Docusign Maestro: Automate, Customize, Connect

How many steps does it take to create, negotiate, sign, enact, analyze, and renew agreements at your organization? A disjointed workflow imposes costs on your organization that you might not even realize. It creates delays at every step, which slows down revenue. It wastes money on manual work that could be automated. It reduces customer trust. It causes potential customers to abandon deals. 

On top of everything, that traditional patchwork process of managing agreements is a headache. Every step has a built-in bottleneck where the agreement grinds to a halt as someone manually transfers a document from one tool to another. As the steps get more complex—including data integration, ticket creation, data extraction, identity verifications, etc.—the difficulty compounds, which means more problems.

The truth is that very few of the pieces in most organizations’ agreement workflow are made specifically to handle agreements. That build-it-yourself toolkit can produce successful agreements, but it has too many potential failure points. At scale, it’s almost a guarantee that you’ll have inefficiencies, delays, and errors.

Docusign Maestro solves this problem with staggering simplicity. It lets any team create custom workflows to connect all the pieces of their agreement stack without writing a single line of code. Maestro is a critical part of the Docusign IAM engine, boosting productivity and speed with workflows that automate any process, exactly how you want it. For any type of agreement, Maestro reduces sticking points like manual data entry, so end users can complete transactions faster and easier.

Here’s how it works: teams can use Docusign App Center to find out-of-the-box integrations for 3rd party applications they need to extend their workflow capabilities and manage their agreement from end to end. With those tools in place, they can use Maestro to map out the steps in their agreement process, detailing which tools need to be used, the correct order of steps, which criteria need to be met to complete each step, and what logic can be applied to adjust the flow depending on specific inputs or events. Maestro can be used to kick off the agreement process, then automate the handoffs as work is completed and data moves from system to system.

Make your workflows work for you, without the code

However your team works, Maestro gives you the flexibility to map that process in a modular digital workflow. You can build custom workflows or leverage our library of workflow templates to get started. Whether you want to automate client account maintenance updates or streamline sales contract renewal workflows, here are some of the ways Maestro will improve your team’s agreements:

• Standardize agreement processes and automate common workflows: Create a uniform end-to-end experience and guarantee all agreements go through the same steps. With a formalized process in place, teams can look for opportunities to increase efficiency and implement automation to replace time-consuming work. The result is faster business outcomes and a library of standardized agreements that are easy for your team to manage.

• Customize workflows to meet your unique business needs: As your team evolves and your agreement needs grow, you can adjust your workflows to solve new problems. Maestro makes it simple to create conditional variations of existing processes or build entirely new workflows just as easily.

• Improve end-to-end agreement visibility: With a well-defined process, your team has clear visibility into the status of any agreement, including which actions have already been taken, who is currently working on it, and what needs to happen next. That information can be analyzed to improve efficiency over time, simplify compliance, and improve agreement security.

• Get up and running faster without requiring engineering work: Maestro’s codeless workflow builder allows anyone in the organization to connect Docusign to other business apps without opening an engineering ticket or undergoing time-consuming implementation. That means faster, cheaper workflow orchestration and fewer delays as you scale.

• Improve customer loyalty: Potential customers will be more likely to complete initial documentation when the process is streamlined. Existing customers will appreciate the ease of their interactions, which positively impacts their satisfaction and loyalty.

Extend workflow capabilities across your tech stack 

Docusign IAM runs on a suite of services designed to make agreement tools more interoperable. When steps involve information stored in other key business systems, Maestro becomes even more valuable. It can be set up to automatically handle some of the high-frequency agreement tasks.

Maestro can connect to third party systems to share data across the agreement workflow. For example, if you use Salesforce, Dynamics 365, or HubSpot as your system of record, you can use an out of the box integration by installing the CRM extension apps from the App Center. These Extension Apps were specifically designed to tackle the challenges of integrating custom agreements with CRMs, eliminating the manual, resource-heavy processes that once slowed you down. With the ability to both read and write data, you can automatically update customer records with new information captured in a signed agreement—no coding required. This integration ensures that your CRM systems stay up to date in real time, streamlining operations and enhancing data accuracy across your business.

You can take these integrations even further by building custom workflows that not only connect your agreements with your CRM, but also integrate with a workflow platform you already use, like Power Automate, Salesforce Flow, ServiceNow, and more in the future. This capability allows you to seamlessly pass agreement data across your entire ecosystem—from CRMs to HCMs, ITSMs, and beyond. By unifying your workflows, you’ll get even more value from your existing systems, streamlining and connecting your business processes for maximum efficiency.

These are just some examples of what you can do with Docusign IAM. Similar efficiencies can be built into your agreement workflow with IDV, Web Forms, eSignature, and a range of partner apps.

The result of these integrations is a unified source of agreement data and end-to-end processes that are faster, more secure, and less prone to error. Maestro is an instant upgrade to your organization’s agreement workflow. It’s a powerful shortcut that lets you avoid the pain and friction of your manual processes and skip straight to closing new business.

Maestro is a core platform service powering the Docusign IAM portfolio. Learn more about the other Docusign IAM platform services.