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Want to shape the future of Docusign? Add your ideas for dream features and upvote others you love.

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How to Use the Ideas Feature

What you need to know about Docusign Community IdeasThis guide will walk you through the process of sharing your ideas, voting on existing ideas, and...

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Forum|Forum|1 year ago

20820

Update on the status of submitted ideas

Hi everyone! We’ve heard your questions about the status of submitted ideas in the Ideas forum.Internally, the Docusign team is actively reviewing you...

Forum|Forum|11 months ago

6648

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erikolin87Newcomer

Connect the final document in "Completed Agreements" to "Requests" in agreement deskIdea Submitted

When you look for a document in completed agreement, it should tell you the Request ID so you can connect the final document and request in agreement desk and see the approvers.

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Forum|Forum|1 day ago

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mjlarkinNewcomer

Maestro Workflow and Webform Salesforce Read/Write for Dropdown FieldsIdea Submitted

How can I go about mapping a salesforce pick list field to a Webform dropdown field within a Maestro workflow. Currently we are using a workaround when writing back to Salesforce using a mirrored _text__c field and a flow to populate the Salesforce record. Is there anyway to populate the webform with a pick list value from salesforce? This should not be a limitation of the product and should be a high priority enhancement.

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Forum|Forum|3 days ago

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ZepNewcomer

Approval RoleIdea Submitted

When choosing a ‘Role’ when preparing an Envelope, please can we have an ‘Approver’ role, other than just ‘Needs to Sign’, ‘Needs to View’ etc. Then the approver can approve a document for signature before signatory signs. It will notify the signatory that the document has been approved by [Approver Name]. This would make life so much easier and is why I upgraded docusign. But, it’s not a feature readily available. Please can you kindly implement this Approver Role.

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Forum|Forum|3 days ago

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cwallNewcomer

Bring Back X to Delete DocumentsIdea Submitted

DocuSign recently removed the functionality to delete documents by clicking the X in the top right corner of the document. Now we need to go through and additional step to delete documents by clicking the three dots in the bottom right corner, selecting ‘delete document’ and then confirming that we would like to delete the document. My whole team hates this as we use templates that have placeholder documents that have to be deleted 95% of the time.

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Forum|Forum|4 days ago

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mkanteNewcomer

Improve management of shared contactsDuplicate

In our organization we are facing limitations in the management of contacts.Currently, only the original owner of a contact can modify or delete it. Even global administrators do not have the the possibility to manage these contacts. In addition, there is no way to identify the original owner of a contact, which makes the contacts impossible to manage.The only workaround is to recreate them, which leads to duplicate records and data inconsistencies.To address this issue, I suggest:Making the contact owners visible in the admin panel Allowing admin profiles to edit, reassign, or manage shared contactsThese improvements would enhance governance, data quality, and the overall user experience.

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Forum|Forum|5 days ago

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tãoSofiaActive Voice

Allow admins to manage shared contacts regardless of ownershipIdea Submitted

I’d like to request that Admin users can edit contacts regardless of ownership. In big companies, contact’s updates are frequent and should not be restricted to the person that created the contact. This functionality would help a lot the contact’s management.

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Forum|Forum|5 days ago

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DOC2026Newcomer

Enhancement Request – Expose “Auto Respond” Recipient Status to Salesforce Connect/API EventsIdea Submitted

We are currently integrating DocuSign with Salesforce and have identified a gap related to the Recipient Status value “Auto Respond.”Current behavior:In DocuSign, some recipients are marked with the status “Auto Respond.” However, in Salesforce, the Recipient Status is only updated as “Sent.” Because Salesforce never receives the actual “Auto Respond” status, we cannot implement or validate custom trigger logic based on that event. Requirement: We need DocuSign to send some identifiable event, payload attribute, webhook notification, Connect event, or recipient status update to Salesforce whenever a recipient enters the “Auto Respond” state. Expected enhancement options: Expose “Auto Respond” as a valid Recipient Status in Salesforce. Publish a dedicated webhook/event notification for Auto Respond actions.

