Your whole Docusign IAM plan. Set up and live in 6 weeks. $12,000, fixed.

Workflows built, your agreement backlog imported with AI fields you've verified yourself, legal intake running, workspaces configured, one CRM integration. About 8 hours of your team's time. You pay the last $5,000 only when it's live — and after week one you can walk away and keep the plan.

Official Docusign Partner — find us in the Docusign Partner Finder
6 weeks

to go-live

$12,000

fixed, never hourly

$5,000

due only at go-live

~8 hrs

of your team's time

SOUND FAMILIAR?

What's sitting idle in your account right now

Tap every line that's true for you.

Most IAM accounts we check tick at least two of these.

None of this is a feature gap. It's all switched off in the plan you already bought.

HONEST COMPARISON

Why hasn't this happened already?

Not because your team is behind — implementation was sold separately, and everything quoted was hourly, enterprise-scaled, or one use case at a time.

Docusign Launch

$8,000

ONE use case: 1 template, 10 tags

Docusign Salesforce Launch

$12,000

ONE Salesforce use case

Docusign Customer Success Architect

$25,600/mo

Advice only; builds nothing

Boutique hourly

$295/hr

~40 hours at this budget; you manage scope

Enterprise SI

unpublished

consultation-led, multi-phase

IAM Complete Setup

$12,000 fixed

the whole plan, live in 6 weeks; $5K due only at go-live

Docusign's services pricing is public — State of South Carolina contract price sheet, July 2024.

Slalom and Spaulding Ridge do excellent multi-phase work. Neither publishes a fixed-fee IAM package. If you're rolling out across 12 countries, hire them — see “When not to buy this” below.

Docusign charges $8,000 to set up one template. For $12,000 we stand up your entire IAM plan — workflows, agreement backlog, legal intake, workspaces, one integration — and you pay the last $5,000 only when it's live.

Docusign's Customer Success Architect costs $25,600 a month and builds nothing. This builds everything, once, for $12,000.

The most visible boutique Docusign partner bills $295/hr with no IAM catalog at all — $12,000 there buys ~40 unscoped hours. Here it buys a finished account.

WHAT'S INCLUDED

Everything included. Everything counted.

Ten deliverables, every cap printed. It starts with the Week-1 Blueprint — usage audit, backlog count, the workflows chosen, the fields defined — which is yours to keep even if you stop.

3

production workflows

Built in Workflow Builder (formerly Maestro). Each up to 10 steps, 3 conditional branches, 2 document templates, 1 revision round — e.g. NDA intake, renewal alerting, vendor onboarding.

2,500

agreements imported

Your completed-agreement backlog into Agreement Manager (formerly Navigator) via Docusign's bulk-upload API, including a human-reviewed party-consolidation merge report.

10

custom extraction fields

Structured read across the backlog: parties, renewal dates, terms — the fields your team actually queries.

150

agreement verified sample

Hand-checked with you before the full import runs — up to 2 tuning passes on the fields. Broken source files land in an exceptions report, never your repository.

1

legal-intake channel

Agreement Desk with up to 3 request types, routing rules, and status stages. Requests stop arriving by Teams ping.

3

Workspaces

Configured with roles and permissions mapped to your org.

1

CRM integration

Salesforce or HubSpot via native connector: record → agreement → status writeback. No custom API builds inside the fee.

2

training sessions

Live admin handover, up to 5 admins each, plus a written runbook your team keeps.

1

CFO one-pager

The renewal-defense artifact: what your IAM now runs, volumes through it, before/after — the document you hand over at the renewal meeting.

30

day fix window

Capped at 10 hours. Anything on the accepted checklist that breaks in the first 30 days is fixed free.

Every cap is written down. Everything beyond a cap has a published price below. Nothing is “let's discuss.”

YOUR TIME BUDGET

Your time budget: about 8 hours

You've done the consultant thing — six workshops, a 40-page deck, nothing shipped. Here is every hour we need from your side. It's printed in the SOW.

Week 1

Kickoff

90 min

Week 2

Sample-review session

60 min

Week 3

Checkpoint

30–45 min

Week 4

Checkpoint

30–45 min

Week 5

Checkpoint

30–45 min

Week 6

2 training sessions

2 × 60 min

Kickoff 90 minutes · sample-review session 60 minutes · three short checkpoints · two training sessions. That's the whole ask — everything else lands in your inbox as a one-page Friday note.

