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Hi everyone! I’m excited to share that Docusign for Agentforce is officially live on the Salesforce AppExchange and ready for you to try.
If your sales or service teams work inside Salesforce, this is a big productivity boost. With Docusign for Agentforce, you can generate, send, track, and review agreements without leaving your CRM.
👉 Download Docusign for Agentforce on AppExchange
What you can do inside Salesforce
- Generate and send agreements in clicks with pre-approved templates
- Kick off agreement workflows (eSignature, identity verification, forms, renewals, more)
- Monitor live agreement status so nothing stalls
- Search agreements + surface key terms instantly with AI-powered insights
- Reduce toggling between platforms and stay in your flow of work
*Some features will roll out in future phases or may require configuration.
Looking for advice or feedback on how to best leverage it?
Drop your questions for me in the comments below. Whether you’re wondering how this fits into your current sales process, how others are using it, or what’s coming next, I’m happy to help. Feel free to share a quick question, use case, or “what if…” scenario.
Hear from a peer
At Dreamforce, I chatted with a customer right after they saw Docusign for Agentforce in action. Watch their take on how this can streamline the sales workflow from day one to get inspiration for how you might use it: