Docusign IAM for Sales

Fuel faster deals with agreement AI—from quote to renewal

Increase deal velocity, no swivel chair required. Equip sellers to create contracts directly from Salesforce and CPQ and find past deal terms quickly using AI.

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Spend up to 77% less time processing sales agreements

Actual results from Catchafire. Streamline your sales cycle from start to finish with the preconfigured IAM for Sales application. Sell faster and prevent revenue leakage by optimizing every agreement process, from intake to renewals.

Accelerate deal velocity
Empower sellers to generate professional agreements from Salesforce and CPQ in just a few clicks—no switching systems or manual entry.
Protect revenue and compliance
Enforce approved templates, pricing, and terms automatically, with built-in approval routing that sends agreements to the right reviewers.
Turn visibility into strategy
Leverage AI to surface key dates, terms, and insights from past deals to inform your next negotiation.

Real results from IAM customers

Learn how organizations like yours have saved time and money by transforming their sales processes.

Explore More Sales Stories

Catchafire Doubles Contracting Capacity, Accelerating Nonprofit Partnerships with Docusign IAM for Sales
Read Full Customer Story
Checkr Optimizes the Deal-Closing Process With Docusign Gen and eSignature for Salesforce
99%
Reduction in templates, from 400 to 3
~3k
Documents flow through Docusign every month
Read Full Customer Story
Calendly Delivers a Seamless Employee Experience With Docusign eSignature for Salesforce
> 832%
Increase in e-signature transactions since moving to Docusign
↑
Improved employee and customer experience
Read Full Customer Story
Springbuk Designs a Faster Path from Opportunity to Deal with Docusign Gen for Salesforce
2
Weeks to implement
5 mins
saved per contract generated
Read Full Customer Story

Read Full Customer Story

“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 sent out about 300 documents a year with PandaDoc. But just halfway into the year, we’ve already hit the 1400 mark with Docusign eSignature—and that’s because the integration with Salesforce makes it super easy for sales reps to create, send and track agreements.”

Sarah JacksonSenior Manager of Revenue Operations, Calendly

> 832%

Increase in e-signature transactions since moving to Docusign

↑

Improved employee and customer experience

IAM for Sales features

Gen for Salesforce
Generate accurate, on-brand agreements in just a few clicks directly from Salesforce — no copy-paste or delays.
Agreement Preparation
Generate sales agreements quickly and accurately with streamlined template management, seamless integration, and intuitive AI.
AI-Assisted Review*
Get to signature faster with AI to automate review and redlining of agreements against your company’s requirements.
Agreement Desk*
Ease collaboration with a centralized place to request, track, automate, and manage in-flight agreements.
Navigator
Centralize agreements and use AI to instantly locate, and analyze customer contract data.
Workspaces
Bring customers into a shared space to collaborate faster on agreements. Fewer roadblocks and a smoother path to closing deals.
Maestro
Easily scale your end-to-end sales agreement processes with no-code, drag-and-drop workflow building and automation.
Web Forms
Streamline customer requests through self-service forms that dynamically populate content into agreements for signature.
1,000+ pre-built integrations
Connect and extend agreements across your sellers’ tech stack—including CRMs, cloud storage, and collaboration and productivity tools.