44 results found
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pipedrive
Hello,
I am an onboarding consultant, and my client has feedback in regards to the Pipedrive integration with Docusign Esignature:
- To apply a template: we have separate clicks to go back to parts of the first page of the envelope. So to change the document/apply template, to change recipients and to change the email message, can be done separately. Yet you can't go back to the first page. That is a bit annoying, can this feedback be taken into consideration, or forwarded to the Pipedrive feedback team ?
- Pipedrive and Docusign Integration does not work with Safari.. can this be…
1 vote -
Make Formula Fields Update in Preview
The formula field does not update when previewing envelopes. So currently the only way to test that the formula is correct is by sending a test envelope.
It would be nice if there where a way to update all formula fields in the envelope while previewing1 vote -
Get metadata of envelope documents without PDFBytes field
Including the "includeData" field in a JSON webhook notification gives lots information of documents. Unfortunately, it includes the request of "pdfBytes" - binaries of the document files themselves.
This is problematic because it will transfer a large volume of data, which we don't need (and it's not recommended to send document data via webhooks).
It would be great to see DocuSign connect updated so that we can receive the "envelopeDocuments" field from webhooks excluding the pdfBytes field.
1 vote -
Add methods to support Shared Access functionality which went live September 2022
It's been 4 months since Shared Access went live and Shared Envelopes was deprecated. Confusingly, you have listSharedAccess and updateSharedAccess methods that do not support the enhanced Shared Access feature. Some of my users are anxious to take advantage of Shared Access, but I can't deploy it until the DocuSign API fully supports it. All I wanted for Christmas 2022 were new methods to update Shared Access settings. Please don't make us wait until next Christmas to deliver this overdue enhancement.
4 votes -
Better Error Handling for Missing Variables in Python Client
I just solved an issue with my python code using
docusign-esign-python-client, where I was attempting to create a document with a SignHere field, and the field would not show up.It turns out I pulled a signature field example from a different language which used camelCase for variables instead of snake_case.
This was extremely hard to pin down though because nothing errored. The python client happily took my SignHere() class definition. And if the API errored in any way during creation it was not presented to me.
I ended up having to call a bunch of other methods and try…
1 vote -
Add a property to an envelope so with a query you can get the envelopes that are used and deducted from the purchased amount of envelopes
Can your development team add a field in the envelopes object and call it "EnvelopeIsUsedForBilling" and have your automation set the value to yes when the envelope counts against the envelopes used from purchased envelopes?
We need to be able to see the actual envelopes used per employee. This way we can charge the docusign costs against our projects.2 votes -
Certificate of completion in same size format than the document
Hi,
The issue I noticed is that DocuSign certificate pdf is in US Letter size even if the actual document is in A4 size (commonly used in Europe and the rest of the world).
Having lived and worked on both sides of the Atlantic, I can tell you that Europeans usually don't even know about US Letter size and North Americans usually don't even know about A4 size. They get confused if they need to print foreign format. And it also creates issue when printing one format size onto the other paper format size.
It would be great if DocuSign…
1 vote -
API Support: Shared Envelopes vs. Shared Access
We have been using the "Shared Envelopes" feature to allow specific users who are not the sender or a recipient of the envelope to be able to view an envelope in our applications without any issues. I used the following instructions to do so:
How to embed the DocuSign UI in your app: https://developers.docusign.com/docs/esign-rest-api/how-to/embed-ui/
This lays out using the SDK method Envelopes::createConsoleView.However, DocuSign has deprecated "Shared Envelopes" in favor of their new "Shared Access". We need "Shared Envelopes" to be maintained until the API is updated to support "Shared Access".
If this is not done API developers will have…
3 votes -
Confirmation of envelope send (by email)
Provide an option for envelope creator to receive email confirmation when the envelope is sent out to the recipients.
Whether this is in the form of a report email sent to the creator advising each person was sent (with the list of people and their email addresses and timestamps) or even just to opt in to receive an email copy of what was sent to each person.
1 vote -
DocuSign Payment API
We use a payment gateway that DocuSign does not currently integrate with. It would be helpful if DocuSign had an API available for us to build our own integration between DocuSign and the payment gateway. That way we can continue using DocuSign and collect customer payment information in a PCI compliant and secure way.
1 vote -
Option for Signature Block in Messages
When writing out messages for the recipient, it would be nice to have an option to automatically fill in a signature block (i.e. name, title, company, contact info, etc). at the bottom of the message.
1 vote -
Add style customization for Clickwrap success toast message
Include a style parameter to set some specific values for the Clickwrap's success message toast (eg. display as none or change toast background color).
1 vote -
A majority of a signing group signs before sending to final approver
A signing group that can set a majority to sign before next step. An example of this is three out of five in the group sign, then completed or sent to next approver.
1 vote -
Fonts
We would like the Font DM Sans to be added - suggestion would be to allow alternative fonts to be given, other than just those that are there to use.
1 vote -
Multiple users offline signing in one session/hosting
Does DocuSign have any plan to support multiple offline signing in one session? In real life this happens in many situations. It seems to me DocuSign only supports sequential offline signing at the moment. It requires server synchronization between each offline signing. This is documented at https://support.docusign.com/s/document-item?language=en_US&bundleId=gub1579795684748&topicId=xze1579795664949.html&_LANG=enus.
If the app can support parallel offline signing, it will be much better product in my opinion.
1 vote -
Envelope Search
Instead of searching for envelope via "Shared Envelopes" (User by User) Create a seach for the entire DocuSign Accounht:
Account #9034273 Highland Capital Corporation (HCC)
Please let me know
2 votes -
New Template Set Up
Simply speaking- Create a template for one envelope with one email notification for one signor with 2 sets of documents. The first set of documents are mandatory to sign in order to see the second set with out using document visibility. The tags must be signed in order.
We don't want to use Document Visibility
Due to CCR910, this will only start in California on 12/9/22. New York will follow soon.
3 votes -
'Manage' page layout
I'm not a huge fan of the 'Inbox' style layout on the Manage page. I would prefer it to be some type of register where you can see all your envelopes with a status column, rather than having to click through each folder to find a specific envelope. It would also be great if the register could incorporate any shared folders/envelopes as well!
1 vote -
Documents in Directory
New directories can be made in rooms. When adding new documents to the room, it would be great to have the documents added to the directory instead of the Room Docs directory and then having to move them.
1 vote -
Full Firefox compatibility
My company just started using DocuSign, and it looks really nice and handy! I find it insane however, that Firefox is not a "modern browser", and I either need to download an arbitrary smartphone app / another web browser (which is supposed to be built on standards?) to parttake in a simple videocall to verify my identity. I know it well it's easier to just support a single platform, but I personally don't like either Chromium, or technological monopolies that they are building. Please, consider giving users a free choice on an open web.
2 votes
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