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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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    912 Ideas

    M
    Newcomer
    mkanteNewcomer

    Improve management of shared contactsDuplicate

    In our organization we are facing limitations in the management of contacts.Currently, only the original owner of a contact can modify or delete it. Even global administrators do not have the the possibility to manage these contacts. In addition, there is no way to identify the original owner of a contact, which makes the contacts impossible to manage.The only workaround is to recreate them, which leads to duplicate records and data inconsistencies.To address this issue, I suggest:Making the contact owners visible in the admin panel Allowing admin profiles to edit, reassign, or manage shared contactsThese improvements would enhance governance, data quality, and the overall user experience.

    2
    J
    Forum|Forum|25 days ago
    T
    Active Voice
    tãoSofiaActive Voice

    Allow admins to manage shared contacts regardless of ownershipIdea Submitted

    I’d like to request that Admin users can edit contacts regardless of ownership. In big companies, contact’s updates are frequent and should not be restricted to the person that created the contact. This functionality would help a lot the contact’s management.

    3
    J
    Forum|Forum|25 days ago
    D
    Newcomer
    DOC2026Newcomer

    Enhancement Request – Expose “Auto Respond” Recipient Status to Salesforce Connect/API EventsIdea Submitted

    We are currently integrating DocuSign with Salesforce and have identified a gap related to the Recipient Status value “Auto Respond.”Current behavior:In DocuSign, some recipients are marked with the status “Auto Respond.” However, in Salesforce, the Recipient Status is only updated as “Sent.” Because Salesforce never receives the actual “Auto Respond” status, we cannot implement or validate custom trigger logic based on that event. Requirement: We need DocuSign to send some identifiable event, payload attribute, webhook notification, Connect event, or recipient status update to Salesforce whenever a recipient enters the “Auto Respond” state. Expected enhancement options: Expose “Auto Respond” as a valid Recipient Status in Salesforce. Publish a dedicated webhook/event notification for Auto Respond actions.

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    D
    Newcomer
    Forum|Forum|27 days ago
    B
    Newcomer
    bmurphyNewcomer

    Eliminate spurious envelope name promptsIdea Submitted

    I suggest two changes.  The first is to change the order of the fields on the envelope setup page so that selecting the SMS option occurs BEFORE a name is entered.  Then, when the name is entered, the correct mobile phone number will appear in the Phone Number field.The second is to add a check box that says “Only include names from the contact database.”  This will eliminate spurious names prompts, which are a nuisance, for authors that are trying to maintain Part 11 compliance by only using names that have mobile phone numbers.

    0
    B
    Newcomer
    Forum|Forum|29 days ago
    M
    Docusign Employee
    marco.tanglaoDocusign Employee

    Update signature settings to display the signature frame at the individual user level.Idea Submitted

    Making this change would apply to all users on our company account — currently 2,034 people — which is not an acceptable solution for our needs. This seems like a basic customization feature that should reasonably be available at the user level.

    0
    M
    Docusign Employee
    Forum|Forum|30 days ago
    G
    Docusign Employee
    Guilherme.FloresDocusign Employee

    Connect API enhancement requestIdea Submitted

    Ability to use "retryEventForEnvelope" for any envelopes. Not only failed notifications on the auto-retry queue.

    0
    G
    Docusign Employee
    Forum|Forum|30 days ago
    M
    Active Voice
    Malafleu07Active Voice

    Ability to choose the time of day reminders are sentUnder review

    We need the ability to schedule a specific time of day for reminders to be sent on, we currently had customer complaints about the reminders coming in at 1am.We should also have the ability to send on weekdays only.Regards

    5
    S
    Forum|Forum|30 days ago
    James.McDermott
    Docusign Employee
    James.McDermottDocusign Employee

    Add ability to limit the number of documents allowed in Attachment fields in CLM Document GenerationIdea Submitted

    Although this can be handled in workflow post submission, there are times when we need to ensure that only one document is added at the outset.One common example of this would be those cases where users are asked to pick a document in CLM that is the parent document of the one being generated (e.g. an Amendment form). In this case it makes more sense if the user could only pick one document.This requirement come up time and time again. 

