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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

    J
    New Voice
    jhollenderNew Voice

    Allow formulas to calculate in print or preview of a draft envelopeDuplicate

    We want to be able to print or preview a draft envelope to send to a client for verification. We specifically need the formula fields to calculate on the preview. We want to send a client a preview of a cost sheet (like an estimate) for verification or modifications before sending the final contact to sign. Currently, the print or preview option of a draft envelope will not show formula data.

    1
    M
    Forum|Forum|6 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    formulas in template testing, no previewParked

    While working with my contacts at DS, they have let us know that if you have formulas within your template and other fields show or hide based on that formulas field, you cannot test it with preview to ensure that it works.  You must USE the template to test.

    3
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    Forum|Forum|6 months ago
    G
    New Voice
    GoodideasLLCNew Voice

    Schedule PowerForm ReportsParked

    We suggest implementing the ability to schedule automated reports for PowerForms, enhancing efficiency for users managing high-volume form submissions.

    2
    M
    Forum|Forum|6 months ago
    E
    Newcomer
    EwokNewcomer

    Form fields linked to the form instead of approverIdea Submitted

    In discussion with John Lorrenz in Customer Support, we identified that form fields can be accidentally deleted from a template when there are multiple approvers and no indication on which approver the form fields are linked. I have many form fields that are uneditable to the approver, so it was not intuitive to me that these would be linked to an approver. I would like to propose that form fields can be linked to the form itself instead of linked to the approvers.

    0
    E
    Newcomer
    Forum|Forum|6 months ago
    D
    New Voice
    DianaJNew Voice

    Envelope Report showing reminder approversIdea Submitted

    To add a column to the current Envelop Report to show the names of the remainder approvers. This allows the user to see the remainder amount of work/estimated timing to complete a group of envelopes when working massive volumes of them instead of having to click or search for one specific one.

    0
    D
    New Voice
    Forum|Forum|6 months ago
    S
    Newcomer
    sbutkowskiNewcomer

    Enhancement Request: Conditional Logic for Form FieldsExisting Functionality

    We would like to request the ability to add conditional logic to form fields in the Word Add In Template. This feature would dynamically show or hide fields based on a user's previous selection, creating a more intuitive and streamlined experience for form completion.For example, when a user selects "exempt" or "non-exempt" from a dropdown menu, additional fields would only appear for the selected option. Currently, all fields are visible, and we have to include "N/A" options, which increases the time and effort required to fill out the form.Implementing conditional logic would help us: Reduce clutter by only showing relevant fields. Improve data quality by eliminating the need for "N/A" entries. Streamline the user experience by making forms more dynamic and efficient.

    4
    J
    Forum|Forum|6 months ago
    K
    New Voice
    Katherine BuckleyNew Voice

    Feature Request: Recipient-Level Control for Sending Completed Documents as Email Attachments (attach documents to completion email setting)Parked

    Hello DocuSign team and community,We’re currently encountering a permissions challenge that’s affecting our workflows, and I’d like to suggest a potential improvement that could benefit many organisations.Our business uses DocuSign in multiple ways across departments. Most teams issue high volumes of letters and rely on the efficiency of having completed documents automatically emailed to recipients as attachments. This feature is a time-saver for them and improves their day-to-day productivity.However, within our HR department, we use DocuSign for issuing password-protected documents. For security reasons, we do not want these documents sent as email attachments once signed, as they are no longer protected at that stage.At present, the workaround we use is to manually toggle the relevant setting on and off depending on which department is sending documents. As you can imagine, this is not idea and places an unnecessary operational burden on our DocuSign super users.Feature request:Could DocuSign introduce the ability to customise this setting at the envelope or recipient group level? This would allow departments like HR to disable email attachments for sensitive use cases, while allowing the rest of the organisation to retain their efficiency-oriented preferences.I imagine many organisations must face this same conflict - balancing convenience with compliance and confidentiality.We would be keen to integrate DocuSign more deeply into our HR processes, but this current limitation is a barrier.Grateful for any thoughts or support from others who'd find this useful.Thank you!

    3
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    Forum|Forum|6 months ago
    M
    Active Voice
    MarielMActive Voice

    Audit ReportsParked

    Need audit reports for the following information:to view who has access to each Shared Folder (what folders each user/user group has access to) consolidated report to view who has shared access to other users’ envelopes  who has access to what templates (what templates each user/user group has access to) Sent envelopes and their sent by methods (i.e., bulk send, mobile, api, etc.) Or a high level on the account where we can see what send by methods are mostly used  Identify bulk send envelopes and their status/who sent it/ date sent/ recipient etc.Overall these are useful for security audits performed internally to ensure access is restricted appropriately and to inform us how we are utilizing the tool. 

