Ideas

RamarqesNew Voice

Waffle menudo shows the Organization option name but Admin.Idea Submitted

Hi team,I have a suggestion.Could you please consider updating the Waffle menu to reflect the Organization Admin instead of Admin, as it has caused confusion? Or you could include the Organization option at the main menu near Admin, like: Home | Agreements | Templates | Insights | Admin | OrganizationThanks for your attention.

Forum|Forum|1 day ago

RamarqesNew Voice

Clear all shared contacts across the entire account (Address Book)Idea Submitted

Hi team,Could you please consider adding a feature to clear all shared contacts across the entire account (Address Book)? Unfortunately, only the contact owner can unshare it. It has caused a significant issue since nobody knows who has shared, and the DS admin cannot unshare. Thanks for your attention. Docusign Contacts user pageDocusign Contact Details

Forum|Forum|1 day ago

RamarqesNew Voice

Emergency Break button to delete the envelope or hide the internal details (PDFs).Idea Submitted

Hi team,I have a suggestion.Could you please consider creating a Break button or something similar? When an envelope is sent and the sender needs to revoke (hide) access to the document itself (PDFs), there is currently no option. The unique solution is the purge action, which takes 14 days to complete.Thanks for your attention.

Forum|Forum|1 day ago

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GHAJNALNewcomer

Optimizing DocuSign Retrieve: Apply Filters During Data LoadIdea Submitted

Hello, The idea is to avoid loading all envelopes in DocuSign Retrieve and then applying filters afterward. Instead, the filters should be applied during the initial loading of the contracts.The current behavior is as follows: Retrieve selects all files within the chosen custom date range, effectively preloading everything. Only after this step are the filters applied based on the defined criteria, and the system then begins downloading the files that match those criteria.This improvement is intended to significantly speed up the process. For example, when downloading signed envelopes for a 5-year period for a single user, the system currently loads all data within that time range first and only applies the filter afterward, which can be inefficient and time-consuming.

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Forum|Forum|2 days ago

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bbruscaActive Voice

Change Log for CLMIdea Submitted

We are a publicly traded company and with that, we have very strict audit requirements. We spend far too much time manually preparing documentation for audits and compliance. It would be very helpful if CLM was able to produce a change log such as the one salesforce produces. Something that tracks which items were changed/edited in deployments. I know DocuSign eSignature and Admin have that capability. Would be great if CLM had that as well.

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Forum|Forum|2 days ago

jblissNewcomer

Groups & Shared AccessDuplicate

This is the “idea version” of:This would be huge for us. Our company has many small teams that each need to be able to see each other’s agreements, templates, etc. Currently, if I add user 3 to a team of 2, I need to share access:1 → 32 → 33 → 13 → 2It gets worse as the team gets bigger.The way it should work is, when adding/editing a group, I should be able to check a box that reads, “auto-share access with all current & future group members.”

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AScottActive Voice

Shared Access- groupsIdea Submitted

In our environment we have teams of people that closely work together. They all need shared access to each others envelopes, but also need to quickly be able to handle envelopes for people not on the team. i It would be great to be able to assign shared access to a group instead of having to enable it for each individual in the team. This would also save lots of time when onboarding and offboarding people to the team as well.

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stefaniepopeNewcomer

Search across multiple Shared Access UsersIdea Submitted

This is a bizarre restriction in Docusign - if I have shared access to multiple users documents, I should be able to search all of them at once. Instead I have to go and separately search the same search term across multiple different users.

