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  1. IFTT or Zapier Integration

    I would love this plugin if it could generate a contract based upon a IFTT or Zapier action. I could fill out a form on my website or in a CRM they support and a contract could be generated from that info and sent out.

    Also, it would be awesome if it also could generate an action for IFTT or Zapier after a contract is signed. It could add a date on my Calendar or automatically send out an invoice to bill for the amount due.

    It would be a really great addition to the functionality of this plugin.

    Thanks.

    16 votes
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    This is a fantastic suggestion. I couldn’t agree with you more. We really need to have the ability to hook into third party providers.

    With our PDF Upload and 2.0 Front-End Dashboard nearing beta in the coming months the team is most definitely (even now) preparing the code base for a new API that can handle more industrial and enterprise level automations and sophisticated workflows.

    All that to say… it’s coming! And while we’re not specifically building out the zapier add-on we are building out the API which is required first before creating the zapier add-on.

    Looking forward to sharing this with you guys!

    Regards,

    Kevin at ApproveMe

  2. 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…

    31 votes
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    1 comment  ·  Admin →
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    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).

  3. 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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  4. 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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  5. 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 work.

    Short…

    89 votes
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  6. 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 new tab called "Accepted Proposals"

    23 votes
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    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

  7. 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  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. Masked Input

    Can we add a field that will let you show only the selected characters of the input on the PDF's, this would help with passwords or Cards.

    i.e. only show last 4 characters on left, or show 0 characters on PDF see below.

    ************3241


    1 vote
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  17. Please fix some bug that i found Version 1.5.4.0

    Today i updated my plugin to Version 1.5.4.0. But i found some bugs

    Bug 1:
    <!-- Warning: A non-numeric value encountered in ...\wp-content\plugins\e-signature\models\Document.php on line 1675 -->
    // Default code is => $utcoffset *= 3600;
    i fixed to
    $utc
    offset = intval($utc_offset) * 3600;

    Bug 2:
    In file wp-content\plugins\e-signature\views\documents\sign-document.php on line 212

    You can see double </a> tag in the end of line, and missing a </span> tag. However in front-end, website will auto generate a </span> tag.

    Feel free to contact me at kong.le@seadev.com.vn

    1 vote
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  18. Add custom message to the top of signing page

    We have only recently started using WP E-Signature for our company and am already loving it. We make use of standalone contracts and are somewhat concerned that our clients may not know that after submitting out application form the next step would be to sign the contract as most clients are directed to our website from either Facebook or Google. It would help if we could have a message that displays on top of the contract page that instructs clients that they are not quite done yet. I have tried adding a message to the WP page above the short…

    3 votes
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  19. About your request for compatibility with WPML

    Dear Kevin,
    My name is Mercedes, from WPML compatibility team. Thank you for applying for our Go global program.
    Privacy is very important for us and therefore, before starting the process, I would like to validate that the request comes from you.
    I would also like to request the updated files of WP E-signature along with the confirmation.
    We will both invest valuable resources in this work. We would like to show our commitment to you and ask you to do the same by reading and signing a simple Agreement. After you reply to this message I will send you…

    1 vote
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  20. Prevent Signers from deleting signed documents

    Allow option to Prevent document creators from deleting signed documents

    I have had signers who claimed he did not attend, and a creator who tried to delete the document.

    As super admin I want to disable signed document deletion.

    2 votes
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