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...
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Want to shape the future of Docusign? Add your ideas for dream features and upvote others you love.
Please connect the request to a completed agreement. The idea is that you can audit the approval trail.
I don’t see any reason why delegations only apply to those assigned the “Needs to Sign” action. It should apply to those assigned the “Allowed to Edit” and other actions as well. Currently we have many envelopes stuck in the queue of an employee currently on vacation, and the only remedy is for the originator to retract and modify the approval path or for all templates to be updated every time that person goes on vacation, both of which are very inefficient.
Hi Team,When accessing the eSignature signing process, users have the option to select “Assign to Someone Else” instead of signing.This allows users to enter the following information:New signer’s nameNew signer’s email addressComment (up to 250 characters)We have observed that the 250-character limit for the comment field restricts the amount of information that can be provided when reassigning the document. Our business requests to increase the character limit for comments. Could you please increase this character limit in future enhancement?
Hi Team,Is there a way to prevent users from accessing the Edit Recipients page before sending an agreement? I have attached several screenshots highlighting the sections I am referring to.Currently, business users are able to access the Edit Recipients page and modify the signing type or change the signing order. In some cases, users enter incorrect signing order numbers or forget to update them properly, which impacts our agreement status mapping.We specifically need to restrict users from accessing the Edit Recipients section on the final page when sending agreements for signature.is it possible to control this behavior through permission sets as an enhancement? This will help us lot control Docusign process properly.
During system validation testing of DocuSign, we observed that a single signer is able to select different roles within the same document. In other words, when the signer has more than one signature field in the document, they can choose to act as "author," "reviewer," and "approver" using the Part 11 Module. I suggest adjusting the module configuration so that once a role (authorship, review, or approval) has been selected, the same signer cannot select another role within the same document. Additionally, we opened a support ticket (16067933), and the feedback received indicated that this configuration is currently not possible. The recommendation was to submit an idea (improvement opportunity) through the platform.
Hi Team,As advised in your reply to support case 17167673, it would be greatly appreciated if you could consider a future enhancement: a bulk send feature that allows one or multiple individuals to sign multiple documents in a single click.Thank you in advance.Katarina
ProblemThere is no single admin-level control to automatically redirect all envelopes addressed to a specific user (e.g., when someone leaves the company or changes roles).Admins must rely on a mix of:Delegated Signing (user-level, manual setup) Custody Transfer Rules (post-creation workaround) Template updates (often complex and time-consuming)This creates operational overhead and risk of envelopes getting stuck.Proposed SolutionIntroduce an admin-level “Auto-Redirect / Delegation Rule” that:Automatically reroutes all new incoming envelopes for a selected user to a designated delegate Works regardless of whether the user is a recipient or sender Applies globally (across templates, PowerForms, API integrations) Can be set with start/end dates or indefinitelyKey BenefitsEliminates dependency on user-level delegation setup Avoids editing large numbers of templates Prevents envelope delivery failures when accounts are deactivated Simplifies offboarding and role transitions Reduces admin workload and operational riskCurrent Workarounds (Not Ideal)Delegated Signing requires user login/setup Custody Transfer Rules only act after envelope creation Template ownership updates are manual and error-prone
Legacy provides Resend DocuSign Email, Correct in DocuSign, Void Envelope buttons on the DocuSign Status record. Our users use these features often. The new DAL Docusign Envelope Status component also provides these options; however, the component is limited to working with only 5 documents, and it does not provide the name of the email subject. Our users do not know which document they are working with when selecting the buttons. We often have 6-8 documents that we are waiting for signatures on that are related to one opportunity. If a user needs to Void or Resend the 6th, or 7th document, they cannot use the Docusign Envelope Status component. We have had to create another component on the opportunity record to list the related Docusign Statuses. The only way for users to Resend, Correct, or Void is to open the Docusign Status record from the related list and click the View Envelope button. They have to go into Docusign in order to access the features that used to be available directly in Salesforce. This is less user-friendly and more time consuming for our users.
Please consider adding an option to make the email messages that appear in the Agreement Desk Activity Feed collapsible so that they can be expanded on request by the user. This feature would make the Activity Feed less busy and improve readability and tracking of the items being shown.
