Momentum 2022 Highlights: Transforming the Way the World Agrees

That’s a wrap on DocuSign Momentum 2022, the world’s largest conference around agreements and agreement technology!

This year, our annual customer conference took place both in-person in San Francisco and virtually. Throughout the day, attendees saw and heard:

• Transformative stories from DocuSign customers Fidelity, UPS, and Driva on the keynote stage, and dozens of others in breakout sessions.
• Demos of our latest eSignature innovations. For example, we demo’d several recent features working together: Scheduled Sending, SMS Delivery, signer identification with Bank ID by Authentify, and Responsive Signing.
• The announcement of a new CLM edition, CLM Essentials for customers who want to quickly get started using the essential capabilities of CLM exciting product updates and advice for living and working in a more sustainable and mindful way.
• Over 50 breakout sessions and learning labs on topics from getting started with eSignature, the future of collaboration with CLM, creating seamless mobile signing experiences, to building a DocuSign center of excellence. These sessions are available to view on demand now.
• A discussion with Salesforce’s President and Chief Product Officer David Schmaier about the recently elevated strategic partnership between DocuSign and Salesforce, which included collaboration on state-of-the-art Salesforce and Slack integrations for CLM Essentials.
• A discussion about how environmental sustainability is becoming an increasing imperative for businesses of all kinds. This included DocuSign’s latest raising of the bar with its own environmental impact. Beyond saving 55 billion sheets of paper, 5.9 gallons of water, and 4.7 billion pounds of CO2 emissions, DocuSign recently signed on to the Science Based Targets Initiative, committing to cutting our own emissions—such as from data centers that make the just-mentioned environmental savings possible—in half by 2030 and reaching science-based net-zero no later than 2050.

If you missed it, we recorded the keynote and over 50 breakout sessions and learning labs on topics from getting started with eSignature, the future of collaboration with CLM, creating seamless mobile signing experiences, to building a DocuSign center of excellence. These sessions are available to view on demand now.

It was a lot for one day! Read on for a recap of the most important product updates, transformation stories and conversations with our partners.

Transforming the way the world agrees

Virtually every pivotal moment in our business and personal lives is connected to an agreement: agreeing to start a new job; agreeing to buy a new home or initiate a first lease for an office; or agreeing to a new partnership. DocuSign CEO Dan Springer opened Momentum 2022 by sharing his thoughts on the role of agreement technology in today’s world.

“We are on a mission to transform the way the world agrees, moving the global economy forward, faster and helping individuals live, work and thrive anywhere on a healthier Earth.” - Dan Springer, CEO, DocuSign.

It started with eSignature, a product that now has more than one million customers worldwide. Dan thanked our customers for their support, and for entrusting us to help you hire employees, close deals, procure equipment, buy a home and take the paper out of paperwork for hundreds of other types of agreements.

We’ve now extended our industry-leading eSignature product line to handle everything from the simplest acceptance of terms and conditions (DocuSign Click) to the most demanding high value agreements requiring advanced identity verification (DocuSign Identify). Last year, we introduced DocuSign Notary, a platform for remote online notarization of loans, insurance claims, title transfers and other transactions that require notarization when signing.

Introducing CLM Essentials

Beyond electronic signature, DocuSign CLM (contract lifecycle management) can help you automate and streamline the entire agreement process, like drafting and preparing agreements before signature and storing and analyzing contracts after signature. Today at Momentum, we introduced a brand new version of DocuSign CLM called CLM Essentials.

We heard from our customers that they wanted the essential capabilities of CLM—like document generation, workflows, and a central agreement repository—but in a package that was easier and faster to deploy. CLM Essentials is perfect for growing organizations who want the core benefits of CLM or if your needs aren’t particularly complex or custom.

Through live demos, DocuSign SVP of Engineering Tom Casey showcased the power of CLM Essentials, from preparing and organizing contracts to automating processes like reviews and approvals.

Learn more about CLM Essentials here.

You can find the latest features and improvements to these products and more in our DocuSign Agreement Cloud 2022 Release 1 blog.

DocuSign and Salesforce: a natural partnership

Tom also showed how CLM Essentials naturally works really well with Salesforce products like Sales Cloud and Slack. That wasn’t an accident. DocuSign and Salesforce have helped over 10,000 joint customers transform their businesses, and last summer, we announced our elevated strategic partnership. We’ve partnered closely with Salesforce on CLM Essentials as part of this larger strategic relationship between the two companies.

David Schmaier, president and chief product officer at Salesforce, joined DocuSign COO Scott Olrich to talk more about the partnership.

“Customers are accelerating their digital transformations. They need a responsive platform and partners to make that happen,” said Schmaier. “With DocuSign, we saw the opportunity with a trusted partner to provide tighter alignment for our customers—automate the processes that move their businesses forward by bringing together DocuSign and Salesforce’s platforms.”

Schmaier reflected on how DocuSign and Salesforce have come together to provide efficiency and automation to better support Sales processes—like quote to cash. With upcoming product innovation, customers will get to automate processes across multiple Salesforce Clouds, including Sales Cloud, Service Cloud and Revenue Cloud.

“We live in a digital first world,” added Schmaier. “We want to provide customers with an integrated set of technologies that are trusted, highly scalable, and proven–both today and future proofed for tomorrow.”

Moving the global economy forward, faster

The transformations that our customers and their customers experience are impressive - we always want to take some time at Momentum to showcase their success!

Creating a more frictionless sales experience at UPS

To showcase some of the real global impact of agreement technology, Kim Peretti, GVP customer success at DocuSign was joined by Soumit Nandi, president, digital & commercial technology at UPS. UPS’s mission is to move the world forward by delivering what matters, across 220+ countries and territories, delivering over 25M packages per day.

