#1 most frequent
United States of America
75.8%622 installations of 821
What is DocuSign CLM?
DocuSign CLM, formerly SpringCM, is a cloud-based platform that can be used to manage documents, contracts and related collateral. The solution includes workflows that can be tailored to an organization's business processes. It is also designed to accelerate team collaboration. SpringCM was acquired by DocuSign in the summer of 2018.
Categories & Use Cases
Product Demos
Top Performing Features
Compliance check
Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.
Category average: 7.8
E-Signatures
Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.
Category average: 9.7
Tracking contract status
Users can track the status of a contract as it moves through the approval process and beyond.
Category average: 8.2
Areas for Improvement
Contract search
Users can easily look up contracts within the database.
Category average: 8.3
Analytics and Reporting
Generate reports and gather insights on contract status, performance, and compliance.
Category average: 5.5
Guided logic
Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.
Category average: 7
Who Buys & Uses DocuSign CLM
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
5.0%41 installations of 821
#3 most frequent
Canada
3.0%25 installations of 821
DocuSign CLM Useability
Use Cases and Deployment Scope
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.
Return on Investment
- Less labour for input.
- Improved contract to hand turnaround for new hires to secure talent.
- Physical cost elimination of paper, ink, etc.
Alternatives Considered
Zoho Sign and Adobe Acrobat Sign
Other Software Used
Zoho Sign, Adobe Acrobat Sign, SmartRecruiters
DocuSign is a must for HR & Onboarding!
Use Cases and Deployment Scope
Our Onboarding team uses DocuSign to send offer letters, letters of intent, and employee agreements for new hires. We also use it to send Form I-9s, W4s, and other paperwork that they are struggling with signing in our onboarding system. Since we are all remote workers and we onboard field employees that are located across the country, DocuSign provides us a nearly foolproof way for workers to sign important documents that would otherwise be very difficult without in-person orientations.
Pros
- No account required for signees
- Flexible placement of text boxes and signatures
- Templates for DocuSign emails
Cons
- Wish there was a schedule send option
- Seems to be a limit on how many templates you can save, templates are randomly deleted
- "Voided" documents disappear, can't look back and see Voided documents for reference
Most Important Features
- Group login
- Integration with Paylocity
- Document templates
Return on Investment
- Improved field employee experience
- Smoother onboarding flow
- Remote onboarding capabilities
Other Software Used
Paylocity, Bullhorn ATS & CRM, Qualtrics CoreXM, HubSpot Marketing Hub, Atlassian Confluence, Asana, Google Meet, Microsoft Excel
Made life easier for our sales & customer teams in remote working environment
Use Cases and Deployment Scope
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.
Most Important Features
- Customization of the fields
- Template creation
- Signing order and notifications
- Branding
- Security
- Can be used as a legal document
Return on Investment
- Made our sales process faster and client teams could start implementation faster than increased revenues
- Our lives are easier as a team when we use e-signatures, saving time, paper, and protecting the environment
- DocuSign is a well-known brand so that increase our company's value in the eye of clients and makes us look PRO
Other Software Used
HubSpot CRM, Google Workspace (formerly G Suite), Slack
The innovative DocuSign CLM.
Use Cases and Deployment Scope
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.
Most Important Features
- Seamless signing of documents.
- Easy creation and editing.
Return on Investment
- Can be integrated with other applications.
- Saving time us and costs.
- Gave us an impressive image to our clients.
Not My Choice
Use Cases and Deployment Scope
Whenever there are documents that need to be signed, and the people who need to sign them are not physically present in the same place, we use it to get those signature(s) needed. It addresses the issue of needing everyone to be in one place and working with different people/companies in different places, as well as minimalizing the need to print papers.
Pros
- promoting themselves and being the first app to pop up
- integrating with google
- making online signatures available
Cons
- layout
- the need for an account
- making it look less spam like
Most Important Features
- ability to sign from any computer
- ability to save the document
- availability
Return on Investment
- we are spread out across the world, so keeping our documents online
- it has not had much of a ROI impact
- keeping communication easier
Alternatives Considered
Adobe Acrobat Sign and PDF Studio Viewer
Other Software Used
Trello, Xero, OneDrive