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Ideas

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...

Forum|Forum|1 year ago

19550

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...

Forum|Forum|10 months ago

4715

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krantipatilNew Voice

DocuSign CLM: Filter for "Orphaned Tasks" in Task ReportsIdea Submitted

Hi Team,I’ve noticed that some in-flight agreements have tasks assigned to users who have been deleted from CLM. These tasks are currently visible in the “Orphaned Tasks” list view.While trying to create a report, I was unable to filter specifically for tasks in the "Orphaned Tasks" group. I’d like to raise this as an enhancement request to allow filtering by task group, specifically for "Orphaned Tasks," when generating reports.Thanks,Kranti

Forum|Forum|23 days ago

bbickhamNewcomer

Create Customize Report which will show who the next signer in line isIdea Submitted

I would like to create a report that is generated on a weekly basis which will include most of the items that are available in the “Envelope Recipient Report”, but I would also like to include a field which shows who the next signer in line is. Right now, it will not show up in the DocuSign report. I have to go into Excel and create a filter in there to get a result that is similiar (not exact). Right now, it shows the routing number next to all the name(s) in a particular document, but I only want to show the next signer, and that is all.

Forum|Forum|23 days ago

ChristopherSNewcomer

Allow Admins to Associate DocuSign User Account with Exchange Proxy Email AddressIdea Submitted

We have a user who signs into DocuSign via SSO with their account UPN/email. This user also has a shorter Exchange proxy email address senders can use to send emails to. Often times, senders will send an envelope to the user's proxy email address instead of their actual email address. This results in the user not being able to access the envelope because they can't single-sign on with the proxy address. It would be great if there were a way for an administrator to assign a proxy address to a user's DocuSign account so they could action envelopes sent to the proxy address as well.

Forum|Forum|23 days ago

esepulv15Newcomer

Allowing more Management settings in TemplatesIdea Submitted

As of know you can only disable the setting to edit the Subject line, private message and email all together in share template settings. I would think that it is beneficial so separate those options for in my case I just want to lock the subject line.The same would go for editing recipients, I would like to leave a Cc locked at the end of the signing and the shared user would still be able to add or edit who the envelope would go to.

Forum|Forum|23 days ago

Michael.HoffmanConversation Starter

Docusign Login Permission Set in Salesforce (DAL)Idea Submitted

Currently you cannot use the Docusign Login permission set in a permission set group. It would be very helpful for that to be possible.Docusign Login permission set: Allows users to authorize DocuSign Apps Launcher and auto-assign permission sets corresponding to existing DocuSign user permissions.

Forum|Forum|23 days ago

Stephane CoelhoNewcomer

Allow Merge Recipients Within Templates via Mobile App (Doc Template + eSign Tem)Idea Submitted

When using one or multiple Document Templates combined into a single eSignature Template, the desktop experience allows users to merge recipients and send an envelope seamlessly. However, this functionality is currently not available in the Mobile App experience, where merging recipients within templates is not supported. Since this is an existing and valuable feature on desktop, it would be highly beneficial to offer the same capability within the Mobile App to ensure consistency and improve efficiency. Given that customers often manage a large number of Document Templates, enabling this functionality on mobile is especially important. Many users frequently send agreements on the go and cannot rely solely on the desktop experience.Providing recipient merging within templates on the Mobile App would significantly streamline their workflow and enhance overall productivity.

Forum|Forum|23 days ago

idea123456Newcomer

Add Feature: Settings - Download as combined PDFIdea Submitted

Proposal for DocuSign to allow Account Owner / Admin to change Settings company wide to allow ‘Download Files - Combine all PDFs into a single file’ as the only available option for users company wide. This will aid in admin / filing

Forum|Forum|23 days ago

Barry BNewcomer

Make it easier to control the geolocation capturing settings for signers of documents/envelopesIdea Submitted

