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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

17210

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|8 months ago

3905

672 Ideas

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shaylynstefNew Voice

Ability to Add Numerous Fields at Once?Existing Functionality

Just wondering if you could come up with a way to add in numerous fields at once? Such as a field that has the signature and date underneath? Custom fields don’t work as each document looks different and there’s no where consistent to place these fields we use together all the time. Or to create a type of customizable DocuSign “stamp” where you can add in what fields you want?For examples, I have two types of formats I use all the time. Usually I stack them but it’s a lot of pressing when you’re dealing with many documents. So to have one stamp that is the following fields:Approved By:SignDate SignedThen another that is just:SignDate Signed

Forum|Forum|13 days ago

daniel.krcmarActive Voice

Select contacts in Name / Email (Recipient) fields in Web FormsIdea Submitted

ProblemWhen creating or using Docusign Web Forms, the Name and Email fields for recipients are free-text only.This causes several issues: Typing errors in email addresses Inconsistent recipient data No reuse of existing contacts Extra validation and follow-up work for admins In many organizations, recipients are already known users, frequent external contacts, or stored in address books.Proposed solutionAdd the ability to select recipients from existing contacts in Web Forms: Contact picker / autocomplete in Name & Email fields Source options: Docusign Contacts / Address Book Account users & groups Recently used recipients Optional: allow admins to restrict selection to approved domains or contact lists Manual entry should remain available as a fallback.

Forum|Forum|13 days ago

KimAmickNew Voice

Stop. Please. Just Stop with the .zip filesIdea Submitted

I understand that everyone is excited about AI and you are quickly integrating every new fangled cool variation on that into this product. But usability is also greatly affected by other components. The fact that contracts are still downloading as .zip files (yes. even single documents) is infuriating and archaic. I frankly would dump 80% of the fancy coloured bar graphs to not have to unpack a zip file every time an agreement is signed. It is a colossal and expensive waste of my time.

Forum|Forum|13 days ago

Nathan.FlanaganNewcomer

Enforce 2FAIdea Submitted

Would be good to have the ability to enable 2FA tenant wide rather than per user account.

Forum|Forum|13 days ago

PrajaktaNewcomer

Bulk User Upload template update - new columns required in templateIdea Submitted

I would like to request an enhancement to the Bulk User Upload template used for inserting and updating users into DocuSign CLM. Currently, in the UI, we have the ability to manually enable: 1. Insight Access 2. Playbook AccessHowever, these two access options are not available as columns in the Bulk User Upload CSV template. As a result, we are required to manually update each user individually through the UI, which is not feasible for multiple onboarding. Please add the following new columns to the Bulk User Upload template - for Insight Access & Playbook Access

Forum|Forum|13 days ago

Tracey RaeNewcomer

increase the size of the documents from 5 MB limit.Parked

We would love to send a range of sized documents to our customers and partners. if we could increase the size of the documents from 5 MB limit.Having the documents go from an email attachment to a downloaded link if the size is reached is an extra step for both parties unfortunately.

Forum|Forum|14 days ago

JY1251New Voice

PDF(s) Attachments size increase from 5MB on Completed Email NotificationDuplicate

Currently, if total PDFs Size greater than 5MB, no PDF(s) attachment to Completed Email Notification.Allow Admin to set TOTAL Size Limit for attached PDFs in Completed Email Notification.Maybe provide a zipped file for all PDFs in Completed Email Notification if total size of all PDF is over 5MB.

Forum|Forum|14 days ago

Jennifer.BaumgartnerNew Voice

Allow DS-Admin to View and Navigate a DS-Sender's Templates FolderExisting Functionality

Implement a feature that allows DS-Admins to navigate and view templates created by any user, in the same way the Shared Access / Agreements feature works. Include an option where the DS-Admin can download their templates too.

