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Want to shape the future of Docusign? Add your ideas for dream features and upvote others you love.

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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...

2 years ago

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Stephen LNewcomer

Request for Enhancement - Copying Sentence Rules - InsightIdea Submitted

RFE: enables copying sentence rules so we don't have to retype all of the keywords/exclusion words for the different variations with and without entities? Product: Docusign Insight

chrisrichardsukNew Voice

Allow external reviewer to reassign reviewer to someone else in their organisationIdea Submitted

It would be beneficial if the external reviewer who receives a document could reassign it to someone else at their organisation (typically their legal team).

Rafi_mNew Voice

New shared access feature flawIdea Submitted

Dear DocuSign Team, We recently started using the DocuSign new shared access feature in our organization, migrating all the actual access from the old to the new feature. After that, I discovered that the new feature is designed to not allow users to access a shared envelope via a direct link, which caused a huge manual work for some of our departments.The answer I received for why the new feature was designed in that way was to: to prioritize security and control. However, this is not convincing.In any case, it would be awesome, if you can consider enabling the link access for the new feature, because right now we had to rollback and use the legacy feature. Thank you,Raafat

Miss KNewcomer

Agreement Actions from DocuSign app launcher in SalesforceParked

I noticed you do not have an out of the box way to send completed DocuSign documents to SharePoint from the DocuSign App Launcher in Salesforce. This will definitely improve your user experience and limit the use of another system integration to action this.

JDAFSNew Voice

Export Shared Access Settings within the OrganizationDuplicate

We can export a list of users and memberships, but the CSV file lacks columns indicating shared access and its settings. While the Shared Access page is helpful for viewing individual users, it's impractical to audit permissions across the entire organization this way. To effectively review and manage shared access, we need the ability to export a comprehensive list—including users with shared access, permission levels, expiration dates, etc.—in a CSV format.

Han.ChenTroubleshooter

A report for monitoring the usage of Shared AccessUnder review

Could we have a report for admins to monitoring usage of the Shared Access for all users? This ideally should include: who's been sharing with whom, their permission level (Allow to manage/edit/send) and the duration of sharing.Currently we would need go into users one by one to view if they have any Shared Access set. And it’s just not possible to do if you have hundreds of DocuSign users.Thanks.

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.

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.

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.

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.

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.

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.

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!

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.)

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!

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.

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.

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.

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.

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.

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

ClareBTroubleshooter

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!

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.

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

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.

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