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 October 2024.
Create | Release Timing | Status | |
|---|---|---|---|
API-based Web Forms initiation and embedding Pre-fill forms with data from external systems via APIs to accelerate agreement completion. Embed forms directly into your business applications to provide signers with a consistent user experience and look they expect from your brand. | February 2024 | Live | |
Document generation with dynamic tables and conditional rules Consistently and efficiently execute custom, accurate, professional agreements prior to sending for signature. | April 2024 | Live | |
Standalone Web Forms, Finish Later, and support for attachment and envelope custom fields Make Web Forms more scalable and customizable for your organization's needs, including standalone Web Forms, ability to finish later, and support for attachment fields and envelope custom fields. | July 2024 | Live | |
Agreement template builder for document generation Easily create dynamic and editable templates that can be used to generate personalized documents for signature. | September 2024 | Live | |
Docusign Maestro for CLM Expand workflow capabilities by building Maestro workflows directly within CLM. | September 2024 | Live | |
AI-assisted contract review Turn contracts around faster and empower more of your business to review and negotiate in compliance with your legal team’s requirements with AI-powered review inside Microsoft Word. (Currently in Beta) | November 2024 | Coming Soon | |
Power Automate advanced functionality Build workflows between your favorite apps and services to synchronize agreements, get notifications, collect data and more. Now leverage advanced functionality for Standard-Based Signatures (SBS), Bulk Send, and Document Generation. | December 2024 | Coming Soon | |
Document Template (Beta) Create and manage your agreement templates from one central place. | January 2025 | Coming Soon | |
Suggested fields with auto-placement Eliminate manual work in agreement preparation, and automatically generate and place fields on agreements based on document contents. | January 2025 | Coming Soon |
Commit | Release Timing | Status | |
|---|---|---|---|
AI Summarization Speed up internal reviews and approvals with AI-powered agreement summarization. | February 2024 | Live | |
SBS Workday support Enable Workday users to sign contracts that comply with digital signature standards. | April 2024 | Live | |
Automated seal signing Enable signers to digitally Seal documents with their unique signatures, automatically. | May 2024 | Live | |
Basic data verification Streamline signer experiences and reduce compliance risk by verifying user-input information, such as email address and phone number, in real time. | May 2024 | Live | |
Premium data verification Streamline signer experiences and reduce compliance risk by verifying user-input information, such as bank account, business entity and social security number, in real time. | May 2024 | Live | |
Google Docs integration Streamline the agreement review process by collaborating directly in Google Docs, saving changes to Docusign CLM, and tracking changes across both systems. | May 2024 | Live | |
CLM comment syncing Enhance your agreement review experience by boosting comment visibility across Microsoft Word, Google Docs, and CLM. | September 2024 | Live | |
Identity Wallet for Liveness | November 2024 | Coming Soon | |
Document exclusion rules, multi-recipient forms, and remote sending via API for Advanced Web Forms Enable users to further customize Web Forms to serve different use cases, such as including multiple recipients for a form. Scale operations easily with conditionality and APIs to automate sending. | November 2024 - January 2025 | Coming Soon | |
Custom Data Verification Allows organizations to build private extension apps that connect with internal systems and confirm data against those systems to ensure consistency with internal sources of truth. | January 2025 | Coming Soon |
Manage | Release Timing | Status | |
|---|---|---|---|
Modernized CLM search Speed up daily agreement tasks by saving customized searches most relevant to your role, filtering for specific contract attributes, and executing bulk actions right from the results page. | March 2024 | Live | |
Smart Upload Center Easily upload existing agreements into CLM using a self-service Smart Upload Center; apply AI to automatically extract agreement insights, making contracts easier to find and report on. | March 2024 | Live | |
Docusign Navigator Centrally store, manage, and analyze agreements with help from AI—driving efficiencies, uncovering opportunities to lower costs, and reducing risk. | May 2024 | Live | |
Digital signature and IDV usage reports Support combined reporting of Identity Verification and Digital Signature usage. | May 2024 | Live | |
