Agreement Preparation

Empower your teams to consistently and efficiently execute custom, accurate, professional agreements and templates within the Docusign IAM  platform - where trust and security are guaranteed.

August 2025

Live

Global

Document Templates

Centralize template creation and on-going management in a single location, leveraging reusable templates for more efficient agreement preparation. 

August 2025

Live

Global

Docusign AI-Assisted Review via Agreement Desk

Turn contracts around faster and empower more of your business to review and negotiate in compliance with your legal and organizational requirements with AI-powered review inside Microsoft Word via Agreement Desk. Available globally in March 2026.

December 2025

Live

US

Powered by Iris

Agreement Desk

Accelerate the intake, review and finalization of agreements with AI and automation. Available globally in March 2026. 

December 2025

Live

Global

AI-Assisted Agreement Type Detection

Leverage AI to analyze templates in the prepare flow and suggest the fields that are most relevant to the agreement type, saving time and effort searching through field libraries.

January 2026

Live

Global

Powered by Iris

AI-Assisted Field Suggestions

Harness the power of AI to save time and manual effort by auto-placing relevant sender, signing, and text fields.

January 2026

Live

Global

Powered by Iris

Data Passthrough to Docusign Agreement Manager

Unify your Docusign data for improved accuracy and accessibility. By leveraging pre-filled 'Sender Fields' during agreement preparation, your data now maps automatically to the Agreement Manager repository.

January 2026

Live

Global

Document Comparison in Agreement Desk

Review Counterparty edits instantly with in-app document comparison that generates a redline between versions with a single click, without leaving Agreement Desk.

January 2026

Live

US

Commenting and Collaborating in Agreement Desk

Accelerate contract finalization by centralizing contextual discussion and approvals directly on the document, eliminating the need for manual copy-pasting and email chains.

February 2026

Live

US

Generate Playbooks with in Docusign AI-Assisted Review

Leverage AI to easily create new contract review playbooks based on your standard templates or reference documents. Coming soon to AI-Assisted Review via Docusign CLM globally and to AI-Assisted Review via Agreement Desk in the US.

February 2026

Live

Powered by Iris

Docusign AI-Assisted Review Language Expansion

Leverage AI-powered review for agreements in Spanish and Brazilian Portuguese to turn contracts around faster and empower more of your business to review and negotiate in compliance with your legal and organizational requirements.

March 2026

Live

Global

Powered by Iris

Vendor Renewal Management Agent

Creates comprehensive renewal briefs that automatically capture key dates, pricing history, and any governing agreement changes to date. Early access.

May 2026

Live

US

Powered by Iris

Agreement Template Builder Formatting Enhancements

Improve formatting when building a document template within the Agreement Template Builder (ATB) that begins with a Microsoft docx file upload. Available to all IAM plans.

June 2026

Coming Soon

Global

AI-assisted web form creation

Automatically create web forms from envelope templates or PDFs, optimizing field labeling & form layout, reducing user friction and accelerating workflow timelines.

June 2026

Live

Global

Powered by Iris

IAM Clause Library

Stop wasting hours chasing legal approvals over minor wording adjustments—the IAM Clause Library stores your contract language and pre-approved fallbacks in a centralized repository for instant reuse during negotiation.

July 2026

Coming Soon

Global

Self-Service Seal Removal

Enable internal administrators to autonomously remove Digital Seals from agreements to ensure compliance with local validators.

August 2025

Live

US, CA, DE, UK, FR, BR, AU

Docusign ID Verification with CLEAR

Enable recipients to easily confirm their identity using an existing CLEAR profile through Docusign.

August 2025

Live

US

Data Verification for Web Forms

Collect and verify data in real time within a Web Form to accelerate turnaround time and minimize errors. 

August 2025

Live

US, CA, DE, UK, FR, BR, AU

QES in Docusign Workflow Builder

Customers can now require participants to complete the necessary identity verification for Qualified Electronic Signatures (QES) as a separate step within a Workflow Builder workflow, allowing them to easily sign with an eIDAS-compliant QES at the end of the workflow.

