Skip to main content
arrow-left Back to Docusign.com

Featured topics

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...

    Filter by Idea status

    Filter by category

    1120 Ideas

    Back to top of the list
    Newcomer
    software_nebiusNewcomer

    Custom Date Format Support (Month Spelled Out) for “Date Signed” FieldIdea Submitted

    Enable the ability to customize the display format of the Date Signed field (e.g., “March 18, 2026” or “Mar 18, 2026”) at the account and/or template level, independent of recipient locale.Current limitations: Only global date formats are available, with limited options No support for “month spelled out” formats in some tenants No per-template or per-field override Workarounds (e.g., text fields) require manual input and reduce reliability Requested outcome:Provide flexible, enforceable date formatting options (including month name formats) for system-generated signing dates to eliminate ambiguity across regions.

    0
    Newcomer
    7 months ago
    Docusign Employee
    Amigo.HuangDocusign Employee

    Bulk edit templates' emails with a find-and-replaceIdea Submitted

    Scenarios:People who were cc’d in templates changed Company domain changedProblem:When there are multiple templates involved, currently we have to individually “edit” every template, which is very frustrating and time consuming.Idea:There’s already functions to filter and select multiple templates, a simple text function to “find-and-replace” in the selected template emails would save the day.

    1
    7 months ago
    New Voice
    NGP WebsmartNew Voice

    Support for Font Sizes Below 7pt in Document FieldsIdea Submitted

    We would like to request support for font sizes below 7pt in document fields. In some of our contracts, even the minimum supported size of 7pt results in text overflow due to limited space, and having the ability to use a smaller font size would help us accommodate necessary content without altering the document layout.This enhancement would greatly improve flexibility for scenarios where space is constrained.Best regards

    1
    7 months ago
    New Voice
    CalNew Voice

    Ensure attachments added during collaborative field review are reviewed by all signersIdea Submitted

    Currently, when an agreement has collaborative fields, if a change is made to a collaborative field, it goes back in the signing order for previous signers to review. If the previous signer makes another change, the agreement is sent to any signers who had already signed the document before the change was made.This behavior works except if the only change that is made is uploading an attachment. In that case, the agreement is not sent to anyone else who had previously signed the document before the attachment was added.This means that an agreement can appear to be reviewed and signed by all parties, when in fact attachments have been added that some signers never saw and never approved. This can result in an erroneous agreement being Completed and becoming binding.Docusign should correct this issue so that if any change is made within an envelope, previous signers have the opportunity to review and sign off on those changes. 

    1
    7 months ago
    New Voice
    JenniferWhiteheadNew Voice

    Date StampIdea Submitted

    Date stamp / Insert Date option should utilize a wrap text feature to contain the data within the length of the date itself. The additional digits and values infringe on subsequent fields or run off the page if oriented to the right side margin.

    1
    7 months ago
    New Voice
    jordanmlNew Voice

    Add user status filter to DocuSign Users ReportIdea Submitted

    ​​​​Shouldn’t the User Status filter (Active, Pending, Closed) be an option in the Reporting -”DocuSign Users Report“?Like many others here, I manage the DocuSign users for a fairly sizable group (~4000 employees) and am trying to simplify the access management process when users stay in pending status or leave.  The ability to output the scheduled ”DocuSign Users Report“ could make that easier if we could filter by all user statuses.When comparing the user’s list under Admin panel, users can be filtered by “status” (Active, Pending, Closed)For example, you might see a total of 500 users listed, with 350 Active, 50 closed & 100 Pending, but only see the 400 Active/closed in the ”DocuSign Users Report“ under Reporting.However, under Reporting, ”DocuSign Users Report“ only allows filtering on either specific users, user groups or Any user (status is not an available filter option).  This is the only User report that can be scheduled and it excludes Pending Users without the option to include them, giving a erroneous actual list of users when trying to manage access. 

    1
    7 months ago
    Newcomer
    UserSim2Newcomer

    Bulk Add Renewal/Expiration NotificationsIdea Submitted

    Currently in Agreement Manager - (formerly Navigator)/CLM, you have to individually click on contracts to add a notification for when it is expiring/renewing.  We have one address that needs to receive all of these notifications, and it would be much more efficient if there was a way to select multiple contracts in a list and add that address/set notifications for all of them at once. 

