Hey Docusign Community 

This month we’ve got quick wins you can use right away, from making Docusign emails easier to track to practical AI upgrades for your workflows. Plus, you get to choose the topic for our next Developer AMA in September.

️ Cast your vote: September Developer AMA

The next Developer Async Ask Me Anything (AMA) is coming up in September and we want you to decide what we cover. Cast your vote in this poll to let us know which topic you’d find most valuable. 

Steal this playbook from Insperity to get agreements moving faster

If you’ve ever felt frustrated by how slow or messy agreement work can get, you’re in good company. 

Insperity, an HR services company, ran into the same issues. Sales reps were emailing agreements, legal reviews dragged on, and key dates were buried.

So they set out to fix it. Here’s the playbook they followed, with takeaways you can put into action today using Docusign.

Step 1: Stop recreating agreements from scratch

Teams were wasting hours drafting the same proposals and NDAs over and over. Insperity connected Docusign Gen + Salesforce so reps could generate pre-filled agreements in minutes.

What you can try: Look at your most common agreement type. Then set up a reusable template that pulls in fields from your CRM or system of record.

Step 2: Get real-time pipeline visibility

Leaders couldn’t easily see where deals were stalling. By integrating agreement data into Salesforce reports, Insperity spotted bottlenecks instantly.

What you can try: If you already connect Docusign to a CRM, make sure agreement data flows into your pipeline reports.  

Step 3: Bring order to complex reviews and approvals

Approvals crawled along over email. Insperity rolled out Docusign CLM to route documents automatically, set approval paths, and track obligations.

What you can try: Identify the agreement type that stalls most often. Could automated routing or pre-set approval paths reduce the back-and-forth?

Step 4: Centralize agreements into a single source of truth

Agreements lived in a dozen places, creating risk and confusion. CLM gave Insperity one searchable hub for past and current agreements.

What you can try: Start small. Pull just one contract category (like vendor contracts) into a central hub.

Step 5: Use AI to catch risks before signature

Risky clauses in third-party contracts slowed down legal reviews. With Docusign Iris, AI flagged issues for Insperity before they became problems. 

What you can try: Even if you’re not using Iris yet, create a top-3 checklist of “red flag” clauses to spot risks faster.

Your 4-Week action plan

• Week 1: Pick one high-volume agreement and templatize it

• Week 2: Add pipeline reporting to see where agreements stall

• Week 3: Automate routing for one review process

• Week 4: Start tracking renewal dates in a central calendar

 Ask the Community in the comments for advice on these steps 

What if every Docusign email felt tailor-made? Here’s how

Generic email subjects slow down internal reviews, confuse recipients, and make it harder to track what matters. 

Here’s a fast fix: you can easily customize email subjects and messages in Docusign templates using merge fields.  

Merge fields automatically pull in details like recipient names, email addresses, or envelope custom fields (ECFs). No more guessing which envelope is which.

Five quick wins with merge fields:

• Personalize subject lines so emails are searchable

• Add recipient info or custom fields for easy tracking

• Customize messages by role for clarity

• Use recipient names in internal emails to help teams prioritize

• Keep subjects under 100 characters to prevent awkward cut-offs 

 Watch the 4-min tutorial to learn how

Five agreement workflow upgrades to try this quarter

In a recent webinar, Deloitte’s Mark Ross and Docusign CIO Shanthi Iyer shared practical ways to modernize agreement processes using AI.

Here are five you can start with:

• Use AI-assisted review to draft faster and cut redlining delays 

• Track key terms (renewals, payments) with AI-driven obligation management

• Centralize agreements in a searchable CLM system

• Cross-check agreement data with CRM insights to catch missed payments

• Start small: pick one friction point in your workflow and apply AI there

 Get the steps broken down

That’s a wrap!

That’s it for this month. Jump into the Community any time to ask a question, join a live event, or share what’s working for you.   

P.S.: Don’t forget to answer the poll to pick the Developer AMA topic for September.