Products that make Docusign IAM do more
We don't just implement Docusign IAM — we build platforms and extension apps that extend it into the systems your teams actually use. Purpose-built. Production-grade. Fully supported.
Two products.
Two problems solved.
Baton and Quittance are standalone platforms that plug into Docusign IAM — each adding capabilities that supercharge what your team can do.
Baton
ISO 27001Automatically trigger Docusign Workflows from events in Salesforce, Procore, Xero, BambooHR, and 40+ more - with a visual command center to monitor everything.
- Webhook-to-Workflow Builder trigger - no OAuth for source platforms
- Visual flow dashboard with real-time status monitoring
- Error detection, logging, and one-click retry
- Enterprise governance with role-based access
How Quittance works
Forward an invoice and Quittance does the review your team does by hand - only faster. It verifies the invoice against your agreements, reconciles every line, flags what's off with the exact clause, and posts the clean ones to Xero. You just handle the exceptions.
Apps that live inside Docusign IAM
We build, submit, host, and maintain Docusign extension apps as a Docusign Build IAM Specialized Partner. Each app syncs agreement data between Docusign and the platforms your teams depend on.
Smartsheet
WORK MANAGEMENTTwo-way sync between Smartsheet and Docusign agreements. Push signed data to sheets, archive documents, trigger workflows.
Zoho CRM
SALES & CRMDeal-to-agreement automation. Closed-won deals trigger the right contract workflow with data pre-populated from Zoho.
Xero
ACCOUNTINGInvoice-to-agreement validation and vendor onboarding. Connect financial events to Docusign agreement processes.
Procore
ConstructionSubcontract and change order automation. Agreement data flows directly between Procore projects and Docusign envelopes.
Let’s connect your platform to Docusign IAM
Every Fluidlabs product is designed, built, and supported in-house - by teams that live inside the Docusign IAM ecosystem every day.
Deep API integration
We build on Docusign’s APIs directly — eSign, Workflow Builder, Agreement Manager, Connect. No middleware layers that break when Docusign updates.
Through Docusign’s review, every time
Every extension app we ship goes through Docusign’s App Center review — functional testing, security questionnaire, listing approval. Four of ours have passed it; we handle the entire process.
Hosting and maintenance available
Hosting and maintenance are available for every app we build — managed infrastructure, monitoring, and updates when Docusign changes its APIs. Prefer your own environment? Deploy there instead: you own the code either way.
Enterprise-grade security
ISO 27001 certified. Encrypted credential storage, role-based access, complete audit trails. Your data stays yours.
Ready to Implement Docusign IAM?
Schedule a 30-minute strategy session. We'll identify the highest-value vertical solution for your organization, walk through the architecture, and map out a build plan — no commitment required.
Submit Your Project Details →or email us at hello@fluidlabs.com