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Idea Submitted

Allow Merge Recipients Within Templates via Mobile App (Doc Template + eSign Tem)

Categories:eSignature
  • March 31, 2026
  • 0 replies
  • 17 views

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When using one or multiple Document Templates combined into a single eSignature Template, the desktop experience allows users to merge recipients and send an envelope seamlessly. However, this functionality is currently not available in the Mobile App experience, where merging recipients within templates is not supported.

 

Since this is an existing and valuable feature on desktop, it would be highly beneficial to offer the same capability within the Mobile App to ensure consistency and improve efficiency.

 

Given that customers often manage a large number of Document Templates, enabling this functionality on mobile is especially important. Many users frequently send agreements on the go and cannot rely solely on the desktop experience.

Providing recipient merging within templates on the Mobile App would significantly streamline their workflow and enhance overall productivity.