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How can we improve WP E-Signature?

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  1. 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 →
  2. 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,

  3. Styling

    Some simple styling options would be fantastic. For example, the ability for a user to assign a class or id to a created field would be great. My form I needed to create is large and complicated with LOTS of input fields. In order for it to look even remotely structured I had to add a lot of html into the page manually and then add CSS into the plugins asset files.

    Pretty complicated for just wanting my form layout to look nice.

    27 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. allow multiple signatures per document

    make a shortcode to insert several signatures.

    14 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Api for WP E-signature

    Would be nice with some kind of documentation or API so that we can make an API integration.

    93 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. It would be great to just upload your own Word Doc or PDF

    It would be great to just upload your own Word Doc or PDF to be signed and not have to use Gravity Forms or a template each time

    19 votes
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    6 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…

  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. Conditional logic

    Hi there. Do you have any plans to introduce conditional logic (Gravity Forms style) for content blocks in a document template? This would be a killer feature in my view. Perhaps you could even integrate Gravity Forms and approveme in some way, perhaps through a Zapier integration?

    46 votes
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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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 →
  12. 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

    205 votes
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    67 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Remove Audit Trail from Signers view

    When a signer views their document, they can see the Audit Trail and it even saves with the PDF option and is visible when printed. This is an unnecessary area for the signee to see. It also looks unprofessional on the document.

    In addition, it would be fantastic if ApproveMe limited their promotion on the documents and email to the signees. It would be great if we could add our own logo to the email so that it appears to come from our company and not ApproveMe.

    I understand that ApproveMe is new and you want to promote yourselves, but…

    30 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    We are currently reworking our entire audit trail to include signer ids, barcode security, etc. While it would be nice to remove the audit trail this is one of the MANY features that substantiate the legality of contracts (when under review in a courtroom).

  14. 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 →
  15. 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 →
  16. 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…

    75 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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

  18. 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 →
  19. 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 →
  20. 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 →
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