Iris, included.
The bundle holds for five quarters. Then the labs' agents learn to close contracts end to end: draft, negotiate, sign with keys, file. Seats stop renewing, because the people who held them no longer touch agreements. Envelope volume falls 70% in a year.
The Acquirer: Salesforce would like to make an offer. A 20% premium. Docusign becomes the signing step inside Agentforce. You'll love the integration team. There are four of them.
You priced the agent as an add-on to the seats, the one move that didn't cannibalize the core. The core got cannibalized by a suite that signs for free. The innovator's dilemma didn't need you to be slow. It needed you to be rational.
One path that gets here
A · Iris in every envelope. Price the agents as an IAM add-on, on top of seatsA · Bundle Iris into every plan and win on a better agent inside your own walls