Simplify Contracting and Accelerate Deals with IAM for Sales

Today’s sellers are tangling with more hurdles than ever to get contracts over the finish line. Bottlenecks often pop up even before a signature is requested. Preparing agreements is manual and time-consuming. Intake can be messy. Sellers have to jump in and out of their CRM and other platforms, opening different documents and chasing reviewers—all without visibility into statuses. Rather than unlocking information, too often teams end up referring to contracts as a “black box.” 

But some sales teams are breaking down these barriers. By using Intelligent Agreement Management (IAM)—a centralized, digital, AI-enhanced approach—it’s simpler to create, commit to, and manage contracts. Docusign IAM for Sales utilizes AI-powered automation to return time to sellers, transforming static agreements into dynamic assets that facilitate faster, more proactive, and higher-value sales.

The modern sales struggle costs time, risk, and opportunity

The modern sales stack—including CRMs, CPQs, cloud storage, conferencing tools, and word processors—addresses discrete tasks. But it lacks the connective tissue at the core of every deal: the contract. According to a Docusign and Deloitte survey, 45% of business leaders input data manually into contracts when that data already exists in other systems. Here’s what it costs sellers every day:

• Time, effort, and frustration: Around 70% of a seller's time goes toward non-selling activities. A seller might waste hours digging through shared folders for an up-to-date template for their deal requirements, manually inputting data from their CRM, or fixing formatting issues before sending. 

• Risk, errors, and revenue: Manual processes introduce significant risk. Manually inputting data into contracts when that data already lives in other systems can lead to errors in custom quotes and contracts, misplaced agreements, and incomplete data in the system of record. What may seem like small contract inefficiencies can end up significantly costing companies.

• Visibility, control, and relationships: Sales, legal, and finance teams often work in silos, making it harder to strengthen customer relationships post-sale. After an agreement is signed, it’s often manually uploaded to a CRM and other repositories, but without an efficient system in place, the final version can be difficult to locate later and gather insights to help with renegotiations or expansions.

Redesign the agreement process for simpler systems and smarter deal insights

There is a way out of rushed signatures, outdated terms, and missed renewal opportunities. The right technology makes it easier to find templates, track commitments, and make your CRM a unified source of truth.

Docusign IAM for Sales helps pull sellers out from beneath a pile of agreements by automating tasks, creating a clear line of sight, and working with your CRM and internal partners, not against them. Instead of digging around to prepare for the next deal, sellers can enjoy faster reviews and signatures. Here’s how it works:

• Close deals faster: Stop toggling between platforms by creating, negotiating, and managing agreements right inside the systems you already use, like Salesforce or Dynamics 365. 

• Keep sellers and stakeholders on the same page: Build workflows, automate routing, and expedite reviews across stakeholders, all within your CRM, keeping your sellers’ attention focused in one place. Sales leaders with streamlined approval workflows can reduce contracting delays by an average of 29%.

• Support data accuracy at every step: Eliminate manual entry and reduce errors by automatically synchronizing agreement data with your CRM, leading to more reliable forecasting and more consistent compliance. Over 75% of respondents in a global survey reported that less than 50% of their company’s CRM data is fully accurate and complete.

• Turn visibility into strategy: Use AI to highlight key dates, terms, and insights to shed light on your next negotiation. 

The results speak for themselves. Sellers are twice as productive. Days-long email chains turn into a fully automated process that saves hours every week. And businesses that integrate agreement management with platforms like Salesforce, SAP, Service Now, and Workday beat their financial goals 36% more often than those that don’t.

Work where you want and keep everyone in the loop 

Part of the Docusign IAM platform, IAM for Sales transforms agreement management. Instead of swiveling between tools, sellers can stay in the platforms where they spend their day, loop in the right people, and gather insights that inform future negotiations. They can achieve what every seller wants: more strategic clarity, quicker deal generation, and easier approvals.

• Stay within your CRM: Generate agreements in just a few clicks directly from Salesforce with Docusign Gen for Salesforce—without copy-pastes or avoidable delays.

• Connect your templates to your data: Easily build and support compliant, data-connected templates for contracts, proposals, and other sales agreements with automated Agreement Preparation.

• Collaborate across the organization: Request, track, review, and manage agreements with total visibility from intake to signature with Agreement Desk.

• Use AI to organize your contracts: Centralize, organize, and surface insights from contracts stored within Docusign Navigator, an AI-powered smart repository.

• Keep an eye on renewals: Receive alerts and generate reports on upcoming renewals from a unified dashboard, helping to make sure no autorenewal goes through without a chance to review and renegotiate as needed.

What’s the real impact of IAM?

Intelligent agreement software is already transforming the way sales teams push deals forward. With IAM for Sales, sellers at Catchafire—a nonprofit software provider that connects volunteers to causes—have faster access to data and spend around 77% less time processing agreements. Between sales and legal, they now have twice the contracting capacity. 

"It’s saved a ton of time,” said J.D. Filippone, Deputy Director of Revenue Operations. “I can find the majority of the information I need right then and there; it’s as simple as just doing a search or applying a filter."

And fundraising intelligence and management platform Kindsight reduced its sales cycle by one week, thanks to the Docusign IAM integration with Salesforce. Director of IT, Kris O'Brien said, “If it’s the last two days of the month or quarter, and you need a non-disclosure or sales agreement, Docusign IAM is the difference between closing the deal then or moving it to the next sales period.”

Power sales with agreement technology designed to make deals faster and work easier 

Today, the organizations accelerating their sales cycles are starting with intelligent technology. By giving their sales teams the platform integrations that help them negotiate, collaborate, and uncover new revenue, these companies can achieve advantages in speed and adaptability.

From informing forecasts to accelerating cycles, an integrated, AI-powered agreement infrastructure has benefits that reach across the organization. IAM for Sales is built to tackle the challenges sellers face daily, and it’s already helping organizations reclaim lost time, gain important visibility, and meet revenue targets.

Learn more about how IAM for Sales frees teams to act faster and more strategically.