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How can we improve WP E-Signature?

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293 results found

  1. Custom Names for Signed Documents

    It would be nice if signed documents created from templates could have the person's name automatically included in the filename when it gets saved as a PDF. This currently happens for stand-alone documents, but not documents from templates.

    16 votes
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    3 comments  ·  Admin →
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  2. IFTT or Zapier Integration

    I would love this plugin if it could generate a contract based upon a IFTT or Zapier action. I could fill out a form on my website or in a CRM they support and a contract could be generated from that info and sent out.

    Also, it would be awesome if it also could generate an action for IFTT or Zapier after a contract is signed. It could add a date on my Calendar or automatically send out an invoice to bill for the amount due.

    It would be a really great addition to the functionality of this plugin.

    Thanks.

    16 votes
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    5 comments  ·  Admin →
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    planned  ·  AdminKevin at WP E-Signature (Founder, WP E-Signature) responded

    This is a fantastic suggestion. I couldn’t agree with you more. We really need to have the ability to hook into third party providers.

    With our PDF Upload and 2.0 Front-End Dashboard nearing beta in the coming months the team is most definitely (even now) preparing the code base for a new API that can handle more industrial and enterprise level automations and sophisticated workflows.

    All that to say… it’s coming! And while we’re not specifically building out the zapier add-on we are building out the API which is required first before creating the zapier add-on.

    Looking forward to sharing this with you guys!

    Regards,

    Kevin at ApproveMe

  3. 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  ·  Admin →
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  4. Elementor Integration

    Integrating ApproveMe to use Elementor Forms would be AMAZING.

    15 votes
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  5. Retrieve Info from WP User File

    Use MergeTags similar to Gravity Forms to pull info from a Users Wordpress Account.

    View Details below for our use.

    Use: New Hire Forms
    Example:
    Name: {user:display_name}
    Job Title: {user:title}

    and so on.

    Using the Meta data from a users profile allows for forms to be sent to the user for signature without requiring input from a document creator first.

    Right now you have to make a blank fillable form and have your HR staff fill it out, sign it, and then the second signature be the new hire.

    This will allow those fields to be pulled from their WP…

    15 votes
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    planned  ·  1 comment  ·  Admin →
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  6. Multiple attachments to email

    Can you add a section to allow multiple attachments to the original email. These could be extra information pdf's or anything really.

    14 votes
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  7. (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
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    under review  ·  2 comments  ·  Admin →
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  8. Where is 2.0?

    Seeing many of my own issues across this thread with responses "coming soon in 2.0 / stay tuned!!!" "releasing beta in a few months!" "so close to releasing 2.0!"

    Many of these are dated from 2017.

    Document frontend upload,
    Document dashboard,
    Better Branding options,
    Fillable PDFs,
    Upload PDF for signature,
    Custom usernames...

    These are all important, much-needed updates and the responses are "almost completed! will arrive in 2.0!"

    Is 2.0 real or just a delay mechanism to keep people hanging/hopeful?

    I am trying to get this plugin to work for me but the lack of the above features cripple its…

    14 votes
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  9. 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  ·  Admin →
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  10. Customisation of Document Page

    By far the most frustrating part of using your product is the lack of styling options on the Document Page. This is the absolute key part of the process - what our client sees and signs - and by far the weakest part of the product. We need the ability to either supply custom CSS - that works - or format the page with logo, colors, styles, fineprint, etc. The current logo process, combined with the alignment of the document name, just doesn't do much. Please make this a priority - it is literally causing us to consider not using…

    13 votes
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    6 comments  ·  Admin →
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    started  ·  AdminKevin at WP E-Signature (Founder, WP E-Signature) responded

    We have completely rewritten how the branding etc works in our 2.0 product. I look forward to sharing more details with you on how this looks… and works. What I can tell you is that you will have significantly more control over the branding option with the agency type plans.

  11. 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 votes
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  12. 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  ·  Admin →
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  13. 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
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    under review  ·  1 comment  ·  Admin →
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  14. Multiple Senders for Single Company-wide Standalone doc

    We have one SAD that needs to be able to be sent by different staff members to customers.

    Don't want to copy (via template) the same doc for every staff member - makes no sense. It also is an issue with being forced to use different email addresses as sender for the same company wide doc. And the final issue is that the way WP and SMTP Servers work with authorization and reply-addresses the signed document is received by the one email that WP uses to send all transactional emails as admin and therefore the 'Awaiting Signature' will wait forever…

    12 votes
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  15. 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  ·  Admin →
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  16. woocommerce

    Not sure if this is already possible, but, after a customer signs the document, it is sent to another person to sign and complete.

    12 votes
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  17. terms and conditions check box with pop up

    A terms and conditions checkbox with an optional link to a popup to show the terms so they can read them and accept if necessary...

    PS. I see that you could use it on this very page as we are required to agree to the terms... however it redirects to a different page... A simple pop up with the terms written with an option to click agree that potentially auto checks the box would be great...

    12 votes
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  18. Agreement based on product

    Certain Woocommerce products may have their own agreements. Include the functionality to sign agreements based on the product purchased

    12 votes
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  19. 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 votes
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  20. 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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