Docusign turned the signature into software. Its e-signature product made signing a contract a click instead of a courier, and ~97% of its ~$3.2B revenue is now recurring subscriptions. The pivot underway is bigger: Intelligent Agreement Management (IAM) — using AI to read, route and act on the agreements that already flow through its rails, not just sign them.
What Docusign, Inc. really sells
Docusign turned the signature into software. Its e-signature product made signing a contract a click instead of a courier, and ~97% of its ~$3.2B revenue is now recurring subscriptions. The pivot underway is bigger: Intelligent Agreement Management (IAM) — using AI to read, route and act on the agreements that already flow through its rails, not just sign them.