THE PROOF GATE

The extraction proof gate

The bulk import never runs on unverified output. We hand-check 150 of your agreements with you, tune the fields until you sign off, then run the full job through Docusign's own bulk-upload API. Broken source files land in an exceptions report, not your repository.

You sign off on the sample before the full import runs — up to 2 tuning passes are included, and the import only starts on your written go.

HOW IT WORKS

Six weeks, week by week

The clock starts only when the Day-0 gate is passed — admin access provisioned and Agreement Manager API enablement confirmed, both verified in the free check before contract.

Week 1BlueprintWalkaway gateMilestone 1 — $3,000 kickoff

Access confirmed (the Day-0 gate — admin access and Agreement Manager API enablement — is verified in the free check, before contract). Usage audit, backlog inventory, workflow selection, field definitions.

Friday: Blueprint delivered — yours to keep even if you stop.

After the Blueprint, either side can stop. You owe only the $3,000 kickoff milestone and keep the Blueprint — usable with any partner. (Docusign charges $8,000 for discovery alone.)

Week 2Prove the extraction; build workflow #1

150-agreement sample extracted, reviewed live with you, fields tuned. Sample sign-off gates the full import.

Friday: sample results + tuned field definitions.

Week 3Working demoMilestone 2 — $4,000 at the working demo

Workflow #1 live in test; the full import runs (up to 2,500 docs); party-consolidation merge report reviewed. Your historical agreements searchable in Agreement Manager, parties consolidated, renewal dates extracted. Screenshot it. Send it to your boss.

Friday: working demo + your backlog searchable.

Week 4Workflows #2–3 + Agreement Desk + Workspaces

The remaining two workflows built; the legal-intake channel configured with your request types and routing; Workspaces mapped to your org.

Friday: intake live in test; Workspaces configured.

Week 5Integration + revision round

CRM connector configured (record → agreement → status writeback); consolidation signed off; exceptions report delivered; end-to-end testing.

Friday: exceptions report + end-to-end test results.

Week 6Acceptance + handoverMilestone 3 — $5,000 at go-live acceptance

Go-live checklist walked line-by-line; 2 training sessions; runbook + CFO one-pager delivered.

Friday: acceptance signed; runbook + CFO one-pager in your hands.

Every Friday you get a one-page note: done, next, blocked-on-you. No status meetings unless you want them. Any client-side dependency open more than 5 business days pauses the go-live clock — logged in the Friday note, visible to both sides.

SAFE PURCHASE

Why this is a safe purchase

Six mechanics, all of them in the contract — not on a slide.

1.Fixed fee.

$12,000; the change-order menu is printed on this page; nothing ever bills hourly.

2.Pay on proof.

$3,000 / $4,000 / $5,000 — the biggest payment lands only at go-live acceptance.

3.Week-1 walkaway.

Stop after the Blueprint, owe $3,000, keep the plan. (Docusign charges $8,000 for discovery alone.)

4.Live-by-date guarantee.

Miss the date for reasons on our side → the final $5,000 is waived. Client-dependency clock-stops logged in the Friday notes, visible to both sides.

5.30-day fix window.

Everything in the acceptance checklist is covered — anything that breaks in the first 30 days is fixed free, capped at 10 hours.

6.“You've never heard of us. Fair.”

Everything we build lives in your Docusign account, using Docusign's own tools. No middleware. No proprietary layer. If we vanished the day after handover, nothing stops working — and your admins hold the runbook.

A named senior engineer on every engagement

We run two Setups at a time, with documented state (Friday notes + Blueprint) — a handover mid-engagement is a file, not a crisis. You'll know exactly who is doing the work before you sign.

Official Docusign Partner — Docusign Partner Finder

The go-live acceptance checklist

This exact list is what we sign against — milestone 3 is due only when every line is accepted.

  • 3 workflows run end-to-end in production
  • Backlog imported into Agreement Manager; exceptions report delivered
  • 10 extraction fields verified against the signed-off 150-agreement sample
  • Party-consolidation merge report reviewed and applied
  • Agreement Desk intake live with 3 request types routing
  • 3 Workspaces configured with roles and permissions
  • CRM integration demonstrated: record → agreement → status writeback
  • 2 admin training sessions delivered; written runbook handed over
  • CFO one-pager delivered
  • 30-day fix window active (capped at 10 hours)

One more, stated plainly: if UAT isn't completed within 10 business days of delivery notice, the milestone auto-invoices (deemed acceptance) — it protects us from silence, and it's printed in the SOW, not discovered in it.

