If you use Microsoft 365, you can now leverage Copilot to easily find information about Docusign agreements directly within your favorite Microsoft apps, like Outlook, Teams, Word, and Excel. With this integration, employees across departments—from HR to sales—can get instant answers about agreements without switching between multiple tools.

Key benefits of the Docusign and Copilot integration:

• Streamlined workflow: Avoid the hassle of toggling between apps by asking Copilot questions about Docusign agreements in plain language, directly within Microsoft 365 tools.

• Instant access to agreement data: Copilot quickly retrieves details like document status, signatories, or specific contract terms, empowering teams to move faster on tasks like checking NDAs or offer letters.

• Natural language queries: Users can ask questions like “What’s the status of the offer letter for tposition]?” or “Which sales contracts are pending legal approval?” and receive instant answers.

By eliminating the need to switch between storage folders and applications, the Docusign and Microsoft 365 Copilot integration improves efficiency, reduces errors, and keeps business processes flowing smoothly. Future updates are expected to bring even more capabilities, such as text summarization, reminders, and alerts, further enhancing productivity.

Got questions about the Copilot integration? Drop them below👇