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How to Use the Ideas Feature

What you need to know about Docusign Community IdeasThis guide will walk you through the process of sharing your ideas, voting on existing ideas, and...

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    1117 Ideas

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    New Voice
    AmyFitzNew Voice

    Choose custom font colourIdea Submitted

    Some of our documents require headings or other text to include dynamic text that changes based on the recipient.Whilst we can change the content of those fields, we can’t currently select a custom colour to match the brand colours used in the document. For example most of our text is dark grey rather than black, but there is no way for us to select this in Docusign.

    1
    4 months ago
    Docusign Employee
    Jayson.MarcoDocusign Employee

    Immediately removing envelope access to voided envelopesIdea Submitted

    Admins/Senders should have the capability to immediately remove access to certain envelopes which are already voided so recipients wont be able to see the content of the said envelopes. Also not allowing them to download envelopes unless it completed. 

    1
    4 months ago
    New Voice
    cesquivelTTNew Voice

    Download Multiple Files without UnderscoresIdea Submitted

    With Docusign automatically adding underscores to bulk file downloads, this is causing more time for our team to go in and replace those underscores with spaces. They already allow downloads to have spaces when 1 document is downloaded so can we get the same for multiple files being downloaded? 

    1
    4 months ago
    New Voice
    jr123New Voice

    Increase Text Box Character Limit from 4000Existing Functionality

    The character limit of 4000 seems to be restrictive for no real reason. We should be able to add as much text into a text box as the box will fit you enlarge it by dragging the corners.I have to deal with this daily and I need to add more text boxes to build an agreement, cutting off paragraphs, shuffling verbiage, etc, just so that it is formatted correctly and professionally. Remove the character limit or at the very least set it to 15,000.

    3
    4 months ago
    Active Voice
    legalcontractsActive Voice

    Enhancement Request - Ability to forward emails to an Agreement Desk RequestIdea Submitted

    Please explore the possibility of being able to forward emails from Outlook to the Activity Feed of a Request in DocuSign Agreement Desk. Email recipients are asked to reply to the email they receive - but they don’t so, it would be nice to either have the ability to forward it to an email address connected to the Request or to drag and drop to the Documents tab of the Request. Having to save the email outside of Outlook and go into the Request to add it to Documents creates many extra clicks. Perhaps creating a separate tab in the Request for Emails would be the better solution so that all emails sent/received are contained in a designated space. Please also add DocuSign IAM to the Product Area dropdown.

    0
    Active Voice
    4 months ago
    Conversation Starter
    Daniel_101010Conversation Starter

    Please stop renaming files when I download themIdea Submitted

    I want to download the combined single pdf of a completed document without you changing the file name to “Complete_with_Docusign_” and truncating the filename. (two distinct issues).Why is the default to use the subject line of the email? Apart from not wanting you to do this at all, the email is from before the signature and now the document has been signed. I could understand adding “_signed” or “Completed with Docusign” or similar but this makes no sense and I cant believe anyone wants all of their downloaded documents to have half the name used up with identical text. 

    7
    4 months ago
    Newcomer
    Mcbmbr24Newcomer

    HAVING CAPABILITY OF MODIFYING OR ADDING ENVELOPE NAME IN POWERFORMSIdea Submitted

    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.

    1
    4 months ago
    Newcomer
    AnngieNewcomer

    Envelope Custom Fields functionalityIdea Submitted

    we have only two custom envelope tags that do not share commonalities for usage - one is for member facing data and one is used for internal data.  They are both envelope fields, required, and show.  What I would like is to have the option to disable these at the template level as only one would be needed with the other having a static “N/A” at all times.  Example - if a user is requesting travel, they would need the “Traveler name” fields but not the “member number” field - I would want to be able to prevent the “member number”  envelope custom field from even being on the template.   I have been advised that this not currently an option but to make the enhancement request. Thank you  

    1
    4 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig template field to cover section on pdfIdea Submitted

    The fields containing "This page is reserved and intentionally contains no content" will not block the underlying area of the PDF once the envelope is completed.  It only does for the signer.  The final PDF should have the same area hid that the signer sees hidden.From a signer's perspective, the field is working as expected.  see attached 

    0
    mshealy
    Established Contributor
    4 months ago
    New Voice
    Fred DuBoisNew Voice

    Contact List Export FeatureIdea Submitted

    Although there is a report to export Envelopes history, it only includes Names and email addresses.  It would be helpful to have an export available for Contacts as the list is built interactively and includes phone numbers.  Just saying...

