Workflow Builder
Your agreement processes simplified
Boost efficiency, minimize costly standalone integrations, and provide a hassle-free customer experience.
Workflow Builder is included in all IAM plans.
Work smarter and faster
Boost efficiency with custom workflows designed to match your business processes—no code required. Connect tools and data across your workflows to automatically generate documents and agreements for review, approval, and signature.
Increase visibility
Track and record actions taken at every step of the agreement process to support your compliance obligations. Trust your data is secure across the end-to-end agreement process.
Lower costs
Minimize costly standalone integration projects by seamlessly extending workflow capabilities across your tech stack. Drive end-to-end agreement automation by connecting to the systems you use like Salesforce, Power Automate, and ServiceNow via Docusign App Center.
Close business faster
Provide a hassle-free customer experience by reducing manual data entry and saving customers valuable time. Speed up the agreement process by automating steps across the workflow.
Explore a guided tour of Workflow Builder
Walk through how to set up an agreement workflow, including how to add steps to extend your agreement process with integrations with third-party systems.
Capabilities you can use in your workflows
Build a signer verification step into your agreement workflows.
Capture data and dynamically populate content into agreements for signature.
Add electronic signatures to your agreement automation workflows.
Extend your workflows with partner apps like Salesforce, Google, Microsoft, ServiceNow and more.
Get started quickly with our out-of-the-box templates for common agreement workflows.
Use workflow data to automatically generate professional-looking documents leveraging dynamic templates.
“Workflow Builder will have a huge impact on our business. It allows us to automate the administrative work, so agents can spend more time selling properties and closing deals. This is the future of real estate.”
“With Docusign Workflow Builder, we’re able to create intuitive and transparent experiences for our customers, so they can get the information they need faster, easier, and seamlessly.”
Workflow Builder API
Leverage the power of Docusign workflows. Enjoy greater flexibility to manage your agreements using your own code with Workflow Builder API.
Ready to bring the power of Workflow Builder to your agreement workflows?
