Docusign vs Salesforce

An AI contract-review tool embedded in Microsoft Word that redlines agreements against playbooks, drafts clause language from plain-language instructions, and answers questions about a contract.

An intelligent agreement repository that uses Docusign Iris to automatically extract key terms, obligations and deadlines from stored contracts and make the portfolio searchable and reportable.

Contract lifecycle management application filed under Docusign IAM: it generates contracts from dynamic templates and uses AI to flag non-compliant clauses, suggest approved language and draft new clauses, runs AI-assisted review, negotiation and summarisation, extracts key terms automatically and answers questions over the repository, all driven by Docusign's Iris AI engine. Sold through sales only.

Family of AI-powered identity-verification and authentication products, using AI-enabled document and biometric liveness checks to validate signer identity, with certified-agent review for inconclusive cases.

No-code builder for agreement workflows that connects intake, document generation, conditional routing and signature steps and syncs data with CRM, procurement, storage and HR systems; Docusign's AI enters through agents that can be dropped into a workflow 'to handle dynamic, judgement-based tasks'. Included in every Docusign IAM plan, with a per-plan cap on the number of workflows.

Ready-to-deploy and custom AI agents that act on a company's agreement context to triage intake, redline contracts against standards, and assemble relationship briefs.

AI shopping agent embedded in Commerce Cloud that speeds product discovery with visual product search, pulling the product catalog directly into a chat interface.

Marketing AI agents that plan campaigns, create and adapt content per channel and identify audiences, sold as the product formerly called Marketing Cloud.

Product-to-cash suite (branded Revenue Cloud on its own page, 'Agentforce Revenue Management' in Salesforce's own FAQ) with agents embedded in quoting, contracts, billing and collections workflows; sold as a paid add-on to a Sales Cloud subscription.

Sales AI agents that prospect, manage opportunities and give sellers pipeline visibility across the deal cycle, sold as the product formerly called Sales Cloud.

Customer-service AI agents that resolve questions autonomously, deflect cases to digital channels and give human reps context, sold as the product formerly called Service Cloud.

Plugin that brings Salesforce sales data and 37 prebuilt seller skills into Anthropic's Claude, answering deal questions and updating records under the user's existing Salesforce permissions.

Visual analytics that turns business data into dashboards and answers, with natural-language questions and agent-monitored metrics.

AI teammate that searches 300+ enterprise sources, surfaces proactive insights and triggers workflows/agents across Salesforce, Slack, Microsoft Teams, Claude, ChatGPT and mobile; the single entry point to every agent a team creates within Agentforce.