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

In the competitive world of non-profit fundraising, access to timely, actionable intelligence can mean the difference between growth and stagnation. That’s where Kindsight comes in--empowering organizations with real-time fundraising insights, philanthropic data, and donor management tools to help them thrive.

For years, Kindsight relied on Docusign to secure e-signatures for about 60% of its agreements. That number eventually rose to 100% as the company transitioned fully to digital signatures. While the switch made contract signing effortless, it also revealed a new opportunity: the need for a flexible document generation tool that could integrate seamlessly with their CRM and further streamline the contracting process.

One bottleneck after another

Kindsight began searching for a document generation solution that worked seamlessly within their Salesforce environment. They tested several options but struggled to find the right fit. 

At the same time, sales team members had to download quotes from Salesforce, manually customize them in Microsoft Word, and then upload the documents to Docusign for signature. The process was time-consuming and created unnecessary friction in the sales cycle.

Drafting non-disclosure agreements (NDAs) posed another major challenge. Kindsight’s teams had to pull data from multiple systems, manually create a customized NDA, and then upload it to Docusign. Jumping between platforms added time and complexity, while routing sensitive documents through various approval checkpoints further delayed the sales cycle.

Meanwhile, the IT team—led by Director of Information Technology Kris O'Brien—faced its own set of inefficiencies. Although they used Docusign to manage customer terms and conditions, they still relied on external tools to manually tailor each document before uploading. This extra step caused approval delays and diverted the team’s focus from more strategic, customer-facing, and internal IT priorities. 

A trusted solution for agreement management

Once again, the team turned to Docusign.

Kindsight transitioned from Salesforce’s native document generation tool to Docusign IAM for Sales—a preconfigured solution designed to help sales teams move faster by automating the entire agreement lifecycle.

With IAM for Sales, Kris O'Brien and his team can now:

•  Dynamically generate agreements within Salesforce: In just a few clicks, the team can instantly insert customer, product, and pricing data to generate professional-looking documents - including word, PDF, and Docusign formats - without ever leaving Salesforce.

• Automate custom workflows without code: They've built a no-code agreement process that connects key systems and automatically routes agreements for review and approval, reducing delays and manual work.

• Centralize and surface agreement insights: All agreements are stored in one AI-powered location, making them easy to search, analyze, and sync with third-party tools—ensuring secure access and fast retrieval of critical customer, product, and pricing data.

Everything comes together in both customer and internal-facing web forms that automatically onboard customers and employees.

 “It’s super-user friendly,” O’Brien said. “A customer fills out an online form, which triggers the creation of a custom non-disclosure agreement that syncs back to Salesforce. This speeds things up significantly.” 

 Docusign IAM workflows also simplify day-to-day administrative tasks, such as signing payroll, policy, and security documents.

 Power users span the entire organization: the sales team uses Docusign IAM for quotes and agreements, the IT team for terms and conditions, HR for employment agreements, and the executive team for data processing and non-disclosure agreements.

 “The implementation was seamless,” O’Brien said. “Docusign solutions are easy to use and give us the flexibility to get creative with document generation. Everything is customizable and configurable.” 

Accelerated sales and streamlined operations

Docusign eliminated substantial bottlenecks, sped up the agreement generation process, and ultimately accelerated Kindsight's sales cycle. O’Brien estimates that Docusign IAM saves the company’s sales team a week on every deal it closes, which helps them meet monthly and quarterly targets.

Docusign IAM has made life easier for the IT team, too. O’Brien estimates they save two to three days with every sales interaction by automating the creation of customer-facing documents with Docusign. 

Kindsight also leverages Docusign Navigator to streamline agreement management and processing, including internal documents like data provider and employee contracts. The advanced AI search solutions allow the company’s sales, IT, and legal teams to quickly gain insights on renewal dates and indemnification clauses. The solution has also helped the company grow through mergers and acquisitions.

 “We save costs on legal counsel and consultants because we can quickly extract the needed information ourselves, which has been fantastic,” O’Brien said.

Kindsight is all in with Docusign. From the beginning, it’s always been about trust.

“We don’t take trust lightly, and neither does Docusign,” O’Brien said. “We carefully choose who we do business with, from a customer, data provider, and software vendor standpoint. Our philanthropic clients have trusted us for 30 years, and our partnership with Docusign helps us honor that trust.”