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How can we improve WP E-Signature?

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  1. 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 →
  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. 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 →
  4. 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

  5. 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 →
  6. 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 →
  7. 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…

    29 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).

  8. aWeber Integration

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

    1 vote
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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.

    93 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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…

    22 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

  12. Add-On: Custom Letter head/Header

    **User Story Title**

    Add Custom Header/letterhead to Every Document Page

    **User Story Description**

    As a {admin} user, I need {the ability to add a custom header} so that {it displays on the top of every page of the exported/signed PDF}.

    **User Story Acceptance Criteria**

    - The admin user has the ability to customize a header.

    - The content is displayed on the top page of every exported page.

    10 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. 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 →
  15. 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 →
  16. Add-On: Send a Daily Summary Report to the Admin User

    As an {admin} user I would like to {receive a daily summary Email report with all of the outstanding documents that are awaiting signatures} so that {I can take action/be in the know of the documents pending signatures.}

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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