In the era of widespread AI tools (LLM), there is growing concern in legal, compliance, and financial workflows about whether the content of an agreement, contract draft, or official correspondence was genuinely written and reviewed by a human — or largely generated by AI.Currently, DocuSign excels at verifying the recipient (signer) through biometric authentication, liveness detection, and ID verification. However, there is no equivalent mechanism for the sender/author to cryptographically attest that they personally created or reviewed the content before sending.Proposed Feature:Add an optional (or configurable per template/account) pre-send biometric attestation step for the sender:When the sender finishes editing a document/envelope (especially for high-stakes items like contracts, NDAs, payment instructions, legal correspondence, or compliance documents), they are prompted to confirm authorship with a quick on-device biometric check: Face ID, Touch ID / Fingerprint, or facial recognition with liveness detection. Upon successful confirmation, the system generates a cryptographically signed attestation (e.g., “Human Authored + Biometric Attestation”) containing: Hash of the document/content at the time of confirmation Timestamp Sender’s identity (linked to their verified account) Proof that a live human performed the biometric confirmation (without storing raw biometric data — using on-device secure enclave where possible) This attestation is embedded into the envelope as metadata, visible in the audit trail, and can be verified by the recipient or auditors.Key Benefits:Provides positive proof of human authorship in addition to existing AI content labeling. Strengthens non-repudiation and trust in sensitive communications. Helps organizations comply with emerging regulations (e.g., EU AI Act requirements for transparency on AI-generated content) by offering clear evidence that a real person stood behind the text. Low friction: the step can be enabled only for sensitive templates or high-value envelopes, taking just 2–3 seconds. Privacy-friendly: biometric processing happens on-device; only a cryptographic token is attached.This feature would complement DocuSign’s existing strong identity verification for signers and position DocuSign as a leader in trust and provenance for the entire agreement lifecycle — not just the signing moment.I believe this would be especially valuable for law firms, banks, corporate legal departments, and any organization dealing with regulated or high-risk documents.No compensation or recognition is requested — I simply want this idea to have a chance to live and be considered. I think I will purchase license to use it in my Outlook also :).
In the era of widespread AI tools (LLM), there is growing concern in legal, compliance, and financial workflows about whether the content of an agreement, contract draft, or official correspondence was genuinely written and reviewed by a human — or largely generated by AI.Currently, DocuSign excels at verifying the recipient (signer) through biometric authentication, liveness detection, and ID verification. However, there is no equivalent mechanism for the sender/author to cryptographically attest that they personally created or reviewed the content before sending.Proposed Feature:Add an optional (or configurable per template/account) pre-send biometric attestation step for the sender:When the sender finishes editing a document/envelope (especially for high-stakes items like contracts, NDAs, payment instructions, legal correspondence, or compliance documents), they are prompted to confirm authorship with a quick on-device biometric check: Face ID, Touch ID / Fingerprint, or facial recognition with liveness detection. Upon successful confirmation, the system generates a cryptographically signed attestation (e.g., “Human Authored + Biometric Attestation”) containing: Hash of the document/content at the time of confirmation Timestamp Sender’s identity (linked to their verified account) Proof that a live human performed the biometric confirmation (without storing raw biometric data — using on-device secure enclave where possible) This attestation is embedded into the envelope as metadata, visible in the audit trail, and can be verified by the recipient or auditors.Key Benefits:Provides positive proof of human authorship in addition to existing AI content labeling. Strengthens non-repudiation and trust in sensitive communications. Helps organizations comply with emerging regulations (e.g., EU AI Act requirements for transparency on AI-generated content) by offering clear evidence that a real person stood behind the text. Low friction: the step can be enabled only for sensitive templates or high-value envelopes, taking just 2–3 seconds. Privacy-friendly: biometric processing happens on-device; only a cryptographic token is attached.This feature would complement DocuSign’s existing strong identity verification for signers and position DocuSign as a leader in trust and provenance for the entire agreement lifecycle — not just the signing moment.I believe this would be especially valuable for law firms, banks, corporate legal departments, and any organization dealing with regulated or high-risk documents.No compensation or recognition is requested — I simply want this idea to have a chance to live and be considered. I think I will purchase license to use it in my Outlook also :).
After configuring the permissions by User, Group, Agreement Set, etc -- it would be helpful to be able to verify the permission on an Agreement or User. “Who sees What” function. Download permissions to a CSV -- one user per line -- would be helpful. Ability to check an Agreement -- “Who can see/edit?” Thanks,Mike Mathewson
Love the Idea of the Mark-up Tool but needs a few advancements.Line option - make available for recipients also (put the option under the comments option.) Move the Mark-up option (while in recipients hands) from the [Other Actions] button to under Add Comments icon. Currently if recipient adds Mark-up to document, next signer cannot visually see what was covered. Within the document, wherever there was a Mark-up added: add an Icon to the left of that Mark-up and add a feature where the next signer can click on that icon and the mark-up will briefly disappear. This will allow all parties to view the original language. While other parties can edit other people’s mark-ups, you can delete all, change and revise, however, you can only change or revise within the size of the original mark-up’s box size. Allow this to be resized. Require all signers to initial mark-up. Any Changes to mark-up, needs to be rerouted to all who have not seen. (similar to the collaborative option of text fields) Allow any user to reject just the Mark-up...or allow it to be deleted from another signer Allow SENDER to change mark-up formatting if they want, particularly Font Color.
Please create an Add Note button in the Overview tab of an Agreement Desk Request. We need the ability to add general notes/status updates and have them appear in the Activity Feed. These notes don’t require action by or notice to specific people so the Send Message does not apply. Being required to Send Message to add a general note to the Activity Feed creates unnecessary steps, 1) drafting an email to yourself or shared mailbox, 2) opening and deleting the email from your inbox, and 3) clutters up the Activity Feed - when all we want to do is enter short notes providing updates. We have the ability to do this in our current tool so this feels like a step backward for us. This is another lacking feature that we did not see in a demo and did not have access to a sandbox to test prior to purchase. ia the Send Message button.





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