Add multiple Signers to Standalone forms
The standalone form is great becuase it truly allows you to get signatures completed on documents online, however it doesn't address the issue that i have multiple parties required to sign each of my documents. Take a lease for example or another contract which has muliple parties... -> Like docusign, an email should be sent to the 2nd, 3rd, ... parties to "generate a login" and/or sign the documents as a guest.
This seems like a basic need and now almost 3 years later, it is still not addressed. I’ve recently purchased ApproveMe and will be returning it prior to my 14 trial period ends, many for this exact issue. I’ve tried to add Gravity Forms and all it’s options with still no way of getting an automated workflow from end-user initiated form. Unlike Keven noted in comment below this is not always a Basic document from a template, particularly if integrated with any form tool like Gravity Forms. I’ve been working for several days to get my clients site working with ApproveMe and while I love the cost and simplicity, this is a show-stopper.
I'd like to add my voice to those suggesting this feature. I'm working on a self-service site for real-estate agents, and I'd really benefit from having the ability for the agent to initiate a form with signatures areas for themselves, the broker in charge, and a referring agent.
I'm going to add this in here as we sent ApproveMe pretty much a playbook as to how to do this, and they didn't even give us the courtesy of a call to discuss it.
The bottom line, from Hayley, was:
"I spoke with my Founder to see if this is something that we're interested in exploring together, and at this time it's not something that we can commit to"
Except of Initial Email To Kevin:
I need to be able to dynamically generate a document between two parties. For example, I am a broker and I’m selling a house. I have a document that I wish the buyer and seller to sign. I need to design a code snippet to generate this for me. I am fully aware someone can do this from the back end and assign a signing order, but I need to fully automate this process. From speaking with Haley, there are some crude work arounds with Ninja forms but none really fit the bill. I need to do it in PHP.
From tracing the execution flow, when a request is sent to create a new Basic document it hits view() in documentsController.php. This creates a draft document using create_draft_document in Document.php. It then progresses through view() and the draft is ready (Triggering a page refresh to the end user). When the draft is edited, or saved to send, then edit() in documentsController.php is used.
From typing up some quick scripts, we can get the basics working but I'm far from anything usable.
The fundamental roadblock to making this work is how ApproveMe actually creates documents. It relies heavily on screen refreshes and POST variables which means you have to actually load a screen to generate a document, you can't do it programmatically. If you could, this problem is solved in a snap.
HOWEVER, this also exposes a gap in ApproveMe's testing as you need to write Unit tests to check new code. This means this functionality isn't mocked up by ApproveMe, as if it was, the only difference in creating a document with 1 or 100 signatures is the array that is used to create it. So either ApproveMe is not testing their code programmatically, or they don't have full coverage of their codebase in tests.
If anyone wants to pick up the torch on this, I'd be happy to chat with you.
Agreed...in desperate need for Multiple signatures. I flip real estate and this would be a game changer for us. I would love for this to integrate with Infusionsoft as well.
Julie Duran commented
Agree for so many use opportunities. Perhaps buddying up with this plugin author would get you further down the road in a shorter period of time. Please consider: https://docs.gravityforms.com/save-continue-gravity-forms/
Kenneth Klabunde commented
Checking again if I can pass two signers from Contact Form 7 to a signature document -- appears that is still not possible. Would love to see this added -- should be very easy.
Wow, I thought for 400 dollars this would have a great deal more options. More like a good start, but the company makes a lot of false promises based on the many reviews Im reading here. The entire work flow here works for a general website that simply needs one form and one signature. But everything else has to be rewritten.... Maybe in 2025 we will get that 2.0 that was promised four years ago
Alex Markle commented
This is also very useful for stand alone documents that require the same user to sign in multiple places on the document. I would really appreciate this feature
Anyone have any ideas? This is an essential function that is missing, its now Spetember 2018 and still nothing?????
Agreed. One year on again and I need this facility - it was the sole purpose of buying approveme and the pre-sales person seemed to suggest it was possible. I don't know beforehand how many signers, 1 or 2. When they fill in my Caldera form, they tell me - so I then need the document to allow one or two signers. But I can't email them the document, I don't have their email until they fill in the form. They are visiting a website, saying 'yes I'd like to buy your product' and it may be a person, or couple who are signing up. So one or both need to sign.
I can make caldera go one way for one, or another way for two people, but can't have a standalone with 2 signers, which to me is ridiculous - especially given how much AM promote their ability to have multiple signers.
Brett Alegre-Wood commented
Has anything been done with this? It was a year ago and its pretty important function.
Bryan Blount commented
We have our stand alone documents attached to Gravity forms. And many of our documents need multiple signatures. I would like to have multiple signer fields generated from the Gravity form signer names and email addresses.
Thanks for the feedback!
We are reviewing this suggestion and trying to understand the use case. It seems that the workflows being described here are best suited for a basic document. The idea being that if there are multiple signers needed, they should be specified before hand. With a stand alone document, there wouldn't be a great way to specify who needs to sign before hand since this should in theory change based on each document.
A solution for the use case described above where a loan document need multiple signers, this is information that should be specified with the document is created and then sent out to the appropriate parties for signing.
This is also an example where it could be beneficial to create a template. This way the document doesn't need to manually formatted each time. Only the terms and signers would need to be changed.
Please let us know if there are any use cases we are not understanding or other scenarios where this would be applicable.
Yes, please incorporate this, as it's a necessity!!
Valerie Longo commented
Agreed, this is a BIG issue with WP E-Signature. The whole point to integrate this into our online business was to make our contracts "legally binding" which is the whole selling point. The fact that we can only add multiple ADMIN signatures doesn't help one bit when there needs to be multiple responsible parties signing the document.