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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...

Update on the status of submitted ideas

Hi everyone! We’ve heard your questions about the status of submitted ideas in the Ideas forum.Internally, the Docusign team is actively reviewing you...

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    1017 Ideas

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    Newcomer
    PawControlNewcomer

    Improve “Next/Send” buttons when using a template documentIdea Submitted

    When creating a contract from templates, the first screen is where you input the customer contact info. At the bottom of the screen are two buttons, [Advanced Edit] in white and [Send] in yellow. This is intuitive. When you click advanced edit you then can make additional edits to the contract. At the bottom of this screen the buttons are [Send Now] in white and [Next] in yellow. This is counter intuitive. It would be better if on this second screen the [Next] were on the left and in white, and the [Send Now] were on the right and in yellow, for consistency.The [Send] buttons should always be in yellow and on the right to avoid unintentionally sending the contract out before it is ready.  

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    Newcomer
    Forum|Forum|4 months ago
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    New Voice
    RachelKLNew Voice

    Feature Request: Template-Level Control for PDF vs. Link Delivery to Support Data Privacy & Industry ComplianceIdea Submitted

    DescriptionIn today’s environment - where data privacy, cybersecurity, and regulatory compliance standards are increasing across all industries, it has become critical for organizations to control how completed DocuSign documents are delivered on a per-template basis, not just at the account level.Currently, DocuSign only allows PDF vs. Link delivery settings at the account level.This creates significant challenges for organizations that manage different types of documents with different data-exposure risks.Why Template-Level Delivery MattersMany industries regularly send documents that contain PII, PHI, financial data, employee data, and other sensitive information. For these types of documents, Link Delivery is the safer and more compliant option because:• Access requires authentication into a DocuSign account• Documents are not transmitted as unsecured PDFs• Exposure risk is reduced in the event of an email compromise or downstream data breachConversely, many other templates, such as vendor contracts, NDAs, media agreements, or documents without PII—do not need link-level protection and are more efficiently consumed as PDFs.Real-World ImpactThis limitation affects:• Financial institutions (loan docs, ACH forms, identity verification)• HR and payroll departments (I-9s, tax forms, onboarding docs)• Healthcare and insurance (claims, patient forms, PHI-containing documents)• Enterprise legal teams (sensitive amendments, personnel agreements)• Any organization with mixed-risk document typesToday, companies must choose one single delivery method for the entire account - even though the sensitivity of documents varies dramatically.Security & Compliance RisksWithout template-level control:• Sensitive PII documents may be forced to send as PDFs, creating unnecessary exposure• Low-risk templates may be forced into Link Delivery, creating inefficiency and confusion• Corporations must invent manual workarounds (file padding, extra pages, etc.) to force the preferred method—none of which are scalable or secure• The current model does not align with modern privacy frameworks (SOC 2, ISO, GDPR, HIPAA, GLBA)Proposed EnhancementDocuSign should allow each template to specify its own final document delivery method:• PDF Delivery• Link Delivery (Account Login Required)This empowers organizations to:• Meet compliance requirements• Reduce data-breach exposure• Simplify workflows• Eliminate workaround solutions• Better support enterprise-level governance and security needsConclusionA template-level delivery setting would be a major step forward for organizations that rely on DocuSign as an enterprise system of agreement. With data privacy and cybersecurity threats rising across every industry, having granular control over document delivery isn’t just convenient, it is essential.

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    Forum|Forum|4 months ago
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    Newcomer
    YannickNewcomer

    Using DocuSign and ITSMEIdea Submitted

    Hi,This is actually an idea from my manager when our client are using DocuSign and ITSME to sign documents and confirm that the signature are done by the right person. This is a copy/paste from his email:If I may add, can you consider a kind of automatic redirect once validation has been done in itsme app.In other words, once the signee wants to use his/ her mobile device, he/she needs to come back to his/her internet browser session to allow the retrieval of the signing certificate (provided by itsme).The signing step (on the device where itsme app is installed) are therefore the following : Open the email invitation to sign the document – email applicationCTA to be redirect on internet DocuSign browsing sessionReview and sign the document digitally – internet browser (Safari, Google Chrome, Microsoft Edge, etc.)Invitation message to open the itsme app to certify the identityConfirm the signature in the itsme® application Return to the DocuSign session opened in the internet browser on the device Our wish is to avoid the 4th step which is not really intuitive for the signee.Best regards,

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    Y
    Newcomer
    Forum|Forum|4 months ago
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    Active Voice
    Frank FinkbeinerActive Voice

    Rules should be more as 200Idea Submitted

    We have a complex process for CE certification of our machines. This process requires numerous signatures from employees, sometimes the same employees signing multiple times at different times. Unfortunately, we've now reached the limit of 200 rules. If DocuSign could increase the number of rules allowed, it would be a huge help. As it stands, we'll constantly have to delete rules to stay below the 200 limit.