STRAIGHT ANSWER

When you should NOT buy this

The free Utilization Check ends in a buy / don't-buy verdict in writing. These are the three cases where the verdict is “don't”.

You have one workflow and no backlog

Docusign's own $1,400 / 10-hour consulting bundle is the better buy — and the free check will tell you that in writing.

You're rolling out across entities and countries

Multi-entity global rollouts are genuinely SI territory. Slalom and Spaulding Ridge do excellent multi-phase work — we'll say so in the free check.

You don't have an IAM plan yet

Buy the plan first — we don't resell licenses. This service sets up the modules you already own; eSignature-only accounts have nothing to switch on.

NO CATCH

Why is it this cheap?

Three reasons: the scope is capped and written down; the modules are configuration on a platform you already own, not custom code; and our own AI agents do the drafting, documentation, and QA pre-screening while senior humans do the configuration, the client sessions, and the sign-off.

Cheap because it's engineered to be, not because it's thin.

INVESTMENT

One number. No tiers. Nothing ever bills hourly.

$12,000 fixed for the whole plan, milestone-gated to proof — and a published menu for anything beyond a cap.

FIXED FEE

$12,000

Live in 6 weeks

PAY ON PROOF

$3,000

Wk 1 · kickoff

$4,000

Wk 3 · working demo

$5,000

Wk 6 · go-live acceptance

42% of the fee is due only when the acceptance checklist is signed. Never hourly, never open-ended.

3 production workflows
2,500 agreements imported
10 custom extraction fields
150 agreement verified sample
1 legal-intake channel
3 Workspaces
1 CRM integration
2 training sessions
1 CFO one-pager
30 day fix window

AFTER GO-LIVE

A 30-day fix window is included. Then most clients move to IAM Operate — $1,500/month: 2 workflow changes a month, backlog top-up imports, admin Q&A, and the quarterly renewal-defense report timed to your Docusign renewal.

Get the free Utilization Check →

We run two Setups at a time. The free check tells you if you need this at all — sometimes the answer is no.

How big is your backlog?

The price is mechanical, not negotiated: 2,500 agreements included, +$500 per extra 1,000.

2,500 agreements

$12,000

Inside the included 2,500 — no add-on.

Bigger than 10,000? Docusign's bulk API runs 10,000 per job; we run multiple jobs — talk to us. The free check counts your backlog so the quote is exact before you sign.

Need sign-off? Copy this.A pre-written approval email for your CFO — edit the license numbers to match your own account.

Subject: Approval: Docusign IAM implementation — $12,000 fixed

Hi [name], Requesting sign-off on a fixed-fee implementation of our Docusign IAM plan. We pay Docusign $75K/yr and use a fraction of it. $12K one-time — a sixth of one year's license — gets the whole platform implemented before renewal, fixed fee, six weeks, last $5K due only at go-live. Scope is capped and written into the SOW: 3 workflows, 2,500 agreements imported with AI fields we verify ourselves, legal intake, workspaces, one CRM integration, training, and a 30-day fix window. Payments are milestone-gated ($3K / $4K / $5K); if the go-live date slips for reasons on their side, the final $5,000 is waived. Total time needed from our team: about 8 hours. Vendor: Fluidlabs (official Docusign partner) — fluidlabs.com/services/docusign-iam-implementation

The change-order menu

Anything beyond a cap is a signed one-page order at fixed unit prices, agreed before work starts — nothing ever bills hourly.

  • +1 workflow (same caps)$2,500
  • +1,000 imported documents$500
  • +1 custom extraction field$250
  • +1 native-connector integration$2,500
  • Custom API / extension-app workquoted from $4,000
  • +1 training session$400
THE LADDER

Start free. Go live for $12,000. Stay covered for $1,500 a month.