Soumit manages the technologies, platforms and systems that support their customer, from sales to marketing to pricing and revenue management all the way through the digital support channels. One area where his team saw a lot of friction was during customer acquisition, where paper contracts were exchanged. The 9,000-person UPS sales organization interacts with millions of customers globally, and they needed a solution to digitize not just the signature but the entire lifecycle of contracts.

UPS implemented DocuSign CLM, along with eSignature and Salesforce, to automate and connect the entire sales contract workflow, from creation, to entering terms, to pricing, managing workflows and compliance. They also migrated over 2 million contracts to their CLM repository, which helped organize all of their contracts in one centralized place for greater visibility.

“What used to be a very manual, slow process for sales is now automated, and it can be done very quickly and with more accuracy,” said Soumit. “We also improved the customer experience by removing friction so we can do business faster.”

After the success of CLM and eSignature in sales, the team is looking at broadening the use of DocuSign across other departments at UPS.

Designing digital-first experiences at Fidelity

Next, Kelley Pidhirsky, solution engineer at DocuSign, sat down with Jessica Taskin, vice president of advanced automation and client workflow at Fidelity Institutional to discuss how Fidelity envisioned and designed a digital first experience for institutional clients.

Fidelity is most well known for their 401(k) or workforce retirement plan services. Meanwhile, as Taskin shared, they also focus on making huge investments into technology to automate processes for their associates and customers and to build digital-first, customer-obsessed experiences.

Since partnering with DocuSign over 13 years ago, Fidelity has deployed more than 200 eSignature use cases—transforming processes and experiences for their institutional clients, end investors and retail clients, using eSignature and APIs to facilitate a wide variety of transactions. Commenting on a recent money-movement use case for institutional clients, Taskin said, “You’re taking a process that took days down to a process that takes minutes but still has all of the security controls, and audit trails built into the process.”

Taskin shared that Fidelity is excited to do more with DocuSign in the future, especially with DocuSign Notary. She said Fidelity shares DocuSign’s vision of going “from an in-person, paper experience to still meeting with a Notary but you’re doing it via video. You’re brought together, and you can still ensure…the individual is there and signing, and they know what they’re doing, and they’re doing it of their own volition.”

Streamlining the car buying experience with Driva

Lastly, we heard the story of Driva, an Australian startup that’s taking the hassle out of financing the purchase of cars. It’s hard to say what’s worse: being rejected for financing, or being accepted, and then needing to deal with the mess of confusing options and paperwork.

This was the broken experience that Driva was founded to fix: to help car buyers navigate the car financing process in a simple, transparent way. So, from day one, Driva designed a digital-first experience for loan applications, with agreements driven by DocuSign eSignature.

“DocuSign was the obvious choice,” recalled Michael Ko, head of product at Driva. “It’s the industry standard in Australia because our lenders use and accept DocuSign-signed documents.”

Then, the company found itself with a problem that most startups would envy: volume increased so much that administration became a bottleneck. For example, they had been manually generating privacy consent forms, sending them to customers for signatures, and then sharing them with lenders. Hoping to automate this step, Driva implemented DocuSign Click for their clickwrap agreements. Click enabled Driva to shave 5 to 10 minutes off the turnaround time for each loan application, while strengthening compliance.

As Driva continues its rapid growth, DocuSign will be by their side to streamline customer experiences and internal processes.

Working and thriving anywhere, on a healthier Earth

After taking some time to look back at the innovations of the last year and inspiring stories of digital transformation, we wanted to spend some time talking about our planet. Sustainability is not a new topic, but business impacts on our environment are becoming increasingly relevant to building organizations for the future.

Thanks to our customers, we’ve together saved 55 billion sheets of paper, saved 5.9 billion gallons of clean water, and reduced 4.7 billion pounds of CO2 emissions. That’s 2 billion pounds of wood saved and over 325 million pounds of waste averted.

We’re proud of the positive impact we’ve made for the environment—and we’ve recently signed on to the Science Based Targets Initiative committing to cutting our own emissions in half by 2030 and reaching science-based net-zero no later than 2050.

At Momentum, DocuSign Chief of Diversity and Engagement Iesha Berry was joined by Egwu Nwankpah, head of supplier diversity at Cushman & Wakefield, a real estate services firm that’s committed to a sustainable future.

They discussed how sustainability is shifting from a “nice to have” to a “must have,” how organizations are being held accountable for setting clear goals for building a sustainable business and how DocuSign has helped Cushman & Wakefield meet their goals.

“We’re a global firm - we handle a lot of transactions that don’t have borders,” said Nwankpah. “DocuSign enabled us to be in more places than one and to think more about what we’re doing for the environment.”

Nwankpah also shared some of the small actions individuals and some organizations can take to begin their own journey toward operating more sustainably. He said the first step is an assessment - you need to have some sort of barometer of where you are currently. Then: “make bold steps, hire people and put them in place to meet those needs.”

Thank you

That’s the end of our highlights, but there’s so much more Momentum content to explore! If you missed the event, watch the keynote replays and on-demand breakout sessions on the DocuSign Momentum website.

Thank you to everyone who joined us in person in San Francisco and on the livestream for Momentum 2022.

Last but not least, thank you to our fantastic partners who have helped make Momentum 2022 a success: Salesforce, Simplus, Deloitte, Cimplifi, ATG, Morae, Wolters Kluer, SMART Communications, Marshfield Consulting, Spaulding Ridge, Wipro, NetDocuments and Freshworks.