General

How can we improve WP E-Signature?

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  1. 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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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • 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 votes
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        4 comments  ·  Flag idea as inappropriate…  ·  Admin →

        These 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.

      • 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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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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 →
          • Frontend for WP ESign

            Frontend screens to create documents and send, so that users do not need admin rights or access to wp-admin.

            11 votes
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              5 comments  ·  Flag idea as inappropriate…  ·  Admin →

              Thanks for using our app!

              We haven’t added Front-end dashboard into WP E-Signature yet. But I think that’s an awesome idea! In fact, we loved the idea so much we began working on it about 6 months ago. I don’t have an ETA from the team behind it yet but from their last update, I’d say we’re close to launching it. We hope to make more announcements about this in the coming months.

              Kind Regards,

              Kevin at ApproveMe

            • Add-On: Custom Letter head/Header

              **User Story Title**

              Add Custom Header/letterhead to Every Document Page

              **User Story Description**

              As a {admin} user, I need {the ability to add a custom header} so that {it displays on the top of every page of the exported/signed PDF}.

              **User Story Acceptance Criteria**

              - The admin user has the ability to customize a header.

              - The content is displayed on the top page of every exported page.

              10 votes
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                planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Please talk about endorsements

                Have there been cases won and testimonials that utilized the documents signed via wp e-signature and affirmed by the court to prove the case? If yes, then it would be great to include notes so we could pass this to our clients, who may be lawyers.

                Thanks,

                -Chris

                10 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • The renewal popup are annoying

                  On your site it says that we don't have to opt to renew the license beyond the initial year. And yet since the year expired, I have this annoying pop up that takes over my screen and prevents me from using my WP site. Please provide a way to turn off those reminders. I do not want the updates, I do not want to renew my license,especially if you're backing me into a corner. Bad customer experience!

                  10 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • 10 votes
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                      under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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.

                      10 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • (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!

                        10 votes
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                          under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Be able to Edit After Invitations are sent.

                          I have several instances after negotiations that small tweaks need to be made to the document but I see no way to currently do that after the invitations have gone out without deleting the document and recreating it with the changes.

                          9 votes
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                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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.

                            9 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Standard legal documents, such as W-9's or 1099's

                              Include standard documents that you would see through any organizations, such as through hiring an employee, basic NDA, etc

                              9 votes
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                                planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Delayed E-sign process

                                Sometimes users do not have proper device handy like if their mouse is not working and only keyboard is working. We can send them a unique link to their email were they can click and sign later and the same gets stored in the backend of wp admin panel. what we can do is to provide a button on esign page where user can click on send me an email i will sign later... and the user should be able to continue the process without signing the document...

                                9 votes
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Would love a way to just upload a fillable PDF that signatures can be added to

                                  Would love a way to just upload a fillable PDF that signatures can be added to

                                  9 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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…

                                    9 votes
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                                      planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 9 votes
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                                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Hire some support personnel that can respond during business hours in North America

                                        Hire some support personnel that can respond during business hours in North America. Sometimes getting a technical issue with a contract resolved is an emergency. More timely support would be a great idea.

                                        9 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Carbon Copy for Stand Alone Documents

                                          Carbon Copy for Stand Alone Documents

                                          8 votes
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                                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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