Free IAM Utilization Check

Free

  • 30-minute screenshare — no deck, no pitch sequence
  • 2-page scorecard within 48 hours: modules enabled vs. used, backlog size, top-3 workflow candidates
  • Day-0 gate verified: Agreement Manager API enablement + admin access
  • A buy / don't-buy verdict in writing — including “Docusign's own $1,400 bundle is the better buy” when that's true
You are here

Docusign IAM Complete Setup

$12,000fixed

  • Everything on this page: workflows, backlog import, legal intake, workspaces, one CRM integration
  • Live in 6 weeks · pay on proof ($3K / $4K / $5K)
  • Week-1 walkaway, keep the Blueprint
  • Live-by-date guarantee: miss it for reasons on our side and the final $5,000 is waived

IAM Operate

$1,500/month

  • Up to 2 workflow change requests a month
  • Monthly backlog top-up import (up to 250 new docs through your field config)
  • Admin Q&A (up to 4 hrs/month)
  • Quarterly renewal-defense report — the artifact you hand the CFO

Docusign sells 10 consulting hours, once, for $1,400. Operate is $1,500 a month, ongoing, with deliverables — not a timesheet.

FAQ

Frequently Asked Questions

We already pay Docusign — isn't setup included?

No — implementation is sold separately. Docusign's own public price sheet lists implementation labor at $200/hr, single-use-case Launch packages at $8,000, and a full-time advisory architect at $25,600 a month. This service exists because none of those stand up the whole plan at a fixed price.

We've never heard of Fluidlabs — what if you're gone next year?

Fair question. Everything we build lives in your Docusign tenant using Docusign's own tools — Workflow Builder, Agreement Manager, Agreement Desk, Workspaces, native connectors. No middleware, no proprietary layer. Your admins get 2 training sessions and a written runbook, and we're an official Docusign partner. If Fluidlabs vanished the day after handover, nothing stops working.

What counts as one workflow?

Up to 10 steps, up to 3 conditional branches, up to 2 document templates, 1 revision round. Bigger than that, we either split it into two workflows or write a $2,500 fixed change order — agreed before any work starts, never billed hourly.

Our contracts are a mess — scanned PDFs, three drives, an old CLM export.

That's the normal case, not the exception. The 150-agreement sample gate exists exactly for this: we hand-check a sample with you and tune the extraction fields before the full import runs. Illegible or corrupt source files land in an exceptions report — flagged, never silently imported. Source-file cleanup itself is honestly excluded; we import what exists.

What if the AI extraction is wrong on our agreements?

The bulk import never runs on unverified output. You sign off on a hand-checked 150-agreement sample first — with up to 2 tuning passes on the fields — and only then does the full job run through Docusign's bulk-upload API.

Our backlog is 8,000 agreements — what happens?

2,500 imported agreements are included. Beyond that it's +$500 per 1,000 documents — published and mechanical, not negotiated. Docusign's bulk-upload API handles 10,000 documents per job, and the free Utilization Check counts your backlog so the quote is exact before you sign.

What if you miss the go-live date?

The final $5,000 milestone is waived. The go-live date is set at kickoff — 6 weeks from Day 0 — and any client-side dependency open more than 5 business days pauses the clock, logged in the Friday note so both sides see the same clock. If the acceptance checklist isn't complete by the date for reasons on our side, you don't pay the last milestone.

How much of our time does this take?

About 8 hours total, enumerated in the SOW: a 90-minute kickoff, a 60-minute sample-review session, three 30–45-minute checkpoints, and 2 training sessions. Every Friday you get a one-page note instead of a status meeting.

What access do you need — can you pass our security review?

Scoped, named-admin access in your Docusign tenant — nothing broader. Documents go directly into your account via Docusign's own bulk-upload jobs; nothing is copied into our systems as a repository. Access is revoked at handover, and we turn vendor security questionnaires around within a week.

Is this Maestro and Navigator?

Yes — Docusign renamed Maestro to Workflow Builder and Navigator to Agreement Manager. Some consultancies still market the old names; we implement the current platform under its current names.

What happens after go-live?

A 30-day fix window (capped at 10 hours) is included — anything on the accepted checklist that breaks is fixed free. After that, most clients move to IAM Operate at $1,500/month: 2 workflow change requests a month, monthly backlog top-up imports, admin Q&A, and a quarterly renewal-defense report timed to your Docusign renewal.

Get in touch

Start with the free Utilization Check

30 minutes. A 2-page scorecard in 48 hours. A straight answer — including “you don't need us.” Reply within one business day. Your maximum pre-go-live commitment is $3,000 — and you keep the Blueprint.

Get the free Utilization Check →

or email us at [email protected]