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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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    1121 Ideas

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    Newcomer
    florencebettonNewcomer

    make this prefix “Completed with DocuSign” optional or configurableIdea Submitted

    I would like to submit a suggestion for improvement regarding envelope notifications.Currently, the prefix “Completed with DocuSign” is automatically added at the beginning of the email subject line.Would it be possible to make this prefix optional or configurable?This would help improve the overall user experience.Thank you in advance for considering this suggestion.

    0
    Newcomer
    7 months ago
    Newcomer
    bwaranoskiNewcomer

    Private Comments in Workflow Builder (formerly Maestro)Idea Submitted

    Our Workflow Builder (formerly Maestro) workflows come back to us after the customer signed and go through several backroom departments. We would like the ability to add comments to the document that are not seen by the customer that signed and do not show up on the Certificate Summary.

    0
    Newcomer
    7 months ago
    New Voice
    CarmenHuberNew Voice

    Execution of further steps in the e-Workflow Builder (formerly Maestro) workflow after e-signature dispatch.Idea Submitted

    In an eWorkflow Builder (formerly Maestro) workflow, after sending an e-signature template for signature, no further steps can be performed until the sent envelope is closed. Is there a way to change this? Specifically, to execute the further steps upon sending the envelope instead of only after it's closed?

    0
    New Voice
    7 months ago
    Conversation Starter
    SSTConversation Starter

    Workflow Builder (formerly Maestro) Workflow Needs More Features to attract more customersIdea Submitted

    Hi Team,I am feeling DocuSign Workflow Builder (formerly Maestro) is not helping much customers when it comes to real life use cases, recently I have posted my post on community, however I am looking for feature mentioned below:Ability to allow to add more than one templates, as of now it allows only one template, for e,g. I want to dynamically combine multiple templates on the basis of various choices for e.g. if Investor age > 65, add Senior Attestation Template with main template and send for signature If Investor selects multiple sponsors, then it should add only those templates Radio and Checkbox buttons must have ability to map with dropdown options from webforms. I have a template which as radio buttons and checkboxes and I want to collect data from webforms where I want to show drop downs for same options rather using radio buttons, once I have data in webform, I want to map dropdown selected option ( text ) with template’s radio or checkboxes values so it should pre populate selection , this is lacking at the moment Send Email and Send Invite with Dynamic Field Population, if I want to send email and in the subject and body want to populate data from webforms variables, I am unable to use them, hence I am having limited ability to just use static text but cannot build body and subject dynamically

    1
    New Voice
    7 months ago
    Newcomer
    Fred74Newcomer

    Make compatible "Lookup fields" in SPO database and copy of metadata from a non signed to a signed documentIdea Submitted

    Lookup fields are not supported as part of the SPFx app infrastructure.Currently only text fields are supported for metadata writeback.Consequently when we use SPO and the docusign connector, it is not possible to have automatic copy of metadata between the initial document and the final signed document. That is shame. 

    0
    Newcomer
    7 months ago
    New Voice
    h.cocoNew Voice

    Customize legal disclosure for different brandsIdea Submitted

    It would be great if the legal disclosure language could be adjusted and configured for different brands, instead of on an account-wide basis. I know you can adjust the disclosure to include the brand company name, but it would be helpful to be able to configure different disclosure language and points of contact for each brand, as well!

    0
    New Voice
    7 months ago
    Newcomer
    RIAAdvisorsNewcomer

    Please allow reports to be created on Reminder eventsIdea Submitted

    It would be extremely useful to be able to run a report on Reminders that have been automatically sent for envelopes so that we can check if and when they are going out and who the recipients are.

    0
    Newcomer
    7 months ago
    Digital Collaborator
    daniel.krcmarDigital Collaborator

    Support EU-Style Number Formatting in CLM Currency fieldIdea Submitted

    Problem: Currency field in CLM docgen forms The CLM Currency control currently enforces US-style number formatting (decimal “.” and thousands “,”). EU-style formatting (decimal “,” and thousands “.”) isn’t supported, which creates usability and data-entry issues for European users.

    0
    Digital Collaborator
    7 months ago
    New Voice
    quandarypeakNew Voice

    more information on the envelope pageParked

    DocuSign recently changed the information available on the individual envelope pages.  I prefer having the envelope number on the main page without having to click through to “Details” and, similarly, I prefer having the information about whether a signer has merely received or actually viewed the envelope email on the main page as opposed to having to click through to History under the three dots (kebob).

    2
    7 months ago
    Conversation Starter
    dijrobbConversation Starter

    Transparency needed for esignature documents - why recent document format changesIdea Submitted

    The recent change to the document format we send to customers is creating significant issues. The current appearance is less professional—oversized, opaque boxes now block out text and lines on the contract, even when reduced to the smallest possible size. This makes it difficult for customers to fully understand exactly what they are signing.Previously, the signature fields were transparent, allowing all text to remain visible. The new look not only obstructs important content but also presents a cluttered, confusing, and unrefined appearance. From a customer-facing perspective, this is a step backward in clarity and professionalism.Can you explain the reasoning for moving away from the transparent design? We would strongly recommend reverting to the prior format to ensure contracts remain both visually clear and professionally presented.

