Docusign IAM for Sales
Speed up deals, capture more value
Bring Intelligent Agreement Management into the CRM. Empower sellers to create, negotiate and manage contracts directly within Salesforce and Dynamics 365.
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 velocityMaximise productivity and close deals faster by handling agreement creation, negotiation and management directly in Salesforce or Dynamics 365.
Ensure data accuracy at every stepSync data between your CRM and agreements to eliminate manual entry, reduce errors and ensure reliable forecasting.
Keep sellers and stakeholders in syncAutomate drafting, routing, reviewing and signing across stakeholders, while keeping sellers focused in their CRM.
Turn visibility into strategyLeverage Docusign Iris to surface key dates, terms and insights from past deals to inform your next negotiation and maximise revenue.
Generate sales agreements in seconds
Launch agreements from Salesforce or Dynamics 365 and move smoothly through drafting, approvals and review.
Template-driven contract creation: Create contracts in your CRM with pre-approved templates that auto-populate customer and deal data.
In-CRM approval routing: Launch approval workflows from your CRM and automatically route contracts to the right approvers.
AI-assisted review: Accelerate legal review with smart clause analysis and automated redlines.
Close deals with confidence
Make it effortless for customers to review and sign agreements from anywhere, reducing delays and accelerating time-to-close.
Multi-channel delivery: Send agreements via email, text or WhatsApp to speed up response.
Enhanced customer experience: Accelerate business cycles with an intuitive signing experience from virtually any device.
Advanced security: Protect agreements with encryption, signatory ID verification and audit trails while meeting or exceeding global security standards.
Drive value from every agreement
Docusign Iris uncovers key terms, renewal timescales and growth opportunities hidden in your agreements.
CRM-embedded agreement visibility: Store and analyse completed agreements in one place to quickly access customer contract history.
Proactive renewal management: Get alerts and reports on upcoming renewals so you never miss a revenue opportunity.
Comprehensive search capabilities: Find agreements and information fast by searching for key attributes, specific keywords or related terms.
Real results from IAM customers
Learn how organisations like yours have saved time and money by transforming their sales processes.
Explore More Sales Stories
Read the Full StoryHow T-Mobile Wholesale Cut Agreement Time by 44%—Without Adding Headcount
Read the Full StoryKubota accelerates financing agreements with Docusign eSignature- 75%Decrease in time to set up a new customer account
- 1.7MPieces of paper save annually
Read the Full StoryCelonis accelerates change and drives digital competences with Docusign CLM
- 1.8xFaster cycle time for high-value agreements
- 40%Staff freed from contracting tasks
- 1.8xFaster cycle time for high-value agreements
- 40%Staff freed from contracting tasks
Take a guided tour of IAM for Sales
See how IAM for Sales uses AI and automation to improve collaboration, make more informed decisions and close deals much faster.
AI you can trust
We put your trust first. Docusign’s AI-powered platform makes agreements more efficient while keeping your data protected and in your control.
Ready to reduce friction in your deals?
