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Standard Capabilities?

  • June 14, 2024
  • 1 reply
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What capabilities are included in Docusign IAM for Sales?

Best answer by Community Expert

Here are the capabilities included with the IAM for Sales Package:

  • DocGen and Templates to quickly draft professional looking agreements with approved legal language
  • No-code, drag-and-drop workflow building to easily scale agreement process and
  • Document Markup centralizes revisions, facilitating faster reviews and approvals
  • Productivity Integrations: Google Workspace, Microsoft365 (incl. SharePoint Online) to facilitate creation, review, and approvals.
  • Deliver a modern, trusted, and thoroughly satisfying signing experience for your customers
  • Multi-Channel Delivery (including SMS) promotes speedy signing
  • Multiple Languages (13+ Sending, 43+ Signing) support key regions you do business with
  • Responsive signing and smart sections provide a mobile-friendly customer experience
  • Pre-configured approval workflows, conditional routing, and signing groups to ensure all needed signatures are quickly gathered
  • CRM integration automatically updates record after signing and trigger next steps
  • Searchable repository empowers sellers with past agreement data to fuel better renewal and negotiation discussions
  • Centralized source of truth for agreements across departments that enhances operational efficiencies related to contract terms

Click here to learn more about IAM for sales.

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Forum|alt.badge.img

Here are the capabilities included with the IAM for Sales Package:

  • DocGen and Templates to quickly draft professional looking agreements with approved legal language
  • No-code, drag-and-drop workflow building to easily scale agreement process and
  • Document Markup centralizes revisions, facilitating faster reviews and approvals
  • Productivity Integrations: Google Workspace, Microsoft365 (incl. SharePoint Online) to facilitate creation, review, and approvals.
  • Deliver a modern, trusted, and thoroughly satisfying signing experience for your customers
  • Multi-Channel Delivery (including SMS) promotes speedy signing
  • Multiple Languages (13+ Sending, 43+ Signing) support key regions you do business with
  • Responsive signing and smart sections provide a mobile-friendly customer experience
  • Pre-configured approval workflows, conditional routing, and signing groups to ensure all needed signatures are quickly gathered
  • CRM integration automatically updates record after signing and trigger next steps
  • Searchable repository empowers sellers with past agreement data to fuel better renewal and negotiation discussions
  • Centralized source of truth for agreements across departments that enhances operational efficiencies related to contract terms

Click here to learn more about IAM for sales.