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  1. Carbon Copy for Stand Alone Documents

    Carbon Copy for Stand Alone Documents

    8 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Customize Admin email with form variables

    We use Gravity Forms to pass data collected in our form, into one of our Stand Alone documents. Once a document is signed, we need to edit the email that is sent to us, the admins. Right now it just says, "Hi Chris, Robert Smith (email) has signed the document."

    We need to be able to edit this for routing and Zapier purposes and to see exactly what was signed without having to click the link to see the doc to see the info.

    1 vote
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    started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Size in height of signing area

    Please give us a options to change size of signing area? I mean in height. Now i think height is 100px, but it is too small for smartphones with capacitive displays. Or just make a little bigger size, with 50px more ... And same needs for main admin in E-Signature Admin Settings.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. (WooCommerce Addon) Seperate agreement depending on WooCommerce product variable.

    Hello

    It would be great if there was a feature to be able to assign a different agreement to a product, depending on the variation the user chooses for a WooCommerce product? Currently I can only just set a agreement per product.

    So essentially, there would be an optional "What agreement needs to be signed?" drop down form within each product variation settings.

    Thanks!

    10 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Better email notification settings

    We use the Stand Alone document feature as well as the Gravity Forms integration. Once the document is signed, we would like a signed PDF copy to go to the Manager working the file. This email is captured in the Gravity Forms order form before being sent to the Approve Me stand alone doc. Would like to have the signed pdf copy routed to the manager instead of coming to only the Admin email.

    13 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. template overrides

    I'm a bit bummed that your "Views" doesn't allow for overriding the template files (similar to how woocommerce does), because I need more customization than what this allows for, and currently, my only option is to change the template files directly (which is generally a bad practice, but I currently have no other recourse, and it would be fairly trivial for you to add this option.

    4 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. I need an autofill feature for my contract which extracts information from user registration and populates my contract

    Dear approve me , I think your work is wonderful. I will definitaly show this to my programmers tomorrow, I have a real estate website portal and I want the form to autofill using information preciosly entered, names, addresses, comission , sale price etc, it's a realtor comission contract online, I want to buy the business lifetime.Is there any way you can help me with this or does your software already have it?

    3 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add the ability to automatically generate a contract number or identifier on a contract.

    The contract should have a contract identifier that customers can refer to when they call about a specific item on their order. Printing this number on the contract will allow the customer to keep the contract and have everything they need to contact us whenever they need to make a change or have a question.

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Gravity Form fields generated through the Repeater Plugin

    Support Repeater Plugin that extends gravity forms. You currently do not support this with your Esign plugin. I already contacted support and was told to put in a request, which I did, but was closed, so I now I am doing it again.

    8 votes
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    under review  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Private Signatures

    When sending a document to multiple signers...we don't want everyone to be able to see who signed, or who is still awaiting signature. Can there be a private feature?

    5 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow the creation of a new "draft" document from an existing document (either signed or awaiting signature)

    I know you can not allow someone to edit a document once it is created but it would be great if you could allow them to create a new "draft" document using the same content as an existing document.

    Many times you create a contract, send it to a signer only to have them request edits. If you where not smart enough to same a copy of the html content before you send it, you have to start from scratch.

    This is by far the biggest problem I have with your program as it requires me to keep copies of…

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Extract Custom Fields Into XLS

    Extract custom fields to a proper excel document. So if i need to know name, email, DOB of whatever I have it in the pdf but also in a google spreadsheet for instance (like a google form)

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Hidden Form Fields

    It would be nice to be able to add hidden form fields in the Signer Fields drop down. This would allow for external applications to be able to assign values via the url/post to the standalone form. Then when the form is signed the form values can be post/put/get to a url.

    6 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Ability for a default value

    In templates, I might know what the value should be, but might want the ability to change it. Since you can't copy the placeholder text, it would be nice to pick a default value or option that can be overwritten if needed

    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Delayed E-sign process

    Sometimes users do not have proper device handy like if their mouse is not working and only keyboard is working. We can send them a unique link to their email were they can click and sign later and the same gets stored in the backend of wp admin panel. what we can do is to provide a button on esign page where user can click on send me an email i will sign later... and the user should be able to continue the process without signing the document...

    9 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Passing information through to Active Campaign

    Didn't quite see this, but it would be awesome if the information we have clients fill in on their document and then sign (the same document) could then be passed through to Active Campaign to update the user or an of the other CRMs out there...It's just odd that it only allows tags, or adding to a list? Gravity Forms does this already...but going through the Gravity Forms add-on takes away the ability to customize the contract from a template, before sending it, and still be able to send it to more than one signee.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Two layers authentification by phone/SMS

    It would be more convenient two have a functionnality that would permit the two layers authentification without the action of "giving" the code personnaly, but by a text message automatically directly to the signer.
    Would that be a possibility to devellop ?

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Share documents between users

    I created a stand alone document and it is working great getting signed.
    We created another user, but when he logs into WordPress he cannot see those signed documents.

    21 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Can the WP log in credentials be omitted from a signed document?

    Hi, our documents for signature are accessed through a generic log-in to Wordpress. When producing documents for signature, these credentials appear on the signed document. It is confusing to our signers. Is there a way to omit this information from the signed document?

    1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Define signed document notification email address

    Specify who should receive a notification that a stand alone document has a new submission, with attached document.

    Overrides "owner" notification.

    Particularly useful for alias addresses.

    5 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hey Lauren… great suggestion… we actually have this feature built out/slated for our 2.0 release. It’s already in development. While I don’t yet have a release date for you I can tell you the team is working full-steam ahead (and has been for quite sometime) on 2.0. I personally would LOVE to start internal beta sometime around (or shortly after) the holidays but it really depends on how soon QA can approve the work. Thanks for the feedback and great suggestion. – Kevin

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