September 2025 

Live

US, CA, DE, UK, FR, BR, AU

Risk Based Verification

Enable organizations to effectively balance trust and security by automatically adjusting verification based on customer risk profile while accessing detailed, actionable fraud insights. 

September 2025 

Live

US

Seamless IAL2 identity verification with Docusign

Docusign customers can now leverage pre-configured identity verification workflows to verify recipient identity at an IAL2 standard, supporting their business and regulatory requirements while delivering a straightforward, intuitive and fully-digitized process.

November 2025

Live

US

ID Verification integration with IDVerse®

Reduce friction and boost security through our latest integration with IDVerse®, part of LexisNexis®, an AI-powered solution built specifically for Australia and New Zealand businesses to simplify the digital agreement processes while ensuring in-region data residency and compliance with local regulations and standards.

December 2025

Live

AU

Workspace Templates

Streamline common processes by creating a template, allowing you to save time, ensure consistency, and scale your processes to support multiple customers.

December 2025

Live

Global

Digital support for Public Sector requirements

Support for Personal Identity Verification and Common Access Card (PIV/CAC) digital signatures in our iOS and Android mobile apps to meet public sector authentication and identification requirements. This will ensure mission-critical approvals can be completed from any location while maintaining strict federal compliance.

March 2026

Live

US

Workspaces for Public Sector

Bring constituents and records together in a secure hub to coordinate complex agency programs for a seamless constituent experience.

March 2026

Live

US

ID in Apple Wallet

Easily verify identity by enabling recipients to use their mobile driver’s license such as ID in Apple Wallet.

H2 2026

Coming Soon

US

Smart Recommendations

Maximize conversion and reduce turnaround times with smart recommendations for optimal delivery timing and personalized reminders.

July 2026

Coming Soon

US, CA

Template Insights

Boost completion rates and identify bottlenecks; this dashboard provides insights into template performance, including completion and expiration rates.

July 2026

Coming Soon

US, CA

MFA for Title 23 NYCRR 500 Support

Leverage a pre-configured workflow configuration supporting New York’s ‘Title 23 NYCRR 500’ Multi-Factor Authentication requirements.

May 2026

Live

US

Signing with eMudhra through Docusign

Complete legally compliant agreements in India through eMudhra’s tight integration within the trusted Docusign platform.

June 2026

Live

US, CA, DE, UK, FR, BR, MX, AU

Digital Signature agreement protection with repeat SMS re-authentication

Require recipients to input a One-Time Passcode (OTP) delivered via SMS each time they access an agreement completed with digital signature (AES, QES, etc.).

March 2026

Live

Global

Flexible identity verification within Digital Signature completion

Customise when you want recipients to complete the AES or QES-mandated identity verification step (before accessing the agreement or at the point of signature) when applying a digital signature to an agreement.

H2 2026

Coming Soon

Global

Custom reports and dashboards in Docusign Agreement Manager

Create custom AI-driven reports and dashboards tailored to your priorities—revealing deeper, more relevant agreement trends and insights.

August 2025

Live

US, CA, DE, UK, FR, BR, MX, AU

Powered by Iris

Docusign Agreement Manager Language Expansion

Use AI to find and analyze agreements in Brazilian-Portuguese and Spanish.

September 2025

Live

BR, MX

Powered by Iris

Docusign Agreement Manager Regional Expansion

Centrally store, manage, and analyze agreements with help from AI—driving efficiencies, uncovering opportunities to lower costs, and reducing risk (Includes Japanese language AI support).

October 2025

Live

JP

Powered by Iris

AI-powered analysis in Agreement Manager

Transform the chaos of manual audits into real-time business intelligence with a live, AI-powered worksheet connected directly to your agreements—empowering you to act quickly. Early access.

May 2026

Live

US

Powered by Iris

AI Assistant

Purpose-built, agentic AI assistant grounded in full agreement context that users can chat with using natural language. Early access.

May 2026

Live

US

Powered by Iris

Ready-to-deploy Agents

Agents that can execute multi-step agreement tasks. Users can call agents via the AI assistant or as steps in Workflow Builder. Early access.

May 2026

Live

US

Powered by Iris

Custom Agents

Build and manage your own custom agents in Agent Studio using natural language; give them legal playbooks, business logic, and enable them to act across systems like Salesforce. More third party systems to come. Early access.

