Products that make Docusign IAM do more
We build platforms and extension apps that carry Docusign IAM into the systems your teams use. Each one runs in production today, and we host, patch and support it.
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 plug into 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.
Xero
AccountingInvoice-to-agreement validation and vendor onboarding. Connect financial events to Docusign agreement processes.
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.
BambooHR
HRHR onboarding and employee-lifecycle automation. Employee records flow between BambooHR and Docusign agreements: offer letters, policy sign-offs, onboarding packs.
Wealthbox
Financial-advisor CRMAgreement prep for advisory firms. Contact and opportunity data pre-fills envelopes, signed data goes back to the right records, and completed agreements are logged as linked notes.
Zoho Recruit
Recruiting / ATSOffer letters pre-filled from candidates and job openings. Signed data and notes go back to the candidate, and the signed PDF lands in the candidate's Attachments.
Procore
ConstructionContracts, change orders and directory records into agreement workflows, the signed document back on the Procore record.
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 the Docusign APIs directly: eSign, Workflow Builder, Agreement Manager and Connect. We keep each app current when Docusign updates its APIs.
Through the Docusign review, every time
Every extension app we submit for public listing goes through the Docusign App Center review: functional testing, a security questionnaire and a listing decision by Docusign. Six of ours are listed, and we handle the whole submission.
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.
Tell us what Docusign needs to talk to
Thirty minutes with an engineer. Within 48 hours you get a scoped plan and a fixed price in writing, or a straight “you don't need us.” No charge, nothing to sign.
Talk to an engineer →or email us at hello@fluidlabs.com