Case Study: Kindsight closes deals faster with DocuSign IAM

Kindsight Connects Agreements to CRM — and Closes Faster with Docusign IAM

Kindsight, a nonprofit fundraising intelligence company, needed a better way to generate and manage agreements across its Salesforce CRM. After moving fully to digital signatures with DocuSign, the team still faced manual quote customization, NDA creation, and approval bottlenecks that slowed sales and internal operations.

DocuSign implemented Docusign IAM for Sales and Docusign Navigator, enabling Kindsight to generate agreements directly in Salesforce, automate workflows, and centralize agreement data. The result was a faster sales cycle, with Kindsight estimating DocuSign saves the sales team about a week per deal and saves IT two to three days per sales interaction, while also reducing legal and consultant costs through faster access to contract insights.

Kindsight

Kris O'Brien

Director of Information Technology