Microsoft Copilot for Sales integration Incorporate contract and sales agreement information into Copilot for Sales. View agreement details based on the CRM record without toggling between Outlook and your CRM. | September 2024 | Live | |
CLM Connector for SAP Ariba Save time and eliminate friction in Source-to-Pay agreement processes. | September 2024 | Live | |
Microsoft Copilot for M365 integration Search your Docusign library by asking Copilot for M365 questions in natural language to quickly surface AI-powered agreement insights in the Microsoft apps you're already working in. | October 2024 | Live | |
Cloud storage upload in Docusign Navigator Allow administrators to upload agreements from cloud storage, simplifying storage processes, improving collaboration, and providing agreement visibility across your portfolio. | October 2024 | Live | |
Expanded reporting in Docusign Navigator Leverage additional pre-built reports and advanced reporting capabilities to gain more agreement insights and improve efficiency. | October 2024 | Live | |
Manage custom agreement types in Docusign Navigator Create custom agreement types that reflect your organization's specific agreements—allowing for greater flexibility, enhanced organization, and more accurate reporting. | October 2024 | Live | |
Expanded AI-powered data extractions in Docusign Navigator Automatically capture more of the contractual terms and data that matter to your organization with new AI-powered data extractions, driving greater efficiency and improving risk management. | October 2024 | Live | |
Docusign Navigator API (Beta) Seamlessly integrate vital, hidden agreement data with third party systems—eliminating manual tasks, enhancing data accuracy, and automating downstream actions for their customers. | November 2024 | Coming Soon | |
Party Management in Docusign Navigator Gain a holistic view of your contractual relationships and commitments, to boost productivity, strengthen partnerships, reduce risk, and unlock greater value. | January 2025 | Coming Soon | |
Custom extractions in Docusign Navigator Customize AI models to detect agreement data specific to your organization and industry at scale—reducing manual effort while improving data accuracy and decision-making. | April 2025 | Future | |
Create sets of agreements in Docusign Navigator Organize agreements into dynamic agreement sets, allowing you to manage access at scale, enhance agreement organization, and boost internal efficiency. | April 2025 | Future | |
Obligation Management Manage essential renewal, payment, and termination terms with AI assistance, to ensure that obligations are tracked and fulfilled. | April 2025 | Future | |
CLM Migration to Azure Enhance performance, scalability, global reach and security through cloud elasticity. | June 2025 | Future | |
Docusign Navigator for CLM Integrate Navigator with your CLM account to easily access completed and newly signed agreements across Docusign IAM in one place—providing a more cohesive user experience. | June 2025 | Future |
Platform & Applications | Release Timing | Status | |
|---|---|---|---|
Docusign Maestro Easily build and deploy customized workflows that automate and accelerate your agreement processes without writing any code. You can extend your agreement workflows by connecting partner apps through the Docusign App Center. | May 2024 | Live | |
Docusign App Center Customize and extend your agreement processes by connecting the tools of your trade within Docusign to make everything faster, easier and more automated. | May 2024 | Live | |
IAM for Sales Deliver informed guidance to sales teams, tailored to how and where they work with capabilities that streamline document generation, simplify renewal tracking, allow you to collect signatures on various devices, and much more. | May 2024 | Live | |
IAM for Customer Experience Deliver exceptional customer experiences with our preconfigured IAM for customer experience application. Streamline workflows, provide mobile-friendly experiences, and drive trust with identity verification. | May 2024 | Live | |
IAM Core Accelerate your agreement processes and unlock the value from your agreements with IAM Core, Docusign's offering for any team that needs to create, commit to, and manage agreements. | May 2024 | Live | |
Docusign Maestro advanced conditionality Accelerate agreement processes and minimize manual intervention when tasks are automatically routed based on predefined conditions. | August 2024 | Live | |
Salesforce extension app for Docusign Maestro Enable Salesforce integration within Docusign Maestro to streamline the flow of data from and to Salesforce throughout the agreement process. This will be available via IAM for Customer Experience plans. | January 2025 | Coming Soon |