Streamline and Automate Agreement Preparation with the Docusign IAM Platform

Agreements are essential for getting work done, driving revenue, complying with obligations, and much more. Yet, for most organizations, agreement creation is slow, cumbersome, and complicated. 

Once teams take a hard look at their processes, they’re often stunned by just how much inefficiency and risk they uncover. Recreating templates from scratch, manually entering data, and managing agreements across disconnected systems are all common practices that lead to costly problems, including:

• Time wasted recreating similar documents instead of using standardized templates

• Errors and inconsistencies from manually inputting contract details, leading to disputes

• Compliance risks due to outdated terms, missing clauses, or formatting mistakes

• Inefficient updates with no way to ensure changes are applied consistently across versions

• Needing to prioritize tedious and time-consuming tasks vs. more strategic work

These problems can be easily remedied with the right modern agreement technology. A new Deloitte study shows that the share of organizations using AI in contract creation has increased by 60% year over year. And 39% of agreement management buyers identified contract creation as one of the top capabilities where automated workflows and AI have created ROI. In the same study, sales respondents reported an average of 43% time savings across agreement management capabilities after implementing automation and AI tools. The largest gains were in contract creation, where pre-filled standardized templates and dynamically created agreements reduce coordination across teams.

That’s where Intelligent Agreement Management (IAM) can help. The Docusign IAM platform is powered by Iris, our new AI engine that helps ensure the data within your agreements is accurate from the start. Now, instead of manually piecing together documents, this new technology enables simplified template creation, greater accuracy, and faster agreement generation than ever before.

The following benefits show how these new features can help your business create agreements more efficiently.

5 benefits of Docusign Agreement Preparation

Agreement Preparation, part of the IAM platform, features a centralized template management system with customizable templates, document generation, and strong built-in compliance support. Here’s a closer look: 

1. Intuitive template creation

Easily and intuitively create your contracts from scratch or from an existing template. AI-assisted template creation tools identify the agreement type and place relevant data fields directly within the template, enabling template creators to simply review instead of build. Dynamic tables and easy editing tools ensure every agreement is on brand and accurately represents your company. 

2. Fewer templates

With built-in conditional rules, a single template can drive multiple variations—significantly reducing the number of templates that need to be created, maintained, and updated, saving template creators and administrators significant time.

3. Streamlined template management

Need to make a change? Updating templates is easy, with a no-code, user-friendly interface that provides centralized management for easy searching and updating. Any changes to a template are instantly applied to all documents generated from it, maintaining consistency without needing constant and repetitive manual edits.

4. Connected workflows and data

Add data to agreements at the point of generation to help data, templates, and agreements stay error-free and in sync across the entire agreement lifecycle. This means no more manual updates, version control headaches, or outdated contracts.

5. Stronger compliance

Pre-approved legal language and built-in business rules reduce risk and drive consistency. Agreement Preparation standardizes templates, automates data population, and helps ensure that every document aligns with your organization’s brand, legal, and compliance standards. 

Document generation solutions are often built for general use, but Agreement Preparation is purpose-built for agreements. It’s specially designed to understand the metadata, workflow logic, and compliance needs unique to your contracts. That means you have the ease and flexibility of instant, tool-agnostic document generation, and the peace of mind that your contracts will remain consistent with your company’s compliance standards, even when a template is modified.

The IAM platform works across your HR, legal, sales, procurement, and other teams to make contract management more seamless. From business agreements to offer letters and NDAs, your entire company can benefit from a more unified, streamlined agreement process. 

Reliable agreements from the start 

Preparing agreements impacts every aspect of your business. Agreement Preparation offers intuitive, efficient, and secure agreement creation and management to help your teams boost productivity, generate professional, error-free documents populated with the most current information from your system of record, and meet internal and regulatory standards.

Agreement AI you can trustMeet Iris, Docusign's AI engine