Hey everyone, we’ve been using Dropbox Sign for a while, and as our template library has grown, template management has become one of the biggest pain points for our team.
We have dozens of templates for different purposes and teams on our account and at that point the current experience starts to feel really limiting. It becomes harder than it should be to organize templates, find the right one quickly, and keep everything updated.
One of the biggest missing features is better organization. It would make a huge difference if Dropbox Sign let us organize templates into folders or add tags to them for filtering and search. Once you have a larger number of templates across different use cases, the current setup gets difficult to manage.
The other major issue is updating templates. Right now, if we need to make even a small change to the actual template document, there’s no easy way to just edit what’s already there. In most cases, we have to delete the entire template, reupload the file, and then recreate all the fields and send settings from scratch. That’s a lot of extra work for what is often a very small update.
When we looked at some other e-signature platforms, a few of them handled this much better. They offered ways to organize templates more effectively, and some even allowed you to edit an existing agreement template directly in the platform, kind of like editing a document, without having to rebuild the whole thing. That would save a lot of time and make template maintenance much less frustrating.
What we’d love to see in Dropbox Sign:
- Folders for organizing templates
- Tags for filtering and searching
- A way to update an existing template without rebuilding everything such as in-platform editing for document/template text changes
We hope the Dropbox Sign team can take this feedback into consideration, because this issue is only getting worse as our team and our needs continue to grow. It’s reached the point where we’re starting to consider switching to a platform with better template management features. We really do like Dropbox Sign as it is, but it feels like the platform hasn’t gotten much attention over the years we’ve been using it. We’d love to see the team give Dropbox Sign some more love, because better template management alone would make a huge difference for teams like ours.
