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.
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Make smarter decisions
Leverage contract data for informed decisions. Access user-friendly dashboards, track negotiations, contract volume and more, and receive AI-generated renewal and expiration alerts.
Collaborate with visibility
Improve visibility and automate agreement collaboration across contracting, fulfilment 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

Santander
83% reduction in time taken for new customers to open account
"Automating, parallel processing, and using eSignature cuts 30% of loan time, giving that time back to customer relationships."
Jonathan Holman Head of Digital Transformation

Waystone
"Employees are accustomed to using Salesforce but very few are aware that a lot of the data they are accessing is being driven by Docusign."
Rory O'SullivanHead of Innovation

Watch how CELONIS streamlines sales processes using Docusign CLM

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A dashboard of documents in Docusign CLM showing the tasks, statuses and names of agreements.

CLM for sales teams

Speed up the contract lifecycle by automating redlining, reviews and execution.

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Additional solutions for sales teams

Gen for Salesforce
Instantly prepare, sign and store documents within Salesforce.
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eSignature
Securely send and sign agreements from wherever your sales teams are
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