    2
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    Forum|Forum|6 months ago
    F
    New Voice
    familiarNew Voice

    Embeddable Videos for ProposalsParked

    The WhatThis is a feature suggestion to enable users to embed third-party video players (YouTube, Vimeo) directly within an online document. The downloadable PDF would not have a video player embedded, but the online version would.  The WhyThe purpose of this feature is to include important content in sales proposals. Product demonstration videos, video testimonials, and personalized introduction videos can all play stronger than static images. Only having an image with a link to an external URL will take recipients out of the proposal, which risks them bouncing without ever returning. It puts other content in front of them that takes attention away from the intended proposal content. For example, suppose a YouTube video is opened outside of the proposal and competitors’ videos are on YouTube.  Other Document Software Service That Do ThisThree services that currently allow embeddable video, while retaining the traditional classic document look, are PandaDoc, GoHighLevel, and Prospero. Those 3 software services are in portrait orientation and generate downloadable PDFs, but the online versions embed third-party video players directly within the online documents.  Might It Up-Sell People? I became a DocuSign customer for contracts because of the familiarity / brand recognition that DocuSign has. However, I am also paying for proposal software separately (Qwilr). If DocuSign had the ability to embed third-party video players inside of proposal documents, I would invest the proposal software money into upgrading DocuSign instead. After all, it would consolidate everything in one place for me (if I could do sales proposal documents and contract documents both in DocuSign.) 

    2
    M
    Forum|Forum|6 months ago
    F
    New Voice
    Fanny.GingrasNew Voice

    Agreement Activity - Unable to show the name of the person whoses signature is pendingExisting Functionality

    On the Home page, in the Agreement activity section, it would be helpful to display the name of the person whose signature is pending, rather than “Waiting for 2 others”.  When we send a document to a single person, that person's name is displayed, but as soon as we add two or more people (regardless of whether they are signatories or cc recipients), all we see is: “Waiting for 2 others”. In our company, we rarely send envelopes to just one person, and knowing exactly who the envelope is intended for would save us a lot of time! Thank you!

    5
    M
    Forum|Forum|6 months ago
    T
    New Voice
    ToddOKCUNew Voice

    User Sorting NeededParked

    I do not see any options to sort the users list by any of the columns and the list by default is not sorted alphabetically by username.   It would be nice to click on a column to sort by that column in the User Admin section.   

    4
    M
    Forum|Forum|6 months ago
    J
    Conversation Starter
    JijingConversation Starter

    Automatically check for sealsParked

    Currently, the “document visibility” check can detect whether a signature tab is present in the envelope. However, it does not detect the presence of electronic seal tabs.Would it be possible to enhance this functionality to automatically check for seals as well?This enhancement would help prevent cases where a sender forgets to drag and drop the  electronic  seal component. In such cases, the envelope can still be sent successfully, and the signing process completes automatically since seals are auto-applied. However, because no electronic seal placement was defined, the seal does not appear on the document, which can lead to confusion or missing electronic seals.

    2
    M
    Forum|Forum|6 months ago
    T
    Newcomer
    TlewisNewcomer

    Whole Document Matching for templatesIdea Submitted

    Currently, document matching for templates only evaluates the first document. While this is a strong foundation, it can be expanded to better support multi‑page templates. Since templates can contain multiple pages, matching should evaluate the template as a complete unit rather than a single page.A more efficient approach would be to first match the template’s initial (or anchor) page against the loaded documents to identify likely candidates. From there, the user could order the matched pages into the intended write sequence, significantly narrowing the search space and reducing overall processing cost.Once the pages are ordered, a lighter, continuous validation pass can confirm that each page aligns with the corresponding template page. This layered approach balances accuracy, performance, and user control while enabling full multi‑page template matching.

    0
    T
    Newcomer
    Forum|Forum|6 months ago
    R
    Newcomer
    RicardoVPNewcomer

    Automatic resizing of the Title field content based on the dimension of the title jobDelivered

    There is currently no way to manage the content or visualize the final text in the “Title” field when an envelope is sent.The Title field takes over the information entered in the Job Title user profile, but in some cases it overlaps with the content of the document, resulting in an improper visualization of both.A suggestion might be to add additional field options to manage:the predefined size field, allowing the content to autosize it in the fixed field, ormaximum char value within the field.

