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How can we improve WP E-Signature?

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  1. 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

    197 votes
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      67 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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 →
      • Api for WP E-signature

        Would be nice with some kind of documentation or API so that we can make an API integration.

        87 votes
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          11 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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 →
          • Add multiple Signers to Standalone forms

            The standalone form is great becuase it truly allows you to get signatures completed on documents online, however it doesn't address the issue that i have multiple parties required to sign each of my documents. Take a lease for example or another contract which has muliple parties... -> Like docusign, an email should be sent to the 2nd, 3rd, ... parties to "generate a login" and/or sign the documents as a guest.

            57 votes
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              14 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 53 votes
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                6 comments  ·  Flag idea as inappropriate…  ·  Admin →

                We 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…

              • Signer "Initials" Acknowledgement Input Field

                In addition to a final signature, many contracts require the signer to acknowledge certain portions of a contract as well as entire pages by adding their initials in one or more locations through out the contract. For example, Real Estate offers have many initial locations. E-Signature needs this capability. Need a signer "Initials" input field capability.

                Include the Initials in the signature selection dialog when beginning to sign a new document.

                45 votes
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                  15 comments  ·  Flag idea as inappropriate…  ·  Admin →

                  hey guys… this Kevin the founder chiming in. I can definitely see the value in having this feature. And agree it is a very pivotal one.

                  ApproveMe has been quietly working on adding this feature… however, it will likely be introduced in our first front-end PDF upload roll out which is still a couple months away.

                  I apologize for the delay but we have devoted 100% of our (NEW) development resources to building out this plugin into a Wordpress powered application which will be MUCH MORE powerful and customizable than just your “old wordpress” plugin.

                  Because of this… it’s taken a little longer to add these smaller features… but I assure you the new version will not disappoint :-) Thanks for the great feedback.

                • 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 →
                  • 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 →
                    • How can someone sign PDF documents

                      Hi,
                      I already have PDF documents created by a different software, I need end user to sign the pdf documents in the signature area that is already in the pdf document. Is there any way I can ask end user sign to that specific pdf document in the specific area. All softwares such sa docusign, esignlive and others allow pdf documents to be signed in the signature field.

                      37 votes
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                        10 comments  ·  Flag idea as inappropriate…  ·  Admin →

                        We 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…

                      • 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).

                        • Export data from signed waivers into an excel sheet

                          It's impossible to search for a name of a specific person who signed a waiver online. Instead of having to sift through potentially thousands of documents, there should be a way to export the data from each signed document, such as name of signer, phone, email, or anything else you collect in the waiver. That way, I can easily search for one waiver that I need to find within thousands.

                          Almost every other platform that collects information can do this.

                          26 votes
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                            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Styling

                            Some simple styling options would be fantastic. For example, the ability for a user to assign a class or id to a created field would be great. My form I needed to create is large and complicated with LOTS of input fields. In order for it to look even remotely structured I had to add a lot of html into the page manually and then add CSS into the plugins asset files.

                            Pretty complicated for just wanting my form layout to look nice.

                            26 votes
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                              3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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 →
                              • Stand Alone Document Approval

                                Posting a stand alone document is great, but after the individual signs it, we need to then approve it (sign it) and then that would be the final document. The way it is now, we would either not be able to approve the document or we have to email each individual the document after they ask for it (we have potentially 100s of these). This is such a problem that I don't know if this plugin will work for us.

                                25 votes
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                                  planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Document Styles

                                  As it currently stands we're very limited in how we can style our Documents.

                                  In order to add extra spacing we have to hit return multiple times, which in turn, generates a bunch of blank <p></p> tags. This is not great.

                                  We also have no way to adjust the styles (size/color/padding etc.) of any of the default h1 - h6 tags. For example, I'm using h2 tags in my Document and come to find out those tags are way to big in comparison to the Document Title; which btw is using <p class="doc_title" instead of a more appropriate h1 tag.…

                                  24 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                    I agree with you guys 100%. We actually have already started rolling out a 3 phase project that will eventually introduce more document styliing options when creating a document using the plain text method.

                                    We’re currently on the first phase (which is PDF upload Drag & Drop) once this is released and ready we’ll be adding some serious improvements to the plain text document creation process.

                                    Thanks for the great feedback!

                                    Kind Regards,

                                  • 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

                                    • Share documents between users

                                      I created a stand alone document and it is working great getting signed.
                                      We created another user, but when he logs into WordPress he cannot see those signed documents.

                                      21 votes
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                                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Have an option to insert All fields from Gravity Forms instead of one at a time.

                                        Right now the only way to put your Gravity Form data on a eSignature document is to add individual fields one at a time. It would be a nice feature to add ALL fields at once from a Gravity Form.

                                        20 votes
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                                          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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

                                          19 votes
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                                            6 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                            We 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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