Accelerate Sales Workflows with Docusign Using Microsoft Copilot for Sales

Today’s salespeople have a vast amount of information available to them. At any time, they can search for details about any particular individual or organisation using a CRM platform, an email inbox, an agreement library, and dozens of other systems of record. All that data can be extremely valuable during sales calls or email outreach. However, it isn’t helpful if it cannot be found in real time.

That’s why Microsoft developed Copilot for Sales. It is an AI-powered solution that connects to systems of record across the organisation and dynamically surfaces relevant information to salespeople within the tools they use every day, such as Outlook, Teams, and Word.

Today, we are proud to announce that Docusign is one of the first integrations with Microsoft Copilot for Sales. This means that salespeople using Microsoft Dynamics 365 Sales or Salesforce Sales Cloud have the ability to instantly enhance emails or meetings with vital details from their agreement library when using Copilot for Sales. No more switching between multiple tools or screens. No more long pauses to look up account information. Copilot for Sales will intelligently surface details about Docusign agreements related to the relevant CRM record within the salesperson’s collaboration app, providing instant access to relevant agreement information and more. It helps salespeople write better emails, have more detailed conversations, and close deals more easily.

For example, if a salesperson is drafting an email to a prospect in Microsoft Outlook, Copilot for Sales can search through their connected Docusign agreement library and surface relevant information about existing contracts with that prospect’s organisation. Whether that information is about previous contracts or current negotiations, the salesperson does not need to leave Outlook to find it. Instead, Copilot for Sales will provide an agreement overview with basic details like the parties involved and the status of a document. If the salesperson wants to find specific information, they can even click into the Docusign envelope to look up terms, dates, amounts, and more.

If a prospect is in the middle of a negotiation, the salesperson will be able to access details about the ongoing agreement progress, ensuring they always have the most up-to-date information when they reach out. If a conversation stalls for a while, salespeople can use Copilot for Sales as a cheat sheet to review details about the most recent agreement terms, verify that an individual has signed an NDA, and more.

“Microsoft Copilot for Sales empowers employees to prioritise the work that is the most rewarding and meaningful,” said Jason Brommet, Head of Modern Work and Surface, Americas, at Microsoft. “The Docusign integration keeps salespeople in their flow of work, nurturing their relationships rather than digging through agreements to find basic information. It’s an intelligent technological solution to one of sales’ most pressing challenges.”

By combining Copilot for Sales and Docusign, sales teams can make more connections and improve the quality of each one. The overall effect of the integration will be a smoother salesperson experience and a faster sales cycle.

Accelerating the sales cycle with AI

Copilot for Sales does more than provide salespeople with quick access to basic details about Docusign agreements. Utilising generative AI powered by Microsoft Azure OpenAI Service, Microsoft also enables several new agreement-related advances.

Copilot for Sales can use proprietary large language models to generate blocks of email copy or summarise long emails for a salesperson. Copilot for Sales will uncover insights and context buried in language and present that information to salespeople in a conversational manner, which can be incredibly helpful during sales calls. By combining that robust background information with instant access to Docusign agreement details, salespeople can be confident that they have all the information they need for a successful conversation with any prospect or customer.

Based on a salesperson’s individual connections, permissions, and projects, Copilot for Sales will find patterns and provide more useful information as adoption increases. AI systems collect data and provide insights based on this data, so the more your team uses Copilot for Sales, the better it will become at meeting your team’s selling needs. Docusign is proud to be part of that ever-improving system of information that will make everyday selling tasks more efficient and personal.

Learn more about how your team can use the Docusign integration for Copilot for Sales or speak to one of our experts about how the integration can impact your sales workflow.