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DocuSign CLM

Score8.2 out of 10

65 Reviews and Ratings

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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

DocuSign CLM Key Features

Learn about the best (and worst!) features DocuSign CLM has to offer, as determined by TrustRadius' reviewers.
Based on 65 ratings of DocuSign CLM's features
View all DocuSign CLM features

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

Most Frequent Users

Top 3 industries using DocuSign CLM.
Based on HG Insights installation data
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#1 most frequent

Information

21.0%

185 installations of 880

#2 most frequent

Professional, Scientific, and Technical Services

20.5%

180 installations of 880

#3 most frequent

Manufacturing

13.3%

117 installations of 880

DocuSign CLM Reviews

What users are saying about DocuSign CLM.
View all DocuSign CLM reviews

DocuSign CLM Useability

Incentivized
Emily WallaceView profile
HR Contracts and Compliance Specialist in Human Resources at The Warehouse Group (10,001+ employees employees)

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!

Incentivized
Mallory FullerView profile
Senior Associate, Worker Experience at Workrise (501-1000 employees employees)

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

Incentivized
Faruk AydinView profile
Chief Revenue Officer in Sales at Inbox Suite (11-50 employees employees)

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.

Incentivized
Layla Dlamini
Assistant Director of Business Operations in Information Technology at Kingmusa Pty Ltd (11-50 employees employees)

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

Incentivized
Dayna GuadagnoView profile
Business Analyst at Alpine Choice (1-10 employees employees)

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