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Creating agreements shouldn’t involve copying templates, chasing down data, or hoping compliance hasn’t changed. With the new Agreement Preparation feature in Docusign IAM, there’s now a faster, smarter way to prepare agreements that are built right the first time.

This new capability is purpose-built to help you create accurate, compliant, and on-brand agreements in record time—whether you’re in Sales, Legal, Procurement, or HR.

✍️ Key takeaways:

  • Customizable templates that evolve with your needs: Easily create and update templates using a no-code interface, then automatically apply those changes to every new agreement—no more repetitive edits or outdated language.

  • AI field detection and auto-fill: Agreement Preparation recognizes what kind of contract you’re working on and suggests relevant fields and clauses, speeding up generation and reducing human error.

  • It keeps data connected and agreements consistent: Ensure every agreement pulls the right data from the right system (Salesforce, Workday, HubSpot, and more), so every agreement reflects the most up-to-date data. And with conditional logic, the right data appears depending on agreement type.

  • Compliance and brand consistency are built in: Pre-approved legal language, built-in business rules, and centralized management give legal, sales, and procurement teams confidence that every agreement meets brand and regulatory standards. 

  •  It’s purpose-built for agreements—not just documents:  Unlike general document generation tools, Agreement Preparation is specifically designed to handle the logic, data, and compliance requirements unique to agreements.

🔎 Want to dig deeper?

  • Check out this blog on Agreement Preparation for a deeper dive into the updates. 

  • Take 20 seconds to read the post on 2025 Release 1 in the Community’s just-launched Release Hub.

🎙️ Community chat:

What questions or thoughts do you have about Agreement Preparation? Drop a comment below.

  • What questions do you have about Agreement Preparation for your peers or Docusign experts? 

  • Need feedback on whether your use case would work well for Agreement Preparation? Share your thoughts. 

  • Have you struggled without a way to ensure that updates are made across document versions? How do you think Agreement Prep could help reduce that risk? 

 

These capabilities truly feel like a game-changer for small and mid-sized businesses.

 

Many SMBs we work with don’t have in-house development teams, nor do they have dedicated contract management systems. Traditionally, this meant relying on scattered tools, manual tracking, and siloed processes that slow everything down and increase the risk of errors.

 

With DocuSign IAM and the new agreement preparation capabilities powered by DocuSign Iris, businesses now have a streamlined, all-in-one solution that can integrate with their existing SaaS tools. This not only boosts efficiency, but also ensures accuracy and real-time data flow across platforms.

 

We haven’t had a chance to try the new agreement editing capabilities yet, but from what we’ve seen, it’s clearly built with the goal of solving the urgent and practical challenges customers face every day—especially when managing multiple agreement versions or reviewing drafts collaboratively.

 

It’s encouraging to see DocuSign continue to innovate in ways that democratize enterprise-level features and make them accessible to a much broader range of customers.

 

Looking forward to seeing these tools in action!

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant
🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year
💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024
📊 DocuSign Community Leaderboard Top 5 contributor
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries
🔗 Connect with me on LinkedIn: https://www.linkedin.com/in/gehengfeng/

Appreciate you sharing this perspective, ​@Hengfeng Ge ! You really captured the heart of what Docusign is aiming for—making powerful, enterprise-grade tools more accessible to SMBs without big dev teams or complex tech stacks.

We’ve heard similar feedback from other teams juggling manual tracking and disconnected tools, and it’s so rewarding to see how IAM and Agreement Preparation can help simplify and streamline that entire process. The fact that it integrates with tools teams are already using—and keeps data consistent across platforms—is a game-changer, just like you said.

Excited for you to try out the editing features when you get a chance. And if you do, we’d love to hear how it goes!

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