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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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1117 Ideas

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LLealNewcomer

How Does DocuSign Still Not Have a "Select All" Button for Contacts?Idea Submitted

I'm genuinely baffled that in today's age of technology, DocuSign still doesn't have a simple "Select All" option when managing contacts.I recently needed to replace my contact list by importing an updated one. Before I could do that, I had to delete my existing contacts. Unfortunately, I had 779 contacts, and because there isn't a Select All checkbox, I had to manually select every single contact before deleting them.This turned what should have been a 5-second task into a frustrating and time-consuming process.A simple Select All button along with options like Delete Selected or Delete All would dramatically improve the user experience for anyone managing large contact lists.Is there a technical reason this functionality doesn't exist? It seems like a very basic feature that most modern applications provide.I hope the DocuSign product team considers adding this. It would save users a tremendous amount of time and frustration.

2 months ago

MattLNewcomer

Update "Select your verification method" Physical ID languageIdea Submitted

At some point the language used to describe the “Physical ID” verification option changed to “Verify by taking a photo of your ID and a selfie” even if only the ID is required. Speaking with Support, I was informed “ the "selfie" word was included there by default, so we won't be able to remove that specific word for the verification setup in your account.” This is baffling. We’re losing clients because they have no interest in providing a selfie. Please update this language or allow us to update it on our own. Edit: It also now gives “Clear” as an option even though that is not selected as an option in Identity Verification Accepted IDs.

2 months ago

ThomasHConversation Starter

Improve Signing Group inclusion in Power Automate FlowsIdea Submitted

Are you a DocuSign heavy user or maybe just a bit lazy/annoyed to download envelopes after signing them? Wouldn’t it be convenient to retrieve signed envelopes in real-time or on a fixed schedule? Maybe not just downloaded into one folder but following a defined routine to be stored at the right places?😱 *mind blown* right?!So here is the pitch: Include Signing Groups in more Power Automate Actions and Triggers to increase the potential for more automated flows.Currently Signing Groups are only supported in a handful of Power Automate actions:Add recipient to an envelopeUpdate recipient on an envelopeCreate envelope using template with recipients and tabsCreate envelope using composite templatesRefer also to: Help needed to automate DocuSign pdf download via Power Automate | Community

2 months ago

valmObserver

Document Delivery Failed StatusDuplicate

"Delivery Failure" does not get written back to the Docusign Status component in Salesforce when an envelope fails to deliver to an email address. It would be very helpful if senders could be notified in Salesforce when this happens as well as earlier than after the final bounce. We had a rep who was notified via email three days after she sent the envelope and had not idea the signer had not received the email.

2 months ago

OpsGirlNewcomer

Stripe payment failures and envelope delivery failures NotificationsIdea Submitted

I would like some assistance in turning on notifications for stripe payment failures and envelope delivery failures. As of today, Docusign is unable to notify our internal team and we do not receive notifications when an envelope has a "payment failure” nor when the envelope has a “delivery failure”. Additionally, an enhancement to have recipient delivery failure status sent back through the API to salesforce would be extremely efficient and helpful. Our team would then be able to flag and process our transactions more efficiently.

2 months ago

ehaggardNewcomer

Exceptions in Shared AccessIdea Submitted

It would be beneficial when users have shared access within a group to be able to restrict template/document types when needed.For example we recently began sending our employee reviews for signature through docusign and when sending to an employee all other employees with shared access can view this. Being able to say that the employee review is excluded from shared access would be a big help.

2 months ago

stephanieabieNew Voice

Add more users in smart filters for SetsIdea Submitted

Allow the smart filter for sender email to include more than one user/sender email.I am trying to create a smart filter for several senders to be considered, but it’s only allowing me to choose one email.

