Introducing Custom Properties on Signature Requests

You can now define Custom Properties on Signature Requests (dropdown lists and free text) to categorize and track Signature Requests across your team. Properties are managed at organization level and optionally scoped to specific Workspaces.

Custom Properties can be created and managed via the new /custom_properties resource (see API reference).

To use them on Signature Requests, pass the new custom_properties parameter when calling POST /signature_requests or PATCH /signature_requests/{signatureRequestId}.

Property values are returned in GET /signature_requests and GET /signature_requests/{signatureRequestId} responses, and included in Signature Request Webhook events.

Two new filter parameters on the list endpoint (custom_property_value_id and custom_property_value) let you query Signature Requests by property values.

Available on Pro and Scale plans. For full details, see the Custom Properties guide.