Find out what your Docusign IAM plan is actually doing. Free.
A 30-minute screenshare, a 2-page scorecard within 48 hours, and a buy / don't-buy verdict in writing — including “you don't need us” when that's the honest answer. No deck, no pitch sequence.
Docusign Build IAM Specialized PartnerFree
the whole check
30 min
one screenshare
48 hrs
to your 2-page scorecard
In writing
a buy / don't-buy verdict
Two pages. Five things. Nothing else.
The scorecard is written to be forwarded — it is the artifact you hand the person who signs the renewal.
Modules enabled vs. modules used
What your IAM plan switched on, against what actually runs. This is the line that answers the CFO's renewal question.
Your agreement backlog, counted
How many completed agreements are sitting outside Agreement Manager. The count is what makes any later quote exact instead of estimated.
Your top-3 workflow candidates
The three processes worth building first, named — not a category list.
The Day-0 gate, verified
Agreement Manager API enablement and admin access, both checked in the session. Enablement can need a Docusign rep, so that risk gets retired before anyone quotes you — not halfway through a project.
A buy / don't-buy verdict, in writing
Including “Docusign's own small setup package is the better buy” when that is the honest answer.
Under an hour of your time, start to finish
One 30-minute screenshare
We look at your Docusign account together. No deck, no pitch sequence. That screenshare is the whole of your time commitment — under an hour, start to finish.
Your scorecard, within 48 hours
Two pages, written to be forwarded. It is yours to keep whether or not you ever buy anything from us.
A straight answer
Buy or don't buy, in writing. If the answer is don't, the scorecard says who or what to spend the money on instead.
Three cases where the verdict is “don't”
A free check that could only ever end in “yes” would be a sales call with a nicer name. These are the answers we write down instead.
You have one workflow and no backlog
Docusign's own small setup packages are 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.
And if the verdict is “buy”
Every rung has a published price and is a separate decision. The check commits you to none of them.
Free IAM Utilization Check
Free
You are here. 30 minutes, a 2-page scorecard, a written verdict.
Docusign IAM Complete Setup
$12,000 fixed
Live in 6 weeks. Pay on proof — $3,000 / $4,000 / $5,000, with the last milestone due only at go-live acceptance.
IAM Operate
$1,500/month
Workflow changes, monthly backlog top-ups, admin Q&A, and a quarterly renewal-defense report.
Free IAM Utilization Check FAQ
Get your free IAM Utilization Check
30 minutes. A 2-page scorecard in 48 hours. A straight answer — including “you don't need us.” We reply within one business day to find a time.
Get your free Utilization Check →or email us at hello@fluidlabs.com