    1
    4 months ago
    New Voice
    darleneTranNew Voice

    Have a separate report for used envelopes in eSignature and CLMIdea Submitted

    Hi, Since we use both eSignature and CLM module from DocuSign under one contract, we would like to check the envelope volumes used by each module for planning & budgeting purpose, but the current DocuSign standard report shows only total view of used envelopes for both modules, not splitting the view. It would be nice to have the reports for two separate modules.  

    1
    4 months ago
    Docusign Employee
    Jayson.MarcoDocusign Employee

    DocuSign's digital signature is not recognised by the MePA portalIdea Submitted

    We need a system that would allow one person to enter their unique personal id during signing and that is then captured as metadata in the digital signature certificate Case 16441690

    1
    4 months ago
    New Voice
    Phil87New Voice

    Download original document uploaded from signerIdea Submitted

    Hi,it would be great if we could download the original files (e.g. JPG or PNG) that were uploaded from the signer with the upload button. Currently we only get the images as pdf but we need it in the original format. Philipp

    1
    4 months ago
    New Voice
    FlexBoxNew Voice

    Enhance Docusign Template to Add Header InformationIdea Submitted

    We would like to request an enhancement to our current configuration that allows document headers to feed into the system during the signature process. This functionality is critical for maintaining consistency and ensuring that all header information is captured accurately for downstream processing and compliance purposes

    1
    4 months ago
    Newcomer
    bbaxaNewcomer

    Customizable PowerForm Email Subject (No mergefield)Idea Submitted

    Hi DocuSign community,We have a form that is a powerform so it is initiated from our website. There are dozens of these forms being initiated per day. The person that the form is for is not in the signing order (and cannot be in the signing order due to privacy) so their name cannot be added to the email subject line via mergetoken. The envelope custom field does not work because the administrator would need to change the field before every envelope is created. I propose that there is a way for the subject line in powerforms/webforms is customizable to add someone not in the signing order. Thank you Eduardo from DocuSign for trying to help me with this issue!  

    2
    Newcomer
    4 months ago
    Digital Collaborator
    daniel.krcmarDigital Collaborator

    Allow ECF & default fields in Email Message Body (Next Sender / Email Notifications)Existing Functionality

    Problem / LimitationCurrently, Docusign allows the use of ECF (Envelope Custom Field) placeholders in the Email Subject line using syntax such as:[[ECF:Client_Name]]  However, ECF fields and standard merge fields (text, number,...) are not supported in the Email Message Body, including: Next Sender recipient emails Routing Order notifications Automated system emails tied to envelope progress This creates an unnecessary inconsistency: dynamic data can be shown in the subject, but not in the email body where context matters most.Why this mattersCustomers frequently need to include dynamic, envelope-specific information in the email body, such as: Client or account name Contract reference number Opportunity ID Agreement type or region Internal tracking codes Without merge support in the email body, customers must: Use vague, generic messages, or Build complex workarounds (Workflow Builder (formerly Maestro) workflows, external email systems, or manual intervention) This reduces usability and adoption—especially in IAM workflows where automation and clarity are critical.

    2
    4 months ago
    Digital Collaborator
    daniel.krcmarDigital Collaborator

    Include Clause Library in Agreement Builder and Generation (Conditional Clause Selection)Idea Submitted

    ProductDocusign IAM (Agreement Preparation / Agreement Builder)Idea / Enhancement RequestCurrently, the Docusign Clause Library is available primarily in CLM scenarios, but it is not usable within IAM Agreement Builder or generation flows when working with conditional or dynamic clauses.In IAM: Conditional logic can insert or paste static text Clause content must be hard-coded or duplicated There is no option to select a clause from the Clause Library via a lookup field This limits reuse, governance, and consistency across agreements.Proposed EnhancementExtend the Clause Library so it can be used: During agreement generation Inside the Agreement Builder, including conditional logic Specifically: Allow users to select clauses from the Clause Library via a lookup/dropdown field Insert the selected clause dynamically into the agreement Preserve clause metadata (name, version, owner) Support conditional logic (e.g. jurisdiction, contract type, customer segment) Instead of pasting static text, users should be able to reference managed clauses.Why This MattersWithout Clause Library support in IAM: Clauses are duplicated across templates Legal loses control over clause versions Updates require manual changes in multiple places IAM falls short of basic CLM expectations Example Use Case“If country = Germany → insert German liability clause from Clause LibraryIf contract value > €50k → insert extended indemnification clause (latest approved version)”SummaryIAM Agreement Builder should support dynamic clause selection from the Clause Library, not just static text insertion. This is essential for scalable, enterprise-grade agreement creation.