    2
    M
    Forum|Forum|6 months ago
    Z
    Active Voice
    Zoe BeeActive Voice

    Apply a template to a file added to an existing templateExisting Functionality

    Merging templates in DocuSign is a miserable process, as is making significant updates to a file found in multiple templates. We have the ability, in DocuSign, to apply a template to a file uploaded to an envelope, but we cannot apply a template to a file added to a Template. Why? I understand the workflow or recipients might not align, but that’s our problem to deal with if we use the feature. It would save my organization many hours of work. We have to update docs regularly to remain compliant.

    2
    J
    Forum|Forum|6 months ago
    B
    New Voice
    BeccyggNew Voice

    Report showing names of documents contained in a completed envelopeParked

    Our envelope contains multiple documents and we want to monitor what documents people are sending through the DS accounts. There currently isnt a report that details what is inside an envelope. Currently admins/users have to goto the envelope granular level in order to see what was sent. Please can this be developed

    2
    M
    Forum|Forum|6 months ago
    C
    Active Voice
    ClareBActive Voice

    Update Email Domains in Templates When Organization Domain ChangesParked

    Our organization recently changed domains. This caused all the Docusign issues mentioned in other ideas, but another problem we had was that people’s email addresses in templates did not update. We had to quickly go in and edit thousands of template recipients to prevent future envelopes from going into ghost accounts. It would be beneficial to every organization that does a domain change if changing the domain of a user’s account also changed every reference to that account in existing templates. It will save time for both clients and customer service reps by reducing the calls they get related to domain changes (which they have informed me are many). Thank you very much!

    4
    M
    Forum|Forum|6 months ago
    U
    Conversation Starter
    udayrConversation Starter

    Rich Text formatting for email message fieldParked

    Hello,Our use case involves allowing users to provide specific instructions to signers using rich text formatting, such as bulleted lists, bold text, and highlighting. Currently, the Email Message field in the eSignature API does not support rich text formatting, which limits our ability to convey clear, well-structured instructions.I would like to request a feature enhancement that enables rich text formatting in the Email Message field when sending an envelope via the eSignature API.While we understand that HTML code can be pasted into the Email Message field, we have encountered two key challenges with this approach:The Email Message field has a 10,000-character limit, which is insufficient for larger messages that require extensive formatting. Editing an HTML-based message in the Admin Console is challenging unless the user is familiar with HTML, making it difficult to make quick modifications in a user-friendly way.Enhancing this feature would significantly improve the user experience by making message formatting more intuitive and eliminating the need for manual HTML adjustments.

    2
    niani.byrd
    Forum|Forum|6 months ago
    S
    New Voice
    ShisbellNew Voice

    Make the Attachment Icon sizeable like you did the SignatureIdea Submitted

    The attachment Icon is to big.  I have many forms that have a lot of information and if there is a section I need them to upload an attachment  the Icon takes up to much space

    0
    S
    New Voice
    Forum|Forum|6 months ago
    L
    New Voice
    LWUKNew Voice

    Searching for a document in a Group of users in one move (not per user)Idea Submitted

    Can I first suggest Support upload some of the Ideas? If Support’s advice is “yes that’s a great idea please post this in the community” why then can’t they refer it in here? All it means is the customer is repeating the same problem twice? I don’t get it.We have users assigned to Groups, which are essentially teams. The users in a Group send hundreds and soon thousands of envelopes at fixed times each year. All users in the Group have been given full sharing access by me (Admin) - they can see everything of each other and act on behalf of each other - full transparency for operational effectiveness. I should add, we all use Single Sign On which is why we cannot have a generic email address (username and password shared by a whole team to login to DS) and only individual users can login - hence the need to setup Groups - they all do the same job and need to see each others' envelopes.Due to the way sharing happens in DS, you can only search for a document a user has sent (a user in the Group) by searching each individual user’s envelopes at a time. You cannot search envelopes across ALL users in a group IN ONE MOVE - to find the one you need. The time it takes to search e.g. 10 users to find the envelope (in Agreements folder Waiting for Other) is incredibly time consuming. And it’s like finding a needle in a haystack. Imagine if there was functionality to search for a named document across ALL users in a group IN ONE MOVE. A simple checkbox which says Select All Users in Group and Search.

