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Intelligent Agreement Management (IAM) is a new software category that transforms how organizations 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 organization.

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.

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

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.

The number of allowances you can send depends on your method of sending envelopes. Envelopes send through 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.

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.

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.

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

Yes, for annual subscription plans purchased on Docusign.com (Personal, REALTORS®, Real Estate, Standard and Business Pro) 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.^§