Integrate Docusign Workflows with Popular Applications Across the Agreement Process

Agreements are the backbone of multiple functions across your organization. From sales and legal to finance and procurement, they define how you do business and with whom. 

Because they impact many functions, seamless data exchanges between your most used software platforms, like ERP and CRM systems, and your agreements are essential for ensuring data accuracy and process efficiency.

46% of agreements sent for signature are delayed due to errors or missing data.

The solution is undoubtedly better integrations. However, the diverse and unstructured nature of agreement data means organizations often think they need to invest in costly, built-from-scratch integration solutions. A better solution—one that’s much less expensive and much more effective—is out-of-the-box integrations that extend the Docusign experience.

Docusign IAM (Intelligent Agreement Management) includes out-of-the-box integrations for many of the most popular enterprise software tools—including Salesforce, Stripe, Quik!, ServiceNow, and HubSpot.

With just a few clicks, product managers can select an application from Docusign App Center and then easily integrate it into their organization’s agreement workflow using Docusign Maestro. 

Docusign integrations enable a more connected agreements process that empowers your teams to:

• Create: Design an agreement process that fits your unique needs with industry-specific tools, eliminating the need for expensive custom-built integrations.

• Commit: Develop a signing process that checks your top priorities—whether it's reliably extracting data from various forms or validating critical personal information.

• Manage: Transform agreement data into easy-to-locate strategic assets that accelerate business and mitigate risk.

Supercharge your agreement process with purpose-built partner apps

Extend the value of the tools you are already using to manage your industry-specific workflows and achieve greater:

• Efficiency: A more cohesive software environment means streamlined workflows, fewer manual tasks, and overall increased productivity for your teams.

• Scalability: Access to a growing library of purpose-built apps enables you to scale and adapt your agreements process to your organization’s unique needs.

• Consolidation: Centralizing agreement data boosts visibility and accessibility across your enterprise, simplifying storage, retrieval, and management of agreements and the data within them.

With App Center, you can connect the partner applications you rely on for productivity, data verification, invoicing, hiring, and more—directly into Docusign.

A great example of the valuable capabilities that partner apps add to the Docusign IAM engine is Quik! FormXtract, a purpose-built application for extracting context-rich data from completed forms for law and finance services. When paired with Docusign, Quik! helps users download and structure content-rich data from the IAM platform and share it with other systems like CRMs and ERPs. Beyond accelerating time-to-value and providing valuable customer insights, the data helps generate more detailed audits that facilitate compliance and record-keeping.

App Center also provides a growing library of applications that can help you discover new and better ways to manage and structure your agreements process. With a dynamic ecosystem of partner apps, the App Center introduces new tools and integrations designed to address evolving challenges in agreement management. This ensures you always have access to the latest strategies for managing your agreements more efficiently.

Automate custom agreement workflows with Docusign Maestro, no code required

Docusign Maestro is a core platform service powering the Docusign IAM portfolio that enables you to build and automate customized, no-code agreement workflows quickly. By making it easier to create agreement workflows, Maestro helps you establish a standardized agreements experience that promotes consistency, enhances compliance, and facilitates data capture throughout your organization.

Choose from three Docusign capabilities—eSignature, Web Forms, and ID verification—and then sequence them into your preferred order with your choice of partner apps. 

For example, use a Web Form to easily capture customer information. Then, use the updated information (e.g., address, billing info, etc.) to populate the Identity Verification (IDV) step so the customer can finish updating their information. Then, connect to third-party apps like Salesforce to update CRM records and Google Drive to archive signed agreements.

Maestro workflows connect the data collected from your agreements to business systems such as Salesforce, Google Drive, Dropbox, or Quik!, eliminating the need for manual interventions or switching between systems. Automated workflows ensure smooth and accurate data flows, protecting your agreement data from becoming trapped in silos and saving your teams from the hassles of manual entry and data cleansing. 

Get more out of your agreements with Docusign partner apps and Maestro

The App Center offers a diverse and rich array of capabilities from trusted platform partners that enable you to:

• Connect the software tools you use every day to Docusign

• Go beyond your tech stack to solve agreement challenges

• Explore new solutions to agreement use cases

When combined with Maestro, you have a centralized intelligent hub for crafting agreement workflows that seamlessly scale to meet your organization's evolving needs.

Docusign App Center and Docusign Maestro are part of the Docusign IAM portfolio. Learn more about the IAM toolkit on the Docusign IAM platform services page.