DocuSign Says Its AI Platform Is Cheaper to Run Than External LLMs

DocuSign's IAM platform is growing faster than the company's headline revenue, according to their Q2 FY2027 earnings call on September 4.

CEO Allan Thygesen confirmed that IAM's AI-native architecture processes workloads at significantly lower marginal costs than offerings that route to external LLMs. That cost efficiency is what allowed DocuSign to meaningfully increase the volume of documents ingested through IAM in Q2 while maintaining the 81.7% non-GAAP gross margins that characterized the quarter, according to the company.

Customers have now ingested more than 300 million documents through IAM's Agreement Manager, a repository that gives DocuSign's AI models training depth across a heterogeneous, private dataset of agreements that no external LLM has access to.

"Point solutions and standalone AI tools cannot address the breadth of this challenge securely and at scale the way DocuSign IAM can," Thygesen said. "IAM is uniquely able to aggregate, analyze, and unlock the value of an organization's agreement data to improve business decisioning."