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    Forum|Forum|4 months ago
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    Newcomer
    Chris TopNewcomer

    Replacing a document within a template on the Android mobile appIdea Submitted

    I understand that replacing a document within a template is currently not supported on the Android mobile app. I agree that this feature would be a valuable enhancement, especially for users who rely on mobile functionality, and I will submit the suggestion through the Docusign Ideas platform.

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    Forum|Forum|4 months ago
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    New Voice
    tlambourneNew Voice

    Signing Groups for WorkspacesIdea Submitted

    Enable the ability to have signing groups working within the workspaces.

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    New Voice
    Forum|Forum|4 months ago
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    Newcomer
    Kevin.KulbackiNewcomer

    Feature Request: Add an “Expired Agreements” Section to the Envelopes Sidebar NavigationIdea Submitted

    Currently, the Envelopes sidebar provides clear visibility into nearly every stage of the document lifecycle—from draft, to sent, to completed, and even Expiring Soon. However, once an agreement has officially expired, it effectively disappears from meaningful visibility. These expired agreements remain accessible only briefly, persisting in the Agreement Activity feed for as long as it takes roughly five new agreements to arrive. After that, they are no longer surfaced in any structured or discoverable way.This gap creates a significant missed opportunity for users.Expired agreements are often a valuable signal, representing prospects who were previously engaged but did not complete the signing process in time. Without a dedicated location for these agreements, users lose an important touchpoint for follow-up, analysis, and potential reengagement.Adding an “Expired Agreements” section to the Envelopes navigation would: Complete the document lifecycle representation within the platform. Every major stage—except expiration—is already accounted for. Improve user experience and workflow efficiency, ensuring expired agreements remain accessible and easy to review. Enable strategic reengagement, helping users identify and follow up with parties who demonstrated prior interest. Create continuity and clarity, especially for users handling large volumes of agreements where expiration is a meaningful status. By introducing a dedicated folder or view for expired agreements, the platform would deliver a more comprehensive lifecycle management experience and unlock a high-value resource for users looking to recover missed opportunities.

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    Forum|Forum|4 months ago
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    New Voice
    mikecallaghanNew Voice

    Ability to Configure Default CC/BCC for Outgoing Emails in DocuSign CLMIdea Submitted

    DocuSign CLM does not provide a native way to automatically CC or BCC recipients (such as the sender or a designated archive mailbox) on outgoing emails triggered from folders or documents within workflows.This creates challenges for teams that require:Centralized recordkeeping of outbound communications Audit/compliance visibility into what was sent externally Easy access for users to reference sent communications without relying solely on CLM records

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    New Voice
    Forum|Forum|4 months ago
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    New Voice
    JoshBrownRSANew Voice

    Ungrouping all fields applied via template at onceIdea Submitted

    In some of our larger envelopes, we have 300+ pages, and maybe 30-40 signature and signed date fields applied for each of (typically) four signers. I’ve noticed that vary often, in this scenario, DocuSign becomes very slow when trying to ungroup that many fields across that many pages. But <300 pages and <30 fields typically ungroups rather quickly still.Is there anyway DocuSign could make it so all fields applied via a template could be ungrouped all at once, and quickly?While this isn’t a huge issue for us, it is a lot of wasted time for the envelope preparer of our largest documents, having to sit and wait for minutes at a time, while one field’s series of applications is ungrouped. And then multiply that by 8, and significant time is lost when trying to ungroup all the fields we need to, to be able to shift fields in such a manner that they will not cover other text on the document.Thanks,Josh

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    Forum|Forum|4 months ago
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    New Voice
    jksteinlageNew Voice

