DocEndorse AI Agent

The DocEndorse AI Assistant streamlines document signing workflows by automating routine preparation, routing, messaging, and follow-up tasks. Instead of navigating forms, pop-ups, and manual drag-and-drop editors, users interact with the assistant through natural conversation. The assistant understands intent, gathers required information, retrieves documents and contacts, identifies signing fields, and assigns roles when possible, helping you finalize documents faster and with fewer manual steps.

The assistant supports the full e-signature lifecycle, including self-signing documents, sending signature requests, creating reusable templates, sending reminders, and resending requests. Follow-up messages to signers are generated automatically with tone and timing adjusted based on document progress. Real-time status updates are delivered directly in chat, and a dashboard tab provides a centralized view of all e-signature activity.

Key capabilities include:

• Natural language instruction for all e-sign workflows
• AI-driven document preparation with automatic field and signer role detection
• Suggestions for message and title creation when sending documents
• Integration with OneDrive, SharePoint, Outlook contacts, and group chats
• Delivery of signature requests via SMS (see available countries), WhatsApp, and email
• AI-assisted search to quickly locate documents, contacts, and templates
• Context-aware help and workflow guidance directly in chat

Who This App Is For

DocEndorse is designed for organizations of all sizes, from small teams to large enterprises, that require secure, efficient, and scalable document signing workflows. It supports internal approvals, external client signatures, vendor agreements, onboarding documents, legal correspondence, and any recurring document process where accuracy and turnaround time matter.

New users can get started immediately by installing the app and chatting with the assistant. To use the full set of features, a free account can be created directly from within Teams. The free plan includes limited monthly usage and can be upgraded as needed. You can also visit pricing to get started with a free trial.

The app includes the AI chat assistant, dashboard and settings tabs, a compose extension, and a message extension, which can be installed to the personal scope in Microsoft Teams.

For additional support, guidance, or assistance, users may access the help page at help or contact us at contact.