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How can we improve WP E-Signature?

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32 results found

  1. Option to hide document name on signature page / pdf

    Hello,

    The document name appears on top of the signature page / pdf.
    However some document might need more complex/different titles. Currently the user has to add the "true" document title in the document body.
    Then it would be great to get the option to hide the document name in this case, to avoid confusing presentation for signers.

    Thanks,
    Best regards,
    Alexis

    6 votes
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    2 comments  ·  Admin →
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  2. Single Product Variable Pricing

    I have WP E-Signature add-on for Easy Digital Downloads. I have multiple pricing options for a single product. Currently only one contract may be assigned to a single product. Based on the customer's selection of price a different contract may be required. Please allow unique contract selection for certain pricing options.

    4 votes
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    planned  ·  AdminKevin at WP E-Signature (Founder, WP E-Signature) responded

    Hi Albert thanks for getting in touch and thank you for taking the time to request this feature. I can definitely see how valuable it would be in the event that a user needs a specific contract signed for each variable product that’s purchased.

    I’ve forwarded your request to our dev team, where it is currently under review. It looks they are planning on adding this once they can work out some modifications to the user experience workflow (since it will affect a couple things).

    I’ll be sure to update you once we know more.

    Kind Regards,

    Kevin at ApproveMe

  3. Increase Function

    1. Create Folders to sort Signed Documents (Right now all forms are in one location)
    2. When a form is first signed it disappears and no longer can be edited. It would be beneficial to be able to access this original document.
    3. Allow Admin user to give other users access to created template and forms. This would allow team members to the Admin to see signed documents.
    3 votes
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  4. Passing information through to Active Campaign

    Didn't quite see this, but it would be awesome if the information we have clients fill in on their document and then sign (the same document) could then be passed through to Active Campaign to update the user or an of the other CRMs out there...It's just odd that it only allows tags, or adding to a list? Gravity Forms does this already...but going through the Gravity Forms add-on takes away the ability to customize the contract from a template, before sending it, and still be able to send it to more than one signee.

    3 votes
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  5. I need an autofill feature for my contract which extracts information from user registration and populates my contract

    Dear approve me , I think your work is wonderful. I will definitaly show this to my programmers tomorrow, I have a real estate website portal and I want the form to autofill using information preciosly entered, names, addresses, comission , sale price etc, it's a realtor comission contract online, I want to buy the business lifetime.Is there any way you can help me with this or does your software already have it?

    3 votes
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    planned  ·  1 comment  ·  Admin →
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  6. Insightly integration

    Insightly is a widely used CRM with a well documented API. Being able to send documents from Insightly and then have a field in Insightly completed when the form is signed would be awesome.

    2 votes
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    planned  ·  0 comments  ·  Admin →
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  7. Two layers authentification by phone/SMS

    It would be more convenient two have a functionnality that would permit the two layers authentification without the action of "giving" the code personnaly, but by a text message automatically directly to the signer.
    Would that be a possibility to devellop ?

    2 votes
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    planned  ·  0 comments  ·  Admin →
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  8. Forms by Group

    Have different targeted groups for forms. For example, HR can send "these" documents, managers can send "these," etc. This would be perfect, if it is already a capability then awesome and I am just missing it.

    1 vote
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    planned  ·  AdminKevin at WP E-Signature (Founder, WP E-Signature) responded

    Actually I just re-read your request and you can currently do this with our “Templates” and “User Roles” add-ons. With both of these add-ons installed simply create a NEW TEMPLATE and share it with a specific ROLE (or WP User).

  9. logo size

    The custom logo in the email is way to small, and it appears to be fixed regardless of the image size we upload. Please re-size it so that it is a more appropriate size relative to the remainder of the email template.

    1 vote
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    planned  ·  0 comments  ·  Admin →
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  10. Date and Currency Formats

    The current date format (yyyy/mm/dd) would look better as mm/dd/yyyy. Also, if currency had the comma separation (1,500,000 instead of 1500000) it would be easier to read.

    1 vote
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  11. Translate the confirmation e-mail

    the confirmation e-mail that's sent after signing a document is written in English. I would like to be able to use my own text (in dutch). Also I would like to be able to not send a confirmation e-mail at all.

    1 vote
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  12. 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  ·  Admin →
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