    Need to be able to download the Message sent to recipientIdea Submitted

    When I create an envelope, there is a "Message" section that we can write a message to the recipient (my insurance customer). After the document is signed, I can click on the "Completed with DocuSign..." and then click on "Details" and see the message is that I sent to the recipient, but I cannot save this nor does it save with the downloaded document or summary.When I download all documents, this "Details" or "Message" does not show up on anything. It is imperative that we keep that message as many times we are talking about coverages or some other important insurance "stuff" to our insured, and we need to keep a copy of that message, as it could be a matter of an E & O issue if we do not.In summary, the Details page should also be included with the signed document and summary page, but right now it is not. The only way I can save the message sent to the recipient is to copy and paste it into a Word document and that is very time consuming, plus that might not stand up in court.  We CANNOT create a template, as we send different messages to each customer.We need this message to be downloaded with the signed documents, as we have to save this message!  This should be an easy fix!

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    J
    New Voice
    Forum|Forum|4 months ago
    T
    Newcomer
    Tariq KamalNewcomer

    Stamps with Custom FieldsIdea Submitted

    I’m aware that Docusign has the ability to create “Name + Date” stamps, which will allow an end-user to add a custom date as part of the stamp:From the Docusign documentationWhat we’re looking for is the ability to add custom fields (such as reference IDs & other elements such as % rate) into a stamp, which the end-user can stamp on a document. This will significantly cut down our end-users' workloads, as they wouldn’t need to individually place fields on the documents that they need to stamp.The functionality that matches closely with this would be similar to Docusign Templates, but instead of adding a separate document as a new page, it’s a stamp that you can place at the places where you’d normally place a stamp, so no new pages are needed to be put in.

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    Forum|Forum|4 months ago
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    Newcomer
    Noga DeutschNewcomer

    An exclamation mark in a WhatsApp message is very annoying.Idea Submitted

    When all parties complete the signing process and the employee receives a copy of the contract via WhatsApp, an exclamation mark appears after the file name (see attached image). In Hebrew, an exclamation mark in a WhatsApp message is often perceived as pressure, anger, or a demand—even when the intention is completely innocent. I kindly ask that the exclamation mark be removed.

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    Forum|Forum|4 months ago
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    New Voice
    E.KaraniNew Voice

    Reporting for Docusign Signing GroupsIdea Submitted

    Consider enhancement to current reporting that will provide a reliable, auditable report that shows, for each Signing Group member (name + email), the count of envelopes they actually completed (i.e., were the individual within the Signing Group who signed) during a selected date range.

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    Forum|Forum|4 months ago
    brbaca35
    New Voice
    brbaca35New Voice

    Enhancement Request: Allow different reminders and expirations dates for multiple documents in the same envelopeIdea Submitted

    Currently, if multiple documents are included in the same envelope, it is not possible to customize different reminders and expiration dates for each document.I would like to propose an enhancement that allows reminders and expiration dates to be set individually for each document within a single envelope.This improvement would greatly benefit our organization by eliminating the need to send multiple envelopes to the same recipients, streamlining communication, and supporting our business needs more efficiently.Thank you for considering this request.Brandy 

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    Forum|Forum|4 months ago
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    Newcomer
    Jackie AguirreNewcomer

    Envelope Report - Signer WorkflowExisting Functionality

    It would be great to be able to generate a report for all the envelopes in your account that shows the signer workflow with their details.This would help people be able to quickly assess who they need to update on specific envelopes when people leave, etc. 

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    Forum|Forum|4 months ago
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    New Voice
    Rafi_mNew Voice

    DocuSign and selecting a document from Google Drive - only user personal drive is accessibleDuplicate

    Dear Team, Currently, DocuSign only allows access to a user's personal Google Drive and does not provide access to Shared Drives. I also tried adding a shortcut from a Shared Drive into the personal drive but this did not make the file visible within DocuSign. Are there plans to extend the scope of the Google Drive integration to include Shared Drives? Thank you,Raafat   

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    Forum|Forum|4 months ago
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    New Voice
    MeganFNew Voice

    Integration with Google Drive defaults to "My Drive", needs to include "Shared with me"Parked

    Currently when integrating with google drive to pull in documents, there is not a method to select ‘shared with me’ folders to pull in contents.  This shortfall causes the end user to manually search and consequently manually select files one at time found from the search. If able to toggle bettwen varying drive locations within google drive (My drive vs Shared with me), this would rectifiy this.

