General

  1. HTTP request after signature

    I'd like to be able to create an HTTP request automatically when a document is signed.

    I'm using a stand-alone form to collect liability waivers from my students. I'd love to be able to update the student's record in my CRM with the date that they signed. (For new students, I need to be able to know how has/hasn't signed. And when I update the waiver, I need to know who has/hasn't signed the new version.)

    To do that, I need to be able to pass at least their email address and the date they signed via an HTTP request.…

    12 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. More Powerfull Naming of Files in Dropbox Sync

    Add the option of adding the contents of a submitted field to the title of the document when it is saved to the database and to DropBox Sync. Also, add an option to Dropbox Sync that forces it to create a (1), (2) etc addendum, instead of writing over a previous entry from the same day, with having to add a unique E-Sig ID number.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Boolean Conditional Logic to Send Document(s)

    Please consider adding the ability to send multiple documents to a Signer based upon what they entered into a triggering Gravity Form, based upon Boolean Conditional Logic. That would be awesome and a big problem solver for us!

    11 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add metadata to user account created if a document was signed

    When using the create user on signing add-on there is no way to link the signed document and the user account automatically. For any use case where the documents are waivers or contracts it is vital to be able to see which users have completed them. There should be a flag set for the signed document or even better a link to all signed documents by a particular user.

    6 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. assign titles to admin signatures

    it would be nice to add titles to admin signatures such as CEO, CFO.. ect. also would be nice to have more than one admin signature.

    13 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. integration w/ MS onedrive

    along w/ drop box i'd be interested in MS one drive

    12 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. User Registration After Signing - Choose Username

    We currently have an Add-On "WordPress User Registration After Signing" that creates a new WP User after a customer/client signs a contract.

    The issue is that it creates the username from the email address which is not ideal. The issues with this method are:

    1) If a user doesn't remember to change their display name and do any posting etc. their email is public for the world to see/bots to harvest. This can open up huge privacy concerns for users.

    2) Technically it stores the email address in two places, their username and again in their email. WordPress has 2…

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

    Hi Amber, thank you for these great suggestions. I can definitely see the value in being able to allow users to create a username. I’ll be sure to pass this info along to our developers and see what they think. In regards to your comment below about being able to assign contracts to existing WordPress users we have a new feature coming out in 1.3.1 (which will be released early next week) that will allow you to assign contracts to a WordPress user role.

    This feature will let you create any number of “required” docs for any WordPress user type. You simply create your docs. Assign them to a “User Role” and insert a shortcode on the page where you want your logged in users to see their required (or optional) docs and also you can add a separate shortcode for the “Signed Docs.”

    We look forward to sharing this…

  8. 3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Internal scroll bar

    It would be great if the document editing area had an internal scroll bar like a regular WP page with the editing toolbar fixed at the top. My company has very long documents with a lot of input fields and it's bothersome to scroll all the way up from the bottom of a long doc to hit the input field button, and then find your place again.

    10 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Deal Package for Multiple Documents

    It would be nice to have a "package" for multiple documents required like a check of list for a complete transaction that requires more than one document.

    also it would be great to invite humans that need to see the documents but not necessarily need to sign anything.

    21 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Output file for collected signatures for a standalone document that's been signed by hundreds of people.

    I need an option to run a report listing who has signed a document. We send a document to hundreds of users at one time and it is cumbersome to track signatures using the current page by page list.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make page title name of document and website

    Or allow us to name the document pages manually.

    Not "WP E-Signature" etc.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Can a random person request to sign a document from the website directly, or do you have to make them a user?

    I want to be able to have new clients that I dont know go on the website and request to sign the document. Once they have approval, be able to sign the document and view it. Is that possible?

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Shortcut : Click to "Approve"

    Instead of having to go through the whole signing process 1001 times, for companies with very standard forms or approving procedures, approving managers can just click to approve within the notification email instead of clicking to the document, finding the signature portion and signing/typing in the field.

    7 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. It would be great for our business if we had an option to add a calculation between 2 fields.: F1 - Amt x F2 - Percent = Fee for Service

    We provide a fixed fee (WooCommerce Product) plus a value addded up-charge as a percent of liquidity we genrate at plan and above plan. Being able to have our CMO set these fields or even the client enter their target we could reduce our closing steps from 3 to 1. This will have a profoundly posutive impact on our closing process.

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. KBA / Security

    Offering or having this available would spike my interest in your product. I am a tax office having many people out of state that have to sign form 8879. To use e-signature requires having Knowledge Base Authentication, IRS rules.

    12 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. 10 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add a custom message to the email that sends the pdf as an attachment.

    Add-on: PDF as attachment
    Ability to add custom message, such as password for password-protected page

    2 votes
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  19. 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 →
  20. 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 →
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