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1. Executive summary
Please add “Envelope Data → Email Subject” and “Envelope Data → Envelope Name” as selectable conditions in Agreement Actions.
This will let customers trigger post-signature automations, archiving, notifications, based on words that appear in the envelope title or subject line.
2. Problem & current workaround
| Item | Detail |
|---|---|
| Current gap | The Agreement Actions condition builder surfaces only: • Document Custom Field • Envelope Custom Field • Recipient • Sender • Template |
| Business impact | • Cannot auto-route completed envelopes whose subjects include legal keywords such as “MSA”, “NDA”, or “SOW”. • Users must fall back on manual templates or custom-field work-arounds, adding friction and risk of human error. • Missed opportunity to drive adoption of Agreement Actions as a no-code automation hub. |
| Workarounds | 1. Template per agreement type: proliferation of templates, maintenance overhead. 2. Envelope Custom Field (“Subject”): must be filled in manually by end users; error-prone and unpopular with senders. |
3. Proposed enhancement
| Area | Proposal |
|---|---|
| Scope list | Add “Envelope Data” as a top-level scope in the Agreement Actions condition builder (consistent with other rule builders in DocuSign). |
| Fields | At minimum expose: • Email Subject (string) • Envelope Name (string) |
| Operators | Equals, is not equal to |
| API | Return the same schema in Rules API for programmatic rule creation. |
| UX | No net-new screens, just additional dropdown entries. |
4. Value & ROI
| Stakeholder | Benefit |
|---|---|
| Legal / Procurement | Automatic classification & storage of agreement types (“MSA”, “PO”, “Amendment”) into dedicated shared folders |
| IT / Security | Fewer external integrations to audit; keeps data flow inside DocuSign & native cloud-storage connector. |
| Senders | Zero extra clicks, rule relies on the existing email subject they already fill in. |
| DocuSign | Increases stickiness of Agreement Actions, supports upsell to Business Pro/Enterprise tiers. |
5. Usage example
Rule:
Trigger – Envelope Completed
Condition – Envelope Data → Email Subject → contains → “MSA”
Action – Archive to Google Drive →/Contracts/MSA/
Thank you for considering this enhancement. We believe it will unlock significant automation value for customers while reinforcing Agreement Actions as the central post-signature engine inside DocuSign. I’m happy to provide additional context or join a quick call if that would be helpful.
