Amber

My feedback

  1. 15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    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

    Amber commented  · 

    3 years since this topic was started and still no Zapier... Any updates on this functionality?

    Amber supported this idea  · 
    Amber commented  · 

    Can't give this enough votes. Having a WP E-Signature Zapier App with Triggers/Actions would be super stellar.

    It would open up a world of integration possibilities; most notably with 3rd party proposal software (i.e. Proposify).

  2. 75 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Amber commented  · 

    Brilliant! This will be an excellent addition; totally looking forward to it.

    Amber supported this idea  · 
  3. 23 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  General  ·  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

    Amber commented  · 

    I know this is marked as completed but I had commented below regarding how not all users utilize or can switch to, Sprout Invoices.

    As I have mulled this over, over the past few months, maybe it would be possible to see something like a Proposify or Bidsketch integration for those of us that don't use Sprout Invoices.

    Amber commented  · 

    This is great but myself and several other individuals I know that use WP E-Signature actually use WooCommerce (modified) as a billing platform. (Their Subscriptions/Email Notices etc. are excellent for this).

    So while this integration is great for those that use Sprout Invoices it would be nice to get something standalone, or that also syncs with WooCommerce.

    Amber supported this idea  · 
  4. 4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Amber, thank you for these great suggestions. I can definitely see the value in being able to allow users to create a username. I’ll be sure to pass this info along to our developers and see what they think. In regards to your comment below about being able to assign contracts to existing WordPress users we have a new feature coming out in 1.3.1 (which will be released early next week) that will allow you to assign contracts to a WordPress user role.

    This feature will let you create any number of “required” docs for any WordPress user type. You simply create your docs. Assign them to a “User Role” and insert a shortcode on the page where you want your logged in users to see their required (or optional) docs and also you can add a separate shortcode for the “Signed Docs.”

    We look forward to sharing this…

    Amber commented  · 

    What about adding something that allows us to assign contracts to existing WordPress users (who already have usernames/pw's)?

    Amber shared this idea  · 

Feedback and Knowledge Base