please let me know if you have any additional thoughts / questions on this by emailing me at curious@approveme.com.
Thanks again for your help improving our plugin! Have an awesome rest of your week!
Haley
Customer Happiness Engineer
ApproveMe -
Automating the Invitation
I would really like to be able to automate the sending of the Invite after a prospect registers on my site. Perhaps this is already possible but I have not been able to find a way to accomplish this.
2 votes -
Automating the Invitation
The idea is simple. Create a registration form where upon the signing parties enter their legal name and email then send an invite automatically with their information prefilled. This would be perfect for stand-alone NDA's and Confidentiality Agreements.
1 voteYou can do this using any number of our form integrations. We currently integrate with all of the major WordPress form integrations.
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Change The Way Stand Alone Document Name Are Generation
Choose what fields are used to generate the Document Names so that signed documents can easy be referenced and found by means other than just the Signer Name
2 votesIf you are using our Dropbox Sync integration you can customize the generated name under the “Settings” → “Customization” tab https://screencast.com/t/edkiJFLMtl
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Ability to submit gravity forms to different contracts from form entries view in gravity form admin
Ability to submit gravity form entrries to different contracts from form entries view in gravity form admin
1 voteYou can absolutely (already) do this… you’ll just need to create a second contract… and then click “Add New” under the Gravity Form “WP E-Signature” tab when viewing the form in Gravity Forms…
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Add Gravity Form fields generated through the Repeater Plugin
Integration with Gravity Forms Repeater plugin so repeated fields can be inserted in-bulk or in-detail into eSignature Document.
3 votesHi Anthony did you try using our Gravity Forms + Esign plugin?
https://wordpress.org/plugins/gravity-signature-forms-add-on/
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Show eSign Page after Woocommerce "Place Order" button clicked
Please add an option to show the esign page after the "Place Order" button has been clicked. This is for payment options that do not accept payment at the time of order, such as COD or mail check payment.
See here: http://ltccarts.com/
1 voteWe actually have this option already built into the add-on. You can choose whether or not to redirect to the contract BEFORE the checkout or AFTER the checkout.
http://screencast.com/t/FV676rIVIaO
You can view a demo (for BEOFRE) here:
http://www.secure.approveme.com/demo/woo-commerce-demo/ -
Compatibility with WP CLIENT
Compatibility with the "WP CLIENT" plugin
3 votesWhile we do not have an official “WP Client” integration. You can still easily set up WP E-Signature work with WP Client. We have a pretty cool Document Portal feature which would allow you to assign one document (or groups of documents) to a specific WordPress role.
Read more about it here:
https://www.approveme.com/wordpress-document-portal/ -
Page Breaks within a multi page document
Many documents have several places to sign and currently these "packets" have to be broken up into several documents. I would like to see the ability to create multi page documents with multiple signing locations, maybe before each page break.
14 votesEsig-page-break] page break shortcode:
We recently introduced a powerful shortcode [esig-page-break]. As the document creator you can now easily add a page break to your document using this shortcode. Insert [esig-page-break] anywhere in your document, if you would like to split up the content onto a new page (when the document has been signed) and our digital platform will detect the new page break and automatically add whatever content is beneath the shortcode to a new document page. -
my Docs area for clients
my clients, and clients of my clients, often have repeat business with customers who have a need to sign new contracts often and want to review the previous contracts they have signed.
A Signed Documents / or My Documents front end page would be great for logged in users to see all their signed documents. Other plugins have this and it would be a great addition to yours
4 votesWe have a pretty sweet Document Portal feature. You can read all about it here… https://www.approveme.com/wordpress-document-portal/
You just need to insert the “signed” shortcode on the page you want to display the users signed contracts on.
However, you will need to FIRST have the option selected prior to sending out contracts for signature. So this will ONLY work if you choose the option to enable the wordpress document portal.
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CC recipients to be able to view contract BEFORE it being signed
Right now, anybody being CC'd on the contract can't view the document before it is signed, making the e-mail notification completely useless. There should be a link in the e-mail for them to view (but not sign) it.