    0
    James.McDermott
    Docusign Employee
    Forum|Forum|30 days ago
    A
    Newcomer
    amy.billsNewcomer

    Create a scheduled report to identify active users and license typeIdea Submitted

    We would like the ability to schedule a report to automatically be delivered to our contract team to determine the active user count by license count.  This will streamline the contract audit and renewal process with DocuSign.  We are aware we can do this manually via the user export but that is tedious.   Also, when I run the bulk export of users, the total of Full licensed users does not match the count that shows on the user administration page. 

    0
    A
    Newcomer
    Forum|Forum|1 month ago
    D
    Newcomer
    dayangNewcomer

    Removal of supplemental documents from the completed envelopeIdea Submitted

    When an envelope is completed, all documents, which are marked as supplemental, should not be included in the envelope. This causes the envelope size to be too big to allow the actual signed document to be attached as a PDF. We copy an internal email address into the completed envelope which needs the PDF to create a different process within another system. The individuals who have access to our internal system does not have access to the Docusign to download the PDF.

    0
    D
    Newcomer
    Forum|Forum|1 month ago
    L
    Newcomer
    LuvLife2017Newcomer

    Lock Recipient Name added under Customize for all usersIdea Submitted

    Please add Lock Recipient Name under the Customize dropdown box by each recipient for all users when creating a Docusign envelope.  I feel it should not be just an admin-based feature as it is difficult for users to get a hold of our admin to make the change.  It is more time efficient if it was a user-based option.

    0
    L
    Newcomer
    Forum|Forum|1 month ago
    A
    New Voice
    aidan.detienneNew Voice

    Restrict Envelope Custom Fields to Specific User GroupsIdea Submitted

    I think an enhancement to the eSignature and Agreement Manager - (formerly Navigator) workflow would be the admin ability to restrict custom envelope fields to specific user groups. I’ve run into instances where one custom field is required org-wide, but another additional custom field should only be restricted to a team within our business that uses Docusign.

    0
    A
    New Voice
    Forum|Forum|1 month ago
    P
    Newcomer
    pbellisNewcomer

    Improving SMS Sender Identification in DocuSign Signing ProcessIdea Submitted

    During the advanced EU signature process, many users—including directors and other executive-level personnel—receive SMS messages that do not clearly identify DocuSign as the sender.This lack of recognizable sender information creates confusion and frustration, as there is no clear branding or header linking the message to DocuSign.To address this issue, all SMS messages sent during the signing process should include explicit DocuSign identification, ensuring recipients can immediately recognize the source.

    0
    P
    Newcomer
    Forum|Forum|1 month ago
    S
    Newcomer
    SnehilNewcomer

    Improve SMS Authentication Messages with Expiry DetailsIdea Submitted

    Enhance the current DocuSign authentication SMS message by including the code expiry duration. This improvement will provide users with clear information about how long their authentication code remains valid, improving both user experience and security. Currently, users receive an SMS message in the following format:Your DocuSign Authentication code is: XXXXXXThe message does not indicate when the code will expire, which can lead to confusion if users attempt to use an expired code. Proposed Enhancement:Modify the SMS message template to include timeout details.Example of enhanced message:Your DocuSign Authentication code is: XXXXXX. This code will expire in 10 minutes.  Alternative format (with timestamp):Your DocuSign Authentication code is: XXXXXX. This code will expire at 3:15 PM SGT.  

    0
    S
    Newcomer
    Forum|Forum|1 month ago
    A
    Newcomer
    AscendFCUNewcomer

    Failed Authentication Envelopes- Automatically get VoidedIdea Submitted

    We would like to see when a member fails “authentication” that the envelope gets voided. We would rather send a whole new document set then being able to resend the failed documents. If someone is failing authentication, we don’t think think they should be able to reuse that envelope. 

    0
    A
    Newcomer
    Forum|Forum|1 month ago
    S
    Newcomer
    Simply SageNewcomer

    Tax documents need to be added as a TopicIdea Submitted

    Other just doesn’t cut it.  CRA now requires signatures for efiling tax documents. The plans are ridiculous.  Either 5 per month or 100.  Tax season is 4 months, maybe sometimes more. More than 5 but less than 100 per month.  There should be a volume allowed instead of per month number.  For example; 0-100 documents, 200-500 something like this.

    0
    S
    Newcomer
    Forum|Forum|1 month ago
    R
    Newcomer
    RWOlsonJrNewcomer

    Save my formatting preferences!Idea Submitted

    All of my envelopes are sent out with Times New Roman 12pt, and initials and signatures at 80% size. I want to lock that in for all future envelopes to save time, but there is no apparent way to change my default preferences. This should be a no-brainer, but I haven’t seen how do to this.  Am I just missing it, or is this a design flaw in DocuSign?

