DocuSign

Your CFO has just issued a directive to eliminate redundant software platforms and streamline vendor spend as part of your annual budget assessment. Simple, right? For most procurement teams, consolidating a vendor list can be more difficult than it sounds. That’s because 62% of procurement leaders reported missing critical cost-saving opportunities simply because they lack visibility into specific contract terms.

Docusign Agreement Manager centralizes completed and historical agreements and uses AI to extract structured information such as parties, renewal dates, obligations, and custom fields. The Docusign CLI lets developers define, test, and deploy custom agreement types and AI-powered field extractions through a configuration-as-code workflow.

In-house legal teams know the contract cycle all too well. Negotiations call for lengthy reviews and redlines. Signatures send agreements into scattered repositories. Later, finance, procurement, and other stakeholders need urgent answers on negotiated terms: rebates, renewals, risk exposure, and more. Meanwhile, legal spends all-nighters or weekends digging through thousands of documents.

Key takeaways You can connect Agentforce to the Docusign MCP Server right now with a custom Apex bridge that handles JSON-RPC 2.0 messaging and JWT Bearer OAuth 2.0 authentication without waiting for a native connector. A Named Credentials-based setup lets Salesforce handle token lifecycle and JWT signing for you. Once the Apex class is deployed, you expose it to Agentforce through an Autolaunched Flow, a custom Agentforce Action, and a Subagent assignment.

Contract AI is artificial intelligence trained specifically on legal language, clause structures, and jurisdictional standards to draft, review, and analyze agreements at scale. Docusign Intelligent Agreement Management (IAM) is the platform that embeds contract AI—powered by its AI engine, Iris—directly into its end-to-end platform, from drafting through signature to post-execution analysis.

Sr. Manager, Developer Content and Advocacy Inbar Gazit has been with Docusign since 2013 in various engineering roles. Since 2019 he has focused on developer content and advocacy. Inbar works on code examples including the launchers, available on GitHub in eight languages, and helps build sample apps showcasing the various Docusign APIs. He is also active on Docusign Community and StackOverflow, answering your questions. Inbar can be reached at inbar.gazit@docusign.com.

Developer Support Engineer Karan Kaushik began his Docusign career in January 2022. As a front-line developer support engineer, Karan enjoys working on complex technical problems. He is passionate about using technology to make people's day-to-day lives easier and simpler, leveraging his array of experience across information technology, cloud operations, and software development. Latest posts Start building better agreements with Docusign

Lauren Bolopue is our Lead Product Evangelist and self-confessed Salesforce geek! She has eleven years of Salesforce expertise, and five years of Docusign expertise, and her past roles range from Solution Architect to “Admineloper.” She is a Salesforce MVP alum and founder and host of Ohana Coffee, and Docusign Meetups global virtual meet-ups. She even has a Salesforce tattoo! Latest posts Start building better agreements with Docusign

Building an agentic agreement workflow involves more than adding an AI interface to an existing process. The underlying agreement data has to be usable. APIs need to support agent-driven actions. Business rules need to live in the right place. And the workflow needs clear limits around what an agent can do on its own.

The hum and beep of the fax machine has been a familiar sound in the medical claims process for decades, but the latest rule from the Centers for Medicare & Medicaid Services (CMS) signals a major shift toward electronic claims processing. While CMS Rule 0053-F opens in a new tab focuses specifically on standardizing the electronic exchange of claims attachments, it reflects a broader industry movement away from manual, paper-based workflows.