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Docusign IAM for Sales

Fuel faster deals with agreement AI – from quote to renewal

Increase deal velocity, no swivel chair required. Equip sellers to create contracts directly from Salesforce and CPQ and find past deal terms quickly using AI.

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Docusign IAM for Sales user interface image shows people discussing signing a client services agreement

Spend less time processing sales agreements

Streamline your sales cycle from start to finish with the preconfigured IAM for Sales application. Sell faster and prevent revenue leakage by optimizing every agreement process, from intake to renewals.

  • Less swivel, more selling

    Generate agreements directly from Salesforce and CPQ using pre-approved templates and built-in, trackable approval workflows.

  • Empower reviewers to say 'yes' faster

    Keep reviewers ahead of requests and negotiations with a centralised dashboard and AI-powered insights.

  • Turn visibility into strategy

    Leverage AI to surface key dates, terms and insights from past deals to inform your next negotiation.

Real results from IAM customers

Learn how organisations like yours have saved time and money by transforming their sales processes.

Explore More Customer Stories
  • Accelerating Financial Wellness: How Docusign Helped Bon Voyage Credit Repair Scale Its Mission
    Accelerating Financial Wellness: How Docusign Helped Bon Voyage Credit Repair Scale Its Mission
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  • Catchafire Doubles Contracting Capacity, Accelerating Nonprofit Partnerships with Docusign IAM for Sales
    Catchafire Doubles Contracting Capacity, Accelerating Nonprofit Partnerships with Docusign IAM for Sales
    Read the Full Story
  • The Law Offices of Mark T. Hurt Streamlines Lead-to-Case Workflows with Docusign IAM
    The Law Offices of Mark T. Hurt Streamlines Lead-to-Case Workflows with Docusign IAM
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  • Calendly Delivers a Seamless Employee Experience With Docusign eSignature for Salesforce
    Calendly Delivers a Seamless Employee Experience With Docusign eSignature for Salesforce
    • > 832%
      Increase in e-signature transactions since moving to DocuSign
    • Improved employee and customer experience
    Read the Full Story
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Solutions used
  • Intelligent Agreement Management
    Create smarter agreements, commit to them more efficiently, and manage them to realise their full value.
  • Maestro
“By using Docusign’s Intelligent Agreement Management (IAM) Maestro tool to automate agreement workflows, we cut out hours, if not days, of processing time. The simple, yet effective, tool condensed the sign-up process to just five minutes.”
Daniel WalkerCo-founder, Bon Voyage Credit Repair
Read the Full Story
fr-FR
Solutions used
  • Intelligent Agreement Management
    Create smarter agreements, commit to them more efficiently, and manage them to realise their full value.
  • Maestro
“By using Docusign’s Intelligent Agreement Management (IAM) Maestro tool to automate agreement workflows, we cut out hours, if not days, of processing time. The simple, yet effective, tool condensed the sign-up process to just five minutes.”
Daniel WalkerCo-founder, Bon Voyage Credit Repair
Read the Full Story

IAM for Sales features

  • Gen for Salesforce

    Generate accurate, on-brand agreements in just a few clicks directly from Salesforce – no copy-paste or delays.

  • Generate sales agreements quickly and accurately with streamlined template management, seamless integration and intuitive AI.

  • AI-Assisted Review

    Get to signature faster with AI to automate review and redlining of agreements against your company’s requirements.

  • Agreement Desk

    Ease collaboration with a centralised place to request, track, automate and manage in-flight agreements.

  • Centralise agreements and use AI to instantly locate and analyse customer contract data.

  • Easily scale your end-to-end sales agreement processes with no-code, drag-and-drop workflow building and automation.

  • Streamline customer requests through self-service forms that dynamically populate content into agreements for signature.

  • Connect and extend agreements across your sellers’ tech stack – including CRMs, cloud storage and collaboration and productivity tools.

  • Workspaces

    Bring customers into a shared space to collaborate faster on agreements. Fewer roadblocks and a smoother path to closing deals.

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.

Trusted worldwide with the future of agreements

Our rigorous compliance principles are at the core of our product strategy. Docusign meets the most stringent global security standards.

99.9% uptime for eSignature, with zero maintenance downtime
1 billion people and 1.7 million customers trust Docusign for their agreements
44 languages available for signers, plus 14 for senders
Millions of transactions per day
Docusign global compliance & certifications
ISO 27001
FedRAMP
APEC PPP
CSA STAR
PCI DSS
SSAE 18

Streamline your sales agreements with solutions you already use.

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Ready to reduce friction in your deals?

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A person in an orange shirt sits on a couch, using a laptop, engaged in Docusign activities.