Ideas

mr1Respected Advisor

Ability to control the color schemeUnder review

It would be great if the user was able to control the color scheme - especially the tags when designating signers. The pastel colors are nice… but they are not as easy to differentiate as the bolder colors they replaced. Also the ‘pink and blue’ scheme is not very professional.thank you,mr1

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Forum|Forum|8 hours ago

Eric.NobleNewcomer

Allow Dynamics Administrators to Control Which Dynamics 365 Entities Display DocuSign Log In/Log Out CommandsIdea Submitted

Today, DocuSign for Dynamics 365 allows administrators to configure which entities are enabled for DocuSign actions such as Sign, Send with DocuSign, and Bulk Send with DocuSign. However, the DocuSign Log In/Log Out ribbon commands (which I believe came as part of the move to OAuth) appear on entities that are not enabled for DocuSign use.We would like an enhancement that gives administrators explicit control over where the Log In/Log Out commands are displayed, ideally leveraging the existing entity configuration experience within DocuSign Admin.Suggested approaches:Only display Log In/Log Out commands on entities that are enabled for DocuSign integration (e.g. Sign, Send, Bulk Send). Alternatively, add a configurable setting per entity that controls Log In/Log Out visibility, similar to existing DocuSign command configuration options.Business Value I would assume most organizations use DocuSign with only a subset of Dynamics 365 entities. Displaying Log In/Log Out commands across unrelated entities:Creates unnecessary ribbon clutter. Confuses users who will never use DocuSign. Introduces DocuSign-related processing on forms that have no DocuSign business purpose. Limits administrators' ability to tailor the user experience to their business processes.Providing entity-level control would improve usability, reduce user confusion, and better align the DocuSign experience with how customers already configure entity-specific functionality in Dynamics 365.Expected Outcome Administrators should be able to determine exactly which entities expose DocuSign authentication commands, resulting in a cleaner and more relevant Dynamics 365 experience for end users.

Forum|Forum|12 hours ago

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bbruscaActive Voice

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.

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Forum|Forum|19 hours ago

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AScottTroubleshooter

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.

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22ndCarlNew Voice

Shared Access to envelopes of a GroupDuplicate

The Shared access feature only allows users to manage other users' envelopes individually. This feature can help the user to locate it per account when selected from the Shared Access dropdown from the Agreements Tab.The ability to create a group and assign a user to manage their envelopes will allow Admins or assigned users to easily manage their documents, instead of doing it manually.When a user is added to the account and assigned to a group, the admin or user who manages the group can easily manage their envelopes and access them.I hope that this feature can be added to our production environment, as this will help users globally.

Paulo.CossuolNewcomer

Ability to block specific words use in Docusign passwordIdea Submitted

The standard Docusign password policy does not provide an administrator-configurable list of prohibited words or strings. The available controls cover password length, password age, and required character types. Spaces and angle brackets are not permitted in passwords.Ideally administrators should be able to block the use of specific words when user setting up or updating passwords.

Paulo.CossuolNewcomer

Ability to configure the duration of "remember this device"Idea Submitted

When user authenticating the option to "remember this device" is available, currently admins don’t have the capability to change the settings (increase, reduce, change the amount of time) for this option and would be helpful if Docusign can make this configurable.

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fskobicNewcomer

Define individual document file names from the bulk import fileIdea Submitted

We often send out bulk documents (annual salary increase letters, year end letters, bulk changes). However, when we send from a template, all the individual files then have the name of the original template file, so we have to rename them manually. This also makes it difficult to set up an automation to save the files.It would be amazing if we could pre-define the file name for the individual documents per envelope, which we could define in the Bulk Import File.

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Forum|Forum|4 days ago

22ndCarlNew Voice

Allow to add the names of the completed documents in Certificate of Completion.Idea Submitted

Based on the information that can be found in the Certificate of Completion, the name of the document will only show in the Certificate if the document’s name is reflected in the Email Subject line.There’s no option to show the names of the completed documents added to the envelope on the Certificate of Completion.I hope our Developers may consider adding this to the production environment as an enhancement to the Certificate of Completion, as this will help users not only show that the envelope has been completed but also confirm that the documents were completed.

sbyersNewcomer

Add Read-only role for Shared Access to EnvelopesIdea Submitted

Please add a Read-only role to the Shared Access feature, please.Currently, the roles available are: Manage, Edit, and Send.A Read-only role could easily be like the Manage role, without the ability to download, create/delete folders, and move envelopes.We have many users monitoring (read-only) the workflows and are currently on the legacy Shared access. We want to move those users to the newer method but are concerned some users would move/organize files unnecessarily.

