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How can we improve WP E-Signature?

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  1. 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

    23 votes
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      7 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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 →
      • aWeber Integration

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

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

          • 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 →
            • Add-On: Contract Expiration Date

              As an admin user I would like the ability to create a contract/document expiration date and expire a document if a signature has not yet been signed.

              5 votes
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                under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Add-On: Send a Daily Summary Report to the Admin User

                As an {admin} user I would like to {receive a daily summary Email report with all of the outstanding documents that are awaiting signatures} so that {I can take action/be in the know of the documents pending signatures.}

                2 votes
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                  under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Customize the Back to Main Site URL

                  Am testing my first document but after completion of the signing I click Back to Main Site and it goes to the site's root domain, not to the page it left when going to the E-signature document. Why isn't the Back to Site URL a part of the settings for every doc? Have I missed something?

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

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