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 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 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 ⬇️