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How can we improve WP E-Signature?

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  1. Add-On: PDF Upload / Drag and Drop

    As an admin user I would like the ability to upload PDFS and drag and drop where the signer input fields should go on the pdf so that I can easily upload pdfs.

    - Admin will be able to upload PDF
    - Admin will have access to signer input fields
    - Panel will be easy to use and include drag and drop functionality
    - Database will save info inputed from user

    202 votes
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    67 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Shortcode to Insert a Signature Box wherever I Want

    I have a form that requires multiple signatures, and it would be ideal if I could have a shortcode to insert a signature box wherever I want, and support multiple signatures per document.

    93 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Api for WP E-signature

    Would be nice with some kind of documentation or API so that we can make an API integration.

    87 votes
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    11 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 53 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We have indeed been working on 2.0 for a while. We were initially planning on releasing it 100% as a fully WordPress ran application… and got very very close to doing so; however, similar to the PCI compliance industry (i.e. the industry that regulates accepting credit cards online) there’s been an uprising of laws and regulations in the document signing industry.

    So while we are very close to having 2.0 release ready we’re in the process of having to re-architect the API and set it up to run a portion of the application in our cloud while still maintaining the overall customer experience so everything still feels seamless and like it’s all taking place on YOUR site. As such there’s still some backend changes that we are quickly working to mitigate.

    The good news is the team is continuing to develop the final screens that remained however, it will realistically…

  5. Signer "Initials" Acknowledgement Input Field

    In addition to a final signature, many contracts require the signer to acknowledge certain portions of a contract as well as entire pages by adding their initials in one or more locations through out the contract. For example, Real Estate offers have many initial locations. E-Signature needs this capability. Need a signer "Initials" input field capability.

    Include the Initials in the signature selection dialog when beginning to sign a new document.

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

    hey guys… this Kevin the founder chiming in. I can definitely see the value in having this feature. And agree it is a very pivotal one.

    ApproveMe has been quietly working on adding this feature… however, it will likely be introduced in our first front-end PDF upload roll out which is still a couple months away.

    I apologize for the delay but we have devoted 100% of our (NEW) development resources to building out this plugin into a Wordpress powered application which will be MUCH MORE powerful and customizable than just your “old wordpress” plugin.

    Because of this… it’s taken a little longer to add these smaller features… but I assure you the new version will not disappoint :-) Thanks for the great feedback.

  6. Conditional logic

    Hi there. Do you have any plans to introduce conditional logic (Gravity Forms style) for content blocks in a document template? This would be a killer feature in my view. Perhaps you could even integrate Gravity Forms and approveme in some way, perhaps through a Zapier integration?

    45 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add template fields for outgoing Basic documents

    Similar to "signer fields" via the add-on, it would be great to specify fields that you could customize per Basic document you send out.

    For example, your contract template looks like:

    "Hi, %name%

    By signing this document, you agree to an initial payment of %field1% and thereafter a monthly payment of %field2% with a payment date on the %field3% day of the month.
    ..."

    The %fieldx% placeholders could appear in multiple different places within the template, some of them several times each.

    Then when you send the document to be signed, the fields that appear in the template would appear…

    40 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. How can someone sign PDF documents

    Hi,
    I already have PDF documents created by a different software, I need end user to sign the pdf documents in the signature area that is already in the pdf document. Is there any way I can ask end user sign to that specific pdf document in the specific area. All softwares such sa docusign, esignlive and others allow pdf documents to be signed in the signature field.

    37 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We have indeed been working on 2.0 for a while. We were initially planning on releasing it 100% as a fully WordPress ran application… and got very very close to doing so; however, similar to the PCI compliance industry (i.e. the industry that regulates accepting credit cards online) there’s been an uprising of laws and regulations in the document signing industry.

    So while we are very close to having 2.0 release ready we’re in the process of having to re-architect the API and set it up to run a portion of the application in our cloud while still maintaining the overall customer experience so everything still feels seamless and like it’s all taking place on YOUR site. As such there’s still some backend changes that we are quickly working to mitigate.

    The good news is the team is continuing to develop the final screens that remained however, it will realistically…

  9. Remove Audit Trail from Signers view

    When a signer views their document, they can see the Audit Trail and it even saves with the PDF option and is visible when printed. This is an unnecessary area for the signee to see. It also looks unprofessional on the document.

    In addition, it would be fantastic if ApproveMe limited their promotion on the documents and email to the signees. It would be great if we could add our own logo to the email so that it appears to come from our company and not ApproveMe.

    I understand that ApproveMe is new and you want to promote yourselves, but…

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

    We are currently reworking our entire audit trail to include signer ids, barcode security, etc. While it would be nice to remove the audit trail this is one of the MANY features that substantiate the legality of contracts (when under review in a courtroom).

  10. Styling

    Some simple styling options would be fantastic. For example, the ability for a user to assign a class or id to a created field would be great. My form I needed to create is large and complicated with LOTS of input fields. In order for it to look even remotely structured I had to add a lot of html into the page manually and then add CSS into the plugins asset files.

    Pretty complicated for just wanting my form layout to look nice.

    26 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be great to just upload your own Word Doc or PDF

    It would be great to just upload your own Word Doc or PDF to be signed and not have to use Gravity Forms or a template each time

    19 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We have indeed been working on 2.0 for a while. We were initially planning on releasing it 100% as a fully WordPress ran application… and got very very close to doing so; however, similar to the PCI compliance industry (i.e. the industry that regulates accepting credit cards online) there’s been an uprising of laws and regulations in the document signing industry.

    So while we are very close to having 2.0 release ready we’re in the process of having to re-architect the API and set it up to run a portion of the application in our cloud while still maintaining the overall customer experience so everything still feels seamless and like it’s all taking place on YOUR site. As such there’s still some backend changes that we are quickly working to mitigate.

    The good news is the team is continuing to develop the final screens that remained however, it will realistically…

  12. Document Signing - Flow / Wizard

    As an {admin} user, I need the {ability to specify a series of documents to be signed by the end user} so that {I can capture all necessary documents in my businesses enrollment process.}

    Currently, there is no way to specify a series of documents to be signed by an end user. I would like to be able to select a set of documents that the end user has to sign as as part of an enrollment process. Currently, I can create a set of single documents for the user to sign but I can not tie several documents together…

    18 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Spend some time on your documentation

    You documentation is very much lacking. There's almost nothing that I have tried to find where there was any information on the subject.

    16 votes
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    started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. allow multiple signatures per document

    make a shortcode to insert several signatures.

    14 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Better email notification settings

    We use the Stand Alone document feature as well as the Gravity Forms integration. Once the document is signed, we would like a signed PDF copy to go to the Manager working the file. This email is captured in the Gravity Forms order form before being sent to the Approve Me stand alone doc. Would like to have the signed pdf copy routed to the manager instead of coming to only the Admin email.

    13 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  17. 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 →
  18. 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

  19. 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 →
  20. 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 →
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