Jumpstart Agreement Automation with Maestro Workflow Templates

How many systems and steps does your team have to juggle just to move an agreement from start to finish? If your agreement tech stack feels like a web of disconnected tools—one for data collection, one for approvals, and another one for signatures—then it’s likely costing more than you realize in errors, delays, and inefficiencies.

Recognizing the need for a better workflow is one thing. Figuring out how to build, automate, and integrate all those steps, systems, and apps is another.

Instead of the traditional approach of manually piecing together multiple software tools and using trial and error to get the flow right, teams using Docusign IAM can now use Docusign Maestro Workflow Templates: pre-built, customizable templates that enable you to set up and automate every step of the agreement process quickly and easily. 

Maestro Workflow Templates are designed for the most common industry use cases, come with easy setup instructions, and integrate seamlessly with enterprise tools like Microsoft, Salesforce, and ServiceNow. And, with an intuitive drag-and-drop interface, anyone on your team can quickly modify workflow templates to fit your needs—no code or help from IT needed.

Why use Maestro Workflow Templates?

Maestro is part of Docusign Intelligent Agreement Management (IAM) and offers a growing library of expert-designed workflow templates across industries.  

• Accelerate deployment: Eliminate the struggle of building workflows from scratch. Pre-built templates provide a structured starting point with clear, step-by-step guides—no IT support or coding required.

• Ensure consistency & compliance: Standardize your processes with industry-tested workflows aligned with regulations like HIPAA and banking compliance, ensuring security and reliability.

• Enhance visibility: Track and record every action throughout the agreement process for better visibility, fewer bottlenecks, and enhanced compliance.

• Unlock innovation: Explore creative ways to optimize agreement workflows with templates tailored for industries like healthcare and financial services, or departments like HR, sales and procurement.

A smarter, more reliable way to build workflows

Imagine your client relations team wants to initiate a Know Your Customer (KYC) form. The Maestro template for KYC includes an identity verification step that’s unnecessary for your process. With one click, you can remove it—while keeping the rest of the workflow intact.

“Using a Maestro Workflow Template as a starting point for building workflows is a huge time saver. Even if it’s not an exact match to my process, if it gets me at least 60% of the way there, I save a tremendous amount of time and effort vs. starting from scratch.” — Antonia DePascale, Corporate Services Manager, Notal Vision

Get started in 4 easy steps

1. Explore the library: Browse expertly crafted, no-code templates categorized by industry and use case.

2. Find the perfect fit: Detailed descriptions and setup guides help you pick the right template.

3. Install with ease: Load your template into Maestro’s drag-and-drop builder in seconds.

4. Customize your workflow: Add, remove, or tweak steps to match your exact needs.

Example templates for real-world use cases

Maestro’s workflow library is continually expanding, with templates designed to tackle real business use cases, including:

• Know your customer (KYC): Seamlessly verify customer identities with Docusign Identify and securely capture essential data in one streamlined workflow.

• Offer letter: Have new employees complete and sign their offer letter, and automatically store a copy in OneDrive.

• RFI/NDA with Salesforce: Streamline lead generation with customizable web forms that automatically capture data and dynamically populate content, automated NDA management, and easy tracking in Salesforce CRM.

• Patient consent: Authorization for release of patient health information (PHI).

• New account opening: Clients quickly and securely provide the information needed to open a new account through an easy-to-use workflow.

Ready to improve your agreement workflows?

Maestro Workflow Templates eliminate guesswork and give your team a head start on automation. The library is continually expanding with workflow templates that are quick, easy, and proven —and no coding required.

Already using Docusign IAM? Try Maestro Workflow Templates now and see how this powerful feature can transform your workflows. 

New to IAM? Learn more about Docusign IAM or contact our sales team to get started today!