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IAM Interactive

Brian Stivers

Created on May 4, 2024

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Docusign by Industry \ustries

Docusign delivers a frictionless, digital experience at every step of the agreement process

Docusign by Industry \ustries

Create

Forms

Capture data and dynamically populate content into agreements for signature in one easy-to-use interactive experience

DocGen

Generate and send personalized agreements with document generation for eSignature

Agreement Desk

Simplify request intake by making it easy to initiate agreements requests

Commit

Workspaces

Workspaces simplifies multi-step transactions by centralizing all agreements in a secure, collaborative hub. .

eSignature

Generate and send personalized agreements with document generation for eSignature

ID Verification

Digitally verify the identity of signers / recipients as part of a secure, intuitive and mobile-first experience.

Manage

Obligations & Renewals

Track specific contractual commitments

Reporting & Analytics

Reporting, dashboards, and analytics that provide actionable insights

IAM for Customer Experience

Experience secure, hassle-free agreements

Turn cumbersome contracting processes into smooth and engaging customer journeys.

Top Features

✔️ Save time and reduce errors

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Meet customers where they are

✔️ Verify signer identity

✔️Quickly collect signatures

Guided Tour

IAM for HR

Enhance the hire-to-retire lifecycle

Attract and retain employees with simple and modern hiring, onboarding, and employee experiences.

Top Features

✔️ Transform your HR Organization

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ More efficient onboarding

✔️ Easier hiring

✔️More secure offboarding

Guided Tour

IAM for Sales

Maximize seller productivity with better agreement processes

Accelerate the sales lifecycle with agreement automation, AI and analytics. Streamline deals with smart integrations into your CRM, dynamic templates and a searchable repository.

Top Features

✔️ Empower sellers to execute faster

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Accelerate deal velocity

✔️ Make smarter decisions

✔️Collaborate with visibility

Guided Tour

IAM for Legal

Power your organization with digital agreements

Optimize your agreement process with automated contract generation, AI-powered analysis, centralized repository, best-in-class audit trails, and digital workflow management.

Top Features

✔️ Save time

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Collaborate more easily

✔️ Secure your agreements

✔️Make smarter decisions

Guided Tour

IAM for Procurement

Transform the source-to-pay process

Streamline procurement processes by centralizing agreements and leveraging AI-powered insights for comprehensive contract analysis.

Top Features

✔️ Get to "yes" faster

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Improve outcomes

✔️ Improve data privacy

Guided Tour

Agreement Prep

Intuitive template and document creation

Generate professional agreements faster with intuitive template creation and centralized template management, connecting data and workflows from template creation through review, approval and execution of agreements.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Simplified Template Creation

✔️ Centralized Template Management

✔️ Data Driven Agreement Preparation

See Demo

Guided Tour

Agreement Prep

Intuitive template and document creation

Generate professional agreements faster with intuitive template creation and centralized template management, connecting data and workflows from template creation through review, approval and execution of agreements.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Simplified Template Creation

✔️ Centralized Template Management

✔️ Data Driven Agreement Preparation

See Demo

Guided Tour

Web Forms

Make form filling and signing a breeze

Capture data and dynamically populate content into agreements for signature in one easy-to-use interactive experience.

Top Features

✔️ Streamline data collection and accelerate signing

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Accelerate agreement completion

✔️ Deliver trusted experiences for your signers

✔️ Unlock the value of your data

See Demo

Web Forms

Make form filling and signing a breeze

Capture data and dynamically populate content into agreements for signature in one easy-to-use interactive experience.

