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Docusign IAM for Sales | Preconfigured Application

Maximize seller productivity with better agreement processes

Accelerate the lifecycle of your sellers' sales contracts through automation and data analysis. Simplify negotiations using smart integrations with your CRM.

A woman with a tablet uses Docusign to add a template, add a document, and add recipients to send an agreement.

Unleash the power of agreements with Docusign IAM applications

Our preconfigured IAM for Sales application helps your team sell faster and prevent revenue leakage by automating agreement processes from contracting to renewals.

  • Accelerate deal velocity

    Remove administrative burden for sellers by automating critical workflows across the sales cycle. Generate, sign and store agreements in a few clicks within the CRM you already use.

  • Make smarter decisions

    Leverage AI and analytics to search faster and uncover missed revenue opportunities. Automatically identify favorable terms, track renewals, and capture YoY price changes.

  • Collaborate with visibility

    Improve visibility and automate agreement collaboration across contracting, fulfillment, billing and renewals. Speed up legal review and smooth deal handoffs to finance and delivery teams.

A workflow in Docusign with steps in the sales agreement process: initiate contracts, add documents, make revisions and edits, and sign contracts.

Empower sellers to execute faster

Free your sellers from the cumbersome emails and admin activities they typically need to get an agreement created and executed—so they can focus on selling.

  • Generate agreements effortlessly from your CRM, eliminating manual data entry.

  • Produce professional agreements, faster, using templated document generation.

  • Configure workflows to automate approvals, reducing uncertainty on when your agreement will be signed.

  • Collaborate in one central location, setting renewal alerts and linking agreement storage to your CRM for easy access.

Explore the Guided Tour

Ready to streamline your sales process?

How sales teams like yours sell smarter with Docusign

  • Checkr

    99% reduction in templates, from 400 to 3.

    "We chose Docusign because it’s the industry leader, and no other solutions on the market integrate well with Salesforce."

    Author Travis Lee
    Travis LeeHead of Revenue Systems
  • Capital C Corporation

    70% increase in productivity

    "Docusign helps us and our customers stay competitive."

    Edy NgChief Operating Officer
  • Calendly

    832% increase in e-signature transactions since moving to Docusign

    "The integration with Salesforce makes it super easy for sales reps to create, send and track agreements."

    Author Kate Ahlering
    Kate AhleringChief Revenue Officer
A circle surrounded by six boxes to represent the unified workflows you can create in Docusign Navigator

Help your sellers drive more revenue, faster with robust capabilities

  • Integrates with CRMs you already use, such as Salesforce, Dynamics, and Netsuite

  • One-click contract generation from Salesforce

  • Personalized, professional agreement creation within eSignature

  • Dashboard with renewal insights and reminders

  • Multi-channel agreement notifications via text message, WhatsApp or email

  • Customized, no-code workflows

Explore a guided tour of IAM for Sales

See how the capabilities of IAM for Sales work, including Navigator, AI, CLM and Maestro.

Streamline your sales agreements with solutions you already use.

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Blog Post

Sealing the deal: How Docusign helps sales teams hit their targets

See how easy it can be for Sales teams to close more deals, faster!

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Blog Post

How one simple addition to sales flicks the switch from pressure to productivity

Sales teams are under more pressure. Discover how a contract lifecycle management (CLM) solution can transform a day in the life of a sales professional.

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Ready to accelerate your sales processes?