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.
Using DocuSign CLM is an extremely easy process, and simplifies the signing process, and eliminates the need to print something out, sign it, scan it, etc. Going forward, whether it’s for personal use or for business use, using DocuSign CLM is always a preferred process as it makes the signing process so efficient.
Pros
Ease of use
Not having to print
Not having to scan and upload
Cons
Making it as easy as possible for a client to use who doesn’t already have a login
Sharing a login for multiple people to use in an organization would be helpful
Likelihood to Recommend
Signing any document where they’ll accept an electronic signature would be where DocuSign CLM would be well suited.
Manual processing is old school and more time-consuming, we were looking for a system that was going to allow us to accelerate our business to another level. Docusign CLM has allowed us to create and execute contracts and agreements to our clients and helped us manage our business as per normal after everything has transitioned to remote work, we are now able to keep track of whom of our clients have opened and signed documents and vice versa.
Pros
Contract creation.
Reminders
Easy integration.
Swift process approval.
Cons
Can improve the integration process to reduce bugs especially when using Salesforce.
Likelihood to Recommend
If you are looking for the best document management system that is easy to use, try Docusign CLM. It has become a very safe place for our organization to store documents permanently and if you are also looking into going paperless and not having to worry about misplaced contracts then you are at the right place.
We use it for the signing of documents. Since COVID, electronic signatures have been more and more the norm for signing of documents. Clients welcome the convenience and we appreciate getting signed documents back quickly. This makes transactions go faster and we have an electonic 'scanned' copy of the document right away for our files.
Pros
Documents signing
Following up on having documents signed
monitoring status
Cons
maybe it can request IDs in the future as well
Likelihood to Recommend
best for remote doc signing; less if client needs to submit wet-ink signatures. DocuSign is easy to you and can be learned by our assistants without needing any lengthly training or testing. It is visually easy on the eyes and the directions/steps are easy to follow as well. It is user -friendly.
VU
Verified User
Professional in Legal (Legal Services company, 51-200 employees)
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 (Information Technology & Services company, 10,001+ employees)
We were challenged with finding a solution for sending a high volume of documents for signatures in order to stay compliant with recently updated regulations. Many of the solutions we reviewed either couldn't handle the volume we required or were extremely expensive. DocuSign was able to tailor a solution for our needs while keeping the price within our budget.
Pros
DocuSign can handle high volume document needs.
Had the ability to tailor a program specific to our needs.
Ability to store and organize documents within a secure portal for easy access.
Cons
Deeper discounts for volume would have made DocuSign even more exceptional.
Likelihood to Recommend
DocuSign CLM is a fantastic solution for small and large organizations. They were able to tailor a solution for our high volume needs that none of the other products we reviewed could provide. This was a game-changer for our document signing needs.
We use DocuSign CLM to share, sign, evaluate and change pertinent documents within certain groups such as HR and our Lab where managers must sign off on the validity of lab results.
Pros
Simplified sharing documents with remote users
Simplified collaboration amongst individuals in certain departments
Cons
Nothing to date
Likelihood to Recommend
Within our HR department, they use DocuSign CLM to easily review new hires and applications. They comment on the document and the next person can also reply. It has been working wonderfully.
In my organization we use DocuSign for grant writing, and other memos that require an electronic signature.
Pros
Electronic signatures.
Templates.
Cons
Less ads.
Expanded formatting & design.
Expanded fonts.
Likelihood to Recommend
Doc you sign as well suited to be use when closing on mortgage loans, dealing with letters and memos that require multiple signature workflows, and anything that relates to items that require signatures electronically. You can also be well-suited for employees who need to sign off on acknowledgments to policies and procedures.
VU
Verified User
Manager in Human Resources (Accounting company, 501-1000 employees)
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.
I used it when onboarding and pre-onboarding. It was a seamless process since I applying for a job in another state and couldn't physically hand documents over. DocuSign made it easier for both parties to move forward. I believe there are other departments in our company that work with clients such that they need the privacy and efficiency DocuSign offers. Since we handle sensitive data internally and externally.
Pros
User-friendly.
Seamless integration.
Cons
Modularity in features.
Customization.
Likelihood to Recommend
DocuSign is well suited for finance, HR, and health industries. I'm unsure if it's fully leveraged in these industries, but for the case of finance and health, these industries are lagging in tech and processes. A lot of sectors are still functioning in old practices that are causing them to lag or generate inefficiencies.
