Get Started
Get Inspiration
Groups
Events
Ideas
Release Hub

Start a Post
Log in

Home
Ideas

Ideas

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

Featured topics

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

D

Forum|Forum|1 year ago

15390

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|6 months ago

3445

601 Ideas

Newest First

Most Replies

Most Votes

K

Kavita SainiConversation Starter

Ability to use Salesforce Text fields in generated file nameParked

It would be great if we have the ability to make generated file name dynamic by using any of the text fields of Salesforce record like <quote.Name>_<quote.SBQQ__Opportunity2__r.Name>.pdf

2

J

Forum|Forum|6 minutes ago

J

JaredGNew Voice

Display membership date on on main pageDelivered

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.

4

J

Forum|Forum|3 hours ago

E

E6 Portfolios

Agreement Actions with Citrix ShareFileParked

Will this integration ever happen. Agreement Actions is a great tool but is limited on the cloud storage providers. We would like to see this work with ShareFile.

3

J

Forum|Forum|3 hours ago

M

mr1Respected Advisor

Allow customization of left menuParked

It would be nice if there was a way to change the settings on the left menu (the one that begins: ‘Start’ , ‘Shared Access’, ‘Envelopes’...)I’d prefer that it remain fully open - so I don’t have to keep clicking “show more” whenever I refresh/move to another page. Another solution would be to allow the user to order the menu items - so that everyone could have their most used features at the top.thanksmr1

3

M

Forum|Forum|3 hours ago

A

akoniarskNewcomer

Ability to transfer ownership of shared custom fieldsIdea Submitted

It would be more efficient to allow an administrator to change the ownership of any custom and share fields. Right now when an Administrator is deactivated the fields tied to this user disappear from the UI and the dependent users can no longer use them and Admin users cannot see them either. Before an administrator is removed, a transfer ownership feature would be nice. And after a user is deactivated, the ability to copy/clone the fields that were previously accessible would have been very handy. However, recreating blindly because we do not have a report or listing with the various properties required is not very time efficient. And creating a specific user for shared fields means we would have to share a password which goes directly against any security protocols. So having this flexibility to transfer (and should be triggered when the user is being deactivated as well a manually triggered if there is a business reason to change) custom created items should be a base feature in any system.

0

A

Forum|Forum|4 hours ago

mshealyEstablished Contributor

Webform field ability to copyDelivered

Need ability to copy a field or section in web form to save time.

3

N

Forum|Forum|12 hours ago

mshealyEstablished Contributor

search for groupsParked

I am on the groups page and was looking for a certain group. I should not have to scroll down until i find it. Where is the search? Can we add an option for sorting?

5

M

Forum|Forum|1 day ago

N

newtoclmDigital Collaborator

If an envelope is started in DS e-signature, allow sender to enter folder link in DS CLM that e-signature will save final documentParked

If an item is signed in e-signature and not in DS CLM, allow the sender to indicate what folder in DS CLM, the final document and certificate should be saved to by adding a link to the appropriate space in DS CLM.

2

M

Forum|Forum|1 day ago

M

mr1Respected Advisor

sort by folderParked

Hello:It would be very helpful if there was a “sort” feature for folders/name/status for both the “completed” envelopes and the “waiting for others” - the list of envelopes can be really long and the (unchangeable) default of sorting by date isn’t always the best method. Thank you,mr1

3

M

Forum|Forum|1 day ago

S

SSTNew Voice

Maestro Workflow Needs More Features to attract more customersIdea Submitted

Hi Team,I am feeling DocuSign Maestro is not helping much customers when it comes to real life use cases, recently I have posted my post on community, however I am looking for feature mentioned below:Ability to allow to add more than one templates, as of now it allows only one template, for e,g. I want to dynamically combine multiple templates on the basis of various choices for e.g. if Investor age > 65, add Senior Attestation Template with main template and send for signature If Investor selects multiple sponsors, then it should add only those templates Radio and Checkbox buttons must have ability to map with dropdown options from webforms. I have a template which as radio buttons and checkboxes and I want to collect data from webforms where I want to show drop downs for same options rather using radio buttons, once I have data in webform, I want to map dropdown selected option ( text ) with template’s radio or checkboxes values so it should pre populate selection , this is lacking at the moment Send Email and Send Invite with Dynamic Field Population, if I want to send email and in the subject and body want to populate data from webforms variables, I am unable to use them, hence I am having limited ability to just use static text but cannot build body and subject dynamically