    0
    Newcomer
    7 months ago
    Newcomer
    Janny JiaNewcomer

    Enable Company outside US to set default Account as Non-Part 11 at company level or department level or better AD Group levelIdea Submitted

    Dear docusign team,This CR is regarding ”Enable Company outside US to set default Account as Non-Part 11 at company level or department level or better AD Group level“.The reason is that in China, we do not need to follow Part11. But our company is using Docusign for locations all over the world. We need to explain each time a new leader join the company that why he/she needs to login again after the SSO login+personal sign. And the new leader does not want to sign again as he is using cell phone version to sign, and when signing, he needs to login again using SSO + DUO verfiication code which is really complicate for him to sign each document.This CR has been discussed with your customer support team for several weeks but there is no solution but to let separate sender to change the default account by him/herself. This solution will bring us a lot of workload to explain to end users/new employees as well as to end users to let them change the default account.Please consider this CR and if possible can provide us the estimated date to implement.  Thank you very much in advance! 

    1
    7 months ago
    Conversation Starter
    Norma ClarkConversation Starter

    Add Email Authentication settings to Powerform reportingIdea Submitted

    I am requesting adding the Email authentication settings to the Powerform reports.  It would be helpful to monitor our standard configurations and do any necessary clean-up when needed. 

    0
    Conversation Starter
    7 months ago
    New Voice
    pelenbaumNew Voice

    Repeat Fields on all pagesIdea Submitted

    Please create an option to copy a field (example: Initials on every page) to all pages. Another platform has a simple right-click “copy field on every page” feature. 

    1
    7 months ago
    Newcomer
    mtrekNewcomer

    Orphaned envelope records remain in NetSuite when envelopes are discarded in the DocuSign portal.Idea Submitted

    DescriptionAfter upgrading to the DocuSign for NetSuite SuiteApp, we identified an issue where discarding an envelope in the DocuSign portal does not fully clean up related records in NetSuite.When a user discards an envelope, the SuiteApp leaves behind an orphaned record in NetSuite within the “DocuSign SuiteApp Envelope Status” custom record. These records do not represent valid or active envelopes and must be manually removed.Attached are the detailed steps to consistently reproduce this issue in NetSuite.Expected BehaviorWhen a user discards an envelope in the DocuSign portal and confirms the action, the corresponding envelope record should also be automatically removed from NetSuite. The integration should not leave orphaned or invalid envelope status records as a result of a standard user action.Actual BehaviorDiscarded envelopes remain in the DocuSign SuiteApp Envelope Status custom record in NetSuite, requiring manual cleanup.Business ImpactCreates data integrity issues in NetSuite Requires manual intervention by a NetSuite Administrator Increases administrative effort and risk of error Does not scale in environments with frequent envelope creation and cancellationCurrent Workaround (Provided by DocuSign Support)Navigate to:Customization > Records > Record Types > DocuSign SuiteApp Envelope Status Manually locate and delete the discarded envelope recordLimitations of the Workaround:Only accessible to NetSuite Administrators Requires manual identification of the discarded envelope Time‑consuming and inefficientRecommendation / Enhancement RequestWe recommend enhancing the current DocuSign for NetSuite integration so that any envelope record remaining in the “DocuSign SuiteApp Envelope Status” custom record is automatically deleted when a user confirms the “Discard” action in the DocuSign portal.This behavior would align NetSuite data with DocuSign user actions and eliminate the need for manual administrative cleanup.AttachmentsSteps to reproduce the issue in NetSuite (attached)

    0
    Newcomer
    7 months ago
    Conversation Starter
    pquinnConversation Starter

    Allow Shared Access Inbox to Be Set as the Default Instead of Personal InboxIdea Submitted

    DocuSign’s Shared Access feature enables teams to manage envelopes from group or departmental inboxes; however, users are always defaulted to their personal inbox when logging in or opening an envelope via a direct link.For teams that primarily work out of shared or group inboxes, this causes confusion, extra steps, and frequent “envelope not found” scenarios when the envelope exists under Shared Access rather than the user’s personal inbox.Requested enhancement:Provide the ability to configure a default inbox context (Personal vs. Shared Access) at either the user or admin level. Ideally, this would allow:Users to select a default Shared Access inbox Admins to define default behavior for groups or departments Envelope links to automatically respect the correct shared inbox context when applicableWho benefits:Operational, lending, legal, and back‑office teams that rely on shared mailboxes or departmental workflows.Business impact:This would reduce user confusion, streamline shared workflows, lower support volume, and improve adoption of Shared Access in high‑volume environments.