2 months ago

momathewsonNew Voice

Add IAM notifications to Teams appIdea Submitted

Add IAM notifications to Teams app

2 months ago

momathewsonNew Voice

Add IAM Request notifications to mobile appIdea Submitted

Add IAM Request notifications to mobile app

2 months ago

ConsultantTFNewcomer

Make Form Data Print to PDF and .csv Export Authoritative Copies for Compliance with ALCOA ++ Principles for Data IntegrityIdea Submitted

Make Form Data print to PDF and .csv export Authoritative Copies suitable as audit-facing reports to comply with ALCOA ++ principles for data integrity.The PDF Form Data is traceable to the EnvelopeID and identifies fields and values associated with the document.The .csv export is also traceable to the EnvelopeID but also includes the recipient's name and email associated with the fields and values (Attribution) and the Recipient Signed date and time the fields are populated with a value (Contemporaneous and Original).This is requested so it can support the validation of the Part 11 module for Regulatory Agency Quality GxP-related regulations.

2 months ago

Mathyas ValasekNewcomer

Enhancement Requests for Template Permissions, Advanced Settings, and User GuidanceIdea Submitted

Restrict senders from modifying recipient roles Allow administrators to define recipient roles within templates and prevent senders from changing those predetermined roles (e.g., changing a recipient from "Needs to Sign" to "Receives a Copy"). Disable or limit access to advanced options Provide administrators with the ability to disable or restrict certain advanced options, particularly the "Recipients must be signers to view signed documents" option, to ensure consistent access and visibility requirements across the organization. Provide in-app guidance for users Introduce contextual help features, such as pop-ups, tooltips, or information bubbles, to guide users while creating and configuring envelopes, helping them better understand available settings and their impact.

2 months ago

backofficeNewcomer

Improving workflow for compelling applicants to complete the signing process (gateway leading applicants from the ID verification step to signing relevant documents)Idea Submitted

After the recipient processes the identification step during the E-signature process, recipients are asked to sign the fields they're assigned. However, if recipients did not complete the process by clicking the correct buttons such as Sign or Complete, the envelope will not be considered completed and shall remain in a limbo as pending which implies unnecessary follow up frictions with recipients.This is so because in DocuSign, recipients have the option to skip their signing at a later time. They can also leave their signature on the envelope, and if they do not properly complete the signing, the signature will be saved but will not be completed.Our past experience tells that clearing the ID verification to signing relevant paperwork is very often confusing or not properly guided within your current workflow display. We suffer ongoing failures from recipients failing to complete the signature process after having been identified. They think they have completed the process but the actual processing status at DocuSign is recorded as signature pending. We understand the purpose of expecting clients to push a button to confirm submission after they have signed the forms. However, this extra layer of requirement for the final submission should be smoothen by clearly disclosing to recipients the need to push the “Complete” button.We think that there is a lack of specific guidance needed while recipients are processing the entire signature process. This could be perhaps quite easily upgraded by disclosing:Step 1- ID verificationStep 2 - SignatureStep 3 - Confirming submission by clicking the “Complete” button. Recipients that would have signed documents BUT forgot to also push the “Complete” button should be warned about the resulting pending status of their submissions, prompting recipients to Complete it if they want to move ahead.It would be great if you'd take this into account for quality improvements at your end. Thank you

2 months ago

EMBG LoCoNewcomer

AI-assisted error identificationIdea Submitted

Docusign error messages can be very confusing for ordinary users (not professional developers). It would be helpful to be able to use a Docusign diagnostic AI to identify exactly where the issue is occurring when you get a “generic” error message.For example, this message tells me something is wrong but it doesn’t tell me exactly what fields are resulting in the error, which makes correcting the issue a very challenging process.I went through and made sure all the fields were used the same locale indicator(s) and the issue still occurs and I don’t know why.

2 months ago

GreenLantern22New Voice

Feature request: reopen a completed envelope for correctionIdea Submitted

We have some complex/long forms and occasionally the signer will provide an incomplete/wrong answer to some questions.Rather that void and request them to complete a blank form again - we’d like to be able to reopen and send the form back (with all their existing answers) for them to make the required correction, resign and return.

3 months ago

Ivana ForestierNewcomer

filters in reportsDuplicate

Allow filtering as in Excel using the “contains” filter.Select multiple filters: for example, display all contracts that start in June and May, not just one of the two, to avoid having to create two reports.

