General
32 results found
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Add Tabs Support to the Document Creation Window
Lining up fields is really difficult without Tab support in the Document Creation Window.
3 votesWe are working on this in our 2.0 version.
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allow multiple signatures per document
make a shortcode to insert several signatures.
21 votesThis feature is coming/has already been added to our 2.0 version which is close but not yet ready for beta.
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It would be great to just upload your own Word Doc or PDF
It would be great to just upload your own Word Doc or PDF to be signed and not have to use Gravity Forms or a template each time
20 votesWe 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…
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Api for WP E-signature
Would be nice with some kind of documentation or API so that we can make an API integration.
101 votesWe are actively working on adding this feature to our 2.0 product.
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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 votesThis feature has been completed internally but is currently undergoing the final review/beta/quality assurance stage. We hope to introduce it in the next major feature release.
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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 votesYeah, I agree… there’s definitely room for improvement with our Dropbox integration. We are planning on reviewing and building out our add-on integrations substantially in our 2.0 version.
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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 -
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?
46 votesWe will be adding this feature to our 2.0 product. The screens are almost all finished and now we are focusing/finalizing the architecture of our API and new backend.
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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…
41 votesWe will be adding this feature to our 2.0 product. The screens are almost all finished and now we are focusing/finalizing the architecture of our API and new backend.
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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…
31 votesWe 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).
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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.
106 votesWe are actively working on adding this feature to our 2.0 product.
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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
237 votesWe are currently working on this feature.
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