Build a Template to Create Sales Contracts Faster and Get Back to Selling

Updated Feb 13, 2025

Summary•3 min read

With intelligent agreement management, teams can create sales contracts faster using an agreement template builder to generate a template that contains preapproved language.

Screenshot of the Agreement Template Builder and an employee using it to create sales contracts.

Sales teams should spend time selling, not creating contracts and herding them through approvals. But without a standardized and automated process to create agreements, sellers waste time finding old documents, manually entering data, and emailing different versions of a contract to different parties. That old way of managing the end-to-end contract workflow is disconnected, frustrating, and inefficient.

Your teams can save time and stress by using Intelligent Agreement Management (IAM), a new category of AI-powered cloud software designed to connect and automate every step of agreement work.

Docusign IAM for Sales gives you powerful contract workflow capabilities like the Agreement Template Builder. This tool lets sales teams simplify contract creation by creating a template that contains preapproved language and adding contact-specific details from Salesforce, Microsoft Dynamics, Oracle Netsuite, or another CRM. Best of all, these agreements can be created and sent directly from the CRM tool, so sellers don’t have to switch tools to do their job.

See the Agreement Template Builder in action:

IAM for Sales also includes other tools to accommodate your team’s unique needs. If contracts need additional information from the customer, they can enter those details using standard Web Forms. If the recipient prefers to use SMS or WhatsApp to receive and sign their contract, Docusign’s multi-channel delivery makes that very simple.

When a sales agreement is completed, it can be automatically stored in Navigator, an AI-powered repository. At any time, anyone on your team with the right permissions can search Navigator to find that agreement. They’ll be able to see an at-a-glance overview with basic details (party name, dollar value, expiration date, etc), an AI-generated summary of the terms, or the entire agreement.

Instead of managing all that manual agreement work, sellers can devote more time to developing their pipeline and closing more deals.

Learn more about how your team can create faster, more standardized sales agreements with our guided tour of IAM for Sales.