Services

IAM implementation packages.

Pick the level of support you need for your Docusign IAM (Intelligent Agreement Management) implementation: first workflow, full rollout, admin retainer, migration, integrations or QA. CLM stays in scope when the process needs it.

Fixed scope

IAM Quickstart

A first go-live for one standard Maestro workflow: discovery, configuration, testing and handover.

  • Output: one live, tested IAM workflow
  • Best for: a first IAM go-live or PoC
Fixed scope

IAM Build

Several templates and workflows, Agreement Requests, Navigator setup and go-live support.

  • Output: configured workflows, templates and test notes
  • Best for: a real rollout across teams
Custom scope

IAM Scale

Complex IAM / CLM rollout with document generation, integration, migration and higher-volume contracting.

  • Output: end-to-end IAM / CLM at scale
  • Best for: complex, high-volume contracting
Monthly retainer

Docusign Admin-as-a-Service

Monthly support for workflow maintenance, template changes, small releases and L2 support.

  • Output: a maintained, evolving tenant
  • Best for: teams without an internal Docusign admin

Migration & QA

Data mapping, repository cleanup, test plans, UAT support and release readiness.

  • Output: migration rules, QA plan and go-live readiness view
  • Best for: legacy repositories and messy metadata

Integrations & AI agents

When the integration or AI layer is the project itself: App Center, Salesforce, API, SSO, MCP connectors, Iris extractions and AI agents.

  • Output: integration specs and AI prototypes
  • Best for: CRM / ERP / SSO and AI automation

Example workflow

Example: a sales-contract workflow kit.

Not a form-to-signature toggle. A real branching workflow with conditional approvals, threshold routing and clause logic, pre-built, then imported and validated in your account. Minimal access, you keep control.

Quickstart-level example

  1. 1

    Data intake

    A Web Form collects the deal data: amount, customer and terms.

    Web Form
  2. 2

    Conditional routing

    The workflow branches on the deal: no two contracts follow the same path.

    ≤ €25k → auto-approve > €25k → manager > €100k → + Legal
  3. 3

    Approval before signature

    Approvers are added dynamically and can run in parallel, with reminders and escalation.

    Manager + Legal Parallel + reminders
  4. 4

    Document generation

    The contract is generated from your template, with clauses that appear only when they apply.

    Conditional clauses
  5. 5

    Signature

    Routed to the right signers in the right order, internal and external.

    Ordered routing Multi-party
  6. 6

    Filed & automated

    The signed contract is filed and the rest of your stack is updated.

    Drive / SharePoint / Box CRM updated Team notified

Delivered as an importable workflow plus templates, imported and validated in your account, with no standing admin access needed.

Pricing

How pricing works.

Three simple models. The scope and the price are agreed before work starts.

Fixed-scope packages

Quickstart and Build are priced from your number of templates and workflows, so you know the total before work starts.

Monthly retainer

Admin-as-a-Service is a flat monthly fee covering maintenance, small changes and L2 support.

Custom quotes

Scale, migration and integration work is scoped after a 30-minute call, with a written quote within 48 hours.

Not sure where to start?

Send the current state.

Share what is already configured, what is blocked and what needs to go live, and get the simplest next step in return.