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.

Contact sales Explore IAM

A chat-style interaction showing a quick approval and signing of a Client Services Agreement, highlighting the speed and efficiency of sales contract management.

Unleash the power of agreements with Docusign IAM applications

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

Accelerate deal velocity
Maximise productivity and close deals faster by handling agreement creation, negotiation and management directly in Salesforce or Dynamics 365.
Ensure data accuracy at every step
Sync data between your CRM and agreements to eliminate manual entry, reduce errors and ensure reliable forecasting.
Keep sellers and stakeholders in sync
Automate drafting, routing, reviewing and signing across stakeholders, while keeping sellers focused in their CRM.
Turn visibility into strategy
Leverage Docusign Iris to surface key dates, terms and insights from past deals to inform your next negotiation and maximise revenue.

Create

Generate sales agreements in seconds

Launch agreements from Salesforce or Dynamics 365 and move seamlessly 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.

A notification for a Docusign document to view and sign, demonstrating how customers can review and sign documents from anywhere.

Commit

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 practically any device.
Advanced security: Protect agreements with encryption, signatory ID verification and audit trails while meeting or exceeding global security standards.

User interface showing how AI search tools in Docusign Iris simplify the process of managing agreements.

Manage

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.

How Perceptyx spends 99% less time generating documents

“If we can click less and download less, we’re saving time.” — Brendan Mills, Contracts Administrator

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
Read the Full Story
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
Read the Full Story
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

Solutions used

Intelligent Agreement Management
Create smarter agreements, commit to them more efficiently, and manage them to realise their full value.
Workflow Builder

“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

Solutions used

Intelligent Agreement Management
Create smarter agreements, commit to them more efficiently, and manage them to realise their full value.
Workflow Builder

Daniel WalkerCo-founder, Bon Voyage Credit Repair

Read the Full Story

~77%
Less time spent processing agreements
2x
Increase in contracting capacity across sales and legal teams

“For anyone looking to move to a structured contract management system, implement a smart, AI-driven repository, or build workflows through their procurement process, I would absolutely recommend Docusign.”

J.D. FilipponeDeputy Director of Revenue Operations, Catchafire

Read the Full Story

~77%
Less time spent processing agreements
2x
Increase in contracting capacity across sales and legal teams

J.D. FilipponeDeputy Director of Revenue Operations, Catchafire

Read the Full Story

Solutions used

Intelligent Agreement Management
Create smarter agreements, commit to them more efficiently, and manage them to realise their full value.
Web Forms
Collect data and speed up signing

“Data is my bread and butter. There’s a lot of valuable information we can get through IAM, and I can start to connect the dots with certain characteristics of claimants we’re hunting for.”

Thomas HurtChief of Staff, The Law Offices of Mark T. Hurt

Read the Full Story

Solutions used

Intelligent Agreement Management
Create smarter agreements, commit to them more efficiently, and manage them to realise their full value.
Web Forms
Collect data and speed up signing

“Data is my bread and butter. There’s a lot of valuable information we can get through IAM, and I can start to connect the dots with certain characteristics of claimants we’re hunting for.”

Thomas HurtChief of Staff, The Law Offices of Mark T. Hurt

Read the Full Story

> 832%
Increase in e-signature transactions since moving to DocuSign
↑
Improved employee and customer experience

“We sent out about 300 documents a year with PandaDoc. But just halfway into the year, we’ve already hit the 1400 mark with Docusign eSignature—and that’s because the integration with Salesforce makes it super easy for sales reps to create, send and track agreements.”

Sarah JacksonSenior Manager of Revenue Operations, Calendly

Read the Full Story