Forum|Forum|14 days ago

mauerbachConversation Starter

Purge Notifications for recipients without a DocuSign accountParked

We would like the ability to send Purge Notification emails to envelope recipients who do not have a DocuSign account. Currently, according to the Purge Queue and Notifications documentation page, only individuals with DocuSign accounts receive the notifications.The rationale is that our office sends DocuSign envelopes to about 10,000 unique individuals per year who are our clients and do not have DocuSign accounts with our organization. The envelopes contain documents that the clients need to retain long-term, but our organization requires us to purge the documents from DocuSign after 90 days for security reasons. We remind our clients to download and save the document locally, but it would be very helpful to have the option to remind them ahead of that 90-day mark.Note that if this is implemented, DocuSign should make sure to make this a configurable setting for DocuSign account admins -- we should be able to toggle the notifications on/off for whether individuals without a DocuSign account receive purge notifications -- I bet plenty of DocuSign users DO NOT want this, but that there are plenty of us who do.Thanks for considering!

Forum|Forum|14 days ago

TleibasNewcomer

Enable targeted sharing of saved searches (not global-only)Idea Submitted

Currently, only Admin users can share saved searches. However, when an Admin shares a search, it is automatically shared with all CLM users, regardless of relevance.In our case, a non-Admin team member created a shared search for a specific research project and a defined group of users. Because she did not have Admin rights, she could not share the search. When an Admin attempted to help, we discovered that Admins can only share searches globally, not with a subset of users.This creates two challenges: Searches intended for a small project team are exposed to all users Admin involvement is required even for limited, project-specific sharing Proposed EnhancementAllow saved searches to be shared with: Specific users User groups / roles Project-based teams rather than only “all users.”Additionally, consider allowing non-Admin users to share searches within permitted groups, while maintaining Admin controls for broader sharing.Impact Improves usability for project-based and research workflows Reduces clutter and confusion from irrelevant shared searches Minimizes unnecessary Admin involvement

Forum|Forum|14 days ago

gretchenhsConversation Starter

Being able to download form data from several forms as one Excel fileDelivered

It sure would be nice to be able to select several agreements at one time and being able to send the Form Data to an excel document. Doing one at a time is pretty ridiculous. We have a use case where it would be nice to go in daily and download all the form data to one Excel file as we have 100’s that will be coming in daily. Thanks

Forum|Forum|14 days ago

edwards13400New Voice

Drag sort feature on template dropdown listsParked

Please add the drag sort feature on template dropdown lists

Forum|Forum|14 days ago

LaskoNew Voice

Get template ID + name from envelope in Power AutomateDelivered

It seem you cannot get the template ID or envelope in Power Automate. This makes it impossible to do advanced filtering based on template in Power Automate. I recommend having template ID + name passed in the Power Automate DocuSign connector.

Forum|Forum|14 days ago

CDextrousNewcomer

Save template without exiting.Idea Submitted

After creating a new template, if I need to edit the document within it, I click the “Next” button to edit, and begin editing the document and adding fields. The only way to save my work is to save and exit, meaning every time I want to save, I have to close the document and then open it back up again.Please introduce a “Save” button that allows the user to continue with their work, or even just a keyboard shortcut Ctrl+S so that we can save when we need to, and keep editing.I’ve lost 2+ hours’ work, twice, in two days… once because my window went idle, and the next because of an error saying “something went wrong”. A Ctrl+S would have prevented this.

Forum|Forum|14 days ago

susaConversation Starter

Shared access. Grant access only to specific envelopesIdea Submitted

hi there. i got a client who has this need. to grant access to only specific envelopes. Shared access grants access to all. if there was a way to grant access only to specific envelopes and not to all, it will be helpful..This is the case when someone goes on holiday or unavailable and need coverage on the in progress and completed envelopes for a period of time but needs privacy over other envelopes in his/her inbox…Thanks

Forum|Forum|14 days ago

WLWLNewcomer

Account address setupIdea Submitted

Postal Code Requirement: Hong Kong does not use postal codes. Please make the Postal Code field optional when Hong Kong is selected. Certificate of Completion: When a field (e.g., postal code or province) is left blank, the Certificate of Completion currently shows a dash “–”. It should simply hide the field instead of displaying a dash. Country Field Logic: Country is a mandatory field in the account address, but it does not appear on the Certificate of Completion. Please review why it is required yet not shown, and consider aligning the behavior.

