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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:
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Replacing PDFs with Web Forms: Investors only see the fields relevant to them, reducing confusion and errors.
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Automating agreement workflows with Maestro: Investor data is mapped to the right template, and documents route automatically for review and signature.
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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.
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What agreement bottlenecks are slowing down your process?
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Have you tried Web Forms or Maestro? What’s been your experience?
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What questions do you have about setting up automation in IAM?
Jump into the comments with your thoughts or questions ⬇️
