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How can we improve WP E-Signature?

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  1. How can someone sign PDF documents

    Hi,
    I already have PDF documents created by a different software, I need end user to sign the pdf documents in the signature area that is already in the pdf document. Is there any way I can ask end user sign to that specific pdf document in the specific area. All softwares such sa docusign, esignlive and others allow pdf documents to be signed in the signature field.

    37 votes
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      10 comments  ·  Flag idea as inappropriate…  ·  Admin →

      We have indeed been working on 2.0 for a while. We were initially planning on releasing it 100% as a fully WordPress ran application… and got very very close to doing so; however, similar to the PCI compliance industry (i.e. the industry that regulates accepting credit cards online) there’s been an uprising of laws and regulations in the document signing industry.

      So while we are very close to having 2.0 release ready we’re in the process of having to re-architect the API and set it up to run a portion of the application in our cloud while still maintaining the overall customer experience so everything still feels seamless and like it’s all taking place on YOUR site. As such there’s still some backend changes that we are quickly working to mitigate.

      The good news is the team is continuing to develop the final screens that remained however, it will realistically…

    • 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.

      • 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 →
        • 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 →
          • 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 →
            • 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

              197 votes
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                67 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 53 votes
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                  6 comments  ·  Flag idea as inappropriate…  ·  Admin →

                  We have indeed been working on 2.0 for a while. We were initially planning on releasing it 100% as a fully WordPress ran application… and got very very close to doing so; however, similar to the PCI compliance industry (i.e. the industry that regulates accepting credit cards online) there’s been an uprising of laws and regulations in the document signing industry.

                  So while we are very close to having 2.0 release ready we’re in the process of having to re-architect the API and set it up to run a portion of the application in our cloud while still maintaining the overall customer experience so everything still feels seamless and like it’s all taking place on YOUR site. As such there’s still some backend changes that we are quickly working to mitigate.

                  The good news is the team is continuing to develop the final screens that remained however, it will realistically…

                • Highlight Fields and Prev / Next Buttons

                  Both DocuSign and HelloSign highlight all document input fields in yellow, to make it easier for users to find the places where they need to input information.

                  Additionally, both these services provide Prev / Next buttons that automatically move the cursor to the next or previous field. This allows the user to simply click on the Next button repeatedly to navigate to each field, rather than manually scrolling through the document, hunting around for fields that need to be completed. It would be great to see these enhanced navigation features implemented in WP E-Signature.

                  3 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • mcrypt is depreciated

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

                    4 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Customize Admin email with form variables

                      We use Gravity Forms to pass data collected in our form, into one of our Stand Alone documents. Once a document is signed, we need to edit the email that is sent to us, the admins. Right now it just says, "Hi Chris, Robert Smith (email) has signed the document."

                      We need to be able to edit this for routing and Zapier purposes and to see exactly what was signed without having to click the link to see the doc to see the info.

                      1 vote
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                        started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Size in height of signing area

                        Please give us a options to change size of signing area? I mean in height. Now i think height is 100px, but it is too small for smartphones with capacitive displays. Or just make a little bigger size, with 50px more ... And same needs for main admin in E-Signature Admin Settings.

                        1 vote
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Better email notification settings

                          We use the Stand Alone document feature as well as the Gravity Forms integration. Once the document is signed, we would like a signed PDF copy to go to the Manager working the file. This email is captured in the Gravity Forms order form before being sent to the Approve Me stand alone doc. Would like to have the signed pdf copy routed to the manager instead of coming to only the Admin email.

                          13 votes
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                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Delayed E-sign process

                            Sometimes users do not have proper device handy like if their mouse is not working and only keyboard is working. We can send them a unique link to their email were they can click and sign later and the same gets stored in the backend of wp admin panel. what we can do is to provide a button on esign page where user can click on send me an email i will sign later... and the user should be able to continue the process without signing the document...

                            9 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Define signed document notification email address

                              Specify who should receive a notification that a stand alone document has a new submission, with attached document.

                              Overrides "owner" notification.

                              Particularly useful for alias addresses.

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

                                Hey Lauren… great suggestion… we actually have this feature built out/slated for our 2.0 release. It’s already in development. While I don’t yet have a release date for you I can tell you the team is working full-steam ahead (and has been for quite sometime) on 2.0. I personally would LOVE to start internal beta sometime around (or shortly after) the holidays but it really depends on how soon QA can approve the work. Thanks for the feedback and great suggestion. – Kevin

                              • How can I use digital certificates to sign PDF documents with WP E-Signature?

                                I'm from Brazil and I would like to use the digital certificates from Brazil in the platform.

                                1 vote
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                                  started  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Ability to add tables keep original Formatting

                                  When using tablepress for tables, the formatting is lost when used in WPesgin.

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

                                    We’re actually working on a PDF upload drag and drop feature which should be out early 2017. In it we plan on including the ability in our contract creator tool for you to add tables on non-pdf agreements that are using our contract creation tool. For that reason I’m marking this feature request as “started”

                                  • Enable fields such as, "Name" appear in a form, twice ( with the 2nd instance being pre-populated by the first field

                                    Enable fields such as, "Name" appear in a form, twice ( with the 2nd instance being pre-populated by the first field

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

                                      We will be introducing “cloned” fields in our 2.0 version which is currently in development. While I do not yet have a release date I can tell you the team has been working around the clock and my hope is that we can start internal beta on it as soon as possible… We’ll definitely keep ya updated when we launch public beta. Hope you have a great week.

                                    • 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.

                                      45 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.

                                      • When my document is signed I should receive a notification. I have checked the box to do so - and it is necessary to the workflow.

                                        When my document is signed I should receive a notification. I have checked the box to do so - and it is necessary to the workflow.

                                        However -

                                        My client (who just signed) receives the notification and I do not.

                                        Can this be fixed?

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

                                          Our current system/platform recognizes the person that originally sets up a document as the document owner (as the email associated with the document). Therefore they will be the one receiving the emails etc. We do plan on simplifying this process in the future so you can more easily transfer document authorship/ownership; but for now…

                                          You have two options:

                                          Option 1 = Changing the email address and profile of the user that created the document in the first place (this info is logged in the audit trail of a signed stand alone document)

                                          Option 2 = Copying the contents of the Stand Alone Document. Logging in as the desired user that should be attributed as the document owner. Creating a new stand alone document. Pasting those contents. And publishing your changes.

                                        • Would love a way to just upload a fillable PDF that signatures can be added to

                                          Would love a way to just upload a fillable PDF that signatures can be added to

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