Manual handoffs, disconnected systems, and poor data quality often lead to frustrating delays and costly rework. In this session, you'll discover how you can move beyond these challenges and build a truly integrated experience. We'll explore how to use modular tools and integration frameworks to automate the full agreement lifecycle, from client onboarding to account maintenance.

You'll learn how to build agreement workflows that:

• Connect critical agreement data via 3rd party and private extension apps
• Using data validation to reduce "Not in Good Order" (NIGO) errors
• Leverage APIs to create embeddable experiences

These are the same building blocks behind IAM for Sales and IAM for CX solutions, giving you the flexibility to support onboarding, account changes, and even sales agreement generation using a common, extensible platform.

This session will equip you with the knowledge and tools to create a more efficient, connected, and reliable system for managing your company's most important agreements.

Agreements hold critical information such as payment terms, renewal dates, SLAs, but too often, that data is buried in static files or scattered across systems. This slows down everything from customer onboarding to compliance reporting.

In this session, we’ll explore how builders are turning Docusign into a system of record for agreements by creating scalable workflows to ingest, structure, and search agreement data across their organizations.

You’ll learn how to support use cases like:

• Ingest and centralize agreements to enable search across your business
• Tailored data models to surface insights for sales, finance, or operations Upgrade existing integrations with scalable IAM tools
• Feeding structured agreement data into BI tools and downstream systems

Whether you’re supporting internal teams or client-facing use cases, this session will help you unlock new value from the agreement data your business already has.

Contracts contain a wealth of data and information, including renewal dates, SLAs, and expiration details, that often ends up trapped in static files. In this workshop we'll demonstrate how Docusign Navigator uses AI to extract insights from your agreements and how developers can further leverage those insights in a scalable way.

You'll get hands on experience:

• Calling the Navigator API with IAM SDKs to access
• AI-extracted data
• Using the data returned by the API to analyze agreements and connect agreement data to your business systems
• Feed contract data into dashboards and analytics pipelines
• Leveraging the Developer AI Assistant to generate code and help with development

Account opening is one of the first interactions a customer has of your organization. To make a good impression, the process should be as digital, automated, and frictionless as possible. With Maestro workflows and extension apps, you can seamlessly automate the process, reducing NIGO issues and transferring data between platforms with ease.