DocuSign Maestro revolutionizes agreement management by automating and customizing workflows without coding. It eliminates manual bottlenecks, accelerates transactions, and enhances visibility across the entire process—from creation to renewal. By integrating seamlessly with existing tech stacks (like Salesforce) and offering no-code workflow builders, Maestro standardizes operations while allowing flexibility for unique business needs. Its intelligent automation reduces errors, improves compliance, and boosts client satisfaction by delivering faster, smoother signing experiences. As part of the DocuSign IAM engine, Maestro transforms fragmented tools into a unified system, driving efficiency, security, and scalability. Ideal for businesses seeking to digitize workflows, Maestro cuts costs, accelerates deals, and unlocks new revenue opportunities—making it a powerhouse for modern agreement management.

As the core component of the DocuSign IAM engine, Maestro enables you to automate, customize, and connect your agreement workflows. You can tailor every detail of the process to meet your specific needs. Regardless of the type of agreement, Maestro reduces tedious manual tasks, allowing end users to complete transactions faster and more effortlessly.

In your organization, how many cumbersome steps does an agreement go through—from creation to renewal? Disconnected workflows not only slow progress and reduce revenue but also waste significant resources. They can also lead to transaction delays, increased costs, customer churn, and even missed business opportunities.

Traditional agreement management methods are often overly complex. Every step can become a bottleneck, especially when manually handling documents. As processes grow more intricate, issues like data integration and identity verification compound.

More importantly, most businesses rely on a patchwork of disparate tools for agreement workflows, lacking a system specifically designed for handling agreements. While these makeshift solutions may achieve their goals, they are inefficient, error-prone, and struggle to scale.

DocuSign Maestro—Automating the Agreement Process
DocuSign Maestro solves these challenges with surprising simplicity. It empowers any team to easily create customized workflows that connect the entire agreement process—no coding required.

As the core component of the DocuSign IAM engine, Maestro helps you automate, customize, and connect your agreement workflows. You can tailor every detail to your needs, reducing manual tasks and enabling end users to complete transactions faster and more effortlessly.

Here’s how Maestro works: Teams can find the apps they need in the DocuSign App Center to extend workflow functionality. With these tools, you can use Maestro to meticulously plan every step of the agreement process—which tools to use, the sequence of steps, completion conditions, and how to adjust workflows based on different scenarios. Maestro automatically initiates and manages the entire process, seamlessly bridging each stage.

1. Make Workflows Work for You—No Coding Required

No matter how your team operates, Maestro lets you flexibly map processes into modular digital workflows. You can choose and customize from our workflow template library or build your own from scratch. Here’s how it enhances agreement management efficiency:

Standardize & Automate Agreement Workflows

Create a unified end-to-end experience, ensuring all agreements follow the same steps. Formalizing processes helps teams identify optimization opportunities, automate time-consuming manual work, accelerate business progress, and build a manageable, standardized agreement repository.

Customize Workflows for Unique Needs

As your business grows and agreement demands evolve, Maestro lets you adapt workflows to new challenges. Easily create variations of existing workflows or build entirely new ones.

Gain End-to-End Agreement Visibility

Clearly defined workflows provide real-time status updates, helping teams track progress and take timely action. This data improves efficiency, simplifies compliance, and enhances agreement security.

Launch Quickly—No Coding Needed

Maestro’s no-code workflow builder allows anyone in your organization to integrate DocuSign with other business apps—no engineering team required. This means faster, lower-cost workflow scaling with minimal delays.

Boost Customer Loyalty

Streamlined processes improve conversion rates for potential clients and satisfaction for existing ones, strengthening customer loyalty.

2. Seamlessly Extend Workflow Capabilities Across Your Tech Stack

The DocuSign IAM suite offers services that enable agreement tools to work together. Maestro’s value shines when agreements involve data from other critical business systems, automating repetitive agreement tasks.

Maestro connects with third-party systems, enabling data sharing throughout the agreement process. For example, if you use Salesforce, installing the Salesforce app lets you automatically update customer records in Salesforce with post-signature agreement data—directly from Maestro.

This is just one example of DocuSign IAM’s capabilities. You can also integrate identity verification, web forms, e-signatures, and partner apps to bring similar efficiencies to your agreement workflows.

These integrations provide a single source of truth for agreement data and end-to-end processes, making your operations more efficient, secure, and reliable. Maestro rapidly enhances enterprise agreement workflows, eliminating manual hassles and letting you focus on core business.

Automation, Collaboration, Innovation—Maestro Drives Greater Business Value

With intelligent automation, Maestro dramatically improves agreement efficiency. By automating processes, reducing manual intervention, and accelerating document flow, it ensures accurate contract execution. Its powerful collaboration features enable teams to work together seamlessly, advancing projects anytime, anywhere.

Maestro isn’t just a signing tool—it’s a powerful ally in digital transformation. Through smart automation, it reduces costs, elevates brand reputation, and helps businesses stand out in competitive markets, unlocking greater commercial value.