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Docusign Workflow Builder

Application

by Docusign

No-code builder for agreement workflows that connects intake, document generation, conditional routing and signature steps and syncs data with CRM, procurement, storage and HR systems; Docusign's AI enters through agents that can be dropped into a workflow 'to handle dynamic, judgement-based tasks'. Included in every Docusign IAM plan, with a per-plan cap on the number of workflows.

Find alternatives to Docusign Workflow Builder

No standalone price; 'Workflow Builder is included in all IAM plans.' IAM pricing: Starter $45/user/month ('1 Workflow'), Standard $50/user/month with a 3-user minimum ('3 Workflows'), Professional $80/user/month with a 3-user minimum ('10 Workflows'), all annual billed monthly; IAM for Enterprise is contact-sales.

What it does

• Workflow automation
• Agent orchestration

Sources

Pricing

Pricing page · 5 Sep 2026

'IAM Starter $45/user/month (Annual | Billed monthly)' with '1 Workflow'; 'IAM Standard $50/user/month ... 3-user minimum' with '3 Workflows'; 'IAM Professional $80/user/month ... 3-user minimum' with '10 Workflows'; 'IAM for Enterprise — Contact Sales'. All tiers list 'Workflow Builder'.

Description

Official documentation · 5 Sep 2026

Fetched. Title 'Docusign Workflow Builder: Agreement Process Automation'; H1 'Automate your contract workflows'; lead 'Boost efficiency at scale with agents in agreement workflows that seamlessly integrate with the tools you use every day.'; 'Build intelligent workflows and agents that connect pre and post signature steps like intake, document generation and conditional routing.'; 'Synchronize agreement data and handoffs across third party CRM, procurement, storage, and HR systems.'; 'Agents — Add agents directly into workflows to handle dynamic, judgement-based tasks'; 'Use workflow data to automatically generate professional-looking documents leveraging dynamic templates.' Meta description: 'Easily create and publish intelligent, no-code workflows'. The words 'AI' and 'Iris' do not appear in the page body; the AI mechanism the page names is the agents step. https://www.docusign.com/products/workflow-builder 404s.

Sold within

Official documentation · 5 Sep 2026

'Workflow Builder is included in all IAM plans.' followed by an 'Explore IAM Plans' CTA. Listed under 'Capabilities' on https://www.docusign.com/products ('Workflow Builder — Your agreement workflows, simplified. Automate agreement processes without writing any code.').

Also from Docusign

• Docusign IAM Platform

  Intelligent Agreement Management platform built around Iris, Docusign's AI that reads a customer's contracts and surfaces obligations, risks and renewal dates, plus an Agreement Manager and Workflow Builder for acting on what it finds.

• Docusign Iris Platform

  Docusign's agreement-AI layer that extracts data from contracts, surfaces risk and renewal insights, and powers the assistant and agents across the IAM platform.

• Docusign Iris AI Agents AI agent

  Ready-to-deploy and custom AI agents that act on a company's agreement context to triage intake, redline contracts against standards, and assemble relationship briefs.

• Docusign AI-Assisted Review Application

  An AI contract-review tool embedded in Microsoft Word that redlines agreements against playbooks, drafts clause language from plain-language instructions, and answers questions about a contract.

• Docusign Agreement Manager Application

  An intelligent agreement repository that uses Docusign Iris to automatically extract key terms, obligations and deadlines from stored contracts and make the portfolio searchable and reportable.

• Docusign CLM Application

  Contract lifecycle management application filed under Docusign IAM: it generates contracts from dynamic templates and uses AI to flag non-compliant clauses, suggest approved language and draft new clauses, runs AI-assisted review, negotiation and summarisation, extracts key terms automatically and answers questions over the repository, all driven by Docusign's Iris AI engine. Sold through sales only.

• Docusign Identify Application

  Family of AI-powered identity-verification and authentication products, using AI-enabled document and biometric liveness checks to validate signer identity, with certified-agent review for inconclusive cases.

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