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Forum|Forum|6 days ago

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bmurphyNewcomer

Eliminate spurious envelope name promptsIdea Submitted

I suggest two changes. The first is to change the order of the fields on the envelope setup page so that selecting the SMS option occurs BEFORE a name is entered. Then, when the name is entered, the correct mobile phone number will appear in the Phone Number field.The second is to add a check box that says “Only include names from the contact database.” This will eliminate spurious names prompts, which are a nuisance, for authors that are trying to maintain Part 11 compliance by only using names that have mobile phone numbers.

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Forum|Forum|8 days ago

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dawn.taylorNewcomer

Make Document Fields available to auto populate to documents the Witness Details entered by the witnesses when accessing envelopesIdea Submitted

When a witness opens an envelope to witness/sign, they are presented with a screen in which they have to enter their Occupation and Address details. These fields are mandatory and the witness must complete these details before they can open the envelope to complete/sign/witnesses the document(s). It would be useful if these fields could be available to the creator of the envelope when they are adding fields to documents so that these details are auto filled into the document once completed by the witness. Currently, if the witness name, occupation, address etc. are required information on the documents the creator has to create text fields for these and the witness has to re-key this information into the document after they have already entered these details on the mandatory screen when accessing the envelope. This can result in the witness updating the text fields to say: as already entered etc. and the document not being populated with the required information. We are using tooltips in an attempt to resolve this issue but witnesses continue to complete the document fields in this way. Is it possible to make these fields available (like the Company, Title fields we have for standard users)?

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Forum|Forum|8 days ago

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marco.tanglaoDocusign Employee

Update signature settings to display the signature frame at the individual user level.Idea Submitted

Making this change would apply to all users on our company account — currently 2,034 people — which is not an acceptable solution for our needs. This seems like a basic customization feature that should reasonably be available at the user level.

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Forum|Forum|9 days ago

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Guilherme.FloresDocusign Employee

Connect API enhancement requestIdea Submitted

Ability to use "retryEventForEnvelope" for any envelopes. Not only failed notifications on the auto-retry queue.

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Forum|Forum|9 days ago

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Malafleu07Active Voice

Ability to choose the time of day reminders are sentUnder review

We need the ability to schedule a specific time of day for reminders to be sent on, we currently had customer complaints about the reminders coming in at 1am.We should also have the ability to send on weekdays only.Regards

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Forum|Forum|10 days ago

James.McDermottDocusign Employee

Add ability to limit the number of documents allowed in Attachment fields in CLM Document GenerationIdea Submitted

Although this can be handled in workflow post submission, there are times when we need to ensure that only one document is added at the outset.One common example of this would be those cases where users are asked to pick a document in CLM that is the parent document of the one being generated (e.g. an Amendment form). In this case it makes more sense if the user could only pick one document.This requirement come up time and time again.

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Forum|Forum|10 days ago

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amy.billsNewcomer

Create a scheduled report to identify active users and license typeIdea Submitted

We would like the ability to schedule a report to automatically be delivered to our contract team to determine the active user count by license count. This will streamline the contract audit and renewal process with DocuSign. We are aware we can do this manually via the user export but that is tedious. Also, when I run the bulk export of users, the total of Full licensed users does not match the count that shows on the user administration page.

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Forum|Forum|10 days ago

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dayangNewcomer

Removal of supplemental documents from the completed envelopeIdea Submitted

When an envelope is completed, all documents, which are marked as supplemental, should not be included in the envelope. This causes the envelope size to be too big to allow the actual signed document to be attached as a PDF. We copy an internal email address into the completed envelope which needs the PDF to create a different process within another system. The individuals who have access to our internal system does not have access to the Docusign to download the PDF.

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Forum|Forum|10 days ago

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LuvLife2017Newcomer

Lock Recipient Name added under Customize for all usersIdea Submitted

Please add Lock Recipient Name under the Customize dropdown box by each recipient for all users when creating a Docusign envelope. I feel it should not be just an admin-based feature as it is difficult for users to get a hold of our admin to make the change. It is more time efficient if it was a user-based option.

