Docusign Intelligent Agreement Management (IAM)

1. Sales rep creates contract using a template.

2. Contract is automatically routed to approvers based on pre-defined rules.

3. Approvers review and approve on any device.

4. Contract is sent to customer for eSignature.

5. Signed contract is automatically stored in the central repository.

1. Customer fills out a web form with required information.

2. Data from the form automatically populates relevant agreement templates.

3. Agreement is sent to customer for eSignature.

4. Signed agreement triggers automated onboarding workflows.

5. Customer is set up and ready to go.

1. Procurement team initiates contract using a template.

2. Contract is routed to multiple parties for review and negotiation.

3. Changes are tracked and approved collaboratively.

4. Final contract is sent for eSignature.

5. Signed contract is automatically stored in the central repository.

1. Hiring manager initiates offer letter using a template.

2. Offer letter is sent to candidate for eSignature.

3. Signed offer letter triggers automated onboarding tasks.

4. Candidate completes required forms online.

5. Employee record is created and stored securely.

1. Legal team uploads contract to the platform.

2. AI analyzes the contract and identifies potential risks.

3. Legal team reviews and approves or modifies the contract.

4. Contract is sent for eSignature.

5. Signed contract is automatically stored in the central repository.

1. Create a grant application template with required fields.

2. Distribute the template to potential applicants via email or a website link.

3. Applicants complete the form online and submit it electronically.

4. Docusign routes the completed application to the appropriate reviewers.

5. Reviewers can add comments, request additional information, and approve or reject the application within the platform.

6. Upon approval, the grant agreement is automatically generated and sent to the applicant for e-signature.

7. Signed agreements are securely stored and easily accessible for reporting and compliance purposes.