3 months ago

claudia sallustioTroubleshooter

BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLYIdea Submitted

BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLY. I WOULD ALSO INCLUDE THE NEED FOR TAGS. REPORTING IS ALSO VERY LIMITED. I CANT SORT BY FOLDER WHICH IS THE ONLY WAY I CAN TRY TO KEEP A TRACK OF WHICH AGREEMENTS I HAVE ALREADY DOWNLOADED.

3 months ago

Malik PressNewcomer

Docusign Part 11 Signing Reason AssignmentIdea Submitted

Current ChallengeWhen signing Part 11 envelopes, signers must select a "Signing Reason" for every signature applied. Currently, the dropdown menu to select a Signing Reason displays all Signing Reasons defined for the selected system language. By default, Docusign Part 11 provides three Signing Reasons (Author, Reviewed, Approve). Through the "Signing Resource File" of a specific Brand, an Admin can modify these or add custom reasons. However, for GMP documents, there is a fixed hierarchy of required signatures: 1. Author signatures, then 2. Reviewer signatures, finally 3. Approver signatures (Approver signatures are mandatory for every GMP document; Necessity of Author/Reviewer signatures vary by GMP document). Consequently, when we create a Part 11 envelope, the selection and order of signers are based on these requirements. Each signer is assigned a fixed role (Author, Reviewer, or Approver), which dictates exactly which Signing Reason they must select. Currently, we assign these roles visually at document creation via a signature table within the document itself (columns: Role, Name/Function, Signature). We explicitly enter "Author," "Reviewer," or "Approver" in the role column of each signer row. Signers are trained to check this column and then manually select the matching Signing Reason in Docusign. Pain PointsUnfortunately, deviations frequently occur. Despite training and support materials, signers often select a Signing Reason that does not match their assigned role. When this happens, the entire Part 11 envelope must be voided, re-created, and re-sent for signatures. Additionally, I noticed that when adding custom Signing Reasons via the Signing Resource File, they must be added manually for all languages. Otherwise, the custom reasons do not appear if a signer uses a different system language. Proposed Solutions (User Stories)To improve the "First-Time-Right" rate for signers and reduce the administrative burden of managing Signing Reasons, I have defined the following requirements: High PriorityHP1: As an Admin, I want to create, update, and delete Signing Reasons in a dedicated Admin Setting Section, so that they are available for all Part 11 envelopes regardless of the selected Brand.HP2: As an Admin, I want to define a Default Label for each Signing Reason, so that the reason is displayed to all signers even if a specific translation is missing.HP3: As an Admin, I want to define labels for all available system languages for each Signing Reason, so that they appear correctly in the signer's selected system language.HP4: As a Sender, I want to select/restrict the specific Signing Reasons available to a signer when creating a Part 11 envelope, ensuring the signer cannot accidentally select an incorrect reason. Low PriorityLP1: As an Admin, I want to create, update, and delete "Signing Roles" in a dedicated Admin Setting Section.LP2: As an Admin, I want to assign one or more Signing Reasons to a specific Signing Role.LP3 (Alternative to HP4): As a Sender, I want to assign a "Signing Role" to a signer when creating an envelope. This would restrict the dropdown menu to only show the Signing Reasons assigned to that role, ensuring the signer cannot accidentally select an incorrect reason.

3 months ago

ErveNewcomer

Define brand ID via API for multitemplate useIdea Submitted

Connected to our CRM, we are calling Docusign to generate envelopes based on some templates. As we have many brands, we standardized the documents in order to use global template on which we would like to set brand when generating envelope via API.Unfortunately, APIs don’t have any brand id parameter that we can set to generate envelopes with the correct brand, and working with 100 different templates is not possible when it comes to maintenance and update.Is it possible to add the brandid as parameter when calling for a templated envelope generation? Regards

3 months ago

KennyFllNewcomer

Support PDF Embedded Attachments and Require Recipient Acknowledgement Before SigningIdea Submitted

