General
293 results found
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Two layers authentification by phone/SMS
It would be more convenient two have a functionnality that would permit the two layers authentification without the action of "giving" the code personnaly, but by a text message automatically directly to the signer.
Would that be a possibility to devellop ?2 votes -
Private Signatures
When sending a document to multiple signers...we don't want everyone to be able to see who signed, or who is still awaiting signature. Can there be a private feature?
5 votes -
Extract Custom Fields Into XLS
Extract custom fields to a proper excel document. So if i need to know name, email, DOB of whatever I have it in the pdf but also in a google spreadsheet for instance (like a google form)
1 vote -
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 -
Hidden Form Fields
It would be nice to be able to add hidden form fields in the Signer Fields drop down. This would allow for external applications to be able to assign values via the url/post to the standalone form. Then when the form is signed the form values can be post/put/get to a url.
6 votes -
Can the WP log in credentials be omitted from a signed document?
Hi, our documents for signature are accessed through a generic log-in to Wordpress. When producing documents for signature, these credentials appear on the signed document. It is confusing to our signers. Is there a way to omit this information from the signed document?
1 vote -
Passing information through to Active Campaign
Didn't quite see this, but it would be awesome if the information we have clients fill in on their document and then sign (the same document) could then be passed through to Active Campaign to update the user or an of the other CRMs out there...It's just odd that it only allows tags, or adding to a list? Gravity Forms does this already...but going through the Gravity Forms add-on takes away the ability to customize the contract from a template, before sending it, and still be able to send it to more than one signee.
3 votesWe like this idea and will likely improve our this integration once 2.0 ships.
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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 -
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 -
Screen Options Items Per Page
It would be great to be able to adjust the number of documents listed on the admin page just as you are able to on the wordpress posts page.
0 votes -
add an option to assign all documents to one user rather than recreating all the documents
When you create documents with user A and user B but only want emails to go to user B, it is a huge hassle to rewrite each document as user B. Instead, I suggest a feature that allows us to assign which user(s) should get emails for any/all documents from a single page.
3 votes -
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 votesWe 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.
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Photo of user on the document
If user is using laptop or desktop with webcam or any handheld device with front camera, A picture of the user should be automatically added to the signed document, obviously with the users consent and approval.
3 votes -
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 votesSave for later is currently built into our 2.0 version which is not quite in beta but getting very close.
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Bulk add mail adresses
I would like an option when i can upload email addresses all at once instead of one by one.
When i want to send 5000 contract i need to do it one bij one and that is impossible to do everytime.
i think it would be must easier this way.
Please find an solution soon.
11 votes -
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.
16 votesWe’re working on an improved email notifications and workflow manager in our 2.0 version.
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Mass Delete And Empty Trash
We need a way to be able to either mass delete entries, or change the number of documents listed per page so we can select a hundred or more documents that are no longer needed to be 'moved to trash'. As well we need an 'empty trash' button
3 votes -
Add Gravity Form fields generated through the Repeater Plugin
Support Repeater Plugin that extends gravity forms. You currently do not support this with your Esign plugin. I already contacted support and was told to put in a request, which I did, but was closed, so I now I am doing it again.
8 votes -
When is 2.0 due out?
Any ETA on this? The solutions to some of my problems are all things that are being considered for 2.0, but without any date of when that will be I'm in a bit of a quandary.
8 votes -
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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