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    983 Ideas

    daniel.krcmarDigital Collaborator

    CLM Report Exports: Export numeric columns as actual number values in Excel (not text)Idea Submitted

    When exporting a CLM report to Excel, numeric columns (e.g. contract Value) are exported as text instead of numbers. Excel only recognizes the value as a number after manually double-clicking into each cell. This behavior also interacts poorly with regional settings (e.g. Dutch locale, where the decimal separator is a comma), making the values unusable without manual conversion.Customers use exported reports for downstream analysis — SUM, COUNT, pivot tables, financial reconciliation. With values exported as text, none of these Excel functions work out of the box. For reports with hundreds or thousands of rows, manually converting each cell is not workable. Support has confirmed this is currently expected behavior, but for business users the export is effectively broken for its main purpose: calculating on numeric data.Enhancement:Export numeric and currency columns with a proper Excel number data type (e.g. via native XLSX cell typing), not as text. Respect the user's locale/regional settings (decimal and thousands separators) so values parse correctly in Dutch/European Excel configurations. Optionally: allow the report designer to define the data type per column (text / number / currency / date) for exports.Workaround today: Manually double-click each cell, or use Excel's Text-to-Columns / VALUE() conversion — both impractical at scale.

    Add formatting control for [[Data:DocumentNames]] merge field (line-separated / list output)Idea Submitted

    The [[Data:DocumentNames]] merge field renders all document names as a single comma-separated string. Please add support for controlling how the list is formatted — at minimum a line-break/newline delimiter, ideally a bulleted or line-separated list option.Problem / use case:When an envelope contains several documents, a comma-separated string on a single line is hard to scan. Recipients skim the notification email quickly, and a run-on list makes it easy to miss that multiple documents are enclosed. This is especially relevant in regulated industries (e.g. financial services) where signers need to clearly see each form they are being asked to sign. Presenting each document name on its own line materially improves readability and reduces recipient confusion.Requested behavior:A supported option to output document names one per line (or as a bulleted list) instead of comma-separated — controllable within the email body / Email Resource file. For example, a delimiter parameter on the merge field, or a companion merge field that emits a formatted list.Current behavior (confirmed with DocuSign Support, Case #17666072):The merge field does not support any formatting options. Output is always comma-separated, the behavior is identical across signer/sender/CC notifications and within Email Resource files, and there is no alternative merge field, repeatable region, or formatting mechanism to display names on separate lines. Support advised submitting this as an enhancement request.Impact if delivered:Clearer, more readable signer notifications; fewer "which documents am I signing?" support questions; better experience for envelopes with multiple documents.

    PslimNew Voice

    Agreement Manager - Use Folder-Level Path as Categorization Metadata on Bulk UploadIdea Submitted

    When bulk uploading agreements into Agreement Manager, categorization currently relies on AI content analysis after ingest, or manual assignment to agreement types/categories/sets. There's no way to leverage the folder structure of the files being uploaded (e.g., from a mapped drive or cloud storage) as a source of categorization metadata.Many organizations already store historical agreements in a meaningful folder hierarchy, such as:/Sales/MSAs/2026//Procurement/Vendor Agreements/2026/Today, this structure is lost on upload — every file lands in Agreement Manager as an individual record, categorized only by what the AI infers from the document content, or by tags applied manually afterward.Request: When uploading a folder (or nested folders) of agreements, allow the folder path to be captured and mapped to categorization fields, for example:Auto-populate or suggest an agreement type, category, department, or custom field based on the folder name(s) in the path Let admins define a mapping between folder structure and metadata fields before or during upload (e.g., top-level folder → Department, second-level folder → Agreement Type) Preserve the original folder path as a searchable attribute on the agreement record, even if the user doesn't set up a mappingWhy it matters: Migrating agreements from network drives, SharePoint, or other DMS tools into Agreement Manager means re-doing categorization work that already exists in the folder structure. Using folder-level information would speed up migration, reduce manual tagging, and give AI categorization a stronger starting signal instead of relying on content inference alone.

    Hr.PIAautNewcomer

    Option to Disable Email TrackingIdea Submitted

    Dear DocuSign Product Management,We would like to submit a feature request regarding a significant email delivery issue that we are currently experiencing.A large number of DocuSign emails fail to reach our recipients because they are quarantined or blocked by our email security solutions. The root cause is the invisible tracking pixel and its associated tracking link embedded in DocuSign emails. Our security policies identify this URL as a tracking service, resulting in the email being blocked.The tracking pixel is automatically loaded when the recipient opens the email and is used to determine whether and when the email was opened, as well as the recipient's IP address, geographic region, and email client.According to DocuSign Support, it is currently not possible to disable this tracking functionality. We were advised to submit this request to the DocuSign Product Management team for consideration.We therefore request that DocuSign provide an optional administrator setting to completely disable email tracking. This would allow organizations with strict security and privacy requirements to receive DocuSign emails reliably without having to create exceptions for tracking domains or relax existing security policies.As this behavior directly affects the delivery of business-critical documents and can delay or even prevent signature workflows, we kindly ask that this feature request be treated with high priority and considered for a future product release.Thank you for your time and for considering this request.

    lkatwlnNew Voice

    Bundle Main Contracts and Appendices into One Agreement with only one set of contract detailsIdea Submitted

    The current hierarchy feature doesn’t fully address our needs. While it allows agreements to be linked (works for interlinked contracts), all documents still remain separate agreements within Agreement Manager (becomes problematic when linking appendices, e.g. important provisions, such as terms and conditions, are defined in appendices rather than the main contract).Many of our agreements consist of a main contract and multiple appendices. When each document is stored separately, appendices appear as standalone agreements with own contract details, cluttering search results and making it harder to understand the contractual relationship and the contract situation of our company.A bundling feature would allow users to designate a Primary Agreement and associate all related appendices with it. Within Agreement Manager, only the Primary Agreement should appear as the agreement record, while appendices remain accessible through the bundle.In addition, key metadata and lifecycle attributes—such as status, term dates, and renewal dates—should be managed at the Primary Agreement level and automatically inherited by all bundled documents (there’s only one set of details for all documents). This would provide a more accurate representation of the agreement and prevent appendices from being treated as separate contract, including searches, reports, and dashboards.