Top Features

✔️ Streamline data collection and accelerate signing

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Accelerate agreement completion

✔️ Deliver trusted experiences for your signers

✔️ Unlock the value of your data

See Demo

Agreement Desk

Accelerate the intake, review and finalization of agreements

Minimize customer frustration and make it easier for customers to keep track of all documents and notifications for a transaction.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Keep everyone on the same page

✔️ Save time, eliminate rework

✔️ Gain confidence transactions are secure

See Demo

Guided Tour

Agreement Desk

Accelerate the intake, review and finalization of agreements

Minimize customer frustration and make it easier for customers to keep track of all documents and notifications for a transaction.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Keep everyone on the same page

✔️ Save time, eliminate rework

✔️ Gain confidence transactions are secure

See Demo

Click Through

Review / Negotiate

Collaborate and negotiate faster

Top Features

Keep everyone on the same page and bring teams together to get contracts done faster.

✔️ AI assisted review to easily locate key dates & terms

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Real-time document Comment collaboration

✔️ Internal and external review/edit with version control

✔️ Microsoft Word and Google Docs integration for edits

See Demo

Guided Tour

Review / Negotiate

Collaborate and negotiate faster

Top Features

Keep everyone on the same page and bring teams together to get contracts done faster.

✔️ AI assisted review to easily locate key dates & terms

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Real-time document Comment collaboration

✔️ Internal and external review/edit with version control

✔️ Microsoft Word and Google Docs integration for edits

See Demo

Guided Tour

Web Forms

Make form filling and signing a breeze

Capture data and dynamically populate content into agreements for signature in one easy-to-use interactive experience.

Top Features

✔️ Streamline data collection and accelerate signing

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Accelerate agreement completion

✔️ Deliver trusted experiences for your signers

✔️ Unlock the value of your data

See Demo

Review / Negotiate

Collaborate and negotiate faster

Top Features

Keep everyone on the same page and bring teams together to get contracts done faster.

✔️ AI assisted review to easily locate key dates & terms

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Real-time document Comment collaboration

✔️ Internal and external review/edit with version control

✔️ Microsoft Word and Google Docs integration for edits

See Demo

Guided Tour

Docusign ID Verification

Know who you’re doing business with

Top Features

Docusign Identify makes identity proofing and authentication a seamless part of eSignature—so you can protect your important agreements, and your customer experience.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

Guided Tour

See Demo

Docusign ID Verification

Know who you’re doing business with

Top Features

Docusign Identify makes identity proofing and authentication a seamless part of eSignature—so you can protect your important agreements, and your customer experience.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

Guided Tour

See Demo

eSignature

Easily send and sign documents with Docusign eSignature

Top Features

Make your business faster, simpler and more cost-efficient with electronic agreements. Agree with confidence, with intuitive signing experiences across virtually any device.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

See Demo

eSignature

Easily send and sign documents with Docusign eSignature

Top Features

Make your business faster, simpler and more cost-efficient with electronic agreements. Agree with confidence, with intuitive signing experiences across virtually any device.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

See Demo

Workspaces

A single place to bring people, agreement, and information together

You can capture and report on obligations such as payment due dates, contract terms, renewals, and certificate of insurance requirements. Obligation management helps to reduce risk both pre and post signature.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Agreements Expiring Soon

✔️ Agreements Approaching Renewal

✔️ Upcoming Obligations

See Demo

Guided Tour

Workspaces

A single place to bring people, agreement, and information together

Keep everyone on the same page by bringing the right people, documents, and forms together in one place to get work done.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Handle agreement for multi-step transactions

✔️ Bring collaboration to your complex agreements

✔️ Simplify customer experience

See Demo

Guided Tour

Reporting & Analytics

Reporting, dashboards and analytics that provide actionable insights

Offers key metrics and indicators for business success. With real-time alerts, automated reports, and risk insights, all business segments can access crucial information for smart decisions.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Extract, analyze and report on key agreement data

✔️ Automate notifications of renewals & expirations

✔️ Know the status of your agreements

✔️ Reduce risk and create a proactive security posture

See Demo

Guided Tour

Reporting & Analytics

Reporting, dashboards and analytics that provide actionable insights

Offers key metrics and indicators for business success. With real-time alerts, automated reports, and risk insights, all business segments can access crucial information for smart decisions.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Extract, analyze and report on key agreement data