0

S

Forum|Forum|1 day ago

N

naga.gandikotaNew Voice

Request for Enhancement on Attachment settingsParked

Hi Team, I understand that this can be achieved by disabling the “Append attachments” option in the signing settings. However, I want to highlight that this change would apply to all business units and every envelope, which may not be ideal for our needs. Could we request an enhancement to the DocuSign platform that would allow this configuration to be applied on the envelope level only ? this would enable more flexibility and better cater to our specific requirements. I look forward to your response. Regards,Sandeep.

2

J

Forum|Forum|4 days ago

N

nBergantzNew Voice

Combine different emails in different accounts to one accountParked

I have several emails that assign to my identity as an individual. How would I bind them all together into the same account? Does this already exist? If not, can we have a feature that binds them together. It is kind of weird and cumbersome having to sign out of each account to view past documents -- largely since different entities that send me docusigns occasionally send them to my various emails. Further in this day and age, I suspect we all have closer to 5 email addresses (counting work as well) per person. I would be able to make better use of this tool if it was organized as such. :)And bonus if there was a way to have the different emails for business perhaps allow easy compartmentalization between said work entities and personal. Nick

4

M

Forum|Forum|4 days ago

D

Donna SevignyTroubleshooter

Report for downloaded envelopesParked

It would be helpful to provide a report on envelopes downloaded. This could assist with business practices such as an audit of compliance with company policy to download completed envelopes on-premises for records management.

2

M

Forum|Forum|4 days ago

lcornwellTroubleshooter

Add Organization Admin Users and Permissions to the All User ReportParked

Our IAM team is downloading a report each month for the users that have access to all of our DocuSign accounts. This user list excludes the Organization Admins that are listed and their privileges. I think it would be great if the Organization Admins would also be included in this when the report is run at the Organization level.

3

M

Forum|Forum|4 days ago

Hengfeng GeHero

batch correct for bulk sendDelivered

our customers have a need for batch sending. For example, if 10,000 envelopes are sent in a day and remain unsigned for two months, they want an automatic update to reassign these unsigned envelopes to the next batch of users. This would prevent the envelopes from expiring and going to waste.

5

M

Forum|Forum|4 days ago

A

ajaiswalNewcomer

Allow documents to be edited in the browserIdea Submitted

Within DocuSign allow attached documents open in a PDF Viewer within the browser instead of the signing UI. If you allow documents to be opened in the browser and they are editable, it’s easier to annotate the document and saves time for the preparer of the DocuSign. Enabling editable documents to open in the browser facilitates easier annotation and improves efficiency for the individual preparing the DocuSign.

0

A

Forum|Forum|4 days ago

I

iac81Active Voice

Fixed Width DropDown FieldParked

Please allow for fixed width dropdown menus that allow for text wrapping to ensure proper fitment on a form.

4

M

Forum|Forum|4 days ago

D

Donna SevignyTroubleshooter

Report for signed envelopes versus sent envelopesDelivered

I see a bit of discussion on DS Viewer reports in this community similar to what my organization is seeking. Regardless if a user has DS Sender or DS Viewer, they would like a way to report/download a list of the envelopes they have signed as a recipient - not sent. Is this a feature being considered?

2

M

Forum|Forum|4 days ago

Hengfeng GeHero

Hope can add timezone of the opening hours for QES with IDNowDelivered

I try do a QES sign and got this warnning:You are currently calling outside our opening hours.You can perform your identification at the following times. An appointment is not required.Our opening hours:Daily : 8:00 to 24:00 To continue with your identification at a later time, please copy the following link and try again during our opening hours. I got the opening hours :They are located in Europe, in Germany.Their hours of operation are: •DE & EN calls: 8am-midnight CET 7 days a week•FR calls: 8am-9pm MON-SAT•QES with wallet authentication is available 24/7 Peak hours: 9 - 11 and 14-18. Try to avoid those hours to get an agent. please add timezone of the opening hours in this page. so the end user can convert to their timezon. Thanks.