    1
    7 months ago
    mshealy
    Established Contributor
    mshealyEstablished Contributor

    esig-calculated field issueExisting Functionality

    I have the below fields:Quantity-text field-validation is custom, regex patter ^\d+$ to make sure they enter a whole numberDuration of storage-text field-validation is custom, regex pattern ^\d+$Rate 2-Text field-Add text is 4.89 for a constantTotal Charge 2-formula field-formula is [Rate 2]*[Quantity]*[Quantity]. It will not allow this formula unless the quantity and duration validation is none or a number.But they will not work because I don't want to allow decimals but only whole numbers.

    2
    7 months ago
    New Voice
    Peter_Maresch_iSiNew Voice

    Normal Users should be able to create SetsIdea Submitted

    In our Case it would be suitable that Admin could grand normal users the right to create Sets (IAM Agreement Manager - (formerly Navigator)) without giving them further contract manager permissions.Solution should be similar to eSignature functionality, where as an example normal users can be allowed to do mass sendings (a tick-box where you can either activate or deativate for user profiles)

    1
    paige.rossi
    7 months ago
    New Voice
    JFunkNew Voice

    Apply 'Require a template setting' to DocuSign Print DriverParked

    The “Require a template for all envelopes sent from this account” setting only applies to envelopes that are initiated directly from DocuSign. We have staff users that print a myriad of sensitive documents using the DocuSign Print Driver, and they are able to get around the template requirement setting if: 1) no matching template exists or 2) they click the ‘Cancel’ button when prompted with the popup containing matching templates.If the “Require a template for all envelopes sent from this account” setting was applied across the board, we could ensure all envelopes are sent with a uniform presentation, and that staff users are not adding personally identifiable information to the email subject or message.Alternatively, if the above can’t be implemented, our use case could be solved if the “Allow senders to edit the subject, email, or private messages” Template Modification setting could be applied to users as well as templates.

    2
    7 months ago
    Digital Collaborator
    BGrantDigital Collaborator

    Not allowing clients to void an envelopeUnder review

    We would like a setting to ensure that even if one party declines to sign it will NOT void the whole envelope.  Essentially, we pay for DocuSign, it should be in our control as to whether an envelope gets voided.  It should not be in the control of a client or third party to cancel/void the whole envelope because they decline to sign.   We would like to see it if they do decline to sign then we get notified of that but the envelope remains intact for all other signers as we could then go in and correct the envelope and take out the recipient that declines in order to complete the envelope but we do not have that opportunity as currently as it stands, the envelope immediately voids if someone declines but given it is us that pay for the service, we do not think a third party should have that power to void the whole envelope.

    5
    7 months ago
    Newcomer
    UtkarshPandeyNewcomer

    Allow Expiration and Reminder Values Set from Salesforce to Sync back after they are updated in Docusign AccountParked

    Currently as part of the Docusign Apps Launcher package we do get the expiry date field on Docusign status object which is calculated while sending an envelope out for signature based on an end user input for Reminder and Expiration setting.After the envelope is sent, any updates to the reminder and expiration date value made from within the Docusign Account on the envelope, does not allow for these data point to sync back into Salesforce, creating an inconsistent reporting for our Business partners to track document out for signature.The Docusign Connect for Salesforce (webhook) also does not expose these parameters as Docusign Fields for us to map back to the Docusign Status object.  

    1
    Karissa.Jacobsen
    7 months ago
    New Voice
    SGBNew Voice

    IDV Signatures is with White BackgroundParked

    Currently customer signatures captured using the IDV DocuSign feature appear as images with a white background. In contrast, when the same customer signs using UAE Pass, the signature is captured as text/image with a transparent background.The white background of the signature image is problematic, as it obscures underlying text or table borders in the document.It would be beneficial to have a transparent background for signatures captured through IDV as well.

    2
    7 months ago
    Conversation Starter
    Maycke LemesConversation Starter

    Dark / Night ModeParked

    The addition of a Dark/Night Mode feature would improve visual comfort in low-light environments, reduce eye strain during extended use, and match user preferences for a more pleasant and accessible interface experience.

    3
    7 months ago
    New Voice
    Sheilagh O'HareNew Voice

    Need the ability to entirely delete any and all user profile picture.Parked

    User icons are currently showing up in very ugly/mangled fashion in emails to recipients from dse@docusign.net. Branding looks fine, but recently updated user icons are cut with a circular frame.  if the image is a square, the square still shows, but the corners are messed up, because they’re outside of the (unwanted) circle. Since this looks so ugly in emails to recipients, users need the ability to at least delete the existing user icon so that they have none at all, since recipients would then not know what they’re missing. Reference case #15939853

    3
    7 months ago
    brbaca35
    New Voice
    brbaca35New Voice

    Allow senders to choose Private vs. Public when sending envelopes when custody transfers are in placeIdea Submitted

