DocuSign : Analyze Contracts Stored in Salesforce with AI from DocuSign
August 31, 2021 at 12:52 pm EDT
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As your organization grows, so does the complexity of managing sales contracts. Each agreement potentially contains exposure to risk, hidden opportunities or other legal and business concerns.
Contracts in Salesforce are typically stored as part of the customer record - convenient for the account team but highly challenging for those needing to search for, review, manage and act on the organization's portfolio of agreements. The need to carefully navigate into specific accounts or opportunities to find individual sales contract files is tedious, risk-laden and ultimately costly to the organization.
The DocuSign Insight Connector for Salesforce provides AI-powered analysis of your agreements stored in Salesforce, making it easy to find, filter and analyze agreements to help uncover organizational risks, obligations and opportunities.
DocuSign Insight delivers a proven combination of AI technologies-natural language processing, machine learning, latent semantic indexing, OCR and rules-based logic-to help organizations manage and analyze their agreements. Insight brings together agreements from across your enterprise in virtually any location and format. Advanced search and filtering let you zero in on the ones that matter. Automated extraction policies identify the clauses and terms you need to review. And you can easily view side-by-side comparisons of key terms and analysis results across selected agreements to quickly spot inconsistencies and opportunities.
Connecting Salesforce with Insight provides direct access to all your contracts along with associated files and key metadata fields.
Access Salesforce contracts directly in Insight with visualized dashboards to spot trends, risks and opportunities
Search and filter your agreements by legal concept, full text and metadata-instead of just keywords
Find answers faster with AI-powered analysis
Compare AI-extracted clauses, terms and answers side-by-side across agreements
View contracts, associated files and metadata without accessing Salesforce
DocuSign Insight is also available as part of DocuSign CLM+, combining AI with industry-leading contract lifecycle management.
Learn more about how to streamline access, search, and analysis of all of your Salesforce contracts with the new DocuSign Insight connector.
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DocuSign Inc. published this content on 31 August 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 31 August 2021 16:51:10 UTC.
DocuSign, Inc. offers electronic signature product, enabling an agreement to be signed electronically on a variety of devices, from virtually anywhere in the world. The Company product offerings, include the electronic signature product, which allow organizations to do business faster with less risk and at a lower cost, while providing a better experience for customers. It also offers contract lifecycle management software that automates pre- and post-signature workflows. This includes automatically generating an agreement from data in other systems, supporting negotiation workflows, verifying identities, enabling remote online notarization, collecting payment after signatures, and using artificial intelligence (AI) to analyze a collection of agreements for risks and opportunities. Its products include eSignature, Contract Lifecycle Management (CLM), Gen for Salesforce, Identify and Monitor. Its Document Generation streamlines the process of generating new, custom agreements.