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How can we improve WP E-Signature?

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  1. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. Sign documents directly from e-mail

    It would be great if I could send my clients their contract via mail and they could reply, sign and send. LIke a shortcode which I can copy and paste in e-mails.

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add-on the ability to embed a video in the document.

    If I want elucidation in a document, I should be able to embed a video. This is nice for impressive proposals (your system is sooo close to proposal software; big market!) In the PDF download of the document, perhaps it is just a link or an image with a link.

    3 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. IFTT or Zapier Integration

    I would love this plugin if it could generate a contract based upon a IFTT or Zapier action. I could fill out a form on my website or in a CRM they support and a contract could be generated from that info and sent out.

    Also, it would be awesome if it also could generate an action for IFTT or Zapier after a contract is signed. It could add a date on my Calendar or automatically send out an invoice to bill for the amount due.

    It would be a really great addition to the functionality of this plugin.

    Thanks.

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

    This is a fantastic suggestion. I couldn’t agree with you more. We really need to have the ability to hook into third party providers.

    With our PDF Upload and 2.0 Front-End Dashboard nearing beta in the coming months the team is most definitely (even now) preparing the code base for a new API that can handle more industrial and enterprise level automations and sophisticated workflows.

    All that to say… it’s coming! And while we’re not specifically building out the zapier add-on we are building out the API which is required first before creating the zapier add-on.

    Looking forward to sharing this with you guys!

    Regards,

    Kevin at ApproveMe

  8. Company name as a field as a profile field.

    So we can generate a receipt for the business, please allow the company name to be used in the shopping cart.

    2 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Remove Audit Trail from Signers view

    When a signer views their document, they can see the Audit Trail and it even saves with the PDF option and is visible when printed. This is an unnecessary area for the signee to see. It also looks unprofessional on the document.

    In addition, it would be fantastic if ApproveMe limited their promotion on the documents and email to the signees. It would be great if we could add our own logo to the email so that it appears to come from our company and not ApproveMe.

    I understand that ApproveMe is new and you want to promote yourselves, but…

    29 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    We are currently reworking our entire audit trail to include signer ids, barcode security, etc. While it would be nice to remove the audit trail this is one of the MANY features that substantiate the legality of contracts (when under review in a courtroom).

  10. Signature request address book

    It would be nice if you can populate people you frequently request signatures from as a subsriber that already has their name and email so you as the sender do not have to type their name, look up their email. A window pull down on each field showing the names and email would save a lot of time.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Shortcode to Insert a Signature Box wherever I Want

    I have a form that requires multiple signatures, and it would be ideal if I could have a shortcode to insert a signature box wherever I want, and support multiple signatures per document.

    93 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. aWeber Integration

    Just like Active Campaign but for aWeber.
    Possibility to assign a document to a specific list.

    1 vote
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add-On: Quotes & Proposals

    **User Story Title**

    Create Quotes and Proposals that can be signed and accepted

    **User Story Description**

    As a {admin} user, I need {the ability to create custom quotes and proposals of services} so that {signers can sign proposals and estimates}.

    **User Story Acceptance Criteria**

    - The admin user has the ability to create line item proposals.

    - The admin user has the ability save save common info i.e. hourly rates, etc.

    - The admin user has the ability to add description of proposal

    - The signer has the ability to sign a proposal or estimate

    - The plugin creates a…

    22 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hey Amber this is a fantastic idea. I can definitely see the value in adding more proposal add-on integrations such as Bidsketch and Proposify. I have changed the status again to planned and will bring this up with the team again.

    Note: We are currently in the middle of a 2.0 rewrite (which is exciting because it is preparing the plugin for our PDF Upload & Front-End Dashboard experience). We will need these two components to first be completed before completing these newer integrations since the 2.0 version will have a slightly different engine than our current version.

    Love the idea though! And will definitely keep you posted.

    Regards,

    Kevin at ApproveMe

  14. Add-On: Custom Letter head/Header

    **User Story Title**

    Add Custom Header/letterhead to Every Document Page

    **User Story Description**

    As a {admin} user, I need {the ability to add a custom header} so that {it displays on the top of every page of the exported/signed PDF}.

    **User Story Acceptance Criteria**

    - The admin user has the ability to customize a header.

    - The content is displayed on the top page of every exported page.

    10 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add-On: Send a Daily Summary Report to the Admin User

    As an {admin} user I would like to {receive a daily summary Email report with all of the outstanding documents that are awaiting signatures} so that {I can take action/be in the know of the documents pending signatures.}

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Customize the Back to Main Site URL

    Am testing my first document but after completion of the signing I click Back to Main Site and it goes to the site's root domain, not to the page it left when going to the E-signature document. Why isn't the Back to Site URL a part of the settings for every doc? Have I missed something?

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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