Currently in eSignature, it is not easy to control the settings that capture a signers’ geolocation. We have discovered a potential security concern that if a signer is at their personal, home location when signing a document, this will be visible under the ‘Signed in location’ link, to all signers of a document - This is personal information that someone may not want to be visible to 3rd party signers or colleagues. The Docusign steps to amend the geolocation settings involve creating a ‘brand’ (if one doesn’t exist already), downloading the master xml resource file, amending the following value -<data name="DocuSign_DisableLocationAwareness">true</data>and then uploading a copy of the edited xml file to the signing resource file section. The problem with this is it appears that the setting doesn’t work at all, it’s all dependant on the geolocation sharing settings in the browser. In theory, if you set this up correctly in the Admin - Brands area, even if a user chooses ‘Yes’ if asked by the browser if they allow the Docusign website to know their location, it should not capture the location the document was signed. From our testing this does not appear to function as expected. Also, from what we have seen, after changing the required settings and clearing your browser cache, the prompt to choose whether you allow the Docusign site to know your location only appears if you login to Docusign first to sign a document. If you click on a link from an email request to sign a document, it does not ask you if you want to allow the Docusign site to know your location and takes you straight to the signing page of the document. The easiest way round all of this is to just go into the browser settings and disable the geolocation settings specifically for the Docusign URL. I feel that the existing way to configure the location capturing in Docusign is far too convoluted. The settings to control geolocation capturing for signers should either be a switch in the Admin area, or configurable when creating an envelope. Please can this be reviewed for a future release of eSignature?

Forum|Forum|24 days ago

ScottMNewcomer

need to change "date signed" field in envelope to DD-MM-YYYY format for individual Idea Submitted

need to change "date signed" field in envelope to DD-MM-YYYY format for individual.currently if we made a change like that it would affect everyone on our enterprise account.we would like to be able to make the change only for one individual not an “all or nothing” change like it is now. thanks

Forum|Forum|24 days ago

Goji InvestmentsNew Voice

'Finish later' button being more intuitiveExisting Functionality

We have received feedback that finding the ‘finish later’ button is not intuitive for all clients using/completing docusign templates. It would be great, if it was clearer, for example having the ‘finish later’ on the main screen next to ‘Finish/Complete’

Forum|Forum|25 days ago

CarmenHuberNew Voice

Automatic line breaks and DIN A4 formatting in the new document generation toolIdea Submitted

In the new document generation tool, automatic line breaks and proper page boundaries are currently not supported. The text just continues without respecting the DIN A4 page layout.This works correctly in the classic editor, where content is wrapped properly within the page. In the new tool, however, this functionality is missing, even though it is essential for professional document creation.It would be very helpful if the new tool also supported automatic line wrapping, a true DIN A4 page preview, and clean page breaks for longer content.This would improve readability, reduce manual rework, and ensure that the new tool meets at least the same standard as the classic editor.

Forum|Forum|25 days ago

CarmenHuberNew Voice

Allow visibility into incomplete web form responses before submissionIdea Submitted

Currently, there is no direct way to view a recipient’s entered data in a DocuSign web form before the form has been completed. Visibility is only possible in a limited case when the web form is based on a template and the recipient has already moved into the signing environment, but has not yet completed the resulting envelope.It would be very helpful if web form creators could see the current input status of an incomplete web form before final submission.Suggested featurePlease add a function that allows web form creators to view partially completed responses, ideally including:entered field data before completion current progress/status of the recipient clear indication that the form is still incomplete optional access to saved draft or interim dataBenefitThis would significantly improve customer support and usability. If a customer has trouble completing a form, the sender could directly see where the issue is and what information has already been entered, instead of asking for screenshots or relying on support.This would help:reduce support effort improve the user experience lower abandonment during form completion make troubleshooting much more efficientExample use caseIf a customer needs help while filling out a web form, the creator currently cannot see the entered information until the form is completed. Access to partial responses would make it much easier to provide fast and accurate support.

Forum|Forum|25 days ago

CalNew Voice

Select all option in Agreements tabsIdea Submitted

Add an option to “select all” in the Agreements tab when viewing envelopes in Inbox, Sent, Completed, Action Required, etc.I use the Export as CSV function to check the status of individual envelopes within a Bulk send. Currently, I need to select each envelope individually in order to export them, which is tedious and time consuming.

Forum|Forum|27 days ago

AJeffcoatNew Voice

Change in SignersIdea Submitted

When a signer is changed, the notification e-mail does not advised what document it is. The subject says "Change in Signers" and the body says "Name has changed signing responsibility to Name". You have to click on the link and open up the document to see what it's for. It would be nice to have the Subject of the e-mail be the subject of the Agreement Name - Change in Signers or have the body say Name has changed signing responsibility to Name on Agreement Name.

Forum|Forum|27 days ago

CalNew Voice

Restore ability to open individual documents in an envelope from envelope details screenDelivered

Previously on the envelope details screen, I could click on a document thumbnail and it would open a PDF of that particular document in a new tab.In the new envelope details screen, even if I click on a specific document, it brings me to a view of the entire envelope in the same tab. There is no way to open the document in a new tab, and I have to scroll through multiple documents to get to the one I want to look at.Overall, the new envelope details screen looks great! But the old functionality to view a specific document in a new tab should be restored or added.

