List of Docusign IAM Customers
San Francisco, 94105, CA,
United States
Since 2010, our global team of researchers has been studying Docusign IAM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Docusign IAM for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Docusign IAM for Intelligent Document Processing include: Insperity, Inc., a United States based Professional Services organisation with 4500 employees and revenues of $6.58 billion, Flowserve, a United States based Manufacturing organisation with 16000 employees and revenues of $3.62 billion, Metro Credit Union, a United States based Banking and Financial Services organisation with 327 employees and revenues of $68.0 million and many others.
Contact us if you need a completed and verified list of companies using Docusign IAM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Docusign IAM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Flowserve | Manufacturing | 16000 | $3.6B | United States | DocuSign | Docusign IAM | Intelligent Document Processing | 2024 | Spaulding Ridge | In 2024, Flowserve implemented Docusign IAM to centralize contract management across legal and sales globally. The Docusign IAM deployment, delivered by DocuSign as DocuSign Intelligent Agreement Management and advanced by implementation partner Spaulding Ridge, aligns with the Intelligent Document Processing category and covered more than 2,000 users in over 50 countries. The implementation included CLM, Iris AI assisted review, and Navigator, configured to provide a centralized contract repository, automated lifecycle workflows, template and clause libraries, and AI assisted review for accelerated redlining and risk identification. Docusign IAM was configured to enforce standardized approval routing and to embed clause and template governance into contracting workflows. Deployment established a centralized instance with role based access controls and regional access segmentation to support legal and sales workflows across multiple sites. Navigator was instrumented for contract discovery and analytics to provide consolidated visibility into agreement status, milestones, and obligations. Spaulding Ridge led configuration, policy mapping, and a phased global rollout that standardized approval policies, change control for templates, and role permission staging to drive governance by the legal function and operational adoption by sales. Training and monitored adoption were part of the rollout approach to align contract workflows and escalation paths across regions. Flowserve reported reclaiming more than 4,500 hours annually and improving profit margins by approximately 30 percent, outcomes attributed to automation and AI assisted review within DocuSign Intelligent Agreement Management. The deployment unified contract lifecycle management across legal and sales and delivered consolidated visibility into agreements and obligations. | |
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Insperity, Inc. | Professional Services | 4500 | $6.6B | United States | DocuSign | Docusign IAM | Intelligent Document Processing | 2024 | n/a | In 2024, Insperity, Inc. expanded from eSignature into the Docusign IAM platform within the Intelligent Document Processing category. The Docusign IAM implementation centralized agreement creation and processing for sales, legal, IT and procurement, building on an earlier eSignature rollout. The deployment incorporated eSignature, DocuSign Gen for template-driven document generation, and DocuSign CLM to manage contract lifecycle workflows. Configuration emphasized template management, automated document generation inside Salesforce, conditional routing, and signature orchestration to accelerate approval cycles. DocuSign Gen and CLM were integrated with Salesforce to automate agreement generation inside Salesforce and to route documents across sales, legal, IT and procurement, enabling automated generation, approval routing and storage workflows. Rollout governance included cross-functional process changes to standardize templates and approval paths, with administrative controls in CLM for versioning and audit trails. The program achieved approximately 70% faster agreement processing and reduced average turnaround to under two days as reported in the case study. Implementation focused on centralizing templates and embedding document generation into CRM workflows to sustain accelerated processing. | |
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Metro Credit Union | Banking and Financial Services | 327 | $68M | United States | DocuSign | Docusign IAM | Intelligent Document Processing | 2024 | n/a | In 2024, Metro Credit Union implemented Docusign IAM to automate member onboarding and autopay enrollment. The deployment used DocuSign Intelligent Agreement Management, applying Maestro workflow automation and no code integrations to standardize agreement capture and signature flows. The implementation configured Maestro workflows and DocuSign PowerForms to drive document generation, signature collection, data extraction, and validation, leveraging Intelligent Document Processing capabilities for structured data capture. Workflows mapped agreement fields to operational attributes and automated downstream processing rules to remove manual re-entry. Integrations connected DocuSign PowerForms and Maestro to Metro’s Fiserv DNA core via Glyue, closing the data loop between front-end member agreements and the core banking ledger. Operational coverage centered on member onboarding and autopay enrollment processes, aligning payments and member services functions with automated agreement lifecycle management. Governance was enforced through automated routing, data validation rules, and record linkage between signed agreements and core accounts to reduce touchpoints and ensure auditability. Per the case study, the implementation delivered a 75% boost in operational efficiency within the first four weeks and automated more than 600 monthly autopay enrollments. |
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