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RDL.NYCNewcomer

QES date field removedIdea Submitted

Would it be possible to have the option to include the date signed in the signature frame of the signature? Since DocuSign removed the option to add the date field to QES documents this would help us greatly as official documents require the date signed on them.

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K3t1n2TJMkC3Newcomer

Vertical scroll confused with vertical line in signatureIdea Submitted

When the user is signing using a screen that responds to touch, allow the user to lock the screen position so the drawing process does not move the signature box.

EmJonesNewcomer

Lift restriction so recipient can also act as a witnessIdea Submitted

Our workflow would benefit from allowing a signer recipient to also act as a witness, especially when the same person needs to approve and witness a document.I understand this is a system restriction at present.

Forum|Forum|6 days ago

szucsgNewcomer

Swisscom QES envelope to void automatically if validation attempt fails 3 timesIdea Submitted

For a little context: recently I had a customer try to set up a QES passkey with our Swisscom QES service, so I have sent an envelope with a simple document, but the customer failed 3-4 times during verification due to being able to pass a verification test. Checked envelope history but there was no information about it, so contacted support to get some information through Swisscom.Now I received some instructions about “what can fail”, but could not get specific details about customer’s attempts and potential failures - this is not the best either, but I can understand QES validation is strict, thus, the verification service provider does not disclose details to avoid fraud.Nevertheless, support also pointed out that after 3 failed verification attempts, the envelope SHOULD be voided since no further attempts will be successful - quoting support:“The envelope will not be voided automatically after 3 attempts. It will only not allow the signer to use the QES verification anymore. She could initiate further attempts after the third attemp but it will just fail.”Nothing did signal that to the user, and to me as the sender of the envelope - that should be changed, there should either be a warning to the user, and to the sender and it should also have some record in the envelope history, or optimally, the envelope should automatically be voided in that case.

Forum|Forum|6 days ago

22ndCarlNew Voice

Allow multiple Electronic Record and Signature Disclosure (ERSD) in Docusign AdminIdea Submitted

Docusign can only create one ERSD per account. An option to create multiple ERSDs to account for will allow users to create disclosures depending on the type of envelope they wish to send.Due to the limitation of having only one option to create an ERSD, they will need to either change or customize the only ERSD on the account, and once used, they will have to revert it to the original format.Another option to keep the ERSD format on the account is to create a brand new docusign account or create a sub-account under the same organization. By doing so, they can keep the ERSD format and create a new ERSD in the new account, but they need to also manage the new account.

Kim.SaundersNewcomer

Filtering Options for All Agreements in lieu of InboxIdea Submitted

Make filtering options “sticky” when in the All Agreements folder.I’ve spoken with DocuSign Support regarding the removal of the Inbox option for end users and the available filtering options in the All Agreements window. The only successful filtering choice available to me is Quick Views: Action Required to see only those envelopes that require my attention. Otherwise I see every single envelope regardless of the current status.The only downfall is that the filtering is removed every time I move away from the All Agreements window and come back. It would be great if the filtering choices would stick for the entirety of the user session. We have power users in our office that can have up to 100+ envelopes in states of flux, so having to refilter every single time is very time consuming and tiresome.

kromaryActive Voice

Map Multiple Email Aliases to One UserParked

Our users have multiple email aliases. We would like signing requests from all of their email aliases to map to their one user account in Docusign. They do not want to have to select from multiple accounts at login but they want to be able to sign with any alias.

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Javier.DominguezNewcomer

Include Decline Reason in Email Notifications Sent to CC RecipientsIdea Submitted

Hello,I would like to suggest an enhancement regarding envelope decline notifications.Currently, when a signer declines an envelope and provides a reason, the decline reason is included in the email notification sent to the sender. However, recipients who are included in the workflow as CC recipients only receive a notification that the envelope was declined and do not receive the actual reason entered by the signer.This can create challenges in organizations that use a shared or service account as the sender (for example, through an integration), while business users and stakeholders are added as CC recipients to stay informed about the envelope status.Suggested enhancement: Provide an account-level or envelope-level option that allows the decline reason entered by the signer to be included in the decline notification emails sent to CC recipients.Benefits:Improved visibility for all stakeholders involved in the signing process. Reduced need for manual follow-up with the sender. Better support for integrated and automated DocuSign environments that use service accounts. Faster resolution of issues that caused the signer to decline the document.Ideally, administrators could enable or disable this behavior according to their organization's security and privacy requirements.Thank you for considering this enhancement. I believe it would improve transparency and communication throughout the signing workflow. **information removed due to PII**

johnpinaNewcomer

Pay as you goDuplicate

I am constantly starting and stopping my subscription to Docusign. It’d be nice if you offered a pay as you go option. Or at least automatic renewal an option, not a requirement. I know you get more from people who don’t cancel right away whether they’re using the account or not, but it would do me more service to either pay for a signal month when I need it, or my best idea is to pay per signature, like a notary, since that’s really what you guys are.

