TrustRadius Insights for DocuSign CLM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
Users have found DocuSign to be a convenient and efficient solution for various document-related needs. One of its key use cases is sending offer letters, letters of intent, and employee agreements for new hires. This enables remote workers to sign important paperwork like Form I-9s and W4s without the need for in-person orientations. Additionally, users rely on DocuSign for both internal and external documentation needs, allowing for remote e-signatures. This is particularly beneficial for client success and sales teams who can easily sign new contracts and update existing ones.
Another valuable use case is the software's ability to serve as a centralized storage place for all important documents. With this feature, multiple parties can generate and sign documents, making collaboration seamless and efficient. Furthermore, integration with CRM systems allows for more automation in the document signing and management process. Users suggest estimating the right plan based on individual needs and upgrading if necessary to fully leverage the software's capabilities.
With the flexibility offered by DocuSign, users are able to obtain signatures on documents even when signers are not physically present, thus minimizing the need for printing papers. The product also provides a safe and secure environment for signing important documents such as contracts, agreements, and controlled documents like those in medical devices or legal contexts. Its ease of use across various devices makes it a popular choice among customers who frequently utilize it to send contracts or complete agreements remotely.
The transition to remote work has further highlighted the significance of DocuSign CLM in managing business operations efficiently. It helps organizations adapt to new remote work requirements by enabling the execution of internal agreements seamlessly. The software also streamlines the onboarding process for job applicants in different locations.
Overall, DocuSign CLM offers privacy, efficiency, and excellent tracking capabilities that are invaluable when dealing with private and confidential information. It not only simplifies document signing but also provides instant visibility into document status, making it an indispensable tool for organizations in various industries.
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DocuSign CLM Reviews
13 Reviews
Enterprises (1,001+ employees)
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DocuSign CLM is used primarily for contractual paperwork in our business of 11,000+ team members. It is being used to enable greater efficiencies in turnaround time, having greatly reduced signing completion times from candidates. There is an increased consistency in paperwork for improved customer experience, as well as digital tracking for audit purposes. Sustainability impacts have been significant since we implemented DocuSign in 2015.
Pros
Digital status tracking to keep a clear view of who the outstanding signers are and overall turnaround time.
Modules for self-learning and process improvement.
Agility to customise and edit agreements as required.
Cons
Tag alignment to a templated document is often inprecise.
Likelihood to Recommend
If a company has the budget to implement DocuSign CLM, I would highly recommend it. It has good support functions from a learning and continuous update viewpoint. It enables efficiencies across many use-case scenarios, great tracking and reporting functions, and offers an improved user experience for both the sending team/s and receiving participants when set up right. The administrative functions are fairly intuitive, and template set up provides a consistent format for ease-of-use.
My company uses DocuSign CLM for the review and signature of controlled documents, specifically those part of the Design History File for Medical Devices, used for submission to Notified Bodies. In a remote world, DocuSign CLM makes it really easy to send out documents for review and signature to various team members. The platform makes it very easy to view who has signed and who to remind about the document, and present deadlines to the signees.
Pros
Assigning signatories.
Reminding users to sign.
Placing specific action items within a document (ie. name, date, location).
Cons
It is not completely clear how to remind just those who have not signed off on the document, not the whole party.
Likelihood to Recommend
DocuSign CLM is a great tool for working in a remote team. When a document has been reviewed and needs a signature, DocuSign CLM automatically integrates with you contacts in Microsoft, making it simple to add members of your team. Placing signatures in certain locations, throughout the document, is very easy. When dealing with a lot of different team members, DocuSign CLM makes it easy to keep track of due to the color-coding of attributes specific to each reviewer.
For onboarding and pre-onboarding, I utilized it Since I was applying for a job in a different state and couldn't hand over paperwork in person, the procedure went well. For both parties, DocuSign made it easier to move forward. DocuSign's privacy and efficiency may be required by other parts of our company that deal with customers. Given that we deal with private and confidential information on a daily basis
Pros
Hundreds of agreement kinds can be pre-programmed into drop-down menus, and optional clause wording can be added
Contracts were thoroughly examined as part of the workflow process
Cons
A basic understanding of computer science is required
Conversion of currencies
Likelihood to Recommend
In many sectors and industries it is necessary to maintain a program like this, DocuSign is a good fit, I'm not sure whether it's completely utilized in these sectors, but the financial and healthcare sectors are trailing behind in terms of technology and business procedures, respectively. In many industries, outdated practices are holding them back or creating inefficiencies.
