Streamlining Legal and Sales Contract Workflows with Docusign IAM

Sales contracts should help businesses accelerate growth, not slow them down. Yet for many rapidly scaling organizations, agreement processes become a patchwork of emails, spreadsheets, chat messages, and disconnected systems that create friction between sales and legal teams.

When contracts administrator Brendan Mills joined the legal team at Perceptyx, an AI-powered employee experience platform, he recognized these challenges firsthand. At the 2026 Docusign Momentum conference, Mills shared how Docusign Intelligent Agreement Management (IAM) helped Perceptyx reimagine workflows between sales and legal to speed up contract intake and review for transformative growth. 

What are some of the challenges of manual contract management in growing companies?

Perceptyx now serves half of the Fortune 100 companies, but its growth created new challenges for the company’s lean legal team of eight. Each year, the team had to contend with 250 renewals and 50 new agreement requests in their inbox—without a centralized source of information to reference. 

One of the biggest obstacles was intake. Sales representatives met with customers, wrote notes in Salesforce, and sent requests to a shared legal inbox with little standardization. As deals progressed, additional details arrived through separate emails and Slack messages, forcing legal to piece together information from multiple sources. 

The result was hours spent gathering context instead of reviewing contracts, creating frustration across the business. 

How does Docusign IAM automate contract workflows?

To address these challenges, Perceptyx implemented Docusign IAM, including Docusign Agreement Desk and Agreement Manager. These solutions allowed Perceptyx to more easily manage requests, generate agreements, and automate key steps in the contract process, resulting in: 

• 99%

  less time generating documents

• 3+

  hours saved on manual tasks each week

• 300

  contracts automated annually

• From days to minutes

  to review NDAs

With agreement information centralized, legal could spend less time searching for details and more time focusing on higher-value work. Sales teams gained better visibility into contract status, reducing the need for constant follow-ups.

In contrast to their legacy contract lifecycle management technology, the intuitive user experience of Docusign IAM also helped drive adoption. Despite initial resistance to change, the sales team quickly saw the benefits of a more modern system after an onboarding call.  

“When you’re looking at something for a while, whether reviewing a contract or trying to find a document, a good user interface really matters,” said Mills. Docusign has amazing engineers. It looks sleek, so our sellers and I want to use it.” 

How do you move from reactive to proactive contract generation?

With a strong foundation in place, Perceptyx is now focused on expanding self-service capabilities and automation. Using Docusign, sellers can generate agreements directly within Salesforce, allowing legal to focus on the later stages of the contract process. In addition, Docusign’s integration with Salesforce means that information is shared seamlessly between both systems, reducing manual data entry and potential errors. 

Mills looks forward to the potential of AI agents to accelerate Perceptyx’s sales cycle. His team has built playbooks for AI-Assisted Review, reducing manual review of NDAs and requests for proposals. He also expects to use AI agents for document comparison and redlining down the line. 

Like many organizations, Perceptyx approached AI cautiously at first. But as contract volume climbs, Mills views intelligent automation as essential for efficiency and lowering burnout. 

"Adapting AI to make some of these manual processes streamlined and more automated is going to be the next step for legal teams."

How can using AI reclaim sales’ and legal’s time for rapid growth?   

Docusign IAM has dramatically expedited contract workflows at Perceptyx, allowing sales and legal to reinvest time and focus into new deals. The company recently completed its biggest quarter to date, and Mills believes modern agreement management technology has been critical to that growth. 

As business has accelerated, Docusign IAM is eliminating manual work, streamlining tasks, and improving collaboration between sales and legal. Perhaps most importantly, it allows Perceptyx to think beyond today's challenges. 

"Really, IAM has emboldened us to think bigger as a company," said Mills.

Eliminate bottlenecks between sales and legal to accelerate your company’s growth. View the recording from Momentum, including a live demo, to learn more about Docusign IAM. (If you registered for Momentum, you can log in with existing credentials. If not, you will need to create an account to view this content.)