How to automate form assignments with Docusign Maestro

Signed, sealed, delivered: E-signatures are the key to keeping your business processes moving. But manually assigning forms to every single client and ensuring their completion can be tedious. That’s why many businesses now use workflow solutions like Docusign Maestro to save time, costs, and headaches.

But what is Docusign Maestro, and how can it benefit your organization? In the age of automation, tools like Maestro are more valuable than ever for increasing efficiency. Follow along as we break down this workflow tool and highlight the benefits third-party apps can offer your agreement process.

What is Docusign Maestro?

Docusign Maestro is an extension of the Docusign e-signature platform designed to help businesses automate their agreement processes. This feature is a part of the Docusign Intelligent Agreement Management platform, which helps you build custom, no-code workflows that accelerate your agreement process. 

Maestro’s native features can prove a powerful asset to businesses looking to streamline their approval processes, and understanding the full scope of this program’s capabilities teaches you how to best use it.

Features of Docusign Maestro

To help streamline your agreement process, Docusign Maestro offers a variety of helpful features:

• Identify verification
• Web forms
• E-signature collection
• A third-party app center
• Workflow templates

One of its most beneficial features is the Docusign App Center, which allows you to expand upon the capabilities of Docusign Maestro through third-party solutions. With access to outside help, users can

• Trigger ticket or workflow creation following signature collection.
• Flow data from signed envelope to customer record.
• Create a new agreement via Docusign with a subscription automatically generated.
• Archive completed documents.

Maestro also allows users to automate pre- and post-signature processes. This automation provides a more comprehensive solution than Docusign Agreement Actions, which is limited to post-signature automation.

Why automate form assignments?

Docusign Maestro’s automation capabilities provide your team with a variety of helpful features, particularly around form assignment. By automating the form assignment process, your team can tap into benefits like these:

• Error reduction: Automating form assignments allows you to remove tasks from your team’s plate and reduce the risk of human error.
• Time savings: Eliminating repetitive processes and manual routing allows your team to spend more time on high-value tasks and streamlines your agreement process.
• Improved efficiency: Automations allow your agreement process to move quicker, creating faster turnaround times for your projects while also ensuring workflow accuracy and replicability.

Not only will these processes improve your efficiency, but they will also improve your bottom line. Knowing how to use these Maestro automations is essential.

Consider Jotform Workflows and Jotform Sign as an alternative

Although using Docusign Maestro and Jotform in tandem is a great way to efficiently assign forms, the Jotform suite also has the tools to keep your entire agreement workflow in one place. By using Jotform Workflows and Jotform Sign, you can create an effective, centralized e-signature collection process for free.

In Jotform Workflows, you can add a “sign document” element at any stage of your workflow — including after submission, based on request outcomes, or before the end of the process. You can even pause your workflow to request electronic signatures and create flexible workflow paths that vary based on whether a document is signed.

Jotform Workflows also allows you to to create a more secure agreement workflow through its Approve & Sign feature. This feature allows recipients to provide their signature directly when approving or denying submissions through either their email or Jotform Inbox — adding a layer of accountability and reliability to your agreement workflow. Using the Approve & Sign element throughout your workflow improves the transparency, security, and collaboration of your overall process by creating checkpoints throughout your workflow.

If you’re just looking for an e-signature solution, Jotform Sign is an effective Docusign alternative on its own as well. It offers powerful features that can match Docusign’s functionality, such as

• A wide range of powerful, e-signature-compatible integrations
• More than 800 e-signature form templates
• Intuitive drag-and-drop user interface

While Docusign alternatives may be an easy way to automate your form assignment, mastering the use of third-party apps within Docusign Maestro can help you get the best of both worlds. Third-party Docusign Maestro apps like Jotform can take your workflows to the next level, making your work easier and your processes more efficient. Try adding these solutions to your workflows and unlock the potential to accelerate your business.

AS ALWAYS, CONSULT AN ATTORNEY BEFORE RELYING ON ANY INFORMATION ON THIS PAGE. THE CONTENT ABOVE IS FOR INFORMATIONAL PURPOSES ONLY. JOTFORM IS NOT PROVIDING LEGAL, FINANCIAL OR OTHER ADVICE.