    1
    7 months ago
    Newcomer
    rradharapuNewcomer

    Enable “Autogenerate Access Code” option for EU Advanced signature typeIdea Submitted

    Currently, the “Autogenerate” button for Access Code is available only for the recipient types Receives a Copy and Needs to Sign. For the EU Advanced signature type, the Access Code must be entered manually, as no autogeneration option is provided.We request the addition of the “Autogenerate” button for the EU Advanced signature type, functioning the same way as for other recipient types — allowing users either to manually enter or automatically generate a random access code, with the option to modify it afterwards. Business rationale:This enhancement would ensure consistent behavior across all signature types, reduce manual input errors, and streamline envelope preparation for workflows using EU Advanced authentication. It will as well make the life of users easier as they don’t need to create the code from scratch for EU AES 

    2
    7 months ago
    New Voice
    Katie.MortlockNew Voice

    Remove .docx from signed document file nameIdea Submitted

    When I send out an envelope with a Word document attached that has a .docx file extension, the final signed document comes back with .docx.pdf on the file name.  It would be great if the final file name stripped out the .docx and created a final document with only the .pdf extension.  Currently the only way to fix this is to upload the Word document, and then re-name it to remove the .docx before it is sent.  This is painful - especially when I’m sending many documents in the envelope.

    0
    New Voice
    7 months ago
    Newcomer
    bpfaendlerNewcomer

    Attachments / CFR-Part-11Idea Submitted

    Docusign: CFR-Part-11When uploading attachments, a maximum of 5 documents can be selected at once. The order of the documents often changes during the upload process. Furthermore, it is not possible to insert an additional document between them.Suggestion for improvement: Please add a feature that allows uploaded files to be rearranged via drag and drop. Also, please allow a larger number of files to be uploaded simultaneously.

    1
    7 months ago
    New Voice
    bhupendrapatniNew Voice

    Programmatic API to allocate Room seat to Agent & BrokerIdea Submitted

    Based on our current understanding, onboarding an agent or broker into DocuSign Rooms involves several disconnected steps. To streamline this, we are already implementing OIDC Connect for user onboarding. We are looking for an API (programmatic access) to allocate seats to new agents and brokers and linking their NAR IDs to enable form access. Could you please provide information regarding an API that would allow us to programmatically allocate a Rooms seat and map the corresponding NAR ID for form access? We are looking to automate this process to ensure a more seamless integration for our users. We look forward to your guidance on the available technical options.

    0
    New Voice
    7 months ago
    Active Voice
    LukeWilkes94Active Voice

    Request for a Feature Allowing Reusable Message Templates in DocuSignIdea Submitted

    Please consider introducing a new feature that allows users to create standalone message templates, essentially a way to save and reuse email subjects and body text without requiring a document or a full envelope template.This would remove unnecessary steps, reduce template clutter, and streamline high‑volume or multi‑scenario workflows. Many organisations (including ours) have numerous use cases where the document changes frequently, but the message content remains consistent. A dedicated “Message Templates” feature would make DocuSign more efficient, reduce errors, and eliminate the need for workaround templates. Users would be able to select the appropriate message from a personalised library and insert it directly into an envelope (whilst in the “Send an Envelope page”) ensuring consistency and reducing preparation time.Thank you for considering this enhancement. It would make a meaningful and practical difference to everyday users and administrators.

    0
    Active Voice
    7 months ago
    Newcomer
    ZebmayNewcomer

    Global Fields that are usable in formulas activated by multiple recipientsIdea Submitted

    There needs to be a way that recipient 1 can enter data into a field, and have a later recipient activate a formula based on the data entered by recipient 1.  Example.  Recipient 1 enters data into “subtotal” field, and enters data into a “sales tax”.  Recipient 2 chooses 1 of 3 modifiers via checkbox, which then modify that subtotal.  That modified subtotal then gets plugged into a formula to get sales tax, and enters the new data into a new field called “grand total”.  At our company, we want our clients to have a couple of options attached to their contract, which when they choose one of these options, their pricing is updated.  These fields would HAVE to be read only to all recipients except the recipient who is responsible for filling the data.  Basically, a global field where the data is usable by multiple recipients.  I received confirmation from Docusign Support that this is currently impossible based on the current capabilities.

