Ebook

Protect your agreements with round-the-clock activity tracking

Protect your agreements with round-the-clock activity tracking

Pages 1 Pages

DocuSign Insight Connector for Salesforce gives users centralized, AI-powered visibility into all Salesforce contracts, enabling faster, smarter contract management. Instead of navigating individual accounts, users can access and analyze contracts across the portfolio using full-text, metadata, and legal concept searches. Insight identifies risks, obligations, and business opportunities with pre-built or customizable AI models, improving compliance and accelerating reviews by 83%. It supports data hygiene for legacy contracts, reducing manual work and enhancing decision-making across legal, sales, and operations teams.

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