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Docusign IAM for Sales

Streamline your quote-to-cash process

Transform the way your sales organization can create, commit to, and manage agreements, with a robust set of tools to streamline your processes and minimize risk.

  • Generate custom contracts right from Salesforce

  • Create personalised, professional agreements in eSignature

  • Simplify renewal tracking with a dedicated dashboard, renewal insights, and reminders

  • Collect signatures quickly with multi-channel notifications

  • Build customised workflows to speed up your agreement processes—without writing any code

Docusign IAM for Customer Experience

Build engaging customer journeys

Set your brand apart, drive revenue growth at scale and build lasting customer relationships with streamlined, automated processes and end-to-end agreement workflows.

  • Streamline customer data entry with fillable web forms

  • Further enhance your customer experience in the Docusign App Center

  • Use Docusign Maestro to build workflows

  • Verify signer identity automatically with ID Verification

  • Quickly collect signatures by SMS, WhatsApp and email

Docusign IAM plans and pricing FAQ

What is Intelligent Agreement Management (IAM)?

Intelligent Agreement Management (IAM) is a new software category that transforms how organisations create, commit to, and manage their agreements and the relationships they define. Docusign IAM is a portfolio of applications built for the specific needs of individuals, teams, lines of business and industries. These applications empower people to accelerate revenue, reduce risk and unlock value from the agreements that run their organisation.

How do Intelligent Agreement Management (IAM) applications differ from eSignature plans?

Intelligent Agreement Management (IAM) applications include more functionality than eSignature plans, and provide an opportunity for eSignature customers to upgrade and enhance their current set of capabilities. With IAM, you can customise workflows with modular capabilities with Docusign Maestro. IAM enables you to centrally store, manage and analyse signed agreements with Docusign Navigator, a smart repository powered by Docusign Artificial Intelligence (AI). IAM applications include IAM for Sales and IAM for Customer Experience, structured to meet end-to-end agreement needs for lines of business. The IAM Core application has multiple plans – Standard, Professional and Enterprise – available for all audiences, structured to solve the end-to-end agreement needs of organisations of all sizes and specialisations.

Can I switch from an eSignature plan to an IAM application?

Yes, you can upgrade from your existing eSignature plan to an IAM application by contacting our sales team. Some restrictions may apply based on your region.

What are ‘Envelopes’ and how do they relate to my service subscription plan?

An ‘Envelope’ is an electronic record containing one or more documents uploaded to the Docusign eSignature service for signature processing, and the unit by which usage allowances with Docusign eSignature plans are measured. An Envelope can have one or many signers. Envelopes have statuses (e.g., sent, delivered, completed, voided) and also contain information about the sender and timestamps that indicate the progress of the delivery procedure. Regardless of how many documents, fields and signers a given envelope contains, it still counts only once towards your eSignature plan’s Envelope allowance once it is sent out for signature.

How many envelopes can I send each month or year with my IAM plan?

The number that you can send depends on your method of sending envelopes. Envelopes sent through the web app
 For IAM Standard or Professional, you can send unlimited envelopes using the Docusign web application or mobile application. IAM Starter envelope limits apply to envelopes sent through the web app and all other sending methods. For annual IAM Starter plans, you can send 100 envelopes per user per year and for monthly IAM Starter plans, you can send 10 envelopes per user per month. Automation Sends Annual IAM Standard or IAM Professional plans include a total of 100 automation sends per user per year across Web Forms, PowerForms, Bulk Send and envelopes sent with custom and partner API integrations. Monthly IAM Standard or IAM Professional plans include an automation send allowance of up to 10 sends per user per month. Learn more about feature allowances. Learn more about feature allowances.

Are AI-powered data extractions available in every language?

This feature is currently available in English, French and German. We’re actively working on making it available in more languages. View the Docusign AI-Powered Data Extractions FAQ for more information.

How do I upgrade, downgrade or cancel my plan?

To make changes to your plan or account, including upgrades, billing, downgrades and cancellations, go to Docusign Support. Find out how to downgrade or close your account.

Will my subscription renew automatically?

Yes, your subscription will automatically renew each month for monthly plans, and each year for annual plans.

How do I purchase add-ons and how much do they cost?

Add-ons can be purchased with a plan or after you’ve already purchased a plan. They cannot be purchased without a base plan.

Add-ons have different costs and pricing models All add-ons can be purchased with your subscription; some will have recurring charges, while others operate on a pay-as-you-go model. If you already have a subscription, add-ons can be purchased by going to your Account > Settings > Plan and Billing > Add-ons. You can also purchase add-ons during the checkout process, but not all add-ons are available there

Does everyone signing an agreement need to have a Docusign account?

No, recipients of your agreements do not need an account to sign with Docusign. Your agreement will be sent by email from dse@docusign.net. Recipients can review the document, adopt a signature and complete the signing process without having a Docusign account.

How does Docusign protect my data?

Find out more about data protection policies and security commitments in place.

Does Docusign offer a money-back guarantee?

Yes, for annual subscription plans purchased on Docusign.com (Personal, Standard, Business Pro, IAM Starter, IAM Standard, IAM Professional, Real Estate Starter, Real Estate and REALTORS®) we offer a refund within 30 days of purchase. For monthly subscription plans, you can cancel your account at any time and you will not be charged for the next month.§

  • If you're interested in learning about our advanced solutions or need more than 50 users, call +61 2 9392 1998 to talk to a sales expert.

  • The 30-day refund option may only be used once per customer. When you sign up for a Docusign eSignature subscription plan, you must agree to the Terms & Conditions and Privacy Notice for use of the Docusign service. We only process cancellations and refunds according to the terms specified in the Terms & Conditions.

  • The Docusign Payments feature is only available to customers who purchase Business Pro or Enhanced plans and for the currencies and countries supported by the payment gateways shown in the Docusign Payment Field FAQ.