    1
    J
    Forum|Forum|6 months ago
    S
    Newcomer
    SheilaPNewcomer

    Sending Experience options in DAL eSignature Envelope Template settingsParked

    The sending experience options within Docusign Apps Launcher (Salesforce) aren’t flexible enough.  We have agreements with approved terms and conditions language that the sender is not authorized to manipulate in any way.  Our senders in this case should only have access to attach the document (either from the Salesforce record or upload the PDF) and assign the recipient.  They should not have access to add any additional input or merge fields (the correct signer tags are already included in the source documents).  We’d like to see a sender experience option in the envelope template settings that bypasses the full featured “prepare & send” page.  It appears my only option to accomplish this today is a completely customized Apex Toolkit code solution. 

    2
    J
    Forum|Forum|6 months ago
    L
    New Voice
    LeopoldoNew Voice

    Add Need to Approve role or personalized visibility of approve tag in the field (only 1 signing person, not all)Existing Functionality

    Add Need to Approve role (so the our administrator can see when the legal team has approved the document, before his sign, but the client shouldn’t see the approve))If isn’t possibile personalized visibility of approve tag in the field (so the our administrator can see when the legal team has approved the document, before his sign, but the client shouldn’t see the approve)

    2
    M
    Forum|Forum|6 months ago
    J
    New Voice
    Jihyun BaeNew Voice

    Request for improvement of signature functionParked

    An internal deviation occurred because the user's signature was truncated in the completed document in Samsung Biologics. *image removed* The CFR part11 also states that signatures should be in human-readable form in printed matter. In addition, as an GMP company, SBL's signature cut is against internal regulations.Below is SBL QA's opinion.-----------------------------------------Since the signature 'Person/Date/Time' information cannot be verified/tracked in the finalized document itself, it is considered GDP violation (Originality, Readability, Accuracy, etc.). Since the E-FORM is the original and does not exist as a separate True Copy to compare/prove the existing signature, it is considered appropriate to capture the loss of records in the original as a Deviation. For the truncated information, it seems that you can check it through Audit Trail, so impact seems to be small, but it seems appropriate to capture the event and impact verification results through Deviation.----------------------------------------If the Impact is small but captured as a deviation within the SBL, the system needs to be improved to prevent the issue from recurring. Guiding users through the process is not a complete prevention of issues. Therefore, I would like to ask if one of the three below is possible through system improvement.- Make the 'Sign field' the same as the signature size so that the user can recognize the signature size.- If the signature is truncated from the document, an error occurs and finish is not possible.- Resize the completed signature before finish (We understand that can re-sign after the signature has been canceled.)

    2
    M
    Forum|Forum|6 months ago
    R
    New Voice
    Rafi_mNew Voice

    Feature Request: Enable Authorized Documentation Access for LLM Ingestion (RAG)Idea Submitted

    The Problem: I recently attempted to build a custom LLM using Google NotebookLM to better navigate DocuSign’s technical documentation. Unfortunately, DocuSign’s current Bot Protection/Anti-Scraping measures block these tools from accessing and indexing the documentation. While I understand the need to protect against unauthorized scrapers, it currently prevents legitimate customers and developers from using AI to streamline their DocuSign integrations.The Proposal: DocuSign should provide a way for authenticated customers to allow-list specific AI agents or provide an "AI-friendly" documentation endpoint.Why this matters: As a customer having a custom LLM trained on DocuSign's specific documentation will reduce the number of internal support tickets.

    0
    R
    New Voice
    Forum|Forum|6 months ago
    C
    New Voice
    christottenNew Voice

    More detailed historical audit / history for envelopes as they are sent and signedIdea Submitted

    We use the 21 CFR Part 11 module for pharmaceutical industry, specifically in this example to record the creation / amendment / extension and ultimately retirement of Standard Operating Procedures (SOP’s) within the business. Recently as part of an SOP amendment the document was sent out to 3 x parties for signature. The first one received and signed OK, but the second one commented that they had never received the envelope. When we went looking in the audit history it appeared as if the envelope had been moved into a folder called “Bin” for some reason. This is not a folder we’ve created or are familiar with, so we can only assume that someone manually moved it here. The idea / request is simple - the current audit trail for envelopes, particularly when using the 21 CFR Part 11 module for regulated pharmaceutical industry - is not detailed enough. We went into the audit thinking we could identify who moved the envelope here and when, but no this level of detail is not provided. The audit trail for an envelope should provide this level of detail - it would allow us to problem solve why a multi-party signing “stalled” and importantly with who so we can provide them with training. At present there is nowhere near enough detail to show precisely what happened to an envelope as it moves through the system - every single action should be record along with who performed it and when and this audit should be immutable. Many thanks Chris TottenSenior IT Architect, Norbrook Laboratories Limited, UK 

    0
    C
    New Voice
    Forum|Forum|6 months ago

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