See how KPC Private Funds uses the Docusign Intelligent Agreement Management platform

If you’re looking for ways to streamline complex agreements, you might be interested in how KPC Private Funds tackled this challenge. By using Docusign IAM, they cut 70% of the time spent on agreements, reduced their template library by 87%, and are on track to reach 90% efficiency gains as they scale.

Before IAM, their investment agreements were weighed down by PDFs, manual data entry, and redundant paperwork. 

Now, they’ve completely transformed their process by:

• Replacing PDFs with Web Forms: Investors only see the fields relevant to them, reducing confusion and errors.

• Automating agreement workflows with Workflow Builder (formerly Maestro): Investor data is mapped to the right template, and documents route automatically for review and signature.

• Seamlessly integrating with their CRM: Once agreements are signed, they’re stored instantly, eliminating manual uploads.

👉 Want to see exactly how they did it? Read their full story here.

💬 Community chat: Share your thoughts on these questions or ask your own in the comments. 

• What agreement bottlenecks are slowing down your process?

• Have you tried Web Forms or Workflow Builder (formerly Maestro)? What’s been your experience?

• What questions do you have about setting up automation in IAM?

Jump into the comments with your thoughts or questions ⬇️