Docusign IAM

Docusign Intelligent Agreement Management (IAM) is the company's platform used to connect and optimize document-driven business processes. Users can centrally store, manage, and analyze agreements with AI, use customizable dashboards and automated alerts to track events and progress, and deliver a secure signing experiences with multi-channel options and ID verification. With its data extraction capabilities, the platform offers AI-suggested insights that are based on agreement data. This helps users to find, manage, and report on data across Docusign.

The application includes the company's workflow tool, Maestro. Docusign Maestro lets users customize workflows and automate agreement processes without writing code. Workflow capabilities can be extended through partner integrations in the Docusign App Center.

Users can create, negotiate, and approve agreements using customizable forms, templates, and other collaboration tools. This function uses AI to determine agreement types and suggest fields, streamlining template creation and ensuring consistency from template to signature. The platform can generate custom agreements quickly using company-approved language. It uses dynamic tables and conditional logic to reduce the number of templates that need maintaining without sacrificing customization. Also, sales representatives to generate documents without leaving the Salesforce user interface through a pre-built integration.

The solution's Workspaces simplify multi-step transactions by centralizing all agreements in a secure, collaborative hub. Whether customers are opening a new investment account or enrolling in college, Workspaces removes the hassle, allowing them to focus on important moments.