7 votesIn 1.4.0 we released CC users into our core plugin. https://www.approveme.com/wordpress-contract-plugin/esignature/
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Woocommerce order details to contract
We need to be able to use shortcode to insert only certain pieces of the woocommerce order data into the document, such as first and last name. We can't do business with the current set up, and the only reason our company went with WP E-Signature was because a sales rep said we could do exactly that, but a CSR told us otherwise, after purchasing a business license...
16 votesWe silently added this feature in 1.5.0. If you scroll over the signer Input Fields Pencil icon when creating your contract (with the Woo + Digital Signature add-on installed). You will now have the options to insert specific data points related to the woo experience.
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Updating WP Memory Limit
This blog helped me with updating the WP Memory Limit
http://www.cloudaccess.net/about-us/blog/entry/2016/06/01/wordpress-memory-limits.html1 vote -
Calendar in the Custom Fields Add-on; automatically fill in the current date?
I set up the plugin for a client's bar, and they have customers who need to sign their contract before they can ride their mechanical bull. Can we speed up the process by auto-filling the current date in the calendar from the Custom Fields Add-on? If not, is there an alternative?
1 voteI have great news for you… We actually have a option in the custom fields dropdown called "Signed on Date’ which would output the signed date (i.e .the current date).
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Premium extensions should automatically update rather than one at a time.
So painful to do them one at a time on multiple sites.
1 voteHey Mike I agree with you 100%. For this release and for this release ONLY it had to be manual/one at a time for pre-existing customers.
Here’s an article and a video that explains why. So sorry for the inconvenience. We did this so that things will be much more convenient, stable, and faster performance wise in the future.
Here’s that article: https://www.approveme.me/wordpress-contract-plugin/esign-add-on/
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Readable Filenames for Contract Documents
It would be nice to append the contract title to documents. As it stands, when I look at the PDFs I have no idea what contract it's for unless I open it. You tell me, which contract is for the lincoln center theater project? https://digisavvycdn.s3.amazonaws.com/WP_E-Signature_-_Sync_-_Dropbox_2016-03-23_10-51-24.png =)
3 votesIf you are using our Dropbox Sync integration you can customize the generated name under the “Settings” → “Customization” tab https://screencast.com/t/edkiJFLMtl
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Send Signed Contract to Additional Emails
As of now, when a contract is signed it goes to admin email. It would be nice to automatically go to additional emails automatically.
24 votesWe added the CC+ feature a few releases ago :-) https://www.approveme.com/wordpress-contract-plugin/esignature/
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Document Sender Fields
Add "input fields" that could be populated by the SENDER (not the signer) before sending out for a signature.
Or E-Sign could be design to work with ACF (Advanced Custom Fields) allowing the Super Admin to create template posts that the SENDER would need to fill out before sending.
4 votesWe currently have form integrations with Gravity Forms, Ninja Forms, WP Forms, Formidable, Caldera Forms and Contact Form 7. You can setup a form to esignature workflow and trigger email invitations to the signer after the form submitter fills in the fields.
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Present Lengthy Forms for Signature
Do not force users to be presented with a lengthy document for signature in the web page, but rather allow user to open, view, download, print a .pdf file and then return to the main page to complete requested fields and sign.
1 voteWe already have this feature. If you are logged into your WordPress dashboard and click “E-Signature” → “Settings” → “Customization” you will see an option to “Display Save as PDF button ALWAYS no matter what” – http://screencast.com/t/1YMhNZw7ITVH
This would be the option you would want to select. You also have the option to override this setting in each document (while creating your document) by scrolling to the bottom of the document clicking “Advanced Document Settings”
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Populate Stand Alone Forms with existing Customer Data from WordPress/Woocommerce!
While the customer is logged in and then they click and enter a Stand Alone Form populate the form fields with the existing Customer/Order Data from WordPress/Woocommerce! e.g. Name, Address, Phone, Product Sold, Amount Sold, etc... so that information doesn't have to be entered all over again.
7 votesWe silently added this feature in 1.5.0. If you scroll over the signer Input Fields Pencil icon when creating your contract (with the Woo + Digital Signature add-on installed). You will now have the options to insert specific data points related to the woo experience.
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