SybsyncNew Voice

Why not create a model that allow users to purchase ENVELOP?Idea Submitted

Dear DocuSign Team,I hope this message finds you well.I would like to suggest that DocuSign consider a business continuity strategy that enables users to purchase envelopes on a pay-as-you-go basis according to their needs. For instance, a new user might start with 4 free envelopes for trial purposes, after which they could purchase additional envelopes as required, rather than being tied to a recurring monthly subscription.This model could be especially valuable for startups and small businesses in emerging markets, who may not have consistent usage levels but still wish to leverage your excellent platform. A flexible purchase option could help broaden adoption and prevent potential users from being discouraged by rigid subscription models.In addition, I would like to highlight an area of potential improvement: application performance. The app sometimes experiences lag and even stops functioning when internet speeds are below 20Mbps. Optimizing performance for lower bandwidth environments could significantly improve user experience, especially in regions with less stable internet connectivity.Thank you for considering these suggestions. DocuSign is a truly powerful tool, and these enhancements could make it even more accessible and reliable for a global audience.Best regards,

EfileNew Voice

Prompt Signers to download signed documents before exitingIdea Submitted

Dear DocuSign Product Team, I would like to request an enhancement to the signer experience within DocuSign. Many clients complete the signing process and exit without downloading a copy of their signed documents. This often results in follow-up requests for copies of documents they have already signed. Could Docusign add an option feature that displays a prominent reminder, or requires acknowledgement, prompting signers to download and save their completed PDF documents before leaving the session? This would help improve record retention, reduce support requests, and enhance the overall client experience. Thank you for your consideration. Maria Romero

MschneiderNew Voice

Mark-Up Tool upgradesParked

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.

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daniel.krcmarDigital Collaborator

Add "Lookup" and "User List" custom field typesIdea Submitted

Currently, custom field types in Docusign are fixed, which limits how workflows can be set up for reporting and notifications. I'd like to propose two new field types:1. Lookup fieldAllow admins to import a reference list (e.g., via CSV) containing a code and description — similar to a lookup table. Users would select a code from this list when filling in the field, and both the code and description would be available for use in reports and Insights.Use case: Cost center codes, project codes, department codes, etc., where the value needs to map to a standardized, centrally maintained list rather than free text.2. User List fieldAllow a field to reference a Docusign user or an email address (e.g., "Budget Holder"), selected from a list rather than typed manually.Use case: Assigning a budget holder, approver, or responsible party to an agreement, so that this person can be automatically notified — for example, via Insights or reporting — when a related event occurs (expiry, renewal, threshold reached, etc.).

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Hiltermann lease bvNewcomer

ID verification fails due to special signs in nameIdea Submitted

ID verification fails due to special signs in name. Customers are being denied because ID verification fails despite name being correct.ID verification provider changes values and because of that customer needs to identify multiple times.All 3 examples failed because of the first name being misspelled.

hmosley1Active Voice

Rename standard "Title" field to "Job Title" to reduce signer errors and improve profile data qualityIdea Submitted

The standard “Title” field is frequently misunderstood by signers, who may enter an honorific (e.g. Mr, Mrs, Mrs, Professor) or other incorrect value rather than their employment position or job title.When a signer does not already have a title saved in their DocuSign profile, the value entered in this field is saved to their profile and subsequently auto-populated on future documents. As many users are unaware this information is stored against their profile, incorrect values can persist across multiple envelopes.I would suggest renaming the standard “Title” field to “Job Title” to better align with the corresponding profile attribute and provide clearer guidance to signers at the point of entry.This would:Reduce user confusion and data entry errors. Improve the quality and consistency of profile data. Reduce administrative effort required to identify and correct incorrect saved values. Provide a simple, user-friendly solution that works across all envelopes without requiring custom fields, tooltips, templates, or additional user training.This minor enhancement would be particularly valuable for organisations with large numbers of senders, where custom workarounds are difficult to implement and maintain.