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Forum|Forum|11 days ago

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Daniel_101010Newcomer

Please stop renaming files when I download themIdea Submitted

I want to download the combined single pdf of a completed document without you changing the file name to “Complete_with_Docusign_” and truncating the filename. (two distinct issues).Why is the default to use the subject line of the email? Apart from not wanting you to do this at all, the email is from before the signature and now the document has been signed. I could understand adding “_signed” or “Completed with Docusign” or similar but this makes no sense and I cant believe anyone wants all of their downloaded documents to have half the name used up with identical text.

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Forum|Forum|11 days ago

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aidan.detienneNew Voice

Restrict Envelope Custom Fields to Specific User GroupsIdea Submitted

I think an enhancement to the eSignature and Agreement Manager - (formerly Navigator) workflow would be the admin ability to restrict custom envelope fields to specific user groups. I’ve run into instances where one custom field is required org-wide, but another additional custom field should only be restricted to a team within our business that uses Docusign.

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Forum|Forum|11 days ago

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pbellisNewcomer

Improving SMS Sender Identification in DocuSign Signing ProcessIdea Submitted

During the advanced EU signature process, many users—including directors and other executive-level personnel—receive SMS messages that do not clearly identify DocuSign as the sender.This lack of recognizable sender information creates confusion and frustration, as there is no clear branding or header linking the message to DocuSign.To address this issue, all SMS messages sent during the signing process should include explicit DocuSign identification, ensuring recipients can immediately recognize the source.

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Forum|Forum|11 days ago

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SnehilNewcomer

Improve SMS Authentication Messages with Expiry DetailsIdea Submitted

Enhance the current DocuSign authentication SMS message by including the code expiry duration. This improvement will provide users with clear information about how long their authentication code remains valid, improving both user experience and security. Currently, users receive an SMS message in the following format:Your DocuSign Authentication code is: XXXXXXThe message does not indicate when the code will expire, which can lead to confusion if users attempt to use an expired code. Proposed Enhancement:Modify the SMS message template to include timeout details.Example of enhanced message:Your DocuSign Authentication code is: XXXXXX. This code will expire in 10 minutes. Alternative format (with timestamp):Your DocuSign Authentication code is: XXXXXX. This code will expire at 3:15 PM SGT.

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Forum|Forum|12 days ago

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AscendFCUNewcomer

Failed Authentication Envelopes- Automatically get VoidedIdea Submitted

We would like to see when a member fails “authentication” that the envelope gets voided. We would rather send a whole new document set then being able to resend the failed documents. If someone is failing authentication, we don’t think think they should be able to reuse that envelope.

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Forum|Forum|12 days ago

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Simply SageNewcomer

Tax documents need to be added as a TopicIdea Submitted

Other just doesn’t cut it. CRA now requires signatures for efiling tax documents. The plans are ridiculous. Either 5 per month or 100. Tax season is 4 months, maybe sometimes more. More than 5 but less than 100 per month. There should be a volume allowed instead of per month number. For example; 0-100 documents, 200-500 something like this.

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Forum|Forum|13 days ago

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RWOlsonJrNewcomer

Save my formatting preferences!Idea Submitted

All of my envelopes are sent out with Times New Roman 12pt, and initials and signatures at 80% size. I want to lock that in for all future envelopes to save time, but there is no apparent way to change my default preferences. This should be a no-brainer, but I haven’t seen how do to this. Am I just missing it, or is this a design flaw in DocuSign?

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Forum|Forum|13 days ago

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DebKoscinskiNewcomer

Docusign Popup after moving envelope to folderIdea Submitted

PLEASE add a turn off box for the new notification every time you move an envelope to another folder as it is SUPER ANNOYING!! It stays there until you close out EVERY popup notification.

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Forum|Forum|13 days ago

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jgoodpastureNewcomer

Convert Envelope Template Documents into Document TemplatesIdea Submitted

The Docusign template library is fantastic and contains a lot of sample envelope templates that you can use when building your own envelopes. However, there’s not currently a way to extract the PDFs from those envelope templates for usage inside a document template. I was told by the support team that if I wanted to use a template from the Docusign library, I would have to copy it by hand into a new document template. This is rather difficult to do, especially for documents that have a lot of conditional formatting and formulas in them (such as the W-4 template that I downloaded myself).

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Forum|Forum|13 days ago