Docusign for Agentforce

Overview

Sales and service teams lose valuable time toggling between systems to create, manage, and understand agreements, slowing deals and creating frustration. Docusign for Agentforce eliminates that friction by bringing agreement tasks directly into Salesforce. Generate, track, and understand agreements in just a few clicks, without ever leaving your flow of work—accelerating deal cycles, enabling smarter decisions, and driving greater productivity.

Highlights

• Generate & send agreements: Quickly generate and send agreements using pre-approved templates from Agentforce.

• Kick-off agreement workflows: Initiate Maestro agreement workflows directly from Agentforce, including identity verification, webforms, and document signing, all from your CRM

• Surface AI-powered agreement insights: Find agreements faster and get instant visibility into key terms, clauses, and obligations from Docusign Navigator.

• Less toggling, more selling: Eliminate the need to toggle between platforms by managing the full agreement process—from initiation to insight—within Salesforce

* Some features referenced are subject to future availability and/or may require a custom build.

Benefits

• Speed contract generation and reduce errors - Auto-generate and send contracts using Salesforce data

• Accelerate onboarding with guided workflows - Speed onboarding with self-service workflows that reduce manual effort

• Deliver seamless account setup and maintenance - Automate account workflows from ID verification to signing

• Simplify order changes - Empower customers to initiate and sign updated agreements with ease

• Keep deals moving with real-time status tracking - Stay on top of agreement progress and avoid deal delays

• Save time with AI-powered agreement search - Quickly find agreements and key clauses to close deals faster and manage renewals with ease