General
32 results found
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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 work.
Short…
89 votesWe are actively working on adding this feature to our 2.0 product.
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Ability to use an external certified Timestamp API
Hello again
This function is i think essential for European users like me.
With the new eIDAS law which defines better the law arround the electronic signature, it appears to me that ApproveMe is "almost" okay to be used in a court.
The eIDAS specifies a "strong" law recognition of the Electronic Signature with an addition to US laws : Only some specific Companies are certified by an official certificate from a country member of the European Union to deliver certified timestamp (like www.universign.eu)
These organisation delivers Timestamp API (paid by contract timestamped).
That would be a very strong…
29 votes -
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 votesWe love this feature idea and will likely get started on it once 2.0 ships.
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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 votesWe love this feature idea and will likely get started on it once 2.0 ships.
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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.26 votesWe love this feature idea and will likely get started on it once 2.0 ships.
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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.…
25 votesI 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,
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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 -
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 new tab called "Accepted Proposals"
23 votesHey 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
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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 votesWe love this feature idea and will likely get started on it once 2.0 ships.
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Addon for MailChimp
Just like Active Campaign but for Mailchimp.
Possibility to assign a document to a specific list.17 votesWe plan on adding more integration options in our 2.0 product.
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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 votesThis 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
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Add parameters to URL redirect from form fields
Using the gravityforms add-on, I pass a hidden ID (that corresponds to the filename of a PDF that I redirect the user to after signature is completed).
It would be nice to append the gravityform field onto the URL redirect, such as...
http://bucket.s3.amazonaws.com/[esiggravityformid=1field_id=8].pdf
The purpose behind this is that I have hundreds of forms that I need people to sign before they can access them. Instead of creating hundreds of stand-alone wp e-signature forms, I made just one that passes along an id in the URL parameters.
It'd be nice to pass that ID to the URL redirect.
16 votesThanks Chris… we’re heavily considering and preparing our 2.0 with a user friendly API in mind. While I don’t yet have a release date it’s looking more and more like we’ll be able to start beta for the first phase of 2.0 sometime shortly after the holidays. The API will likely follow after the 2.0 release.
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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 -
Bulk add mail adresses
I would like an option when i can upload email addresses all at once instead of one by one.
When i want to send 5000 contract i need to do it one bij one and that is impossible to do everytime.
i think it would be must easier this way.
Please find an solution soon.
11 votes -
Multiple File Uploads From a Single File Upload Field
Please consider adding the ability for a Signer to upload multiple files from a single file upload field. We are using a stand alone document as an application and the number of files to be uploaded by each user varies widely depending upon what segment of service they are applying for.
10 votesThis is a great idea. I’ll be sure to share it with the development team and see what we can do.
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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 -
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 -
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 votesWe plan on offering revisions in 2.0. :-)
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Auto complete for Standalone Documents
Would be great to autocomplete stand alone docs like /contract?name="Nick",city="Berlin"
8 votesHey guys we’re actually in the middle of completely overhauling the entire plugin… including the input field module. We plan to integrate more developer friendly ways to automate and manage the contracts. Stay tuned for some announcements likely around or after the holidays.
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Carbon Copy for Stand Alone Documents
Carbon Copy for Stand Alone Documents
8 votesGreat idea… yeah Stand Alone Document definitely need this feature as well.
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