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I’d like to suggest an improvement to the WebForms workflow. Recently, one of our sales representatives was filling out a WebForm while speaking with a client over the phone. After completing the form, they attempted to add attachments and sign it, but the session timed out. Unfortunately, all of the entered data was lost.

Unlike standard envelopes in DocuSign, which are saved as drafts if not completed, WebForms do not currently offer the same behavior. It would be extremely helpful if WebForms had an auto-save feature or the ability to recover partial data in the event of a session timeout or unexpected closure.

This improvement would help avoid rework and the loss of important client information, especially during real-time interactions.

I hope this suggestion can be considered for a future update.

Thank you,
Elisângela

Hello Elisângela!

We appreciate you taking time time to provide us with a suggestion to improve our offerings!  

Would you kindly include this idea in our Ideas section of the Docusign Community?  You can see this tab at the top of the screen next time you log in titled ‘Ideas’.  Here is a direct link:

https://community.docusign.com/ideas

Regrettably, as an employee I’m unable to make this request for you as this area is intended specifically for our customers with excellent ideas like you to help shape the future of Docusign.

Thank you!