General

How can we improve WP E-Signature?

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  1. Increase Function

    1. Create Folders to sort Signed Documents (Right now all forms are in one location)
    2. When a form is first signed it disappears and no longer can be edited. It would be beneficial to be able to access this original document.
    3. Allow Admin user to give other users access to created template and forms. This would allow team members to the Admin to see signed documents.

    3 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Document Signing - Flow / Wizard

      As an {admin} user, I need the {ability to specify a series of documents to be signed by the end user} so that {I can capture all necessary documents in my businesses enrollment process.}

      Currently, there is no way to specify a series of documents to be signed by an end user. I would like to be able to select a set of documents that the end user has to sign as as part of an enrollment process. Currently, I can create a set of single documents for the user to sign but I can not tie several documents together…

      18 votes
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        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Dropbox: Better synchronization options

        As an {admin} user, I need the {a finer grain ways to specify to dropbox using values entered by the end user as part of the file name} so that {I can better sort and manage data for standalone documents.}

        Currently, synchronization to dropbox is limited in the filenames produced. For standalone documents this requires the admin to open up each document and look at the fields entered to sort them into a meaning categories based on the values entered by the end user. It would be better if I could specify the filenames generated using the fields entered by…

        12 votes
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          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
        • Auto complete for Standalone Documents

          Would be great to autocomplete stand alone docs like /contract?name="Nick",city="Berlin"

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

            Hey guys we’re actually in the middle of completely overhauling the entire plugin… including the input field module. We plan to integrate more developer friendly ways to automate and manage the contracts. Stay tuned for some announcements likely around or after the holidays.

          • Add Witness Functionality

            Make it possible for documents to be eSigned by a Witness and add a Witness section to documents.

            15 votes
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              3 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Spend some time on your documentation

              You documentation is very much lacking. There's almost nothing that I have tried to find where there was any information on the subject.

              16 votes
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                started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Ability to manually sign document

                In cases where a client prints and hand signs a document, it would be useful to be able to manually mark the document as signed so it doesn't sit forever in the "Awaiting signatures" section of the backend.

                13 votes
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                  under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Paypal payment integration

                  Have multiple payment methods like paypal

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

                    While we do not have a Paypal integration for WP E-Sign. We do integrate with EDD, WooCommerce, GravityForms, Ninja Forms, WP Forms, Formidable, and Caldera Forms which ALL have paypal integrations. So you could very easily still integrate paypal into your workflow using WP E-Signature and one of the many thrid-party integrations :-)

                  • 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 →
                    • 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 →
                      • 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 →
                        • Conditional logic

                          Hi there. Do you have any plans to introduce conditional logic (Gravity Forms style) for content blocks in a document template? This would be a killer feature in my view. Perhaps you could even integrate Gravity Forms and approveme in some way, perhaps through a Zapier integration?

                          45 votes
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                            8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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 →
                            • 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 →
                              • 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 →
                                • 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 →
                                  • 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 →
                                    • 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

                                      • 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 →
                                        • 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 →
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