✔️ Automate notifications of renewals & expirations

✔️ Know the status of your agreements

✔️ Reduce risk and create a proactive security posture

See Demo

Obligations & Renewals

Track specific contractual commitments

You can capture and report on obligations such as payment due dates, contract terms, renewals, and certificate of insurance requirements. Obligation management helps to reduce risk both pre and post signature.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Agreements Expiring Soon

✔️ Agreements Approaching Renewal

✔️ Upcoming Obligations

See Demo

Obligations & Renewals

Track specific contractual commitments

You can capture and report on obligations such as payment due dates, contract terms, renewals, and certificate of insurance requirements. Obligation management helps to reduce risk both pre and post signature.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Agreements Expiring Soon

✔️ Agreements Approaching Renewal

✔️ Upcoming Obligations

See Demo

Docusign Maestro

Your agreement workflows simplified

Easily build and deploy customized workflows that automate and accelerate your agreement processes without writing any code. Extend your agreement workflows by connecting partner apps through the Docusign App Center.

✔️ Work Smarter and Faster

✔️ Increase Visibilility

✔️ Lower Cost

✔️ Close business faster

See Demo

Guided Tour

Docusign App Center

Customize and extend your agreement processes

Top Features

Connect the tools of your trade within Docusign to make everything faster, easier and more automated. Discover and install partner apps in Docusign App Center.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

See Demo

Featured Apps

Docusign AI

Transform static data into insights

Infuse intelligence into every agreement stage. Create contracts faster, negotiate smarter, and find business opportunities across your agreement portfolio--all while protecting your sensitive data. Simplify agreements with AI-powered summaries and highlights for clear understanding. Quickly find agreements, key dates, and terms for better decisions.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Boost productivity organization-wide

✔️ Accelerate agreement prep and review

✔️ Drive smarter business decisions

✔️Reply on Responsible AI

Docusign Iris

Trust

Repsonsible platform services that you can trust

Trust and security is at the forefront of one of Docusign's value pillars. This page will equip you with the resources you need to tell the security narrative to customers and to speak to the risk-based personas. It provides you materials on why customers should care, how to message to them, and what content you can share.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Transparency is essential

✔️ Data Protection & Security

✔️ Rigiorous adherence to evolving data standards

✔️Reply on Responsible AI

Trust Center

Centrally store, manage, and analyze agreements with help from AI

Docusign Navigator

Use AI to help you locate agreements with ease, surface key agreement information and develop a clearer picture of your contractual relationships

Top Features

See Demo

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

Guided Tour

CLM

A better way to manage your contracts

Contracting processes can be complex, inefficient and costly. Whether you’re closing the next big deal with a customer or purchasing something your business needs, Docusign CLM makes the process easier, faster and less risky.

Top Features

✔️ Create contracts with ease

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Collaborate and negotiate faster

✔️ Automate contract workflows

✔️ Manage contracts in one place

✔️ Uncover opportunities, risks and trends

See Demo

Guided Tour

Marketing

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Healthcare

SMB

Financial Services

Public Sector

Life Sciences

Sales

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  • Provide a better customer experience
  • Negotiate faster with red-lining
  • Reduce admin tasks with integrations
  • Complete business anywhere
  • Sales Orders and Contracts
  • Non-Disclosure Agreements (NDA)
  • Master Service Agreements (MSA)
  • Change Orders
Legal

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  • Contract clause library
  • Views to manage risk easier
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Healthcare

SMB

Financial Services

Public Sector

Life Sciences

Coming Soon...

Coming Soon...

SMB

Healthcare

Coming Soon...

Coming Soon...

Financial Services

Public Sector

Life Sciences

Healthcare

SMB

Financial Services

Public Sector

Life Sciences

HR

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SMB

Healthcare

Coming Soon...

Financial Services

Public Sector

Life Sciences

CEO

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