Forum|Forum|27 days ago

Hengfeng GeHero

Allow customers to directly apply for Electronic Seals via API or Admin ConsoleIdea Submitted

Currently, to apply for a Docusign Electronic Seal (eSeal), the Docusign Sales team need to initiate a Docusign envelope signing process, attach the seal information, and then open a support case for approval by customer or partner.This multi-step process is quite time-consuming and requires coordination between business and technical teams.We would like to suggest that customers or account administrators be able to submit and configure Electronic Seal information directly from the Docusign Admin Console or via API, with Docusign performing the approval and verification afterward.This improvement would: Greatly streamline the eSeal application process; Reduce manual case creation; Improve the overall user experience for enterprise administrators managing Electronic Seals configurations. FreeLink/甫连信息🌍 DocuSign Partner | Partner Profile🌟The only DocuSign Partner globally with two Certified eSignature Technical Consultants🏆 DocuSign 2025 APAC Growth Engine Partner of the Year💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024📊 DocuSign Community Leaderboard Top 5 contributor🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries🔗 Connect with me on LinkedIn: https://www.linkedin.com/in/gehengfeng📬 For business inquiries, feel free to connect via :WeChat/微信: +86 1381880287WhatsApp: +65 97796938

Forum|Forum|27 days ago

CynCollinsNewcomer

Avoid unwanted break pages when uploading a Word documentIdea Submitted

It would be very helpful to develop a solution to prevent unwanted page breaks when uploading Word documents. I have reviewed all possible causes—fonts, tables, etc.—and none of these are the issue. I have been using the system for several years and have not encountered this problem before. Having to save the document as a PDF when working with large volumes adds unnecessary work. I hope you can take this into consideration and develop a fix. Thanks!

Forum|Forum|27 days ago

JoshBrownRSANew Voice

Comments appearance changeIdea Submitted

When using the Add Comment feature when signing an envelope in DocuSign, I think it would be great if we could call more attention to Comment that have been posted by the following:When the email with the full text of the comment is sent, clicking the “View” link button takes you directly to the comment, not the first page of the packet. Our comments are likely going to be somewhere within 100 pages or more, it would be nice not to have to hunt for the comment(s). If a comment is added to a page, making it pop/standout via changing the appearance of the thumbnail of the page it appears on might be helpful. Such as highlighting the thumbnail border a bright color, or using some kind of colored flag in the top right or left hand corner of the thumbnail image. The dull blue color the comment “bubble”/”dot” appears on the page once it has been posted actually matches a common color used in our documents we create envelopes for. If the user could alter the color to be a range of different colors, I think that would help the comment be easier to find. Also, the shape of the comment, and possibly having the comment appear on the page, not off past the far right border of the page, would all be nice options to give users.These are my three best suggestions at the moment for how to make comments more user friendly. I think they would be good ideas for DocuSign to at least consider making available to users in the future.Thanks,Josh

Forum|Forum|27 days ago

HannahPayworks.caNew Voice

Allow "Save & Finish Later" on Maestro-based WebformsIdea Submitted

Clients currently lose their data if they do not complete the intake form in a single session. This can lead to frustration and incomplete submissions.Clients are not able to pause and resume form completion without losing data, and aren’t clearly informed that progress won’t be saved or advised on what they need to complete the form in one sitting.Please allow SAVE on the Webforms linked to Maestro.

Forum|Forum|27 days ago

bbiTnx47Newcomer

receive a signed email notification for a document that has multiple signersIdea Submitted

I used to receive emails when a document was signed. How do I receive that for a document that has multiple signers. Do you not receive one for individual signers or only when all of the entries have been signed?I think I used to receive them for individual signers on a document.

Forum|Forum|27 days ago

Andrey KrasnovidNew Voice

Bring back the ability to see recipient details by defaultParked

Hi DocuSign team,Please bring back the ability to see recipient details by default. Forcing users to manually expand the "Show recipient details" panel every time is a frustrating and unnecessary step. This change slows down workflows and adds friction to a process that used to be smooth.If this is part of a redesign, it needs to be optional. Power users rely on that visibility. Please escalate this — it's a major usability issue.Thanks,

Forum|Forum|27 days ago

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.

Forum|Forum|27 days ago

RachelKLNewcomer

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.

Forum|Forum|27 days ago

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,

Forum|Forum|27 days ago

Frank FinkbeinerNew 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.

Forum|Forum|28 days ago