| IAM for {{ iamType }} +
Customer Logo
{{ customerName }}

Welcome to the Docusign IAM Solutions Demo Portal

Configure the following items below before meeting with the customer.

1. Enter Customer Name
2. Select IAM Solution
IAM for {{ type }}
3. Upload Customer Logo (Optional)

Where does {{ customerName || 'your organization' }} face the most challenges today?

Agreement Execution
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Agreement Data Management
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Execution Challenges: Why deals slow down
Creating agreements still requires work
Agreements are delayed before they're even ready to send
Find a Template
Hard Drive
Shared Drive
↓
Gather Data
Email
CPQ
CRM
↓
Manually Draft V1 Contract
  • Templates require manual input and editing
  • Sales must select terms and clauses
  • Renewals and amendments require understanding customer contract context
Simple deals still get stuck in review
Simple deals enter the same review queue as complex ones... waiting days for review
Create
→
Days stuck "waiting"
→
Send for Signature
  • Small changes trigger legal/finance reviews
  • No clear guardrails for what sales can approve
  • Uncertainty leads reps to escalate "just in case"
Complex deals stall & require intensive risk review
Complex deals stall due to limited visibility into status, ownership, and next steps
(Fragmented Email & Document Tracking)
Legal
Finance
Deal Desk
Customer
Which version is final?
Who owns the next steps?
  • Negotiation happens across email and documents
  • Legal spends a lot of time identifying and assessing ALL risk
  • Difficult to coordinate and track across fragmented conversations


Data Challenges: What makes contract data so hard to use
Contracts are scattered across systems
→
Relationships are unclear
→
Someone has to read every contract to find key terms
→
Teams re-key data into systems
  • 10Ks–100Ks of agreements across systems with little organization
  • No single source of truth
  • Inconsistent access and security
  • Agreements are not linked
  • No clear view of contract history
  • Risk of missing obligations, renewals, or changes
  • Manual review to find key terms
  • Inconsistent data capture across teams
  • Prone to human error and delays
  • Manual re-entry and duplicate work across systems
  • Leads to inconsistencies and downstream errors
CRM
Hard Drive
Shared Drive
Master
Price Lists
Order Form
SOW
👤
CRM
Contracts, Products
Term / Termination
ERP
Renewal Notice / Auto
Price Changes
Excel
Key Dates
Milestones/Events

Solution{{ customerName ? ' for ' + customerName : '' }}: Automate Agreement Lifecycle

Agreement Execution
1 Automate drafting
Agreement Generation
2 Automatically route deals
Workflows
3 Coordinate reviews
3.A Intake, Review & Approval 3.B Status & Activity tracking
4 Mitigate risk
AI-Assisted Review
5 Sign
eSignature
Agreement Data Management
6 Make agreement data usable
6.A Agreement Repository 6.B AI Extractions
7 Use data across business
Integration & APIs

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Demo Screen