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How can we improve WP E-Signature?

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  1. Create Documents With Form Layout

    ApproveMe works well with text contracts but there are occasions when a form layout is needed e.g. Job Application, Mortgage etc. that has user fillable fields

    Hence when creating a document, it would be helpful if a form layout or similar could be used.

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Watermark

    I need to send an agreement to a customer to review. It would be nice if I could add a watermark SAMPLE to the document

    2 votes
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  3. Agreement based on product

    Certain Woocommerce products may have their own agreements. Include the functionality to sign agreements based on the product purchased

    1 vote
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  4. 1 vote
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  5. Woocommerce Subscriptions

    Would be really awesome if the woocommerce support was extended to support the Woocommerce Subscriptions Add On - so that the data captured when making a booking can be pulled into a contract! :-)

    3 votes
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  6. Attach contracts to new orders created from backend

    Hi! We take quite a lot of phone orders. It would be nice if we could automatically attach and send the stand alone contracts. Right now, we have to make the order and prepare a contract (from the template) separately. It'd be great if this process could be streamlined.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Issues on Enter / Return in Textbox Field

    I have a document that requires the signer to enter some information. I have added a textbox field to the document. If a signer tries to add a line break within the textbox field by hitting the enter / return key, it opens up the signature modal. If you cancel out of the modal, you see that a line break was added to the textbox field, but this is less than user friendly. And most users wouldn't realize that they need to do this.

    I'm assuming that there is some javascript in place capturing keystrokes and opens the modal if…

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Elementor/WP Fusion Integration

    Being able to collect user form data from Elementor form fields to be used in the contract would be great.

    Also, It's been said before, but the design is highly lacking.

    Being able to design the contract anyway I want using Elementor would be ideal.

    On another note, being able to automatically send user's a custom contract URL using Active campaign automation after closing a deal would be ideal.

    The problem I see is~ not being able to link the custom contract URL to a user's contact record containing a custom field that would hold this URL.

    So, in order…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Today's date

    For most of my proposals/estimates, it includes a "today's date." Currently I am writing a php code to solve for this. Lovely if you could add that to the drop down for when a document was created. So really it is creation date.

    1 vote
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  10. Capability of Editing Document

    It would be great if we had the capability of editing a document, after it has been sent and prior to recipient signing. At times we need to make an adjustment to a agreement before they will sign.

    1 vote
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  11. Date Picker Dropdown

    Hi guys, it would be great if there was an option to use a drop down date picker for the signer input fields. One of the things I need to have is my students date of birth and in the current format they need to keep pressing the back button to scroll backwards through the months which is very tedious for them. At the moment I have changed this to just a text field so they can just add it there instead but it would be much better is it was a drop down for day, month and year like…

    3 votes
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  12. Multiple Signer feature for Standalone addon

    It would be great if you add an option of more than one signers for a standalone document too (same as basic one's).

    or

    If possible provide an automated workflow for basic documents also.

    10 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    60 votes
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    15 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. output format

    would like if you could see format of final product, aka, letter/legal printing. Now there's not a way to preserve a format that is also responsive on the site. Ideally I want to have it printed on letter or legal size with an idea of how it will show up on the output. Right now that's just not possible.

    7 votes
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  15. Custom Names for Signed Documents

    It would be nice if signed documents created from templates could have the person's name automatically included in the filename when it gets saved as a PDF. This currently happens for stand-alone documents, but not documents from templates.

    13 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add custom message to signer invite email - should be format capable

    IF we're trying to send a form to signed and want it to have greater detail in the custom message, no matter what we do to format, it bunches all of the paragraphs together and looks like a text. It's not very professional and should allow for formatting.

    3 votes
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  17. configurable dynamic document title w/ gravity forms

    The current document naming format when configuring with gravity forms wp e-sign workflow is 'Document Title - [input field selected for signee name]'

    We need the ability to differentiate the document title naming convention and the signee name as it is sometimes necessary to name documents based on something other than the signee name.

    I would suggest simply adding an addition field above 'signer name' and 'signer email' to select a separate form field for the document naming convention.

    This would be very helpful.

    12 votes
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  18. 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 →
  19. 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…

  20. shareable document link

    It would be greate to have a share-able document link. This is the only reason I am using the Dropbox extension, so that I can send a link to the signed document.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    This is a great idea. One of the challenges though, is that as a security precaution, we don’t store generated documents on our customers servers. The document data is encrypted and stored in the database to prevent tampering or theft. Generating a PDF and storing it in a directory opens on the door for other security exploitations. We are working on new unique ways to solve this challenge. Thanks again for the feedback.

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