Have you heard about Docusign Maestro? It’s a new no-code solution for building and deploying automated workflows. Whether you’ve had the opportunity to explore the platform service or not, it’s essential to understand how you and your business can benefit from Maestro based on your line of business and industry.
✅ Maestro for Lines of Business (LOB)
✅ Maestro for Your Industry
⚡️ Connect the Tools You Use Today
Docusign Maestro allows you to quickly connect the applications your business uses, such as Salesforce, Microsoft Sharepoint, and Google Drive. In addition to the apps you depend on, seamlessly integrate Docusign features like ID Verification and web forms into your workflow. The following examples are a few of the top use cases across multiple lines of business and industries that integrate essential apps and Docusign.
💰 Financial Services - New Account Opening
🏥 Healthcare & Life Sciences - New Patient Intake
🎯 Procurement - Purchase Requisitions
🏛️ Legal Services - Nondisclosure Agreements (NDA)
🧰 Additional Resources
Check out the following enablement tools to learn more about Docusign Maestro and get more LOB or industry use case ideas.
- Docusign University (DSU) Best-practice guide: Docusign Maestro Use Case Guide
- DSU course: Build Agreement Workflows with Docusign Maestro
- Courses are also available in the following languages:
- Deutsch | Español | Français | Italiano | Português (Brasil) | Nederlands | 日本語
- DSU Webinar: Web Forms for Docusign eSignature
- DSU course: Configure eSignature Identity Verification Preferences
🤝 Share Your Experience
Have you used Maestro yet? If so, is there a particular use case you were able to automate? What apps did you connect in your workflow? Share in the replies below.