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Docusign IAM for Sales | Preconfigured Application

Maximise seller productivity with better agreement processes

Accelerate the sales lifecycle with agreement automation, AI and analytics. Streamline deals with smart integrations into your CRM, dynamic templates and a searchable repository.

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A woman with a tablet uses Docusign to add a template, add a document and add recipients to send an agreement.

Unleash the power of agreements with Docusign IAM applications

Our preconfigured IAM for Sales application helps your team sell faster and prevent revenue leakage by automating agreement processes from contracting to renewals.

  • Accelerate deal velocity

    Remove administrative burden for sellers by automating critical workflows across the sales cycle. Generate, sign and store agreements in a few clicks within the CRM you already use.

    Explore Gen for Salesforce
  • Make smarter decisions

    Leverage AI and analytics to search faster and uncover missed revenue opportunities. Automatically identify favourable terms, track renewals and capture YoY price changes.

  • Collaborate with visibility

    Improve visibility and automate agreement collaboration across contracting, fulfillment, billing and renewals. Speed up legal review and smooth deal hand-offs to finance and delivery teams.

A workflow in Docusign with steps in the sales agreement process: initiate contracts, add documents, make revisions and edits and sign contracts.

Empower sellers to execute faster

Free your sellers from the cumbersome emails and admin activities they typically need to get an agreement created and executed – so they can focus on selling.

  • Generate agreements effortlessly from your CRM, eliminating manual data entry.

  • Produce professional agreements, faster, using templated document generation.

  • Configure workflows to automate approvals, reducing uncertainty on when your agreement will be signed.

  • Collaborate in one central location, setting renewal alerts and linking agreement storage to your CRM for easy access.

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How sales teams like yours sell smarter with Docusign

  • Calendly

    832% increase in e-signature transactions since moving to Docusign

    "The integration with Salesforce makes it super easy for sales reps to create, send and track agreements."

    Author Kate Ahlering
    Kate AhleringChief Revenue Officer
  • Altius Group

    How Docusign supports Altius Group to provide faster, better care to NDIS clients.

    "We’ve seen major gains in productivity since implementing Docusign."

    Author Nick Park
    Nick ParkHead of Digital & Technology
  • NextGen

    70% more business without having to expand headcount

    'The great thing about Docusign is that it easily integrates with our [software] ... cutting down on a lot of manual back and forth on our end."

    Author Nick Bhalla
    Nick BhallaFounder
  • Factor1

    $25K in operating costs saved each year

    "We’ve since seen faster turnaround times for documents than ever before via [SMS Delivery for Docusign eSignature]."

    Author David Fitzgerald
    David FitzgeraldChief Executive Officer
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Help your sellers drive more revenue, faster, with robust capabilities

  • Integrates with CRMs you already use, such as Salesforce, Dynamics, and Netsuite
  • One-click contract generation from Salesforce
  • Personalised, professional agreement creation within eSignature
  • Dashboard with renewal insights and reminders
  • Multi-channel agreement notifications via text message, WhatsApp or email
  • Customised, no-code workflows
  • Seamless connection with other tools

Looking for more robust contract lifecycle management capabilities?

Explore Docusign CLM

Streamline your sales agreements with solutions you already use.

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Blog Post

Sealing the deal: How Docusign helps sales teams hit their targets

See how easy it can be for Sales teams to close more deals, faster!

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Blog Post

How one simple addition to sales flicks the switch from pressure to productivity

Sales teams are under more pressure. Discover how a contract lifecycle management (CLM) solution can transform a day in the life of a sales professional.

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Experience it for yourself

Make your process faster, simpler and more cost-efficient with electronic agreements.

Try eSignature for Free

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We would love to help you find solutions that fit your sales process