Docusign + Microsoft Copilot
Drive efficiency and simplify tasks with AI
Harness the power of AI to quickly surface agreement information in the apps you’re already working in.
Keep users in their flow of work
Surface agreement information without toggling between applications using Microsoft’s AI assistant, Copilot. With Docusign integrations for Copilot for Sales and Copilot for M365, enhance productivity by accessing agreement details directly within the Microsoft apps you already use.
Streamline the seller experience
Whether you’re using Microsoft Dynamics 365 Sales or Salesforce Sales Cloud, you have the power to instantly surface details about Docusign agreements related to the relevant CRM record within the seller’s collaboration app to provide instant access to agreement information and more.
Leverage intelligent search capabilities
Users across HR, Sales, Procurement, Legal, and more can use the Copilot for M365 integration to ask Copilot for outstanding agreements or agreement status using AI-powered chat experiences. Quickly find the right agreement, interact with follow-up questions and clarifications, and get links to view agreements directly.
Create better experiences with agreement insights
Make it easier for users to execute their day-to-day tasks by connecting them with relevant information in their flow of work—allowing them to have more meaningful and impactful conversations with internal and external stakeholders.
Microsoft Copilot for Sales empowers employees to prioritize the work that is the most rewarding and meaningful. The Docusign integration keeps sellers 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.
Jason BrommetHead of Modern Work and Surface, Americas - Microsoft
Unlock more value by connecting Docusign to additional Microsoft applications like PowerAutomate, Teams, Word, SharePoint, and Outlook.
Microsoft Copilot guides and resources
Accelerate Sales Workflows with Docusign Using Microsoft Copilot for Sales
Deliver sales insights, improve customer engagements and help sellers collaborate to close deals faster.