May 2026

Live

US

Powered by Iris

Docusign MCP Server and out-of-the-box connectors

Create, review, send, and manage agreements from start to finish with simple natural language prompts in 3rd party AI tools like  Anthropic Claude, Open AI ChatGPT, Microsoft Copilot, Google Gemini and more. Open beta. English only.

May 2026

Live

Global

Intake Triage Agents

Automates intake by classifying legal requests, extracting crucial metadata, routing work to the correct team member, and tracking down missing details automatically. Early access.

May 2026

Live

US

Powered by Iris

Hierarchy automation and analysis in Agreement Manager

Organize and navigate complex contract structures, using Docusign Iris to see how documents relate and what terms apply today—so you can act quickly and confidently. Early access.

June 2026

Live

US

Powered by Iris

Conditional rules in Agreement Manager

Eliminate manual effort and reduce risk by using simple rules to automate tedious contract workflows, from normalizing naming conventions to triggering a renewal ticket in Agreement Desk.

June 2026

Live

US, CA, UK, AU

Table Extractions in Agreement Manager

Automatically convert contract tables into structured data and expose them via APIs to seamlessly feed pricing, billing, and schedule terms into downstream systems.

H2 2026

Coming Soon

US

Document Generation in Docusign Workflow Builder

Initiate document generation within a Workflow Builder workflow step. 

August 2025

Live

Global

Docusign for Agentforce

Reduce manual tasks and close deals faster with intelligent agreement workflows triggered right from Agentforce.

October 2025

Live

Global

Docusign Workflow Builder API

Enable developers to trigger powerful workflows at any point in the agreement lifecycle with a single API call.

October 2025

Live

Global

CRM integrations in IAM for Sales

Close deals faster by bringing Intelligent Agreement Management directly into Salesforce and Dynamics 365. Empower your team to generate contracts, trigger approval workflows, and surface real-time contract insights—all without leaving the CRM.

May 2026

Live

Global

Agent Studio

Enable users to move beyond simple task execution to intelligent orchestration, transforming static agreements into dynamic, self-executing workflows. Early access.

May 2026

Live

US

Powered by Iris

IAM for HR

Transform the hire-to-retire journey into an engaging experience that meets today’s workforce expectations and stays connected to your core systems so HR teams can prioritize people over processes. Empower HR teams to focus on strategic initiatives like onboarding experiences that drive early productivity and talent-development conversations that fuel retention. Early access.

June 2026

Live

US

Coupa integration

Connect procurement and agreement workflows directly where teams work. Launch contract tasks from Coupa requisitions and sync executed details back automatically. Iris maps hierarchies and pulls pricing tables into Coupa to eliminate data re-entry.

H2 2026

Coming Soon

Global

Seat utilization agent

Uncover hidden contract savings by pairing active agreements with live system usage, via Okta integration. Pair completed software contracts in Agreement Manager with Okta user data to instantly surface value leaks and right-size license/seat counts ahead of renewals.

H2 2026

Coming Soon

US

Stripe & PayPal integrations

Capture revenue at the moment of agreement. Collect one-time and recurring payments, trigger invoices, and securely save payment methods for future purchases while reducing manual work and accelerating time to cash. .

H2 2026

Coming Soon

Global

Docusign Agreement Manager API

Gives developers structured, reliable access to agreement data, enabling integrations, compliance automation, and AI-powered insights across the agreement lifecycle.

May 2026

Live

Global

Powered by Iris

HTTP Web Request Extension Module in Workflow Builder

Connect to 3rd-party systems more easily than ever; this new workflow step enables users to call an API, CRM, or internal database directly from their workflow without writing any code.

May 2026

Live

Global

Monitor for IAM 

Support Monitor events for Agreement Manager and Workflow Builder (currently supports eSignature and CLM).

January 2026

Live

Global

SCIM Group Support

System for Cross-domain Identity Management (SCIM) group support lets you centrally manage user access and automatically syncs your groups from providers like Okta or Azure to keep permissions up to date in Docusign.

March 2026

Live

Global