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I’d like to suggest an important enhancement for PowerForms in DocuSign: Having the capability modifying the “SUBJECT LINE/ Envelope Name” field so sender can customize the envelope name (So they can add the project name or Clients/Company name) before sending.
Currently, when multiple PowerForm templates are used, all envelopes are sent with the default title “PowerForm Template>>>>XYZ.” I know that there is a way of adding the recipient name or email address to the subject line. However, there are many contracts that go out to the same person and/or email.
This creates significant challenges:
- There is no way to distinguish which envelope contains which document when reviewing sent items.
- The email notifications sent to recipients also use the same generic title, providing no indication of the specific contract or document inside.
- When sending multiple templates (e.g., four different agreements through same PowerForm), all appear identical, making tracking and organization difficult for both senders and recipients.
Allowing users to name envelopes would:
- Improve clarity and organization for both internal teams and clients.
- Reduce confusion and errors when managing multiple agreements.
- Enhance the overall user experience by providing transparency in communications.
- Provide better tracking while searching in the inbox for specific agreement and within DocuSign so we can check the status of the envelope as well.
