Docusign Agreement Manager API FAQ

The Docusign Agreement Manager API (formerly Navigator API) provides organizations with the tools to programmatically manage agreements from a centralized, AI-ready repository for search, analytics, and downstream workflows.

This FAQ supports the general availability of Docusign Agreement Manager API and answers common questions about what the API does, who it's for, how it works, and how to get started.

For additional questions or examples of how teams are using Agreement Manager API, add a comment below.

Quick facts

• The Agreement Manager API lets organizations programmatically ingest and query agreements at enterprise scale
• Production use requires an Agreement Manager plan under Docusign IAM
• Developer accounts include access to the Agreement Manager API for testing and prototyping
• GA is available starting with the Momentum 2026 release 

What is the Docusign Agreement Manager API?

The Docusign Agreement Manager API is a set of agreement APIs that lets organizations programmatically ingest agreements into Docusign Agreement Manager and access AI-extracted agreement data from their own applications.

With the Docusign Agreement Manager API, organizations can centrally store, manage, and analyze agreements in a single, trusted, AI-ready repository, then use that structured data across their systems for search, analytics, and automated workflows.

Common use cases include:

• Bulk uploading contracts from systems like Salesforce, Google Drive, SharePoint, or legacy CLMs into Docusign Agreement Manager
• Centralizing legacy agreements to reduce contract sprawl and unlock AI insights across an agreement portfolio
• Building apps or dashboards that query Agreement Manager for agreement data such as parties, provisions, renewal dates, or contract status

Who should use the Agreement Manager API?

The Agreement Manager API is most useful for teams that manage agreements and agreement intelligence at enterprise scale:

• Platform engineers and enterprise developers building secure, high-volume migration pipelines into Docusign Agreement Manager.
• Automation developers who want to connect Agreement Manager agreement data into CRMs, ERPs, data warehouses, or internal tools.
• System integrators (SIs) and services teams creating repeatable custom onboarding and migration offerings for customers adopting Docusign IAM and Agreement Manager.
• Business and legal leaders responsible for reducing contract risk, improving visibility, and unlocking value from existing agreements at scale.

Who can access the Agreement Manager API, and what plan do I need?

The Agreement Manager API is part of the Docusign Intelligent Agreement Management (IAM) platform and works with Docusign Agreement Manager as the central agreement repository.

• For testing: Developer accounts already include access to the Agreement Manager API for prototyping and development work
• For production:An Agreement Manager plan, as part of Docusign IAM, is required on the production account. Customers can contact their Docusign account team to confirm eligibility and enable Agreement Manager API for their organization.

The Agreement Manager API is being made generally available for eligible Agreement Manager customers starting in May 2026.

How does the Agreement Manager API reduce contract sprawl?

Most organizations have agreements scattered across dozens of different systems. Finding a single contract can take many minutes, and that inefficiency compounds across thousands of employees and millions of documents, contributing to an estimated $2 trillion in annual lost economic value.

The Docusign Agreement Manager API helps solve this by:

• Centralizing agreements from legacy and ongoing sources into a single, smart repository where AI extracts structured data from each agreement
• Eliminating manual migration work so teams don't have to upload or tag thousands of documents by hand through a UI
• Unlocking agreement intelligenceso teams can query for renewals, clauses, parties, and key provisions through the API instead of parsing PDFs manually
• Feeding downstream systems like Salesforce or analytics platforms with up-to-date agreement data for reporting, risk management, and automation

How do I get started with the Agreement Manager API?

To start using Agreement Manager API with Docusign Agreement Manager:

1. Confirm the required plan.Production use requires an Agreement Manager plan under the Docusign IAM platform. If Agreement Manager API isn't already enabled, teams can request access from their Docusign representative.
2. Set up the developer environment using the Agreement Manager API overview and setup guidance in the docs
3. Configure authentication and permissions, specifically the OAuth scopes needed for Agreement Manager API and the bulk upload endpoints
4. Design a bulk ingestion job using the bulk upload endpoints (for example, create a job, upload documents to Azure Blob Storage, then mark the job complete) to upload documents at scale
5. Use agreements endpoints to verify ingested agreements and start powering internal apps, dashboards, or copilots with Agreement Manager data

How do I bulk upload agreements into Docusign Agreement Manager using the Agreement Manager API?

