Maestro

Docusign IAM | 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.

Maestro is included in all IAM plans.

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A screen in Docusign Maestro prompts a user to pre-fill data in a Web Form to speed up agreements.

Work smarter and faster

Boost efficiency with custom workflows designed to match your business processes—no code required. Connect tools and data across your workflows to automatically generate documents and agreements for review, approval, and signature.

A screen in Docusign Maestro shows details, including start time, completion time and date, and total module duration of a data collection workflow step.

Increase visibility

Track and record actions taken at every step of the agreement process to support your compliance obligations. Trust your data is secure across the end-to-end agreement process.

Screenshot of DocuSign app center homepage featuring options to build apps, request apps, and provide feedback.

Lower costs

Minimize costly standalone integration projects by seamlessly extending workflow capabilities across your tech stack. Drive end-to-end agreement automation by connecting to the systems you use like Salesforce, PowerAutomate, and ServiceNow via Docusign App Center.

Explore App Center

A screen in Docusign Maestro shows the progress of account opening workflows

Close business faster

Provide a hassle-free customer experience by reducing manual data entry and saving customers valuable time. Speed up the agreement process by automating steps across the workflow.

How organizations use Maestro

Learn how our customers have saved time and money by automating their agreement workflows.

Explore More IAM Stories

How Docusign IAM Helps KPC Private Funds Simplify Complex Investment Agreements
Read Full Customer Story
The Law Offices of Mark T. Hurt Streamlines Lead-to-Case Workflows with Docusign IAM
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Catchafire Doubles Contracting Capacity, Accelerating Nonprofit Partnerships with Docusign IAM for Sales
Read Full Customer Story
Metro Credit Union Turns Digital Efficiency Into a Competitive Edge with the Docusign IAM platform
Read Full Customer Story

Read Full Customer Story

"We're all about making things that are typically difficult very simple, and that's what we were able to do with Docusign IAM. It's become the tech initiative at KPC Private Funds."

Dean RubinoManaging Partner, Kelly Park Capital

70%

Time saved on agreement processes

87%+

Fewer templates to manage

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“Data is my bread and butter. There’s a lot of valuable information we can get through IAM, and I can start to connect the dots with certain characteristics of claimants we’re hunting for.”

Thomas HurtChief of Staff, The Law Offices of Mark T. Hurt

Solutions used

Intelligent Agreement Management

Create smarter agreements, commit to them more efficiently, and manage them to realize their full value.

Web Forms

Collect data and speed up signing

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“What I love about Docusign is that contracts [come] from us,” said Filippone. “And it’s all tracked in the system, so my team or external teams can see how things are progressing as it relates to each contract request. It’s really cool and really powerful.”

J.D. FilipponeDeputy Director of Revenue Operations, Catchafire

~77%

Less time spent processing agreements

Increase in contracting capacity across sales and legal teams

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“We’re starting to have some really big ideas about where we can take this—how we can use Docusign to onboard and communicate with members more effectively and really drive those experiences that are differentiators for us.”

Traci MichelChief Operating Officer & Chief Strategy Officer, Metro Credit Union

75%

Boost in operational efficiency in the first four weeks

90%

After enhancements, cutting staff time from 50 to 5 hours/month

Take a guided tour of Maestro

Walk through how to set up an agreement workflow, including how to add steps to extend your agreement process with integrations with third-party systems.

Capabilities you can use in your workflows

Identity Verification
Build a signer verification step into your agreement workflows.
Web Forms
Capture data and dynamically populate content into agreements for signature.
eSignature
Add electronic signatures to your agreement automation workflows.
App Center
Extend your workflows with partner apps like Salesforce, Google, Microsoft, ServiceNow, and more.
Workflow Templates
Get started quickly with our out-of-the-box templates for common agreement workflows.
Document Generation
Use workflow data to automatically generate professional-looking documents leveraging dynamic templates.
Agreement Desk*
Kick off a workflow from a request to track and manage reviews and approvals