Docusign Intelligent Agreement Management (IAM) is an AI-assisted platform that connects and optimizes every step of your agreement process. With an IAM plan, you can automate workflows without code, manage and analyze documents with AI, and seamlessly connect agreement data across systems.
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 customize workflows with modular capabilities with Docusign Maestro. IAM enables you to centrally store, manage, and analyze 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 organizations of all sizes and specialties.
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.
Navigator is a product that transforms how organizations search, analyze, and manage their agreements. It enables users to use AI to find agreements and terms quickly, receive agreement reminders, and access powerful insights from a central repository. Navigator empowers businesses to accelerate revenue, reduce risk, and unlock value from the agreements that run their organization. Learn more.
Docusign’s AI repository enable users to search, manage, and surface insights from their agreements. All new agreements you upload and send using eSignature will be automatically processed in the AI repository. There is no limit on this. For users who upgrade from an eSignature Personal, Standard, or Business Pro plan to an eSignature Professional plan, all documents from your existing subscription will be automatically processed in our AI-assisted repository. These count toward your one-time allotment of 5000 per user. Any documents you upload directly to the AI repository will also count toward your allotment. The 5000 agreements per user is a one-time allotment and will not reset upon renewal.
This feature is currently available in English, French, and German. We’re actively working on making it available in more languages. View Docusign AI-Powered Data Extractions FAQ for more information.
The number of envelopes you can send for signature depends on your plan.
eSignature Personal
Our eSignature Personal Plan includes 5 envelopes every month. Once an Envelope is sent, it will count toward this allowance whether or not the envelope is signed or completed. Should you need more than 5 envelopes per month, you can upgrade to an eSignature Standard or Business Pro plan.
eSignature Standard
With a monthly eSignature Standard plan, each user can send up to 10 envelopes per month, and with an annual eSignature Standard plan, each user can send up to 100 envelopes per year. Once an envelope is sent, it counts toward this allowance, whether or not the envelope is signed or completed. The number of envelopes sent for signature using PowerForms or Bulk Send also counts toward this allowance.
eSignature Business Pro
With a monthly Business Pro plan, each user can send up to 10 envelopes per month. Once an envelope is sent, it counts toward this allowance, whether or not the envelope is signed or completed. The number of envelopes sent for signature using PowerForms or Bulk Send also counts toward this allowance.
eSignature Professional
With an annual Professional plan, you can send as many envelopes as you want through our web app. No limits, no extra costs.
Enhanced plans
Enhanced plans can be customized to reflect your specific needs. As a result, envelope limits vary based on the terms of your plan. If you have questions, please contact our Sales team.
Exceeding your plan’s envelope limit
If your envelope usage exceeds your plan allowance, each excess envelope will be billed following a “Pay-As-You-Go” model, and you’ll be charged a set, per-envelope fee. This ensures you can continue using your Docusign eSignature service without interruption to your business. To increase your subscription allowance, you can pre-purchase envelopes on the Plans & Billing page of your account. This allows you to plan ahead and save costs as your business grows. For the most current information on your envelope management options please see here. Docusign may occasionally run promotional envelope discounts that will be offered through email notifications.
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.
Yes, your subscription will automatically renew each month for monthly plans, and each year for annual plans.
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.
Learn more about data protection policies and security commitments in place.
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.§