Forum|Forum|14 days ago

Peter_Maresch_iSiNew Voice

DS uses Comma "," as dividing digit for Webform CSV download - what about the dividing digit can be chosen?Idea Submitted

CSV Download uses Comma as dividing digit.When you have a webromr with a great number of of numbers, this causes every now and then confusing results when the CSV is converted to XLS. What about using another dividig digit (such as “|” as for instance SAP does) so the numbers stay complete during conversion CSV to XLS?Or rather, that dividing digit could be chosen by user?

Forum|Forum|14 days ago

Peter_Maresch_iSiNew Voice

Webform completion Email refers to linked template and not to the Name of the WebformIdea Submitted

WHen creating a Webform and get Email notification, that somebody filled the Webform, in the Email header only the name of the related tempate is shown and not the Name of the Webform issued. Could this be changed?

Forum|Forum|14 days ago

bbruscaConversation Starter

Ability to export task groups in reportsIdea Submitted

we frequently get requests from management and our audit team to review who is in each task group in CLM. There is currently no way for us as admins to pull reports of that and send it as an export for review.

Forum|Forum|14 days ago

JaredGNew Voice

Display membership date on on main pageExisting Functionality

The primary goal would be to know when the monthly send allowance resets. Ideally it would say ‘3 sends left until April 16th’ or similar.

Forum|Forum|15 days ago

JshearerConversation Starter

Allow Compound Conditional Logic in Document Rules (Doc Gen)Existing Functionality

In Doc Gen within Salesforce you currently can only use AND logic or OR logic, not a combination of both ie. 1 AND (2 OR 3). I would like to be able to use more complex compounding/grouping logic in document rules to select which document to generate. This allows a single process to handle all versions of an Order Form as an example, instead of having to break it out to different Gen templates. This is not related to compound logic in the Word file, but under the Document Rules to choose which document to create specifically.

Forum|Forum|17 days ago

Joe ChambersNew Voice

Warning message when purging documents.Parked

When purging documents, if your search parameters are too broad, the search just runs and then ends when it gets too many files with no messaging to indicates that’s what happened. I would suggest that a message get posted to indicate you need to tighten your search or at least something to indicate this is why you are not getting a result.I’d also like an explanation as to why I am unable to filter by sender.

Forum|Forum|17 days ago

razia.cgoolamunConversation Starter

Generating a report to get internal vs external envelopsExisting Functionality

We use DocuSign as both internal and external tool to sign document and it is very difficult to have a report with internal vs external envelopes. We are currently using the Envelope Recipient Report but it has a limitation of only 50000 rows at a time. If we need to determine the number of internal vs external envelopes used for a year, we have to general several chunks of reports and merge the data, then apply some filters and formula which a very long and tedious process. Is it possible to run a volume report instead?

Forum|Forum|17 days ago

AScottActive Voice

Shared Access- groupsIdea Submitted

In our environment we have teams of people that closely work together. They all need shared access to each others envelopes, but also need to quickly be able to handle envelopes for people not on the team. i It would be great to be able to assign shared access to a group instead of having to enable it for each individual in the team. This would also save lots of time when onboarding and offboarding people to the team as well.

Forum|Forum|17 days ago

davidnkcrookConversation Starter

Assigning sharing permissions based on groupsDuplicate

It would be helpful to have predefined groups, i.e. Managers, that are automatically added to envelope sharing for team members.Currently the system blocks this until the user signs in for the first time, then we have to go back and retrospectively apply the permissions which are always to allow that team members manager to access their envelopes.

Forum|Forum|17 days ago