Brad Sills's questions to DocuSign Inc (DOCU) leadership • Q1 2026
Question
Brad Sills of Bank of America asked for leading indicators on the success of the go-to-market changes, particularly the focus on going deeper into accounts. He also inquired about which new IAM features coming in August were most exciting and could be catalysts.
Answer
CEO Allan Thygesen noted positive signs in larger IAM deal sizes and early enterprise successes. He highlighted three key upcoming IAM features announced at the Momentum conference: 'AgreementDesk' for internal workflow management, 'Workspaces' for multi-party collaboration, and 'Custom Extractions' which uses AI to find user-defined terms across agreements. He emphasized these are part of a broader wave of innovation.