Workflow Builder
Automate your contract workflows
Boost efficiency at scale with agents in agreement workflows that seamlessly integrate with the tools you use every day.
Workflow Builder is included in all IAM plans.
Automate agreements from start to finish
Build intelligent workflows and agents that connect pre and post signature steps like intake, document generation and conditional routing.
Design custom workflows with built-in compliance controls
Standardize contract workflows based on your unique business needs or industry regulations to support compliance and audit readiness.
Boost efficiency across teams and data
Synchronize agreement data and handoffs across third party CRM, procurement, storage, and HR systems.
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.
Add agents directly into workflows to handle dynamic, judgement-based tasks
Kick off a workflow from a request to track and manage reviews and approvals
Use workflow data to automatically generate professional-looking documents leveraging dynamic templates.
Get started quickly with our out-of-the-box templates for common agreement workflows.
“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?
