TrustRadius: an HG Insights company

DocuSign CLM

Score8.2 out of 10

69 Reviews and Ratings

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

  • E-Signatures

    Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

    Category average: 8.5

  • Reminders and Alerts

    Automated alerts and reminders for important contract dates, deadlines, and milestones.

    Category average: 8.1

  • Clause library/saved fields

    Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

    Category average: 8.6

Areas for Improvement

  • Contract editing

    Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

    Category average: 8.2

  • Custom contract reports

    Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

    Category average: 8

  • Customizable Contract Templates

    Pre-defined templates that can be customized for different types of contracts.

    Category average: 8.1

DocuSign CLM Great

Use Cases and Deployment Scope

We are a remote company, so DocuSign CLM helps us get important signature documents to executives fast and easy.

Pros

  • Fast and easy electronic document signing
  • Capability to reach executives in a remote setting
  • Email alerts
  • User-friendly interface

Return on Investment

  • Saves executives time
  • Makes deals with external people go through faster
  • Saves money on printing and faxing
  • Eliminates the need to track people down

Usability

Other Software Used

HubSpot CRM, NeverBounce a ZoomInfo company

Solid product and Ease with use

Use Cases and Deployment Scope

We use to send documents to both clients and staffing purposes which creates an ease.

Pros

  • The ease
  • Building documents
  • Receiving back
  • Notifications

Cons

  • Editing forms easily
  • Not sending timely
  • Blanks when completed, like info doesn't show

Return on Investment

  • Ease of clients
  • Ease of hiring
  • Ease of creating forms if need be

Usability

Other Software Used

AxisCare Home Care Software

DocuSign CLM makes the signing process a breeze

Use Cases and Deployment Scope

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

Return on Investment

  • Ease of the signing process
  • In the future when we need a contract or proposal signed, we will definitely utilize DocuSign CLM to make the closing process go as easily and smoothly as possible. In the past, having to actually go through the physical signing, scanning, converting to PDF, sending, etc., has been an unnecessarily cumbersome process and adds an unwanted step between us and bringing on a new client.

Other Software Used

Meltwater, Google Drive, Trello

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