ProblemPDF files can contain embedded attachments, such as Excel spreadsheets. For example, a commercial proposal may include the main offer as a PDF and a detailed scope of work or pricing calculation as an embedded Excel attachment.These embedded files can be opened when viewing the PDF in applications such as Adobe Acrobat. However, when the same PDF is uploaded to DocuSign, the embedded attachments are not visible or accessible to the recipient.As a result, important contractual information may not be available during the signing process, even though it is technically part of the original PDF.Requested functionalityI would like DocuSign to support the following capabilities: Display embedded PDF attachments When a PDF contains embedded files, DocuSign should detect and display them separately in the envelope or signing interface. Senders and recipients should be able to view or download these files without having to extract and upload them manually as separate envelope documents. Require acknowledgement before signing Senders should be able to mark an attachment as required reading. Before the recipient can continue to the signature fields, the recipient should be required to: open or download the attachment, confirm that they have reviewed it, and only then proceed to sign the document. The acknowledgement should be recorded in the envelope history or certificate of completion, including the recipient, attachment name, date and time.Example use caseA company sends a proposal for signature. The main PDF contains the commercial terms, while an embedded Excel file contains the detailed project scope.The recipient should be able to download and review the Excel file directly within the DocuSign signing process. After confirming that the file has been reviewed, the recipient can proceed to sign the proposal.Business valueThis functionality would:ensure that recipients can access all relevant contractual documents, reduce the risk of recipients overlooking important attachments, improve transparency and auditability, avoid the need to manually extract and upload embedded files, and provide evidence that required supporting documents were made available and acknowledged before signing.

3 months ago

Rhys HNewcomer

Workflow Building for Document EventsIdea Submitted

Hi, It’d be a really great addition to be able to have workflows based on the status of a contract. For example, if we could send a renewal contract when an existing one is due to expire automatically that’d be ideal! Kind regards,

3 months ago

LohaineNewcomer

Combine Envelope Documents When Using the "Archive To" Agreement Rules in EsignatureParked

Combine Envelope Documents When Using the "Archive To" Agreement Rules in EsignatureCombine envelope documents into a single PDF file to save files in directories (SharePoint, OneDrive, etc.) when using "Archive To" agreement rules in Esignature. Currently, the system only provides the option to save the files in a zip folder or as individual files in the directory.

3 months ago

Nikoleta M.Newcomer

The email attachments exceed 5 MB.Duplicate

Increasing the email attachment limit beyond 5 MB would simplify communication and improve efficiency. Users could send larger files directly by email without relying on external file-sharing services, making the overall process faster, easier, and more convenient.

3 months ago

Tracey RaeNew Voice

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.

3 months ago

JesseMNew Voice

Stop prioritizing “smart” automation over user controlIdea Submitted

DocuSign continues to introduce updates that appear designed to make workflows “easier,” but in practice they are making the platform less intuitive and more frustrating for experienced users.The recent change requiring users to drag documents by a small, greyed-out outline instead of the actual document itself is a perfect example. This is not an improvement to usability — it hides the function users are looking for and makes a simple task unnecessarily difficult.The same issue exists with automatic signer arrangement. DocuSign increasingly tries to make decisions on behalf of the user instead of allowing the user to control the workflow. When preparing legal documents for signature, users need predictable behavior and direct control, not automation that has to be corrected.Please prioritize:Clear, visible controls User-selected ordering instead of forced automation The ability to disable “helpful” automatic features Testing updates with real-world users before rolling them outA good user interface should reduce clicks and confusion, not require users to discover hidden tricks after an update breaks a workflow that previously worked.DocuSign is a critical business tool. Please focus on making it more reliable and user-friendly rather than adding changes that create unnecessary friction for the people who use it every day.

3 months ago

apersonaNew Voice

Resizing a Signature Field is impossible... WHY????Idea Submitted

I have been sent a document for me to sign and then to forward to a countersignee.The document already has dotted lines for signature name and date.The Docusign signature field is a tall rectangle, which does not permit resizing, only scaling. This means that it simply does not fit in the available space. This is ridiculous. Why on earth is it not possible for a user to resize their own signature field?

3 months ago