General

  1. 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 →
  2. 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 →
  3. 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.

    94 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

    208 votes
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    67 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

    30 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).

  6. 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 →
  7. 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 →
  8. 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…

    78 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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…

    23 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

  10. 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 →
  11. 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 →
  12. 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 →
  13. 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 →
  14. When Standalone documents were selected ONLY those were selected NOW it selects those AND the signed documents which is incorrect.

    Please, just correct the issue. Now, it selects hundreds of more documents that should not be selected when clicking the standalone documents

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create pricing for the little guys

    I'm a 2 employee company. I'll be using 1 mode. And that is contract mode. This doc will never change and I need all my client to sign this agreement. It would be nice for a $99 forever option for only 1 mode. It's just not wroth it to me ($300) to buy it.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Spanish translation of Terms of Use and plugin

    Is there a way to translate the Terms of Use into Spanish?

    1 vote
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  17. Spelling errors - ", and you LOSE your case." "Make sure that any signing software you use is COMPLIANT with the various"

    Note spelling errors in your e-signature page. There are likely to be others.

    ", and you LOSE your case."

    and

    "Make sure that any signing software you use is COMPLIANT with the various".

    Spell checkers will never match a professional editor.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Docuware support

    Adding sync to Docuware. Some clients do not want to use Dropbox or Google Drive and prefer Docuware. Is there any plan in future releases to add this capability?

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Masked Input

    Can we add a field that will let you show only the selected characters of the input on the PDF's, this would help with passwords or Cards.

    i.e. only show last 4 characters on left, or show 0 characters on PDF see below.

    ************3241

    ***********

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Please fix some bug that i found Version 1.5.4.0

    Today i updated my plugin to Version 1.5.4.0. But i found some bugs

    Bug 1:
    <!-- Warning: A non-numeric value encountered in ...\wp-content\plugins\e-signature\models\Document.php on line 1675 -->
    // Default code is => $utc_offset *= 3600;
    i fixed to
    $utc_offset = intval($utc_offset) * 3600;

    Bug 2:
    In file wp-content\plugins\e-signature\views\documents\sign-document.php on line 212

    You can see double </a> tag in the end of line, and missing a </span> tag. However in front-end, website will auto generate a </span> tag.

    Feel free to contact me at kong.le@seadev.com.vn

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