General
293 results found
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Gravity Forms - Option to create a draft
Given that there is no implementation for users to create a multi-signature document through Gravity Forms (or any other 3rd party), I propose adding an option to create a draft instead. This could allow for data to be merged into a document and then manually add numerous signatures.
Not the most ideal option when trying to automate the process, but it does provide a temporary workaround + it offers an opportunity to edit a document before sending it to clients.
10 votes -
Integrate with groundhogg.io or at least wpfusion.com
Groundhogg is a free email-marketing & CRM plugin for WP, where you can setup everything from complex email-funnels to simple forms, e.g. to collect quote-requests from potential or existing clients. With GH you can apply tags to clients, depending on the state of the funnel. This helps to close deals much faster!
An integration between GH & approveme would be a killer-combo regarding the efficiency of our sales process.
Alternatively you could try to integrate with WPFusion, which is kind of a self-hosted Zapier and is already integrated with Groundhogg.
3 votes -
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.
27 votes -
Agreement based on product
Certain Woocommerce products may have their own agreements. Include the functionality to sign agreements based on the product purchased
12 votes -
Include any data from a form in the "signed document" confirmation email
The current "signed document" confirmation emails include a limited amount of data. I would like to be able to add any data from the form into the confirmation email. In my use case the data I would like to add is being inserted from Gravity Forms and I would like it to be in the confirmation email so it can be parsed by Zapier. I think this would be helpful for everyone though because they could see what was entered on the form without having to open it.
9 votes -
Document redirect after signing should allow local URLs, not only absolute paths
It won't let me enter relative URLs to redirect to, so let's say I enter 30 redirects on my local site. I have to change all of them before moving between staging and production environments!
4 votes -
IRS Forms Integration
I need users to upload various IRS forms for my affiliate program. Being able to populate the contract with the required IRS form to satisfy IRS tax requirements would be great.
This way 2 birds are killed with 1 stone~ their tax form gets completed with their contract agreement.
5 votes -
Add function to allow for contract signature based on payment method in Woo
It would be a helpful feature if the plugin could redirect a customer to complete/sign an agreement based on the payment method used during checkout.
4 votes -
Agreement created after purchase and sent to third party, not customer
I need a way to generate a contract after customer pays for a product, only this contract is not for the customer but for the website and a third party to deliver the product the customer purchased.
4 votes -
Bulk Send with Mail Merge
Ability to upload a CSV file, with email addresses and mail merge fields for the document.
3 votes -
Hey this ALFONZA Perkins im trying to see what's up with you my money
Hey please get back to me as soon as possible
1 vote -
Make a church
Joy in the Lord Church
1 vote -
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! :-)
10 votes -
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.
9 votes -
You need to have a MY TICKETS section on the support site.
A place to show all past and current tickets because tracking things in email is a nightmare.
4 votes -
Español
Deseamos que el plugin pueda instalarse de fabrica en español
1 vote -
Ability to upload image from url
On a form : give an url, and on the document, load the image with <img src=""/>
1 vote -
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…
7 votes -
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.
5 votes -
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
3 votes
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