General

How can we improve WP E-Signature?

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  1. 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…

    71 votes
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      5 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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 votes
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        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 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 votes
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          8 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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
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            planned  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 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.…

            24 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →

              I 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,

            • 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…

              22 votes
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                3 comments  ·  Flag idea as inappropriate…  ·  Admin →

                Hey 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

              • 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.

                21 votes
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                  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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 votes
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                    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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…

                    17 votes
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                      planned  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Addon for MailChimp

                      Just like Active Campaign but for Mailchimp.
                      Possibility to assign a document to a specific list.

                      17 votes
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                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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.

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

                          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

                        • 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.

                          13 votes
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                            9 comments  ·  Flag idea as inappropriate…  ·  Admin →

                            Thanks 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.

                          • 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 →
                            • 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 →
                              • 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 →
                                • 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 →
                                  • 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 →
                                    • Auto complete for Standalone Documents

                                      Would be great to autocomplete stand alone docs like /contract?name="Nick",city="Berlin"

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

                                        Hey 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.

                                      • 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.

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