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.
Shorten sales cycles up to 1 week
Kindsight results prove it. Streamline your sales cycle from start to finish with the preconfigured IAM for Sales application. Sell faster and prevent revenue leakage by optimizing every step, from intake to renewals.
Accelerate deal velocityMaximize 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 maximize revenue.
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.
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.
AI-powered summaries: Instantly understand key terms and obligations before you sign.
Real-time notifications: Get instant alerts in Slack or Teams when agreements are viewed or signed.
Drive value from every agreement
Docusign Iris uncovers key terms, renewal timelines, and growth opportunities hidden in your agreements.
CRM-embedded agreement visibility: Store and analyze 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.
Actionable contract insights: Extract and track key terms that impact pricing, obligations, and expansion potential.
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 organizations like yours have saved time and money by transforming their sales processes.
Explore More Sales Stories
Read the Full StoryKindsight Connects Agreements to CRM — and Closes Faster with Docusign IAM
Read the Full StoryCatchafire Doubles Contracting Capacity, Accelerating Nonprofit Partnerships with Docusign IAM for Sales
Read the Full StoryCalendly 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 StorySpringbuk Designs a Faster Path from Opportunity to Deal with Docusign Gen for Salesforce- 2Weeks to implement
- 5 minssaved per contract generated
- 1 weekshorter sales cycle
- 2-3 days savedby IT team on sales interactions
- 1 weekshorter sales cycle
- 2-3 days savedby IT team on sales interactions
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.
Recommended for you
Ready to reduce friction in your deals?