    Hello DocuSign Team,In our organization, we use groups with custody transfer enabled so that envelopes automatically route to the appropriate user account within our shared-access setup. This allows large teams to work from a centralized “shared inbox,” which has been extremely beneficial.However, we have working managers who also operate within these groups. While their standard envelopes should auto‑route to the shared inbox, they occasionally need to send confidential documents directly to individual users. Currently, because custody transfer applies universally, those confidential envelopes are also routed to the shared inbox—creating privacy challenges.Feature RequestWe would greatly benefit from an option for senders to choose whether an envelope is PRIVATE (no custody transfer; remains with the sender) or PUBLIC (follows existing custody-transfer routing). This simple sender-level toggle would allow us to maintain the efficiency of shared inbox workflows while also protecting confidential communications.This added flexibility would significantly improve how our organization utilizes DocuSign.Thank you for your time and consideration.Sincerely,Brandy BacaReimbursement Systems Specialist

    0
    brbaca35
    New Voice
    7 months ago
    New Voice
    SGSBWNew Voice

    Switch Statement (or Alternative)Idea Submitted

    In programming, you can do a switch statement where you feed it a variable and depending on what it matches, it’ll execute the code in that block. I want something similar on eSignature so that if one field matches a value, the other field is set to the value I set. For example, our courses have course IDs so if someone put’s the course on the dropdown, I want the relevant course ID to appear in the ID field. 

    0
    New Voice
    7 months ago
    New Voice
    BoguslawNew Voice

    Upload Excel and Download signed ExcelParked

    Ref: Integrating Docusign with Excel | Community I submit this idea as I see it as a significant limitation of DocuSign platform.Just copying what I wrote on referenced link above :I’ve been surprised that Docusign cannot craft digitally signed file without converting to PDF. The fact that it is PDF comes I suppose from globaly recognised PDF standard also indicated as best-in-use by auditors and legal. Excel signed file is not less secured though (!) and additionally assures full functionality of Excel including full  Excel-like visibility and readability and navigation thru it after it is signed. Please consider to add an option (!) in Docusign to sign Excel files; better - all MS Office or other files’ types -  for digital signature.Conclusion : PDF files and Excel (or any other files) digitally signed have exactly same security features:Authenticity, Integrity and Non-repudiation.Hence why not to give users this option and let them decide which files’ types they would like to sign.Boguslaw

    3
    7 months ago
    New Voice
    FilipeDoValNew Voice

    Include headers on pages in the latest Docusign Dynamic TemplatesParked

    Hi, it would be important to have the ability to place headers in the top corner of all document pages and automatically apply them.

    2
    7 months ago
    New Voice
    NBCFA123New Voice

    Allow Child-Workflows to pull on Workflow Overview ReportIdea Submitted

    The workflow overview report doesn’t allow you to pull information/data on child workflows where certain meta data may be stored for your configuration. It would be great if the report could eventually pull child workflows information and allow you to select child workflows to filter on. 

    0
    New Voice
    7 months ago
    New Voice
    SJDNew Voice

    Summary Document pdfExisting Functionality

    When we save Docusign documents to our client e-folders, the Summary page automatically downloads as "Summary". It would be VERY helpful if the date could be programmed into that title to differentiate it from other saved Summaries. Ex: Summary 8.29.25 or Docusign Summary 8.29.25 

    2
    7 months ago
    Troubleshooter
    damianTroubleshooter

    Allow CLM SFTP Connection for Users (single GUID) across multiple regionsIdea Submitted

    It seems circa, 2023… DS implemented a change in the way users are provisioned accross multiple regions.It seems the intent of this change was to allow users to share the same ID (essentially - exactly the same user account settings) across different account regions in eSign/CLM.  From a user management perspective - this greatly simplifies things - and means users have only 1 set of settings across all regions.  (Previously, it seems, the same user email would have separate user Ids - user accounts for each region).Unfortunately, something about how CLM SFTP authentication works has been broken by this change.As soon as you add a second region to your user account - SFTP fails to connect to one or more of the regions.This shortcoming does not appear to be documented.Other than the above, no-one has as yet been able to explain why using the same private/public key sets across multiple regions can/should not work.Maybe, I’m over simplifying, but the region is specified by the the SFTP URL and the user account ID is linked to email provided at login.   Having multiple (legacy) user ids linked to the same email could be an issue - but I’m sure this could also be accommodated seeing as it was handled before.Could we please get CLM SFTP access functional again?It is particularly useful for system administrators to push update, ingestions and pull backups from an environment.Then also for specific power users to have direct access to their repository.The two current suggested workarounds by support/dev are not ideal:1. Requiring a shared SFTP account:Is less secure, not auditable and burns an additional license for no reason other than - something is broken, which has not yet been fixed.2. Requiring a user to use a different email address for each region- Requires closure and re-opening of multiple long running user accounts (likely all of a users current accounts)- Is problematic for anyone wanting to use SSO or on a corporate network - it’s lot of unnecessary hoops to jump through to create additional email addresses, just for SFTP access (not all customers/corporates are on Gmail or are allowed to create aliases for access to IT systems with approval).- Is against the intent of the original change that broke SFTP in the first place. The whole point was to simplify things so that each user (email) would be tied to only one ID (user account). 

    0
    Troubleshooter
    7 months ago
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