General
70 results found
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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 votesI like this idea… we’ll need to think through how this could work from a backend perspective.
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Re-modification of document after signature
I need a way to modify the doc after it is filled out. Currently, I'm having my clients fill out the document then they sign it. But when they fill it our wrong or decide to make a change to the contract later, I have to re-do everything instead of just making a minor change. Changes to contracts happen al the time and this feature would really be helpful for us.
16 votes -
Add Witness Functionality
Make it possible for documents to be eSigned by a Witness and add a Witness section to documents.
15 votesThis is something we’ve talked about but will likely need to explore more deeply once our 2.0 version launches.
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(WooCommerce Addon) Seperate agreement depending on WooCommerce product variable.
Hello
It would be great if there was a feature to be able to assign a different agreement to a product, depending on the variation the user chooses for a WooCommerce product? Currently I can only just set a agreement per product.
So essentially, there would be an optional "What agreement needs to be signed?" drop down form within each product variation settings.
Thanks!
14 votes -
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 -
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.
13 votes -
configurable dynamic document title w/ gravity forms
The current document naming format when configuring with gravity forms wp e-sign workflow is 'Document Title - [input field selected for signee name]'
We need the ability to differentiate the document title naming convention and the signee name as it is sometimes necessary to name documents based on something other than the signee name.
I would suggest simply adding an addition field above 'signer name' and 'signer email' to select a separate form field for the document naming convention.
This would be very helpful.
13 votesThanks for the feedback Bryan. This is something that we are actively exploring solutions for.
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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 -
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 votesWe will be considering this feature in 2.0. We do have plans to improve upon the public API. So this would likely fall into that category.
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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 -
integration w/ MS onedrive
along w/ drop box i'd be interested in MS one drive
12 votes -
Database Management
We already have 2100 documents in our database and our standalone documents have to be filled out again each year (Membership Application and Waiver). Need the ability to export/archive documents. Delete by date ranges, etc....
12 votesThese are great ideas and we will review them for future updates. The export of multiple documents poses unique challenges that we are considering different options for. Since the server needs to generate PDF’s for each one it can be very time consuming and resource hungry. Most of our clients servers would have issues exporting multiple documents sequentially.
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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 -
template overrides
I'm a bit bummed that your "Views" doesn't allow for overriding the template files (similar to how woocommerce does), because I need more customization than what this allows for, and currently, my only option is to change the template files directly (which is generally a bad practice, but I currently have no other recourse, and it would be fairly trivial for you to add this option.
10 votes -
10 votes
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When is 2.0 due out?
Any ETA on this? The solutions to some of my problems are all things that are being considered for 2.0, but without any date of when that will be I'm in a bit of a quandary.
8 votes -
Hide empty fields
Not all of my Gravity Form fields are mandatory. Some are conditional fields, and some are optional values.
It would be great if the "insert field" shortcode could include a "Title" and an option to "Hide if empty".
[esiggravity formid="3" field_id="11" title="Other" hideEmpty="true" ]
could produce
<label for="fieldName123">Your title here</label><span id="fieldName123" class="hideEmpty underline"></span>Then, a fairly simple jQuery statement could hide all hideEmpty fields whose text value is empty.
8 votes -
Add Gravity Form fields generated through the Repeater Plugin
Support Repeater Plugin that extends gravity forms. You currently do not support this with your Esign plugin. I already contacted support and was told to put in a request, which I did, but was closed, so I now I am doing it again.
8 votes -
Faster support and options other than email
My experience with support has been favorable except for the time it takes to get a response and no option other than email. It has taken days for issues to be resolved.
7 votesHi Brian… I apologize for the delay and understand that the speed of our support not only affect you but they also affect yur customers and for that I apologize. The team just released a major update today after 3 months of development. So the last couple weeks they were a little slower than usual in their response times…. while we don’t typically offer phone support (mainly becuase we want to keep the cost of the plugin down so it continue to be as affordable as possible for freelancers and small business owners) I have occasionally been known to jump on the phone with a customer or two here and there… if you want please shoot me an email at kevin@approveme.me and I’d love to discuss your challenges and see if we can help you solve them. Thanks so much for being our customer!
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Paypal payment integration
Have multiple payment methods like paypal
7 votesWhile 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 :-)
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