Due to the pandemic situation, we needed to adapt to the new reality and ways of work. That's why we implemented Docusign in the organization in order to be able to move on with our internal requirements that in the past need a signature and the new reality. We use it mainly to sign internal documents.
Pros
To sign internal documents.
To sign external documents if allowed.
Cons
At the moment I'm pleased about all functionalities.
Likelihood to Recommend
As mentioned in the initial question, we're being using it during the pandemic situation when all the employees were working from their homes. We needed to adapt and continue with the business and procedures so we found it very useful to sign internal documents to keep the evidence for internal audit for example. Also can be used for external documents as well (contracts with customers for example).
VU
Verified User
Analyst in Finance and Accounting (1001-5000 employees)
I use DocuSign CLM when I need to sign official documents - for example, offer letters, contracts, and NDA documents from an employer. DocuSign CLM makes it very easy to digitally sign PDF documents, as opposed to scanning a physical copy or finding a third-party service to sign the document and then upload it back to my employer.
Pros
Efficient digital signing
Easy to use
Cons
Ability to view past signed documents
Likelihood to Recommend
- Signing an offer letter for a new job - Signing a NDA agreement - Reviewing any form or contract
I have used DocuSign CLM within my organization in a multitude of differing ways and functions. The way that my organization has used docu sign throughout the past weeks, months, and years is by creating documents for employees and students to sign via docu sign. It has served our purposes well.
Pros
Signing documents
Cons
Mobile
Likelihood to Recommend
During my time working for my current organization, we have used Docu Sign for allowing students or employees and easy and quick method to sign important documents. It is well suited for this task, because the students and employees can simply sign a pdf file or document in order to add their signatures.
We use DocuSign as a legal binding on an employee to agreements, on customers to get approval using any device. It helps to - Setup processes fast. - Is always available. - Allows flexible workflows to automate any agreement and approval process. - Instant visibility into document status. - Full digital audit trail for easy compliance and legal enforceability.
Pros
Employee agreement e-signing.
Policy enforcement acceptance.
Esops/shares grants terms and conditions acceptance.
Cons
Can't save signature set -you have to insert each text or signature in each document.
Font based signature don't seem legit.
You cannot download all documents but one by one.
Likelihood to Recommend
Best use : - Employee agreements/offer letters, especially during the pandemic. - Policy amendments and legal obligations. - New joiners training completion.
Less appropriate : - Either adapt fully or disregard. -Dont use for partial agreements. - Avoid using where government authorities are involved as they don't consider it as legal. - Email aliases do not work with DocuSign.
VU
Verified User
Employee in Information Technology (10,001+ employees)
We actually needed it when Covid happened and forced everyone to work from home - not that I'm complaining by any means, I love working from home. But ... our finance department and our contractors needed a legit form of signature to be able to process invoices and make payments. There are actually a lot of things that require legit signatures when dealing with our organization. This fit our need.
Pros
It's user friendly.
I've honestly never had an issue with the software.
We got a rep available if we ever had any issues which was nice.
Cons
I mean, it's a pretty easy and straightforward software. Use it when I need to sign a document for a vendor or invoice.
Likelihood to Recommend
I only use it if a secure form of signature is required. Otherwise I just use Adobe Sign in the PDF. One has like a date/time stamp that cannot be edited, the other is like here you go it's my signature but not as formal.
VU
Verified User
Administrator in Marketing (5001-10,000 employees)
I used DocuSign during my onboarding process. I didn't have to sign a physical document, scan it and send it over as everything could be done easily in DocuSign. So, it definitely saved a lot of time while giving a seamless experience.
Pros
Easy navigation.
Friendly Interface.
Upload feature is plus.
Cons
Took long time to respond when I used it last time. Might be internet issue but not sure.
Service and support can be improved.
Likelihood to Recommend
Any organization that has a lot of contracts to manage can be benefitted from DocuSign. It was very easy to track my contracts when I used them. Also, it can save a lot of time during the contract lifecycle as many things are automated by it and it eliminates the need for human interference.
VU
Verified User
Engineer in Information Technology (10,001+ employees)
