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How can we improve WP E-Signature?

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  1. Shortcut : Click to "Approve"

    Instead of having to go through the whole signing process 1001 times, for companies with very standard forms or approving procedures, approving managers can just click to approve within the notification email instead of clicking to the document, finding the signature portion and signing/typing in the field.

    7 votes
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      under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Can a random person request to sign a document from the website directly, or do you have to make them a user?

      I want to be able to have new clients that I dont know go on the website and request to sign the document. Once they have approval, be able to sign the document and view it. Is that possible?

      1 vote
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        under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • Output file for collected signatures for a standalone document that's been signed by hundreds of people.

        I need an option to run a report listing who has signed a document. We send a document to hundreds of users at one time and it is cumbersome to track signatures using the current page by page list.

        1 vote
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          under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Make page title name of document and website

          Or allow us to name the document pages manually.

          Not "WP E-Signature" etc.

          1 vote
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            under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Document Signing - Flow / Wizard

            As an {admin} user, I need the {ability to specify a series of documents to be signed by the end user} so that {I can capture all necessary documents in my businesses enrollment process.}

            Currently, there is no way to specify a series of documents to be signed by an end user. I would like to be able to select a set of documents that the end user has to sign as as part of an enrollment process. Currently, I can create a set of single documents for the user to sign but I can not tie several documents together…

            18 votes
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              2 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • It would be great for our business if we had an option to add a calculation between 2 fields.: F1 - Amt x F2 - Percent = Fee for Service

              We provide a fixed fee (WooCommerce Product) plus a value addded up-charge as a percent of liquidity we genrate at plan and above plan. Being able to have our CMO set these fields or even the client enter their target we could reduce our closing steps from 3 to 1. This will have a profoundly posutive impact on our closing process.

              2 votes
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                under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Dropbox: Better synchronization options

                As an {admin} user, I need the {a finer grain ways to specify to dropbox using values entered by the end user as part of the file name} so that {I can better sort and manage data for standalone documents.}

                Currently, synchronization to dropbox is limited in the filenames produced. For standalone documents this requires the admin to open up each document and look at the fields entered to sort them into a meaning categories based on the values entered by the end user. It would be better if I could specify the filenames generated using the fields entered by…

                12 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Spend some time on your documentation

                  You documentation is very much lacking. There's almost nothing that I have tried to find where there was any information on the subject.

                  16 votes
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                    started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Auto complete for Standalone Documents

                    Would be great to autocomplete stand alone docs like /contract?name="Nick",city="Berlin"

                    8 votes
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                      5 comments  ·  Flag idea as inappropriate…  ·  Admin →

                      Hey guys we’re actually in the middle of completely overhauling the entire plugin… including the input field module. We plan to integrate more developer friendly ways to automate and manage the contracts. Stay tuned for some announcements likely around or after the holidays.

                    • 10 votes
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                        under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add Witness Functionality

                        Make it possible for documents to be eSigned by a Witness and add a Witness section to documents.

                        15 votes
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                          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Ability to manually sign document

                          In cases where a client prints and hand signs a document, it would be useful to be able to manually mark the document as signed so it doesn't sit forever in the "Awaiting signatures" section of the backend.

                          13 votes
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                            under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add a custom message to the email that sends the pdf as an attachment.

                            Add-on: PDF as attachment
                            Ability to add custom message, such as password for password-protected page

                            2 votes
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                              under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Increase Function

                              1. Create Folders to sort Signed Documents (Right now all forms are in one location)
                              2. When a form is first signed it disappears and no longer can be edited. It would be beneficial to be able to access this original document.
                              3. Allow Admin user to give other users access to created template and forms. This would allow team members to the Admin to see signed documents.

                              3 votes
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • Paypal payment integration

                                Have multiple payment methods like paypal

                                7 votes
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                                  2 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                  While we do not have a Paypal integration for WP E-Sign. We do integrate with EDD, WooCommerce, GravityForms, Ninja Forms, WP Forms, Formidable, and Caldera Forms which ALL have paypal integrations. So you could very easily still integrate paypal into your workflow using WP E-Signature and one of the many thrid-party integrations :-)

                                • Conditional logic

                                  Hi there. Do you have any plans to introduce conditional logic (Gravity Forms style) for content blocks in a document template? This would be a killer feature in my view. Perhaps you could even integrate Gravity Forms and approveme in some way, perhaps through a Zapier integration?

                                  45 votes
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                                    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • detect incorrect input of fields

                                    Let admin control/manage/limit number of characters per input

                                    2 votes
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                                      under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Translate the confirmation e-mail

                                      the confirmation e-mail that's sent after signing a document is written in English. I would like to be able to use my own text (in dutch). Also I would like to be able to not send a confirmation e-mail at all.

                                      1 vote
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                                        planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Enable/Disable Electronic Signatures / System Generated Signatures

                                        We would like the option to enable or disable the different signature styles the signer can use when signing our forms.

                                        We want all of our signers to sign with the system generated signatures (type my signature).

                                        3 votes
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                                          under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Get some phone support. Incredible confusing due to lack of videos

                                          Just confusing enough to make me want to pull out my hair. Get some over the shoulder videos so this does not confuse the heck out of us. Or get a phone person to quickly resolve issues.

                                          4 votes
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                                            under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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