Roadmap

We want to make collecting information from clients easier than ever.

This roadmap isn't exhaustive and may change based on user feedback. Please reach out with your requests and suggestions. This is your chance to influence what we build. We want to build for you and are all ears!

Updated: August 27, 2025

Psst! We are constantly fixing bugs, making improvements, and iterating on product features. Have a suggestion, question, or feedback? Feel free to reach out to help@insertsign.com. We're super friendly!







Core Integrations and Cloud Storage


  1. Box Integration
    Integrate with Box for seamless file management and storage.
  2. OneDrive Integration
    Connect with Microsoft OneDrive for easy document access and storage.
  3. Zapier Integration
    Connect InsertSign with thousands of apps through Zapier for automated workflows.
  4. Make (Integromat) Integration
    Integrate with Make to automate workflows and connect with other apps and services.




Enhanced Form Fields and Data Collection


  1. Upload Field
    Allow clients to upload files and documents directly through the form.
  2. Date Input Field
    Add date picker fields for collecting specific dates and deadlines.
  3. Clickable Link Field
    Include clickable links within forms for additional resources or information.




Editor Enhancements


  1. Ability to Edit Email Templates
    Customize email templates to match your brand and communication style.
  2. Bulk Sending
    Use built-in variables, templates, and CSV files to send unique documents to hundreds of recipients.
  3. Ability to Only Share Link Manually and Not Send Email
    Share document links directly without sending automated emails for more control over communication.
  4. Ability to Take Signers to a Page/URL After Signed
    Redirect signers to a custom page or URL after completing their signature.
  5. Automatic/Template Links
    Minimize manual task processing with the Automations feature. Convert your template to a URL to share with your signer in an email or on your site.




Security and Authentication


  1. 2FA for Extra Security (for Users)
    Implement 2FA to enhance your InsertSign account security.
  2. SMS Authentication (for Signers)
    Add an extra layer of security by requiring your signers complete an ID verification via SMS authentication.




Developer Tools and API


  1. API
    Add an easy-to-use no-code API to integrate with other systems and customize workflows.
  2. Chrome Extension
    Develop a Chrome extension for easier access to InsertSign from within Gmail.
  3. AI Helper
    Get help building checklists, automating tasks, and receiving smart suggestions with AI-powered assistance.




Analytics and Reporting


  1. Better Reporting
    Gain insight into document turnaround times, status, and more with customizable reports and CSV downloads. Get near real-time insight into how your users execute and perform signature requests and what percentage get completed, declined, or canceled.