    0
    Newcomer
    7 months ago
    New Voice
    tvinczeNew Voice

    Admin‑Controlled Expiration Threshold PoliciesIdea Submitted

    Docusign currently allows senders to set long or inconsistent envelope expiration dates, which creates compliance, risk, and operational issues. Admins lack a way to enforce expiration limits outside of templates.Proposed CapabilityIntroduce an account‑level admin control to manage envelope expiration behavior:Allow admins to lower the maximum allowed expiration threshold globally. (Currently set to 999 days) Support expiration threshold policies (e.g., default max of X days). Enable user‑ or group‑based exemptions to these thresholds. Policies should apply outside of templates and not rely on sender behavior.ValueImproves compliance and risk management Reduces stale or forgotten envelopes Aligns Docusign governance with enterprise security and records‑management standards Minimizes reliance on templates as the only enforcement mechanismUse CaseMost users are restricted to a short expiration window, while certain users can be exempted based on business need.

    0
    New Voice
    7 months ago
    New Voice
    ajaiswalNew Voice

    Allow documents to be edited in the browserIdea Submitted

    Within DocuSign allow attached documents open in a PDF Viewer within the browser instead of the signing UI. If you allow documents to be opened in the browser and they are editable, it’s easier to annotate the document and saves time for the preparer of the DocuSign. Enabling editable documents to open in the browser facilitates easier annotation and improves efficiency for the individual preparing the DocuSign.

    1
    7 months ago
    New Voice
    Tatjana D.New Voice

    Improvement Suggestion: Signature VisibilityIdea Submitted

    To avoid the risk of documents being completed without visible signatures in the designated fields, I suggest adding a warning during the envelope-sending process.If no signature fields are added, the system should display a clear message such as:“No signature fields have been added to this envelope. If you continue, recipients will only need to click ‘Finish’, and the document will be marked as completed without capturing a visible signature. Do you wish to proceed?”This type of warning would help ensure that senders are fully informed of the consequences before sending the envelope and would reduce the likelihood of completed documents being rejected due to missing visible signatures.

    4
    7 months ago
    New Voice
    AJeffcoatNew Voice

    Auto Update Contact ListIdea Submitted

    When an e-mail address, name, etc is entered incorrectly and you correct it from the Agreement page, it’s does not automatically correct in the contacts.  You have to manually change it, or it will continue to send to the wrong email address, misspelled name each time.  If you correct something from the Agreement page that is related to contact information, then it would automatically update your contact list for future agreements.

    2
    7 months ago
    New Voice
    ASwearingenNew Voice

    Allow Grouping Text Fields for Requirement CapabilitiesIdea Submitted

    We have various templates with scenario that if one text field is filled out a different text field should not be. I know there is the ability to do a radio button group requiring only one button selection and conditional logic to then display the appropriate text field and make required, however the forms we have this for, a radio button placement would not make sense and would cause confusion for the recipient.I’d like to see DocuSign templates enhanced to allow grouping selected text fields with the requirement options that Radio Button Groups have today.

    1
    7 months ago
    New Voice
    A Sri Sai PrasanthNew Voice

    CLM API Enhancement: Create/Update Clause Options via APIIdea Submitted

    Hi , It would be really helpful if CLM Object API v2 supported creating and updating Clause Options via API. Today there is an  POST Api /v2/{accountId}/clauses (Text/Notes) but this does not add the clause option, the GET /v2/{accountId}/clauses/{clauseId}/options returns no options for the previous post API. We’ve been advised by DocuSign Support that currently options are created through UI-only(Case Id: 16951191). Could you please enable API endpoints to create/update/delete clause options (e.g., option name/label, text, notes, order/active) so customers can automate clause library migrations and keep DEV/UAT/PROD in sync without manual UI work.

    0
    New Voice
    7 months ago
    Conversation Starter
    jay95Conversation Starter

    Purge Email Notification ConsolidationIdea Submitted

    There should be a setting that only sends one email notification with a list of envelopes that are to be purged on a specific date versus receiving a purge email for each envelope that is to be purged. Email inboxes get flooded with purge notifications after an initiated bulk send results in the email server auto-blocking the email address Docusign uses to send automated emails because of the large volume of purge emails it sends.

    1
    7 months ago
    Show More

    Filter by category

    • All capabilities
    • All Capabilities

    Leaderboard

    Awarded Badges widget

    Show All Badges
    Code of ConductAccessibility statement

    Docusign Community

    Code of Conduct