Enterprise Software
DocuSign
30-Second Executive Brief
Executive Assessment
DocuSign functions as a regional institution within Enterprise Software, backed by 55% sourcing coverage, though its relative influence is cooling.
- Maintains 2 mapped relationships across the graph
- 55% sourcing coverage across sourced relationships
- Tracked as regional institution within the Enterprise Software category
Executive Snapshot
- Strategic Role
- Regional Institution
- Sourcing Coverage
- 55%
- Ecosystem Influence
- Moderate
- Strategic Momentum
- Decelerating
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 2
- Technology Domains
- 4
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
The leading e-signature provider, transitioning toward an AI-native Intelligent Agreement Management platform that uses a large proprietary library of consented contract data to power AI-driven contract analysis and workflow automation. DocuSign reported full fiscal-year 2026 revenue of $3.2 billion (up 8% year-over-year), with its AI-native Intelligent Agreement Management (IAM) platform reaching over $350 million in ARR (10.8% of total ARR); Q4 fiscal 2026 billings exceeded $1 billion for the first time, growing 10% year-over-year.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Anthropic, OpenAI
“These are in addition to existing connectors with Anthropic, Gemini, OpenAI, and Microsoft s Copilot.”
SEC 8-K exhibit (0001261333-26-000088) · Sep 3, 2026
Mentions Perplexity, Slack
“Expanded MCP server integrations with the Docusign app for the Slack Marketplace, which brings agentic contract workflows directly in Slack, as well as an integration with Perplexity to help teams automate contracting workflows and collaborate across their business partners.”
SEC 8-K exhibit (0001261333-26-000088) · Sep 3, 2026
Mentions Google Cloud
“The Docusign connector for Gemini Enterprise is also now part of Google Cloud s Gemini Enterprise for Legal solution.”
SEC 8-K exhibit (0001261333-26-000088) · Sep 3, 2026
Mentions Legora, Harvey
“Docusign is also partnering with leading legal AI platforms, including Harvey, Legora, and CoCounsel by Thomson Reuters. These integrations will bring legal research, document analysis, and contract review directly into agreement workflows across sales, procurement, HR, and finance.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Mentions Microsoft, SAP, Salesforce
“Docusign integrates with core applications like Coupa, Microsoft Copilot, Salesforce, SAP, and Slack so agreement workflows happen seamlessly across systems teams use every day, from triggering actions to surfacing completed agreements and the insights they contain.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing
- U.S. Securities and Exchange Commission (EDGAR) — DocuSign, Inc. FY2026 Annual Report (Form 10-K), filed with the SECgovernment
- DocuSign FY2026 Q4 earnings release — DocuSign FY2026 revenue reaches $3.2B as AI-native IAM platform ARR share nearly quintuplesmarket-data
- DocuSign Q4 FY2026 earnings call transcript — DocuSign's Q4 FY2026 billings top $1 billion for the first time, up 10% year-over-yearmarket-data
Latest Activity
- FilingDocuSign filed an 8-K (items 2.02,9.01)8-K
- FilingDocuSign insider selling — $900,000 saleForm 4
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding DocuSign — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
IAM's ARR share nearly quintupling in a year is a strong early signal, but one year of data isn't yet proof the transition scales
37% confidenceGoing from 2.3% to 10.8% of ARR in a single fiscal year is a genuinely fast ramp for a new product line inside an established public company, but IAM is still a fraction of DocuSign's roughly $3.2B revenue base — whether that growth rate holds as it moves from early-adopter customers to the broader e-signature installed base remains the open question for the next few quarters.
This is InsightNodes' own interpretive caveat on DocuSign's disclosed IAM ARR mix-shift figures; DocuSign's own guidance frames the transition as durable, but has not disclosed cohort-level retention data for IAM specifically.
DocuSign FY2026 Q4 earnings release · Mar 17, 2026
DocuSign's Timeline
A sourced, dated history of DocuSign's key moments — founding to present.
Mar 2026 · FY2026 IAM ARR share nearly quintuples to 10.8% of total ARR
DocuSign closed fiscal-year 2026 with $3.2 billion in revenue (up 8% year-over-year) and its AI-native Intelligent Agreement Management platform reaching over $350 million in ARR, up from 2.3% to 10.8% of total ARR in a single year, while Q4 billings topped $1 billion for the first time.