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URL: https://www.docusign.com/products/platform/workflow-builder

⇱ Docusign Workflow Builder: Agreement Process Automation

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Workflow Builder

Workflow Builder

Your agreement processes simplified

Boost efficiency, minimize costly standalone integrations, and provide a hassle-free customer experience.

Workflow Builder is included in all IAM plans.

Work smarter and faster

Boost efficiency with custom workflows designed to match your business processes—no code required. Connect tools and data across your workflows to automatically generate documents and agreements for review, approval, and signature.

Increase visibility

Track and record actions taken at every step of the agreement process to support your compliance obligations. Trust your data is secure across the end-to-end agreement process.

Lower costs

Minimize costly standalone integration projects by seamlessly extending workflow capabilities across your tech stack. Drive end-to-end agreement automation by connecting to the systems you use like Salesforce, Power Automate, and ServiceNow via Docusign App Center.

Close business faster

Provide a hassle-free customer experience by reducing manual data entry and saving customers valuable time. Speed up the agreement process by automating steps across the workflow.

How organizations use Workflow Builder

Learn how our customers have saved time and money by automating their agreement workflows.

Explore More IAM Stories
  • 70%
    Time saved on agreement processes
  • 87%+
    Fewer templates to manage
“We're all about making things that are typically difficult very simple, and that's what we were able to do with Docusign IAM. It's become the tech initiative at KPC Private Funds.”
Dean RubinoManaging Partner, Kelly Park Capital
Read the Full Story
  • 70%
    Time saved on agreement processes
  • 87%+
    Fewer templates to manage
“We're all about making things that are typically difficult very simple, and that's what we were able to do with Docusign IAM. It's become the tech initiative at KPC Private Funds.”
Dean RubinoManaging Partner, Kelly Park Capital
Read the Full Story
Solutions used
  • Intelligent Agreement Management
    Create smarter agreements, commit to them more efficiently, and manage them to realize their full value.
  • Web Forms
    Collect data and speed up signing
“Data is my bread and butter. There’s a lot of valuable information we can get through IAM, and I can start to connect the dots with certain characteristics of claimants we’re hunting for.”
Thomas HurtChief of Staff, The Law Offices of Mark T. Hurt
Read the Full Story
Solutions used
  • Intelligent Agreement Management
    Create smarter agreements, commit to them more efficiently, and manage them to realize their full value.
  • Web Forms
    Collect data and speed up signing
“Data is my bread and butter. There’s a lot of valuable information we can get through IAM, and I can start to connect the dots with certain characteristics of claimants we’re hunting for.”
Thomas HurtChief of Staff, The Law Offices of Mark T. Hurt
Read the Full Story
  • ~77%
    Less time spent processing agreements
  • 2x
    Increase in contracting capacity across sales and legal teams
“What I love about Docusign is that contracts [come] from us,” said Filippone. “And it’s all tracked in the system, so my team or external teams can see how things are progressing as it relates to each contract request. It’s really cool and really powerful.”
J.D. FilipponeDeputy Director of Revenue Operations, Catchafire
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  • ~77%
    Less time spent processing agreements
  • 2x
    Increase in contracting capacity across sales and legal teams
“What I love about Docusign is that contracts [come] from us,” said Filippone. “And it’s all tracked in the system, so my team or external teams can see how things are progressing as it relates to each contract request. It’s really cool and really powerful.”
J.D. FilipponeDeputy Director of Revenue Operations, Catchafire
Read the Full Story
  • 75%
    Boost in operational efficiency in the first four weeks
  • 600+
    Monthly autopay enrollments now fully automated
“Moving to Intelligent Agreement Management allowed us to unlock that data and make it accessible to all the systems in our ecosystem.”
Traci MichelChief Operating Officer & Chief Strategy Officer, Metro Credit Union
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  • 75%
    Boost in operational efficiency in the first four weeks
  • 600+
    Monthly autopay enrollments now fully automated
“Moving to Intelligent Agreement Management allowed us to unlock that data and make it accessible to all the systems in our ecosystem.”
Traci MichelChief Operating Officer & Chief Strategy Officer, Metro Credit Union
Read the Full Story

Take a guided tour of Workflow Builder

Walk through how to set up an agreement workflow, including how to add steps to extend your agreement process with integrations with third-party systems.

Capabilities you can use in your workflows

  • Build a signer verification step into your agreement workflows.

  • Capture data and dynamically populate content into agreements for signature.

  • Add electronic signatures to your agreement automation workflows.

  • Extend your workflows with partner apps like Salesforce, Google, Microsoft, ServiceNow, and more.

  • Get started quickly with our out-of-the-box templates for common agreement workflows.

  • Kick off a workflow from a request to track and manage reviews and approvals

  • Use workflow data to automatically generate professional-looking documents leveraging dynamic templates.

See how Workflow Builder helps you work smarter and faster

Workflow Builder API

Leverage the power of Docusign workflows. Enjoy greater flexibility to manage your agreements using your own code with Workflow Builder API.

Learn more about Docusign Workflow Builder

Ready to bring the power of Workflow Builder to your agreement workflows?