Hey everyone đź‘‹
This month, we’re diving into how to get more out of the agreements you already manage, from uncovering hidden insights in your documents to tapping into new AI-assisted features.Â
Let’s get into it 👇
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🚀 What’s next in Intelligent Agreement Management at Docusign
By now, you’ve probably heard that Docusign rolled out a powerful set of new Intelligent Agreement Management (IAM) capabilities in 2025 Release 1.Â
This release was BIG, so the Community hosted an event with Docusign product managers to break down what’s new.
The panelists took attendees behind the scenes of the latest AI-assisted features to unpack how to start using the new capabilities in your work.Â
The session walked through everything from integrated tools to prepare agreements, to pre-built workflow templates, smarter contract intake, streamlined task management, and more.
👉 Watch the event replay. Then drop your questions or feedback in the comments.
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✍️ AI-assisted review: Speed up deals.
Many of you in the Community have grumbled about how contract reviews can be slow, manual, and messy.
So we wanted to introduce you all to AI-assisted review in Docusign CLM to help you spend less time reviewing contracts and more time getting them done.Â
In a live session, Docusign Lead Product Manager Yiting Zheng broke down how to actually start using the feature.
This was a tactical deep dive, with take-aways like:
âś… Start small with high-impact docs (like NDAs)
âś… Write rules that are clear, testable, and easy to tweak
âś… Break down long clauses into simple, checkable chunks
âś… Use a spreadsheet to map logic before building anything
👉 Get the takeaways. Questions? Comment on the post and we’ll get back to you.
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🧹 Don’t let agreement data collect dust
If you’re using Docusign, your agreements are already digital. But are they delivering real business value?
Here’s how to get more from your agreements to help drive smarter decisions and new opportunities:
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Step 1: Reassess what matters most. Which agreement data points actually drive your business? Pricing terms, auto-renewals, SLAs, obligations—start there.
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Step 2: Check how you’re tracking them today. Still relying on spreadsheets or manual reviews? That’s your bottleneck. It’s time-consuming and error-prone.
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Step 3: Turn on intelligent automation. Docusign’s AI-assisted features can surface key terms and track obligations automatically so you don’t have to comb through contracts line by line.
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Step 4: Put the data to work. Integrate agreement data into your CRM, dashboards, or project trackers. That’s how contract terms become actionable reminders and insights.
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Step 5: Use data to drive growth, not just reduce risk. Agreements can highlight upsell opportunities, expiring terms, and more. With the right visibility, your agreement becomes a strategic engine, not just a safeguard.
👉 Need advice on how to do this in Docusign? Ask the Community. Thousands of members are solving similar challenges and they’re here to offer advice and give feedback.
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🌯 That’s a wrap!
That’s it for this month. Jump into the Community to ask a question, join a live event, or share what’s working for you. Â
-The Docusign Community team
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