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
6 Reviews
Sales
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DocuSign CLM is a great way that is both safe and secure in signing important documents. Customers utilize DocuSign frequently to send over contracts. It's easy to use and can be done on virtually any device even while on the go.
Pros
Quick & Easy to Use.
Safe & Secure.
Fast & Efficient Way to Send and Sign Documents to Customers.
Eliminates the hassle of sifting through long contracts.
Cons
Can be difficult to edit documents.
Easy to miss where to initial or sign on certain documents and contracts.
Could be more user-friendly design wise.
Likelihood to Recommend
Recently I had a customer that was out of the office but needed to sign a document while out-and-about. She pulled up the mobile version and signed the electronic contract and got it over to me within minutes. It provides a fast and effective way to sign important documents without any hassle.
We use it to send/receive documents that we need either signed or if we need to sign/fill out something. We also can create forms to fill out/sign and tell the end user exactly how we want the form filled out. It makes it easier for everyone involved.
Pros
Ease of use.
User friendly.
Quickly sign documents.
Cons
Be able to edit forms without being logged in.
Being able to easily ask a question on documents.
Incorporate it into other applications.
Likelihood to Recommend
When you need a document signed you can easily send it via email and have them fill it out. We use it to have NDA's signed quickly and easily. Also, having it on Adobe makes it easy to create a document that they can fill out or sign. Highly recommend.
I send lots of contracts out between vendors and my clients. I needed a process to easily be able to track and edit and get contracts e-signed.
Pros
automating manual tasks
managing lifecycle of contracts
Cons
It was hard to navigate for simpler tasks, too many steps and processes.
Likelihood to Recommend
It's better for larger companies that need all the features the program has. If you need just a simple contract signed, there are less complex programs available.
We use DocuSign for both internal and external documentation needs. Internally, as we now work 100% remotely, we sign all documents via e-signature. Since I am running the client success and sales teams, we sign many new contracts and update the existing ones. DocuSign is so handy to do all those work. We also use DocuSign as a storage place for all important docs. DocuSign makes it so easy to generate a document to sign by multiple parties. It solves many problems but the biggest help is saving time and making sure that all is done in a secure way. I particularly enjoy using the templates, custom fields, and notifications. I recently discovered that it can be integrated with our CRM so we will move forward with more automation. Usually, our sales team uses the tool and it helps us close deals very quickly so that we can move with the implementation stage. I would suggest to new users to estimate which plan would work better for them and choose the right one. Our initial plan was not a good fit for us, we had to upgrade and the DocuSign team was helpful.
Pros
Generating a document for signing by multiple parties
Adding customization and branding for your organization to the documents
Creating templates for repeated uses
Sending documents for signature and setting notifications
Storage of signed documents
Checking status of signature
Cons
Increase sending limit for initial plans
Faster return for client service requests
When correcting a document, no new email is sent for notification of an update. The clients have to go back to the old document, and it feels uncomfortable for them.
Likelihood to Recommend
A great solution to create a document to send for signature by multiple parties. Effectively used by sales teams to pass the initial contracting steps. Customizing some documents and adding branding of your organization. Creating your own templates for those documents you use often to save time. Storage of the documents signed by your team in one place - very convenient.
