Helping organizations succeed and grow with Docusign IAM
Release 1 - April 16, 2025
Helping organizations succeed and grow with Docusign IAM
The Docusign Intelligent Agreement Management (IAM) platform helps organizations succeed with the power of AI - uncovering valuable insights, streamlining processes, and eliminating inefficiencies. From simplifying agreement and workflow creation to unlocking AI-driven insights and integrating seamlessly with existing tools and apps, IAM helps businesses move faster and work smarter.
Accelerate business with easy, collaborative agreement creation and tracking
Creating and tracking agreements with multiple stakeholders can be complex and time-consuming. Simplify the process and save time with:
A single place to bring people, agreements, and information together
Intuitive and integrated template management and document generation
Pre-built agreement workflow templates and advanced workflow conditionality
SMS and WhatsApp notifications in Maestro to quickly reach participants
Intuitive contract intake and task management (beta)
Harness AI-driven insights and automation, powered by Docusign Iris
Agreements are vital to business, but outdated systems hinder data access and use. Docusign Iris is our new AI engine that powers capabilities across the agreement lifecycle and enables you to create agreements faster, commit with greater confidence, and manage for maximum business impact with:
Centralized place to store and manage agreements across Docusign accounts
A dashboard that centralizes all tasks
AI-powered contract review inside Microsoft Word
AI-assisted extractions of custom agreement terms and data at scale
Boost agreement visibility with connected systems
Disconnected workflows lead to outdated and process inefficiencies. Docusign integrates with your existing systems and apps for:
Instant access to key historical agreements and terms in Salesforce
Streamlined agreement workflows with Salesforce and Microsoft Dynamics integrations for Maestro and a CLM Connector for Coupa
All release capabilities
- Workspaces
A single place to bring people, agreements, and information together
- Agreement Preparation
Intuitive and integrated template management and document generation
- Obligation Management
Automated obligation review and tracking
- Agreement Desk (beta)
Accelerate the intake, review and finalization agreements.
- Salesforce Extension App
Integrate Salesforce into your Maestro agreement workflows
- Microsoft Dynamics 365 Extension App
Integrate Microsoft Dynamics 365 into your Maestro agreement workflows
- Docusign for Agentforce
Accelerate sales cycles by initiating Maestro agreement workflows directly from Agentforce
- Maestro Multi-Channel Delivery
SMS and WhatsApp notifications in Maestro to quickly reach participants
- Maestro Workflow Templates (beta)
Pre-built workflows templates that enable you to customize and deploy industry-specific agreement workflows
- Third Party Connectivity (beta)
Generate agreements leveraging third-party applications
Stay ahead of the curve
Learn how to keep innovating your agreement processes