    3
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    Forum|Forum|4 months ago
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    Newcomer
    rafaelcbfcNewcomer

    Bundle main contract with attachmentsDelivered

    To be able to bundle main contracts with appendixes and ammendments so we can properly understand the history of an agreement. I was suggested to use sets, but given the nature of our agreements, we would have hundreds of individual sets, which would make things harder to find and work properly

    2
    paige.rossi
    Forum|Forum|4 months ago
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    New Voice
    PMANew Voice

    Enable Applying Templates to Multiple Documents in BulkIdea Submitted

    Currently, templates can only be applied to documents one at a time through the regular DocuSign web interface. This becomes very time-consuming when working with a large number of documents that all require the same template. It would be extremely helpful to have a feature that allows users to apply a template to multiple documents in bulk—either during upload or from the document list. This would streamline workflows, reduce repetitive actions, and save significant time for users handling high document volumes. A bulk template application option (similar to bulk actions available in other areas of DocuSign) would greatly improve efficiency. Thank you for considering this enhancement!

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    Forum|Forum|4 months ago
    V
    Newcomer
    venkateshsridharNewcomer

    Ability to Add Stamp Tabs via Power AutomateIdea Submitted

    I have discovered that there is no possibility of adding a Stamp tab using the Add Tab to a recipient on an envelope action in Power Automate - this is such a critical feature for majority of organizations in the Middle East, Africa and Asia region and it just seems such a massive oversight to not have this supported in this action.

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    Forum|Forum|4 months ago
    A
    Newcomer
    andrew.naplesNewcomer

    Publish Platform Events to Salesforce - CLMIdea Submitted

    As of now, we appear to only be able to create or update individual records using the Salesforce connector workflow tools. It would be nice to extend the ability to publish platform event (*__e) records.For example, a workflow runs and creates a new document, and publishes a document generated event. Then any subscribers to this event in salesforce can trigger their automation to act upon a document having been generated.

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    A
    Newcomer
    Forum|Forum|4 months ago
    S
    Newcomer
    ScottMNewcomer

    Enhancement request to be able to see login access.Idea Submitted

    Enhancement request to be able to see login access.  For example, some things like web servers … you would be able to view http.access.log to see the IP address or username attempting (successfully or unsuccessfully) to access your web server.  This is just an example.  But with several phishing attempts in the span of 2 weeks, it would be nice to see who is trying to gain access to DocuSign so we could send this info to our cyber security team and ultimately the FBI.Please let me know if you have any questions or need more details. Thanks !

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    Newcomer
    Forum|Forum|4 months ago
    S
    Newcomer
    ShaunaNewcomer

    IDNow Envelope FailingDelivered

    IDNow verification issues - no other individual is trying to sign document/has document open but cannot execute.Having signing orders is not an option for us - there needs to be a resolution to this limitation of the system. Facts on one occasion: Director tried to access the envelope and authenticate. However, they failed the authentication due to a poor internet connection, and before they resolved the issue, another signer tried to authenticateDue to the limitation, the envelope has been broken. This means that the signer will no longer be able to authenticate using an IDnow QES. There are already recipients who have signed the envelope. However, if all the signers required to sign with the IDnow QES in the envelope, the envelope needs to be voided and recreated. This causes huge delays and is really frustrating for our board of directors.

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    Forum|Forum|4 months ago
    M
    Newcomer
    Mayuresh.SunilGhodakeNewcomer

    Void Field after completion of taskIdea Submitted

    Once any envelope is in completed state, then there must be void option as well. if we want to cancel the agreement, we can do that from there itself and notification should trigger to all stakeholders.Scenario - Recently we encountered this issue, Document has been signed from supplier and later all stake holder approved the case later realized that person who signed the document from supplier side was not authorized person to sing that document, in that case must have void option.Once we have void option, on single click we can cancel it and get notified to all, it will save the time to reach out to everyone manually.

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    Newcomer
    Forum|Forum|4 months ago
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    New Voice
    TRettingerNew Voice

    Attachment field as collaborative fieldIdea Submitted

    Hello, it would be helpful for when multiple recipients should be able to upload an attachment to an envelope to be able to mark “attachments” as collaborative so that there is only one attachment button and not multiple as it’s currently needs to be done

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    T
    New Voice
    Forum|Forum|5 months ago

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