AlishaNew Voice

Enhance Routing Rules with “OR” Logic for Dropdown FieldsIdea Submitted

Currently, Routing Rules in DocuSign primarily rely on “AND”-style logic when evaluating conditions. This creates limitations when working with dropdown fields—especially since dropdowns already limit to a single option. “AND” simply doesn’t make sense.It would be highly beneficial to introduce an “OR” logic option within Routing Rules, allowing workflows to trigger when any of several selected dropdown values are met. For example, instead of requiring multiple separate rules for each value, users could define a single rule such as:If Dropdown = Option A OR Option B OR Option C → Route to XThis enhancement would:Simplify workflow configuration and reduce rule duplication Improve maintainability and readability of routing logic Better align with real-world business scenarios where multiple values should trigger the same outcome Fully leverage the flexibility already present in dropdown field designAdding native support for “OR” conditions—especially for dropdowns —would significantly improve efficiency and scalability for complex routing workflows.

Jeri TNewcomer

Conditional Fields between signersDelivered

I would like to be able to make a signer’s signature conditional on whether someone else checks a box. Is there a way to do that? Specifically, we would like to be able to check a box if the “Resident” has a Power of Attorney. If so, we need the POA’s signature.

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hbkNewcomer

option to automatically place initials for each signer in a fixed position on every pageIdea Submitted

When creating a Docusign e-signature request for a long contract, the Auto-place function can be useful, but it does not always work as expected and leads to a suboptimal user experience. For example, I worked on a 290-page contract where only the first 40 pages shared the same layout. The 'auto-place' function only applied to those pages, meaning I had to manually add initials for two signatories across the remaining 250 pages. In addition, the fields were placed on top of the text rather than near it. Adjusting the auto-placed fields in a large document also caused timeouts or loading errors. A more efficient solution would be an option to automatically place initials for each signer in a fixed position on every page (e.g. bottom left for one signer and bottom right for another). This would allow users to simply scroll through the document and make minor adjustments to the placement if needed, instead of manually placing fields page by page and switching between signers. While initialling every page may not be necessary for simple agreements, it can be important for high-value contracts with extensive technical documentation. Introducing this feature would significantly improve usability and save considerable time, and it seems relatively straightforward to implement.

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Forum|Forum|4 days ago

mshealyEstablished Contributor

esign reportDuplicate

on EDIT FILTERS of a report, need to be able to select more than one envelope status to report on. example both sent and delivered. Need an AND or OR capability. Also, need to be able to sort the report with like an order by option.

claudia sallustioActive Voice

BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLYIdea Submitted

BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLY. I WOULD ALSO INCLUDE THE NEED FOR TAGS. REPORTING IS ALSO VERY LIMITED. I CANT SORT BY FOLDER WHICH IS THE ONLY WAY I CAN TRY TO KEEP A TRACK OF WHICH AGREEMENTS I HAVE ALREADY DOWNLOADED.

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cwalkerNew Voice

Sort Action Required, Waiting for Others and Completed ListsDuplicate

Lists are sorted by LAST CHANGE, but it would be nice to sort by any of the headers by clicking once and to click a second time to reverse that sort.

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AngelaPElRioNew Voice

Be able to sort the data alphabeticallyDuplicate

It would help based on the volume of documents we have to be able to sort the documents alphabetically.

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mr1Respected Advisor

sort by folderDuplicate

Hello:It would be very helpful if there was a “sort” feature for folders/name/status for both the “completed” envelopes and the “waiting for others” - the list of envelopes can be really long and the (unchangeable) default of sorting by date isn’t always the best method. Thank you,mr1

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Leighanne_HNewcomer

Manage Users Marketing PreferencesIdea Submitted

Submitting a feature request to be able to manage users marketing preferences on DocuSign’s Admin page instead of users having to manage this themselves.

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MaverickNew Voice

One-time users who forgot they even had a loginIdea Submitted

I invited a contractor to digitally sign his contract. When the contractor was asked to log in, he insisted that he never had an account. We exchanged several emails back-and-forth. I kept asking him to try the password reminder function to create a new password. Hours later, he must have given it a try, accessed the acct and signed the contract. Perhaps he completely forgot about it.To avoid this confusion, perhaps Docusign can present a pop-up that says, "You have a Docusign account and must log in to view the envelope. If you forgot your password, use the password reminder link to establish a new one."If this login is serving as secure access, then I prefer all envelope recipients, even Docusign users, to use an authentication code so everyone has the same experience.

