DocuSign CLM vs. Zeal

DocuSign is useful for collecting electronic signatures on isolated documents and packets that are administered separately or integrated into another system. DocuSign is integrated into our onboarding system, Paylocity, which is where the employee completes all onboarding tasks required for employment. Integrating DocuSign with Paylocity allows us to send documents that require more than one signature along with other onboarding tasks, which makes for a less confusing onboarding experience for the worker. DocuSign also allows us to automatically run E-Verify from the integrated Form I-9 Document, which saves us lots of time onboarding each employee.

Incentivized

Besides having all the functionality of any 5 star CLM, the situations it has helped were:

• Preventing contract
  deviation by controlling template versioning
• Improving
  business processes with customized features such as unique intake forms

• Alerts when documents are signed
• Notifications if customers don't complete any or all of their required tasks
• Showing clients exactly where to sign
• Making signing easy and fast

Incentivized

• Client service support.
• Personalization of need.
• Document tracking.

• 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.

Incentivized

• New feature request process - they tend to ask a lot of questions regarding my request.

Before we started using DocuSign, getting contracts actually signed by new clients was one more barrier to new business and to begin work. Once we started using DocuSign, it eliminated that barrier and has become a much less cumbersome process for us and our clients

Incentivized

It is easy to use, however sometimes editing is not always the easiest, depending on, which can cause a redo or resend

Incentivized

Zeal is user-friendly for the non-tech person to use.

Its a rare occurrence that this even happens

Incentivized

Easy to use for various documents. Easy for clients as well

Incentivized

Honestly, personally, I have only had one issue and it had nothing to do with the product but with the login

Incentivized

Customer support is outstanding.

DocuSign CLM has a much improved user experience compared to similar products we have used. The streamlining of templates and traceability through the signing process are huge benefits, and better than competitors. The ability to set up designated templates for different use-case scenarios, and roll out efficient documents for signing, is invaluable, as well as other functions like Bulk Send and PowerForms.

Incentivized

Much more hands-on team at Zeal that provides outstanding service to setup, train and educate our team on how to best use the product

Reliable for the most part, there are issues here and there but minor

Incentivized

Service is easy and professional

Incentivized

• Positive - has helped us track renewals which allows us to get out of "bad" contracts or renew "good" ones.
• Negative - we had hoped for it to help us determine which terms and conditions we have agreed to in other contracts. This has made contract review remain a lengthy process.
• Positive - We are now able to find all of our contracts which has helped us get out of unnecessary contracts (which positively impacts finances).

Incentivized

• Allowed sales to send out templates without modification.
• Automated tracking of data from contract templates sent out.