2

M

Forum|Forum|4 days ago

E

ePillarsNew Voice

Restrict voided envelope email notificationIdea Submitted

The business requirement is that when a document is voided manually, no notification should be sent to any recipients—either those who have already signed or those who are still pending to sign.

1

E

Forum|Forum|4 days ago

L

LReadDSuserNew Voice

Ability to add Envelope ID after signature(s) are collectedParked

We normally leave the feature of “Add Envelope ID on every page” unchecked because it often times interferes with the Title of the forms we are sending to be signed. However, there are some few instances where it would be helpful to have the ability to add it back onto a completed document - like a toggle button, so the sender can ensure the Envelope ID isn’t covering up any already signed page.

2

J

Forum|Forum|5 days ago

N

newtoclmDigital Collaborator

When setting up templates with custom fields allow for expansion/reduction of the space to allow for custom text merges and edit bulk send items before final sendDelivered

We have found that the templates in e-signature, custom merge fields do not act as text fields as far as formatting and spacing. You have to guess on how much space you will need to accommodate the longest known delimiter. So if you are merging a client’s firm name into a sentence as a custom field and the first client is “AD Bank” and the second client is “John Jacob Jingleheimer-Schmitt Broker Dealers Incorporated” you would have to format the spacing in your template to accommodate the second name which would leave a ton of space for AD Bank’s document. If you format for less than the space on the longest name, then the longer name overprints on the text of the file. The merge fields should act as text as far as the template documents are concerned, either expanding or shrinking to fit the text and allowing the existing text on the page to move along with the merged text. This has caused issues with bulk sends where we sent out thousands of documents with multiple merge fields that varied in size. It looks very unprofessional and is not transparent when using the bulk send feature. There should be a way to review the bulk send items before they are sent to accommodate these types of errors if not.

2

M

Forum|Forum|5 days ago

A

AP-EMDNew Voice

Behavior of Standard First & Last Name fieldsParked

Our company manages a couple hundred DocuSign accounts for our customers. Many of the forms used require “First Name” and “Last Name” & so we use the Standard name field & change it from Full Name to either First Name or Last Name, as needed. However, we have found that the expected behavior of those fields in DocuSign is to pull in the first word of each name rather than the full name. For example, if my first name is Mary Ann (not Mary), using the Standard First Name field only pulls in Mary, which is incorrect. If my last name is Smith Jones, the Standard Last Name field only pulls in Smith.We are using these fields for legal documents & the format happens to sometimes ask for First Name vs Last Name, which is why we can’t use the Standard Full Name field as a work-around. In addition, although Custom First & Last Name fields will also work, it’s extra clicks to go get those, they are harder to copy/paste, & it’s harder to educate users to select those when the Standard fields are the first thing you see.Please update the behavior of the Standard First & Last name fields to pull in the full text that a user identifies as the First or Last name.

3

M

Forum|Forum|5 days ago

C

Clare.wConversation Starter

Bulk sending WebformsParked

Hi I would like to know if we can have the ablitiy to bulk send webforms like we do with the e-signature documents. This function would be extremely helpful to our business.

7

M

Forum|Forum|5 days ago

S

SL-JTNew Voice

Switch easily between Signature Placing View and General Document View in the Editor ModeDelivered

I am frequent DocuSign User and one of the biggest weak points is that you cannot easily switch back to the general “documents view” upon placing a signature in the document (right-hand side tab/menu)Each time you need to exit and open the Docusign Editor- / Envelope View again (by clicking “back” and “next” again).Please add a feature that allows you in Docusign Editor- / Envelope View to switch between Signature Placing View and General Document View. This will highly increase user friendliness.

2

M

Forum|Forum|5 days ago