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How can we improve WP E-Signature?

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  1. Internal File Name

    Can you allow a document to have both a "title" which is displayed to the signer and a "internal file name" that signers do not see but is shown in the admin interface? I would like to be able to add version info to the internal file name (ex. NDA Contract Version 2.2) without it being shown in the document title (ex. Non-Disclosure Agreement). Another way to accomplish this would be to provide a "version" field for each document.

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

      • 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 →
        • 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 →
          • 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 →
            • KBA / Security

              Offering or having this available would spike my interest in your product. I am a tax office having many people out of state that have to sign form 8879. To use e-signature requires having Knowledge Base Authentication, IRS rules.

              12 votes
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                under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • 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 →
                • 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

                  197 votes
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                    67 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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 →
                    • 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 →
                      • 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…

                        71 votes
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                          5 comments  ·  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.

                          6 votes
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                            under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow same email address for two signers.

                            It is common for spouses to share an email address. We need use the same address for both signers in many cases.

                            4 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add Terms of Use as PDF attachment

                              Add-on ability to attach Terms of Use as PDF file to email sent to eSigners so they have a copy of what the terms are, as it is difficult as a user to find them after the fact.

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Use Gender Neutral Language

                                Ensure that all notifications are gender neutral, "Well done Sir : Your e-signature settings have been updated." is disappointing. Please be forward thinking enough to know that women use this plugin and sign documents too.

                                5 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • When Standalone documents were selected ONLY those were selected NOW it selects those AND the signed documents which is incorrect.

                                  Please, just correct the issue. Now, it selects hundreds of more documents that should not be selected when clicking the standalone documents

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Create pricing for the little guys

                                    I'm a 2 employee company. I'll be using 1 mode. And that is contract mode. This doc will never change and I need all my client to sign this agreement. It would be nice for a $99 forever option for only 1 mode. It's just not wroth it to me ($300) to buy it.

                                    6 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Spanish translation of Terms of Use and plugin

                                      Is there a way to translate the Terms of Use into Spanish?

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Spelling errors - ", and you LOSE your case." "Make sure that any signing software you use is COMPLIANT with the various"

                                        Note spelling errors in your e-signature page. There are likely to be others.

                                        ", and you LOSE your case."

                                        and

                                        "Make sure that any signing software you use is COMPLIANT with the various".

                                        Spell checkers will never match a professional editor.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Docuware support

                                          Adding sync to Docuware. Some clients do not want to use Dropbox or Google Drive and prefer Docuware. Is there any plan in future releases to add this capability?

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