    0
    R
    Newcomer
    Forum|Forum|1 month ago
    D
    Newcomer
    DebKoscinskiNewcomer

    Docusign Popup after moving envelope to folderIdea Submitted

    PLEASE add a turn off box for the new notification every time you move an envelope to another folder as it is SUPER ANNOYING!! It stays there until you close out EVERY popup notification.

    2
    I
    Forum|Forum|1 month ago
    J
    Newcomer
    jgoodpastureNewcomer

    Convert Envelope Template Documents into Document TemplatesIdea Submitted

    The Docusign template library is fantastic and contains a lot of sample envelope templates that you can use when building your own envelopes. However, there’s not currently a way to extract the PDFs from those envelope templates for usage inside a document template. I was told by the support team that if I wanted to use a template from the Docusign library, I would have to copy it by hand into a new document template. This is rather difficult to do, especially for documents that have a lot of conditional formatting and formulas in them (such as the W-4 template that I downloaded myself).

    0
    J
    Newcomer
    Forum|Forum|1 month ago
    C
    Digital Collaborator
    clairemccloskeyDigital Collaborator

    Request to set up envelope sender notifications when an envelope is due to expireDuplicate

    It would be helpful is envelope senders received a notification when an envelope is due to expire. This often causes issues as the senders do not realise their envelope is due to expire and it is then completely voided. A reminder notification, or the ability to set one, would help avoid this.

    3
    J
    Forum|Forum|1 month ago
    C
    Digital Collaborator
    clairemccloskeyDigital Collaborator

    Request to add a sender notification which will notify senders when an envelope is due to expireUnder review

    It would be very helpful if the envelope sender was notified before the envelope expired. Envelopes often expire as the sender has been unaware that they were reaching the expiration date.

    16
    J
    Forum|Forum|1 month ago
    P
    Newcomer
    PiaKraghOvesenNewcomer

    Receive notification (as a Sender) about expiring / expired envelopesDuplicate

    We miss to receive a notification as a Sender when an envelope has expired.  If a signer do not sign for some reason, the envelope simply is voided in connection with expiry, and it is hard for us to keep track of which envelopes that have expired. Besides receiving a notification, it would be great if the expired envelopes automatically could be found in a folder called “Expired envelopes”.

    2
    J
    Forum|Forum|1 month ago
    S
    New Voice
    smcmeansNew Voice

    Completed Envelope PDF optionsIdea Submitted

    Most of our envelopes contain several separate documents. Currently the documents are attached as individual PDFs when sent to those on the list when complete. It would be helpful to have a global option to send them as one PDF when completed. This is a function that can be done manually but not globally. 

    0
    S
    New Voice
    Forum|Forum|1 month ago
    B
    Newcomer
    BC109Newcomer

    More flexible and configurable reminder optionsIdea Submitted

    Today, I was asked if we could include a manager on reminders from the third reminder going forward.  In this case, we have a small team that actions an envelope and sometimes they take too long to action it.  We have daily reminders set so their manager wants to be copied on the reminder on day 3 if they haven’t actioned the envelope yet. I think there are other use cases where this could be helpful to alert users about signing delays without them having to constantly check in DocuSign to see the status of things.

    0
    B
    Newcomer
    Forum|Forum|1 month ago
    Samuel Velasco
    Active Voice
    Samuel VelascoActive Voice

    Allow Export/Import of Document Generation Forms as JSON or XMLIdea Submitted

    CLM Workflows can be exported/imported as JSON — Document Generation Forms should have the same capability.Current limitation:No way to export a form's configuration as a readable file (JSON, XML, etc.) The only transfer method is Component Packages (.spackage), which are proprietary and cannot be inspected or edited No way to compare, audit, or bulk-update field structures across multiple forms without opening each one manually in the Form BuilderRequested feature:"Export as JSON" and "Import from JSON" options for Document Generation Forms Exported file should include: sections, fields, field types, validations, dropdown/CSV references, conditional rules, and attribute linksUse case: Managing 10-15+ forms that share common sections. Currently impossible to efficiently align them, version-control them, or analyse them with external tools.

    0
    Samuel Velasco
    Active Voice
    Forum|Forum|1 month ago

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