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.

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A screen in Docusign Workflow Builder prompts a user to pre-fill data in a Web Form to speed up agreements.

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.

A screen in Docusign Workflow Builder shows the progress of account opening workflows

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.

Screenshot of Docusign app center homepage featuring options to build apps, request apps, and provide feedback.

Boost efficiency across teams and data

Synchronize agreement data and handoffs across third party CRM, procurement, storage, and HR systems.

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How organizations use Workflow Builder

Learn how our customers have saved time and money by automating their agreement workflows.

Explore More IAM Stories

How Docusign IAM Helps KPC Private Funds Simplify Complex Investment Agreements
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The Law Offices of Mark T. Hurt Streamlines Lead-to-Case Workflows with Docusign IAM
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Catchafire Doubles Contracting Capacity, Accelerating Nonprofit Partnerships with Docusign IAM for Sales
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Metro Credit Union Turns Digital Efficiency Into a Competitive Edge with the Docusign IAM platform
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70%
Time saved on agreement processes
87%+
Fewer templates to manage

“We're all about making things that are typically difficult very simple, and that's what we were able to do with Docusign IAM. It's become the tech initiative at KPC Private Funds.”

Dean RubinoManaging Partner, Kelly Park Capital

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70%
Time saved on agreement processes
87%+
Fewer templates to manage

“We're all about making things that are typically difficult very simple, and that's what we were able to do with Docusign IAM. It's become the tech initiative at KPC Private Funds.”

Dean RubinoManaging Partner, Kelly Park Capital

Read the Full Story

Solutions used

Intelligent Agreement Management
Create smarter agreements, commit to them more efficiently, and manage them to realize 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 realize 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

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

“What I love about Docusign is that contracts [come] from us,” said Filippone. “And it’s all tracked in the system, so my team or external teams can see how things are progressing as it relates to each contract request. It’s really cool and really powerful.”

J.D. FilipponeDeputy Director of Revenue Operations, Catchafire

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

J.D. FilipponeDeputy Director of Revenue Operations, Catchafire

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75%
Boost in operational efficiency in the first four weeks
600+
Monthly autopay enrollments now fully automated

“Moving to Intelligent Agreement Management allowed us to unlock that data and make it accessible to all the systems in our ecosystem.”

Traci MichelChief Operating Officer & Chief Strategy Officer, Metro Credit Union

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75%
Boost in operational efficiency in the first four weeks
600+
Monthly autopay enrollments now fully automated

“Moving to Intelligent Agreement Management allowed us to unlock that data and make it accessible to all the systems in our ecosystem.”

Traci MichelChief Operating Officer & Chief Strategy Officer, Metro Credit Union

Read the Full Story

Take 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

Identity Verification
Build a signer verification step into your agreement workflows.
Web Forms
Capture data and dynamically populate content into agreements for signature.
eSignature
Add electronic signatures to your agreement automation workflows.
App Center
Extend your workflows with partner apps like Salesforce, Google, Microsoft, ServiceNow, and more.
Agents
Add agents directly into workflows to handle dynamic, judgement-based tasks
Agreement Desk
Kick off a workflow from a request to track and manage reviews and approvals
Document Generation
Use workflow data to automatically generate professional-looking documents leveraging dynamic templates.
Workflow Templates
Get started quickly with our out-of-the-box templates for common agreement workflows.