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Docusign IAM for Sales

Accelerate deal processes with agreement AI — from initial quote to contract renewal

Increase deal velocity, no swivel chair required. Equip sellers to create contracts directly from Salesforce and CPQ and find past deal terms quickly using AI.

Explore IAM
Docusign IAM for Sales user interface image shows people discussing signing a client services agreement

Spend up to 77% less time processing sales agreements

Actual results from Catchafire. Streamline your sales cycle from start to finish with the preconfigured IAM for Sales application. Sell faster and prevent revenue leakage by optimising every agreement process, from intake to renewals.

  • Less swivel, more selling

    Generate agreements directly from Salesforce and CPQ using pre-approved templates and built-in, trackable approval workflows.

  • Empower reviewers to say "yes" faster

    Keep reviewers ahead of requests and negotiations with a centralised dashboard and AI-powered insights.

  • Turn visibility into strategy

    Leverage AI to surface key dates, terms and insights from past deals to inform your next negotiation.

Real Results From IAM Customers

Learn how organisations like yours have saved time and money by transforming their sales processes.

Explore More Sales Stories
  • Catchafire Doubles Contracting Capacity, Accelerating Nonprofit Partnerships with Docusign IAM for Sales
    Catchafire Doubles Contracting Capacity, Accelerating Nonprofit Partnerships with Docusign IAM for Sales
    Read the Full Story
  • Accelerating Financial Wellness: How Docusign Helped Bon Voyage Credit Repair Scale Its Mission
    Accelerating Financial Wellness: How Docusign Helped Bon Voyage Credit Repair Scale Its Mission
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  • The Law Offices of Mark T. Hurt Streamlines Lead-to-Case Workflows with Docusign IAM
    The Law Offices of Mark T. Hurt Streamlines Lead-to-Case Workflows with Docusign IAM
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  • Checkr Optimises the Deal-Closing Process With Docusign Gen and eSignature for Salesforce
    Checkr Optimises the Deal-Closing Process With Docusign Gen and eSignature for Salesforce
    • 99%
      Reduction in templates, from 400 to 3
    • ~3k
      Documents flow through Docusign every month
    Read the Full Story
  • ~77%
    Less time spent processing agreements
  • 2x
    Increase in contracting capacity across sales and legal teams
“For anyone looking to move to a structured contract management system, implement a smart, AI-driven repository, or build workflows through their procurement process, I would absolutely recommend Docusign.”
J.D. FilipponeDeputy Director of Revenue Operations, Catchafire
Read the Full Story
  • ~77%
    Less time spent processing agreements
  • 2x
    Increase in contracting capacity across sales and legal teams
“For anyone looking to move to a structured contract management system, implement a smart, AI-driven repository, or build workflows through their procurement process, I would absolutely recommend Docusign.”
J.D. FilipponeDeputy Director of Revenue Operations, Catchafire
Read the Full Story

IAM for Sales Features

  • Gen for Salesforce

    Generate accurate, on-brand agreements in just a few clicks directly from Salesforce — no copy-paste or delays.

  • Generate sales agreements quickly and accurately with streamlined template management, seamless integration and intuitive AI.

  • AI-Assisted Review

    Get to signature faster with AI to automate the review and redlining of agreements against your company’s requirements.

  • Agreement Desk

    Ease collaboration with a centralised place to request, track, automate and manage in-flight agreements.

  • Centralise agreements and use AI to instantly locate and analyse customer contract data.

  • Easily scale your end-to-end sales agreement processes with no-code, drag-and-drop workflow building and automation.

  • Streamline customer requests through self-service forms that dynamically populate content into agreements for signature.

  • Connect and extend agreements across your sellers’ tech stack — including CRMs, cloud storage and collaboration and productivity tools.

  • Workspaces

    Bring customers into a shared space to collaborate faster on agreements. Fewer roadblocks and a smoother path to closing deals.

Take a Guided Tour of IAM for Sales

See how IAM for Sales uses AI and automation to enhance collaboration, make more informed decisions and close deals more quickly.

AI you can trust for smarter agreements

We prioritise your trust above all else. Docusign’s AI-powered features make agreements more efficient while keeping your data protected and in your control.

Learn More About Trust
#1 most trustworthy software company in America, according to Newsweek
1 billion people and 1.7 million customers trust Docusign for their agreements
Data protected at every step with encryption when in transit and at rest
Rigorous adherence to evolving data standards
Docusign global compliance and certifications
IRAP
ISO 27001
SOC1 Type I
SOC2 Type II
FedRAMP
APEC PPP

Streamline your sales agreements with solutions you already use.

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Ready to reduce friction in your deals?

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