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How can we improve WP E-Signature?

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  1. mcrypt is depreciated

    Need to have a alternate / up-to-date solution.

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Customisation of Document Page

    By far the most frustrating part of using your product is the lack of styling options on the Document Page. This is the absolute key part of the process - what our client sees and signs - and by far the weakest part of the product. We need the ability to either supply custom CSS - that works - or format the page with logo, colors, styles, fineprint, etc. The current logo process, combined with the alignment of the document name, just doesn't do much. Please make this a priority - it is literally causing us to consider not using…

    13 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We have completely rewritten how the branding etc works in our 2.0 product. I look forward to sharing more details with you on how this looks… and works. What I can tell you is that you will have significantly more control over the branding option with the agency type plans.

  3. Ability to use WP E-Signature for regular business documents that are not on your website.

    Would love the ability to use WP E-Signature for regular business documents that are not on your website. You pay a lot of money for the plugin and should be able to log into your Approve me account on a desktop and create documents that need signing for regular business use that won't be placed on your website e.g. Non-disclosure agreements, contract agreements etc.

    3 votes
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    started  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Signer "Initials" Acknowledgement Input Field

    In addition to a final signature, many contracts require the signer to acknowledge certain portions of a contract as well as entire pages by adding their initials in one or more locations through out the contract. For example, Real Estate offers have many initial locations. E-Signature needs this capability. Need a signer "Initials" input field capability.

    Include the Initials in the signature selection dialog when beginning to sign a new document.

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

    hey guys… this Kevin the founder chiming in. I can definitely see the value in having this feature. And agree it is a very pivotal one.

    ApproveMe has been quietly working on adding this feature… however, it will likely be introduced in our first front-end PDF upload roll out which is still a couple months away.

    I apologize for the delay but we have devoted 100% of our (NEW) development resources to building out this plugin into a Wordpress powered application which will be MUCH MORE powerful and customizable than just your “old wordpress” plugin.

    Because of this… it’s taken a little longer to add these smaller features… but I assure you the new version will not disappoint :-) Thanks for the great feedback.

  5. Export data from signed waivers into an excel sheet

    It's impossible to search for a name of a specific person who signed a waiver online. Instead of having to sift through potentially thousands of documents, there should be a way to export the data from each signed document, such as name of signer, phone, email, or anything else you collect in the waiver. That way, I can easily search for one waiver that I need to find within thousands.

    Almost every other platform that collects information can do this.

    26 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Internal File Name

    Can you allow a document to have both a "title" which is displayed to the signer and a "internal file name" that signers do not see but is shown in the admin interface? I would like to be able to add version info to the internal file name (ex. NDA Contract Version 2.2) without it being shown in the document title (ex. Non-Disclosure Agreement). Another way to accomplish this would be to provide a "version" field for each document.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add parameters to URL redirect from form fields

    Using the gravityforms add-on, I pass a hidden ID (that corresponds to the filename of a PDF that I redirect the user to after signature is completed).

    It would be nice to append the gravityform field onto the URL redirect, such as...

    http://bucket.s3.amazonaws.com/[esiggravityformid=1field_id=8].pdf

    The purpose behind this is that I have hundreds of forms that I need people to sign before they can access them. Instead of creating hundreds of stand-alone wp e-signature forms, I made just one that passes along an id in the URL parameters.

    It'd be nice to pass that ID to the URL redirect.

    13 votes
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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks Chris… we’re heavily considering and preparing our 2.0 with a user friendly API in mind. While I don’t yet have a release date it’s looking more and more like we’ll be able to start beta for the first phase of 2.0 sometime shortly after the holidays. The API will likely follow after the 2.0 release.

  8. Insightly integration

    Insightly is a widely used CRM with a well documented API. Being able to send documents from Insightly and then have a field in Insightly completed when the form is signed would be awesome.

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Api for WP E-signature

    Would be nice with some kind of documentation or API so that we can make an API integration.

    87 votes
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    11 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Standard legal documents, such as W-9's or 1099's

    Include standard documents that you would see through any organizations, such as through hiring an employee, basic NDA, etc

    9 votes
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    planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. KBA / Security

    Offering or having this available would spike my interest in your product. I am a tax office having many people out of state that have to sign form 8879. To use e-signature requires having Knowledge Base Authentication, IRS rules.

    12 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add template fields for outgoing Basic documents

    Similar to "signer fields" via the add-on, it would be great to specify fields that you could customize per Basic document you send out.

    For example, your contract template looks like:

    "Hi, %name%

    By signing this document, you agree to an initial payment of %field1% and thereafter a monthly payment of %field2% with a payment date on the %field3% day of the month.
    ..."

    The %fieldx% placeholders could appear in multiple different places within the template, some of them several times each.

    Then when you send the document to be signed, the fields that appear in the template would appear…

    40 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add-On: PDF Upload / Drag and Drop

    As an admin user I would like the ability to upload PDFS and drag and drop where the signer input fields should go on the pdf so that I can easily upload pdfs.

    - Admin will be able to upload PDF
    - Admin will have access to signer input fields
    - Panel will be easy to use and include drag and drop functionality
    - Database will save info inputed from user

    202 votes
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    67 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Infusionsoft CRM integratio

    We currently use Infusionfoft and being able to apply an infusionsoft tag when a document is sign. is supper powerful and would be used by many infusionsoft users.

    tags are NOt the traditional tag like in Wordpress

    26 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Addon for MailChimp

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

    17 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add-On: Google Drive Sync

    **User Story Description**
    As a {admin} user, I need {the ability to sync my signed documents real-time as they are signed with my Google Drive account} so that {I can more efficiently store and backup my signed documents}.

    **User Story Acceptance Criteria**
    - The admin user has the ability to authenticate their Google Drive account from the WP E-Signature settings page.

    - The Google Drive sync add-on will add a new "Google Drive Sync" tab to the WP E-Signature plugin when installed.

    - Once installed and authenticated a license key will need to entered in order for the plugin to…

    71 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add-On: Contract Expiration Date

    As an admin user I would like the ability to create a contract/document expiration date and expire a document if a signature has not yet been signed.

    6 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow same email address for two signers.

    It is common for spouses to share an email address. We need use the same address for both signers in many cases.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add Terms of Use as PDF attachment

    Add-on ability to attach Terms of Use as PDF file to email sent to eSigners so they have a copy of what the terms are, as it is difficult as a user to find them after the fact.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Use Gender Neutral Language

    Ensure that all notifications are gender neutral, "Well done Sir : Your e-signature settings have been updated." is disappointing. Please be forward thinking enough to know that women use this plugin and sign documents too.

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