Docusign and the omni agent war

You are the CEO. It is 2026. Five years, four gauges, 11 endings.

Share price · DOCU$81.48 source

Revenue, TTM$3.4B source

Customers1.9M+ source

Pricing unitSeats + envelope allowances source

Products: Docusign IAM · eSignature · Iris · Navigator · Maestro · Agent Studio

2026-05-21 At Momentum, Docusign unveils Iris AI assistant, prebuilt agreement agents and Agent Studio; Docusign MCP enters global beta source
2026-09-03 Q2 FY27 release cites MCP integrations with Slack and Perplexity, plus Gemini Enterprise for Legal, alongside existing Anthropic, OpenAI and Copilot connectors source
2026-09-04 Docusign says its MCP server opens to every AI agent on Sept 30, callable from Claude, ChatGPT, Gemini, Copilot and Slack source

Facts as of 2026-10-22. Everything after this line is fiction.

October 2026. Docusign: $3.4 billion in revenue, 1.9 million customers, a billion people who have clicked a yellow tab that said Sign Here. Momentum was in May. The MCP server opened to every agent on September 30. You are the CEO. Today, you are also the defense.

The Witness: My agents closed 4,112 vendor renewals last quarter. They negotiated with the vendors' agents, agreed terms, and both sides signed with keys. Thirty-one went through an envelope. Nobody on my team has opened Docusign since June. I'm not angry. I just don't know what we're paying for.

Prosecutor OMNIThe prosecution's case is simple, Your Honor! An agreement is two parties' judgment, frozen. My clients can freeze it themselves. The defendant sells the freezer!

Play as the CEO of Docusign

Your first move

Iris in every envelope. Price the agents as an IAM add-on, on top of seats. Protect the seat base. Agents become a line item in the contract you already have.
Open the agreement layer. Docusign becomes every agent's signing API. Envelopes, identity and audit trail, exposed neutrally to every lab. Be the record under all of them.
Docusign becomes the agent. Contracts become a view. It drafts, negotiates and signs for your customer in Slack and email. Priced on agreements closed, not seats.
Buy a neutral omni agent. Seventy people, already running procurement and sales ops for mid-market companies. $800M.

Where it can end

4 endings keep the relationship, 3 survive as plumbing, 4 are the tower in the middle.

The tower in the middleIris, included. · 2029 The plumbingThe witness. · 2030 The tower in the middleThe agents settled out of court. · 2028 The plumbingThe registry of agent commerce. · 2030 The tower in the middleThe numbers were right. The year was wrong. · 2029 The relationshipOne of a dozen. · 2030 The relationshipAcquired, on your terms. · 2031 The relationshipStill standing. · 2031 The tower in the middleThe best agreement skill in someone else's agent. · 2030 The plumbingAbsorbed into the model. · 2029 The relationshipYou own 60% of the thing that ate you. · 2030

Read the thesis the simulation is built on.