General

  1. 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…

    20 votes
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    planned  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
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    planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

  5. Insightly integration

    Insightly is a widely used CRM with a well documented API. Being able to send documents from Insightly and then have a field in Insightly completed when the form is signed would be awesome.

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 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,

  7. 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…

    12 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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…

    81 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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…

    23 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

  13. 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 →
  14. I need an autofill feature for my contract which extracts information from user registration and populates my contract

    Dear approve me , I think your work is wonderful. I will definitaly show this to my programmers tomorrow, I have a real estate website portal and I want the form to autofill using information preciosly entered, names, addresses, comission , sale price etc, it's a realtor comission contract online, I want to buy the business lifetime.Is there any way you can help me with this or does your software already have it?

    3 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Passing information through to Active Campaign

    Didn't quite see this, but it would be awesome if the information we have clients fill in on their document and then sign (the same document) could then be passed through to Active Campaign to update the user or an of the other CRMs out there...It's just odd that it only allows tags, or adding to a list? Gravity Forms does this already...but going through the Gravity Forms add-on takes away the ability to customize the contract from a template, before sending it, and still be able to send it to more than one signee.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Two layers authentification by phone/SMS

    It would be more convenient two have a functionnality that would permit the two layers authentification without the action of "giving" the code personnaly, but by a text message automatically directly to the signer.
    Would that be a possibility to devellop ?

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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 →
  19. 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 →
  20. Date and Currency Formats

    The current date format (yyyy/mm/dd) would look better as mm/dd/yyyy. Also, if currency had the comma separation (1,500,000 instead of 1500000) it would be easier to read.

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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