    1
    4 months ago
    Newcomer
    FriederikeDroegemuellerNewcomer

    Enable access to Identity Wallet in SalesforceExisting Functionality

    Please enable DocuSign Identity Wallet in Salesforce so that user’s don’t have to identify themselves everytime when they need to sign a document that requires ID verification. Why is the button “Use Identity Wallet” displayed as an option when I open the evenlope in Salesforce to sign the document without opening the DocuSign Webconsole, but it actually is blocked to give access to the Identity Wallet? I get that the access via an iframe is a high security risk but why would you even show it as an option if it doesn’t work? Otherwise why doesn’t it just open the DocuSign Webconsole where the user is actually able to access the identity wallet and make it easy and less clicks for the user?  

    2
    4 months ago
    New Voice
    Jenna Beatrice

    Enable Phone Numbers in the Shared Address BookIdea Submitted

    We require phone numbers for recipient authentication when sending envelopes. Currently, the Shared Address Book only shares name and email, which means our senders still have to enter phone numbers manually. Allowing phone numbers to be shared would significantly improve efficiency and reduce errors in our workflow.

    1
    4 months ago
    Newcomer
    ErveNewcomer

    Enable filter prioritization in API to avoid timeoutsIdea Submitted

    In our context, we need to call via APIs documents attached to a custom field, the latter being a client ID, over a large time frame.API result should be from 1 to few dozens if you call any envelopes attached to this ID (even for a 50 years time frame).However, when using the API in prod, we recently started to have a lot of timeouts. It looks like the API prioritizes filtering with dates before applying the main filter on the custom field.Therefore, we would like to be able to, within the API call, prioritize the ID filter before applying the dates filter.Thank you for looking into this.

    0
    Newcomer
    4 months ago
    New Voice
    dawn.taylorNew Voice

    Make Document Fields available to auto populate to documents the Witness Details entered by the witnesses when accessing envelopesIdea Submitted

    When a witness opens an envelope to witness/sign, they are presented with a screen in which they have to enter their Occupation and Address details.  These fields are mandatory and the witness must complete these details before they can open the envelope to complete/sign/witnesses the document(s). It would be useful if these fields could be available to the creator of the envelope when they are adding fields to documents so that these details are auto filled into the document once completed by the witness.   Currently, if the witness name, occupation, address etc. are required information on the documents the creator has to create text fields for these and the witness has to re-key this information into the document after they have already entered these details on the mandatory screen when accessing the envelope.  This can result in the witness updating the text fields to say: as already entered etc. and the document not being populated with the required information.  We are using tooltips in an attempt to resolve this issue but witnesses continue to complete the document fields in this way.  Is it possible to make these fields available (like the Company, Title fields we have for standard users)? 

    3
    4 months ago
    New Voice
    vaishnaviNew Voice

    Feature Enhancement request - Finishing the documentIdea Submitted

    Requesting Enhancements: When a user clicks the Finish button, a pop‑up window should appear with the following selectable options: Finish and Email Finish and Download Finish, Download, and Email  For improved visibility, each of the above Finish options should also be displayed individually in the top‑right corner, directly beneath the existing Finish button.

    1
    4 months ago
    Newcomer
    erd_itNewcomer

    Profile information - academic title and authority to signExisting Functionality

    In Docsign it is not possible to add the authority to sign (for example: .ppa, .i.V.) and academic title (for example: Dr. = Doctor) to the profile information.  The authority to sign and academic title has to be on the envelopes that we send. I would be very useful if this feature could be impleneted to the Docusign profile information.   

    2
    4 months ago
    Docusign Employee
    Oishabelle.EscotoDocusign Employee

    Have a way to remove the Void watermark for envelopes that expiredIdea Submitted

    Having a workflow to be able to retrieve documents that are still valid but has been voided as it has expired. Like having all parties involved sign to attest that the document or the deal is still valid.

    1
    4 months ago
    Newcomer
    Linda at SPMNewcomer

    Template matching for duplicate pages in a documentExisting Functionality

    When a file is uploaded to an envelope and automatic template matching is set it will apply a matching template to the first occurance of the template match in the document and ignore any others. In the work our business does it is possible that there are multiple pages exactly the same except for minor details (not in the IDR zone).  Currently Template matching only happens to the first occurance of the page the template matches. It would save so much time for us if the template matching algorithm would allow for multi page matching!

    2
    4 months ago
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