Hello,
We have a use case regarding the “Needs to View” option in DocuSign. In our process, we always include one person as a contract reviewer first, and then, in step two, the person who needs to sign the contract.
The challenge is that with the current “Need to View” setting, the reviewer can only see the contract, and the document automatically continues to the signer afterward.
However, in some cases, the reviewer may not agree with the content and would need to stop the contract from being sent forward.What we would really need is an enhanced option — something like a “Reviewer (View + Block if needed)” role. This would allow the reviewer to either let the contract proceed or block the workflow after their review.
Thank you for taking this idea into consideration.
Best regards,
Marie