This feels like a classic case of a company trying to innovate its way out of a post-peak hangover. While AI contract agents are a smart move to add value beyond signatures, the core challenge remains: DocuSign’s product became a commodity during the remote work boom.
Now, it’s not just about managing agreements; it’s about proving that their AI features are differentiated enough to justify renewed growth and fend off competition from broader platforms baking similar tools into existing suites.
The real test is whether customers see DocuSign as a must-have AI partner or just a nice to have utility.
This feels like a classic case of a company trying to innovate its way out of a post-peak hangover. While AI contract agents are a smart move to add value beyond signatures, the core challenge remains: DocuSign’s product became a commodity during the remote work boom.
Now, it’s not just about managing agreements; it’s about proving that their AI features are differentiated enough to justify renewed growth and fend off competition from broader platforms baking similar tools into existing suites.
The real test is whether customers see DocuSign as a must-have AI partner or just a nice to have utility.