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Docusign for Agentforce | Reduce manual tasks and close deals faster
Agreement intelligence at your fingertips
Overview
Docusign for Agentforce helps your sales team close deals faster, drive more revenue, and manage renewals with ease — all without leaving Salesforce.
Stay in the Flow of Work: Sellers can generate and send agreements without leaving Salesforce, minimizing context switching and manual effort
Works Seamlessly with Docusign Intelligent Agreement Management: Connect Agentforce to the broader Docusign Intelligent Agreement Management platform to unlock even more agreement workflows and insights.
Streamline the Signing Experience: Easily initiate the signing process directly from Agentforce, simplifying how sellers send agreements and track signature status in real time.
Close Deals Faster: Move from quote to signature in a single step—no switching tools or rekeying data.
Accelerate Document Turnaround: With Docusign, organizations achieve up to a 79% faster document turnaround, helping sales teams keep momentum.
Docusign for Agentforce empowers users to instantly generate and send agreements for signature without leaving Salesforce. Pull customer details—like name, email, and company—from Salesforce records to automatically populate the agreement. With Docusign, organizations see up to a 79% faster document turnaround, eliminating manual steps and keeping sellers focused on closing deals. Available today: - Send documents for signature directly from Agentforce using Docusign eSignature agent actions. Extended possibilities: - For customers looking to expand capabilities, additional agreement workflows—such as searching for agreements or extracting key terms—can be built today using Docusign APIs or with support from a trusted systems integrator. These capabilities will also be natively available in future releases through our Intelligent Agreement Management (IAM) platform.
Docusign, Inc**'s Achievements
Categories
- Business Needs
- SalesCustomer ServiceIT & Administration
- Industries
- Horizontal Product
- Personas
- Business UserSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package