DocuSign Product Roadmap
DocuSign's forward-looking statement applies to this roadmap. The development, release, timing and pricing of roadmap items may change at any time and remain at the sole discretion of DocuSign. The information provided in the roadmap should not be relied upon for purchasing, investment or other decisions. This roadmap is updated quarterly. The last update was in November 2023.
Generate agreements | Release timing | Status | Plan availability |
|---|---|---|---|
Advanced template formatting for CLM Essentials Customise templates with advanced formatting and greater flexibility using Microsoft Word | August 2023 | Live | CLM Essentials |
Pre-fill data and embed Web Forms into digital applications Leverage APIs to pre-populate form fields with existing data from external systems and embed forms directly into your business applications to facilitate a cohesive user experience | February 2024 | Live | eSignature Add-on |
Verify identity | Release Timing | Status | Plan availability |
|---|---|---|---|
Persist identity for faster QES Avoid making recipients repeatedly confirm their identity during the QES process | January 2024 | Live | IDV Premier |
Review and negotiate | Release timing | Status | Plan availability |
|---|---|---|---|
Modernised review and negotiation Accelerate contract review and negotiation with a modernised experience | September 2023 | Live | CLM |
AI-generated agreement summarisation for reviewers Speed up internal reviews and approvals with AI-powered agreement summarisation | February 2024 | Live | CLM Add-on |
CLM comment syncing Improve comment visibility in Microsoft Word, Google Docs and CLM to provide users with necessary data and context everywhere they are reviewing agreements | April 2024 | Coming Soon | CLM .ds customers with Document Review enabled |
Sign agreements | Release timing | Status | Plan availability |
|---|---|---|---|
Seamlessly embedded agreements Embed agreements directly within websites or applications without any page redirection by simply inserting a JS Snippet. Tailor the experience with the ability to customise UI elements, display formats or signing method | November 2023 | Live | eSignature plans with API access |
Multi-channel notifications Reach signers faster with new real-time WhatsApp notifications in addition to SMS and email | November 2023 | Live | eSignature Add-on |
Automate workflows | Release timing | Status | Plan availability |
|---|---|---|---|
Streamline customer onboarding with Financial Services Cloud Empowers financial institutions to streamline customer onboarding and loan applications with Salesforce and CLM for an enhanced customer service experience | August 2023 | Live | All eSignatureCLMGen for Salesforce |
Store & manage | Release Timing | Status | Plan availability |
|---|---|---|---|
Agreement reminders Set reminders to help you stay ahead of important contract milestones in CLM Essentials | August 2023 | Live | CLM Essentials |
Self-serve admin onboarding Clone an existing account with new self-serve options in minutes | September 2023 | Live | Enabled by Organisation Management |
Expanded security monitoring included in eSignature Experience the benefits of proactive alerts and event tracking, including 7 days of historical data | November 2023 | Live | Enabled by Organisation Management |
Subscription management Accelerate business planning and decisions with easy to view subscription information, view deployment of enabled features, extend use to additional accounts without worry of increased cost, and have a single source of truth with synchronised Salesforce and Ops Center entitlements | November 2023 | Live | Enabled by Organisation Management |
Microsoft Copilot for Sales Integration Incorporate contract and sales agreement information into Microsoft's Copilot for Sales. Sellers can view envelope information such as subject, recipients, date sent, date completed, and status. | February 2024 | Live | eSignature Enterprise ProeSignature Business ProStandard eSignature |
Modernised CLM search experience Find relevant contracts faster, save searches most relevant to your role, and perform bulk actions in DocuSign CLM | March 2024 | Coming Soon | .ds CLMCLM+ customers |
Analyse agreements | Release timing | Status | Plan availability |
|---|---|---|---|
Web Forms reporting and analytics Generate reports and powerful data visualisations to uncover actionable insights and drive data-based decisions | December 2023 | Live | eSignature Business ProeSignature Enterprise Pro |