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Release 1 - April 16, 2025

Categories:Product Releases
  • April 16, 2025
  • 4 replies
  • 1635 views
Release 1 - April 16, 2025
D
Docusign Employee
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 Help organizations succeed and grow, uncovering valuable insights, streamlining processes, and eliminating inefficiencies.

The Docusign Intelligent Agreement Management (IAM) platform helps organizations succeed with the power of AI, uncovering valuable insights, streamlining processes, and eliminating inefficiencies. From simplifying agreement and workflow creation to unlocking AI-driven insights and integrating seamlessly with existing tools and apps, IAM helps businesses move faster and work smarter. 

 

Accelerate business with easy, collaborative agreement creation and tracking 

Creating and tracking agreements with multiple stakeholders can be complex and time-consuming. Simplify the process and save time with: 

  • A single place to bring people, agreements, and information together

  • Intuitive and integrated template management and document generation

  • Pre-built agreement workflow templates and advanced workflow conditionality 

  • SMS and WhatsApp notifications in Workflow Builder (formerly Maestro) to quickly reach participants

  • Intuitive contract intake and task management (beta)

Explore Workspaces 

Explore Agreement Preparation

 

Harness AI-driven insights and automation, powered by Docusign Iris

Agreements are vital to business, but outdated systems hinder data access and use. Docusign Iris is the new AI engine that powers capabilities across the agreement lifecycle and enables you to create agreements faster, commit with greater confidence, and manage for maximum business impact with: 

  • Automated obligation review and tracking

  • Automated data retrieval and workflow orchestration in Salesforce with Agentforce

  • Centralized agreement storage and management across all Docusign accounts

  • AI-assisted extractions of custom agreement terms and data at scale

Explore Docusign Iris 

Explore Obligation Management

 

Boost agreement visibility with connected systems

Disconnected workflows lead to outdated and inefficiencies. Docusign integrates with your existing systems and apps for:

  • Instant access to key historical agreements and terms in Salesforce

  • Streamlined agreement workflows with Salesforce and Microsoft Dynamics integrations for Workflow Builder (formerly Maestro) and a CLM Connector for Coupa

Install Salesforce Extension App 

Install Microsoft Dynamics 365 Extension App

 

Stay ahead of the curve

Learn how to keep innovating your agreement processes:

Get Monthly Product Updates

Explore Our Roadmap

 

All release capabilities

 

Workspaces

A single place to bring people, agreements, and information together

Explore Workspaces

 

Agreement Preparation

Intuitive and integrated template management and document generation

Explore Agreement Preparation

 

Obligation Management

Automated obligation review and tracking

Explore Obligation Management

 

Salesforce Extension App

Integrate Salesforce into your Workflow Builder (formerly Maestro) agreement workflows

Install Salesforce Extension App Now

 

Microsoft Dynamics 365 Extension App

Integrate Microsoft Dynamics 365 into your Workflow Builder (formerly Maestro) agreement workflows

Install Microsoft Dynamics 365 Extension App Now

 

Docusign for Agentforce

Accelerate sales cycles by initiating Workflow Builder (formerly Maestro) agreement workflows directly from Agentforce

Explore Docusign for Agentforce

 

IAM Tickets (beta)

Intuitive contract intake and task management

Explore IAM Tickets (beta)

 

Workflow Builder (formerly Maestro) Multi-Channel Delivery

SMS and WhatsApp notifications in Workflow Builder (formerly Maestro) to quickly reach participants

Explore Workflow Builder (formerly Maestro)

 

Workflow Builder (formerly Maestro) Workflow Templates (beta)

Pre-built workflows templates that enable you to customize and deploy industry-specific agreement workflows

Explore Workflow Builder (formerly Maestro) Workflow Templates (beta)

    4 replies

    neethujkp
    Frequent Contributor
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    • neethujkpFrequent Contributor
    • Frequent Contributor
    • April 22, 2025

    This is fantastic news—congratulations to the DocuSign team on the official launch of Release 1 features. We're thrilled to see Workspace feature now live.  I have 2 questions 

    1. Are there any analytics or dashboard features within Workspaces to monitor overall progress across multiple agreements?
    2. Can Workspaces be linked to existing templates or WebForms to streamline the creation of repeatable agreement packages?
    If you believe my answer effectively solves your problem, please remember to mark it as the best answer and consider following me.
      Pawan Gangwani
      Hero
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      It’s great to see Obligation Management coming into play! I’m really excited about the potential of having it in CLM soon, as it could bring some great improvements to the process.

      Additionally, I’m quite interested in the IAM ticket (Beta) and would love to learn more about it. I’m looking forward to exploring how it works and how it can enhance our capabilities. 😊

      👪 DocuSign Community Leaderboard Top 5 contributor
      💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
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      Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈
      Hengfeng Ge
      Hero
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      ​@Docusign Community 

      Could you check this two link? it will get 404 error message after click.

      Stay ahead of the curve

      Learn how to keep innovating your agreement processes:

      Get Monthly Product Updates

      Explore Our Roadmap

       

      404: Yikes, you fell into the abyss. 

      This is the place where agreements vanish, pages 404, and precious value gets locked up.

       

      could you check the form of IAM Tickets is correct.it will redirect to:Agreement Desk Beta: Request Form.

      IAM Tickets (beta)

      Intuitive contract intake and task management

      Explore IAM Tickets (beta)

       

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      💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024
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      Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
      M
      Docusign Employee
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      Hello ​@neethujkp,

      Sharing below answers to your questions:

      1. Are there any analytics or dashboard features within Workspaces to monitor overall progress across multiple agreements?
      • While we do not have reporting available for Workspaces today, we'd like to invite you to share this as product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas) where we can collaborate to shape the future of our product together.
      1. Can Workspaces be linked to existing templates or WebForms to streamline the creation of repeatable agreement packages?
      • This is actually on the roadmap and we will be working on this over the next couple (+) quarters. Customers can still send envelopes via envelope templates in Workspaces today. Autofill and web forms for data collection will be added afterward.

      Feel free to let us know if you have any questions. Thank you!

       

      Sincerely,

      Melanie | Docusign Community Moderator

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