General

How can we improve WP E-Signature?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. Internal scroll bar

    It would be great if the document editing area had an internal scroll bar like a regular WP page with the editing toolbar fixed at the top. My company has very long documents with a lot of input fields and it's bothersome to scroll all the way up from the bottom of a long doc to hit the input field button, and then find your place again.

    7 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Stand Alone Document Approval

    Posting a stand alone document is great, but after the individual signs it, we need to then approve it (sign it) and then that would be the final document. The way it is now, we would either not be able to approve the document or we have to email each individual the document after they ask for it (we have potentially 100s of these). This is such a problem that I don't know if this plugin will work for us.

    25 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. logo size

    The custom logo in the email is way to small, and it appears to be fixed regardless of the image size we upload. Please re-size it so that it is a more appropriate size relative to the remainder of the email template.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 3 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Make page title name of document and website

    Or allow us to name the document pages manually.

    Not "WP E-Signature" etc.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Auto complete for Standalone Documents

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

    8 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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.

  14. 10 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add Witness Functionality

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

    15 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Paypal payment integration

    Have multiple payment methods like paypal

    7 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    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 :-)

  20. 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
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

General

Feedback and Knowledge Base