The Agreement Manager API uses a job-based bulk upload model to send large volumes of agreements directly to Azure Blob Storage using presigned URLs. Agreement Manager then processes those agreements into AI-ready records. No separate Azure account needs to be provisioned or managed for this storage. 

The four-step flow:

1. Create a bulk upload job with POST /v1/accounts/{accountId}/upload/jobs, which returns presigned Azure Blob URLs for each document in the job
2. Upload documents directly to the Docusign-managed Azure Blob Storage URLs using those presigned URLs (PUT to the blob endpoint), bypassing intermediate services and supporting true enterprise volume
3. Mark the job as complete with POST /v1/accounts/{accountId}/upload/jobs/{jobId}/actions/complete once all files are uploaded, so Agreement Manager can begin processing and extracting agreement data
4. Monitor status using GET /v1/accounts/{accountId}/upload/jobs/{jobId} and the job/document-level status model (OPEN, UPLOAD_COMPLETE, IN_PROGRESS, COMPLETE/FAILED) to track what succeeded and what needs attention

This flow is designed specifically for high-volume migrations, such as consolidating hundreds of thousands or millions of agreements into Docusign Agreement Manager while maintaining reliability and observability.

For lower-volume or one-off needs, the API also supports the single-document upload endpoint, (POST /v1/accounts/{accountId}/upload/documents), which synchronously uploads a document and immediately creates the associated agreement record. 

What agreement data can I retrieve and manage through the API?

The Agreement Manager API supports a full range of read and write operations on agreements.

Use the agreements endpoints to list agreements with high-level metadata, get full details on a specific agreement, filter results using OData $filter syntax (by type, status, party, and more), retrieve AI-extracted metadata and clauses, generate on-demand AI summaries, partially update agreements, and delete agreements in a GDPR/CCPA-compliant manner.

Common uses include integration with CRM, ERP, HRIS, etc. to sync contract data across business systems; compliance review; RAG retrieval; feeding BI dashboards, or powering an internal copilot with live agreement data.

Are there limitations or requirements I should know about?

Yes. Here's what to keep in mind before designing a production integration.

Requirements

• An Agreement Manager plan under Docusign IAM is required for production use
• Developers need appropriate API scopes for Agreement Manager and the bulk upload endpoints, including read/write access as needed for the operations being performed.

Current limitations at GA

• There are file size and type limitations with the Agreement Manager APIs. Check the Agreement Manager API documentation to learn more about these limitations before building a production integration. 

Because the Agreement Manager API is evolving quickly, always check the Agreement Manager API documentation for the latest constraints before building a production integration.

How does the Agreement Manager API relate to Docusign Agreement Manager and Docusign IAM?

Think of them as three layers:

• Docusign IAM is the platform foundation that provides agreement intelligence infrastructure across an organization.
• Docusign Agreement Manager is the AI-enabled agreement repository that lives on that platform and stores agreements, generates AI-assisted insights (type, parties, provisions), and powers search, dashboards, and compliance views.
• The Agreement Manager API is the programmable interface to that repository, allowing organizations to bring agreements into Agreement Manager at scale and retrieve structured agreement data for use in their own systems.

What is the Document De-Duplication Beta for uploaded agreements, and how can customers participate?

Duplicate document management helps Agreement Manager customers to detect, skip, and centrally review their exact duplicate agreements. As documents are ingested, duplicates are identified based on a comparison of text, images (including signatures), and form fields. Users can review their duplicate documents and decide whether to keep or remove each duplicate.

The feature prevents duplicate documents from polluting the repository and avoids double-counting in reports and billing. This improves data quality and reliability, making Agreement Manager a single source of truth for agreement data across the Intelligent Agreement Management (IAM) platform.

Contact your account representative to request access to the closed Beta. Account representatives can submit names for consideration and vetting.

Resources for learning more about the Agreement Manager API

• Agreement Manager API overview
• Agreement Manager API blog article
• What is Docusign Agreement Manager
• Agreement Manager API use cases
• Full Agreement Manager API reference

For pricing questions, please reach out to your account team for details.

Ask questions or share feedback

Have questions about the Docusign Agreement Manager API, or want to share how your team is using it to migrate and analyze agreements at scale? 

Post a comment below. Our product and developer teams and the broader community are happy to help.