What is this meeting about?
Short and clear: the goal + what we will discuss — so you know exactly what to expect.
We are currently evaluating DocuSign Enterprise/IAM and, before signing any contract, we require written confirmation on whether “unlimited envelopes” also applies to API and automated sending (DocuSign API, JotForm, custom software).
Please confirm specifically:
- whether any limits/quotas (monthly/annual/per account) apply,
- whether these can be contractually expanded to truly unlimited, and
- whether additional costs or add-ons apply for API usage, integrations/automations, or external form builders.
In addition, please recommend which IAM tier (Standard/Professional/Enterprise) is required for this use case, and provide a suitable offer including a clear contractual clause covering the above.