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PCEConstNewcomer

Bring Back Search All TimeIdea Submitted

SEARCH ALL TIME is a very important tool. Please bring it back!!

ari.serorDocusign Employee

Improved filtering for IAM agreementsIdea Submitted

For multi-value selection (e.g. Parties, Agreement Types) we are missing the following:Select All / Deselect All Negation - list all Parties but X, Y and Z

ConsultantTFNewcomer

Auto-Adjust Feature for FieldsIdea Submitted

Enable an auto-adjust feature for fields in a standard envelope (not template) so they adjust automatically based on the surrounding document content. Applies to all fields including signature and initial fields. Customers moving from Adobe Sign to Docusign have stated that this feature in Adobe Sign helps reduce the set up time for applying recipient fields.

Forum|Forum|6 days ago

aprileNewcomer

Issue regarding user interfaceIdea Submitted

The interface has been changed, I am facing several issues. The current and big issue I am facing, is that when I add a text box into the document, and I click in the text box to begin typing text, suddenly on the right side a new column appears and that minimizes the document that I was working with and adding a text box to, minimized so much that I cannot work clearly and cannot read the page. Changing the zoom size does not work because then my document no longer fits to the page, and I must navigate moving the document left to right to read and work with it, this is making things very challenging. The problem is when clicking in the text box to add text, there is a column on the right side that automatically pops up. The previous docusign interface never had this column pop up, and I was able to use the text box feature easily. Now it is extremely challenging.

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daniel.krcmarDigital Collaborator

Save Upload Requests as Templates in Docusign WorkspacesIdea Submitted

Idea / ProblemIn Docusign Workspaces, Upload Requests must currently be recreated each time they are sent. For recurring processes, this leads to unnecessary manual work and increases the risk of inconsistencies or errors.Proposed EnhancementAllow users to save Upload Requests as reusable templates.These templates should be selectable when creating a new Upload Request, similar to how envelope or document templates work.Key Capabilities Save Upload Requests as templates Reuse templates across Workspaces Predefine: Required documents Instructions/messages Due dates and reminders Recipient roles or placeholders Optional: control template visibility (personal vs shared) Business Value Improves efficiency for repeatable processes Ensures consistency and compliance Reduces setup time and user error Aligns Workspaces with other DocuSign templating concepts Use Cases Legal intake and contract collection HR onboarding document requests Vendor or customer document collection Standardized compliance workflows

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AIONewcomer

Notary Signature missing from Audit TrailIdea Submitted

Per GA Dept Of Insurance - the notaries' signature is missing from the audit (it's only showing the stamp). If both signatures are electronic, they need to be on the audit trail (the applicant's signature is on there for reference to what the OCI is looking for).

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daniel.krcmarDigital Collaborator

Choose Document Templates and generate in Docusign Workspaces as concept and send after an EnvelopeIdea Submitted

Idea / ProblemWithin Docusign Workspaces, it is currently not possible to generate a contract draft from a document template and then send that document as an envelope. Users must prepare documents outside the Workspace or manually upload them, which breaks the workflow and adds unnecessary steps.Proposed EnhancementEnable users to generate documents from templates directly within a Workspace, allowing them to: Create a contract draft from a template Collaborate and finalize the document within the Workspace Send the finalized document as an envelope for eSignature from the same Workspace Key Capabilities Select and generate document templates within a Workspace Support placeholders / variable data Version control and collaboration One-click action to create and send an envelope Preserve Workspace context (metadata, parties, dossier) Business Value True end-to-end workflows inside Workspaces Reduced manual steps and context switching Improved consistency and compliance Stronger alignment between Workspaces, eSignature, and IAM Use Cases Legal contract drafting and execution Sales agreements from a single deal workspace Procurement and vendor onboarding CLM-style workflows without external tools