Release 1 - 16 April 2025
Helping organisations succeed and grow with Docusign IAM
The Docusign Intelligent Agreement Management (IAM) platform helps organisations succeed with the power of AI — uncovering valuable insights, streamlining processes and eliminating inefficiencies. From simplifying agreement and workflow creation to unlocking AI-driven insights and integrating seamlessly with existing tools and apps, IAM helps businesses move faster and work smarter.
Creating and tracking agreements with multiple stakeholders can be complex and time-consuming. Simplify the process and save time with:
a single place to bring people, agreements and information together
intuitive and integrated template management and document generation
pre-built agreement workflow templates and advanced workflow conditionality
SMS and WhatsApp notifications in Maestro to quickly reach participants
intuitive contract intake and task management (beta)
Agreements are vital to business, but outdated systems can impede data access and use. Docusign Iris is our new AI engine that powers capabilities across the agreement lifecycle and enables you to create agreements faster, commit with greater confidence and manage agreements for maximum business impact with:
A dashboard that centralizes all tasks
AI-powered contract review in Microsoft Word
AI-assisted extractions of custom agreement terms and data at scale
Disconnected workflows lead to outdated and process inefficiencies. Docusign integrates with your existing systems and apps for:
instant access to key historical agreements and terms in Salesforce
streamlined agreement workflows with Salesforce and Microsoft Dynamics integrations for Maestro and a CLM Connector for Coupa
All release capabilities
- Agreement preparation
Intuitive and integrated template management and document generation
- Navigator Custom Extractions
AI-assisted extractions of custom agreement terms and data at scale
- Salesforce extension app
Integrate Salesforce into your Maestro agreement workflows
- Microsoft Dynamics 365 extension app
Integrate Microsoft Dynamics 365 into your Maestro agreement workflows
- Advanced conditionality
Dynamic personalised workflows
- Docusign AI-assisted review for CLM
AU: Turn contracts around faster with AI-powered review in Microsoft Word
- Maestro multi-channel delivery
SMS and WhatsApp notifications in Maestro to quickly reach participants
- Docusign for Agentforce
Accelerate sales cycles by initiating Maestro agreement workflows directly from Agentforce
Stay ahead of the curve
Learn how to keep innovating your agreement processes