Docusign AI is an AI-powered agreement management capability on the Docusign platform, intended for organizations and individuals that need to create, commit to, and manage agreements.
[Purpose] This product is used to manage the entire agreement process on a single platform: find, analyze, and process agreements, and turn signed agreements into data-rich assets to improve efficiency, uncover insights, and proactively reduce risk. It also supports free electronic signatures.
[Main capabilities]
- AI agreement management: AI supports finding, analyzing, and processing agreements, turning signed agreements into data assets.
- Send, sign, and track documents: obtain signatures from anywhere using almost any device; complete agreements faster through collaborative comments, shared templates, and sending to the apps signers already use.
- Automated agreement processes: build customized workflows without coding to automate and accelerate each step in the agreement process.
- Developer tools and APIs: integrate, customize, and extend agreement processes, and build solutions suited to an enterprise's unique needs.
- Centralized collaboration: centralize agreements in a secure center to simplify tasks and collaborate in real time.
- Contract lifecycle optimization: accelerate cycle times, maximize agreement value, and eliminate unnecessary contract risk.
- Automated agreement close: use trusted AI at each stage of the agreement lifecycle to create contracts faster, drive smarter negotiation and review, and uncover business opportunities.
- Seamless approval routing: route approvals to the devices approvers already use to ease bottlenecks.
- Simplify complex contract processes: simplify the enterprise sales contract lifecycle to obtain better terms, reduce risk, and increase deal value.
- Generate documents in Salesforce: whether using your own systems or existing tools, templates and document generation are intuitive and dynamic.
- Simplify customer onboarding: simplify workflows through a platform that covers all necessary tools, so customers can get up and running quickly.
- Automate agreement processes to focus on customer experience: free up time through customized workflows that match user experience needs, without code.
- Collect signatures quickly: send agreements through customer-preferred channels such as SMS, WhatsApp, or email.
- Instantly verify signer information: verify user-entered data in real time to reduce delays caused by incomplete or incorrect fields and maintain compliance.
- Accelerate supplier agreement cycles: simplify multi-party contracts, routing, and execution.
- Renewal reminders: track renewals, payment terms, and other key dates, use AI to automate reminders, and get out-of-the-box reports from a central repository.
- Streamline processes from intake to procurement: build workflows without writing code,Make it easier for internal stakeholders to procure and stay compliant.
- Agreement process from source to payment: use AI to streamline high-value contracts in key systems of record.
- Ready-to-use templates: edit and use the templates for the most frequently sent agreements.
- HR scenarios: streamline recruiting, onboarding, and the employee experience; use AI to track compliance, identify risks, and centralize key HR agreement data; accelerate data collection and signing through web forms; verify signer identity; use HR templates such as NDAs and offer letters; ensure compliance through encryption and digital audit trails; proactively manage renewals.
- Legal scenarios: accelerate legal review and boost productivity; build custom workflows without code to automate contract creation, approval, and finalization; use AI to identify agreements containing specific language and gain portfolio insights from a central repository.
- IAM apps: automate workflows through preconfigured IAM apps, manage and analyze documents with AI, and seamlessly connect agreement data across systems.
- Extensibility: extend workflows through App Center, 1000+ partner integrations, industry-leading APIs, and cloud storage connections.
[How to use] According to the information, users can sign electronically for free; manage agreements by sending, signing, and tracking documents; use collaborative comments, shared templates, and delivery through commonly used channels; build workflows without code; integrate and customize through developer tools and APIs; manage agreements in a centralized security center; use preconfigured IAM apps; generate documents within systems such as Salesforce; collect data through web forms; verify signer identity using authentication and identity verification options. The specific operating steps are not provided in the information.
[Applicable scenarios] Sales contracts, procurement and supplier agreements, customer onboarding, HR recruiting and onboarding, legal review, renewal management, compliance management, cross-system agreement data connection, etc.
[Limitations] The information does not provide detailed information such as pricing, the scope of free use (except that electronic signature is free), language support, specific platform availability, specific limitations of AI features, or accuracy.
