DocuSign CLM

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.

• 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.

Meltwater, Google Drive, Trello

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.

• Less labour for input.
• Improved contract to hand turnaround for new hires to secure talent.
• Physical cost elimination of paper, ink, etc.

Zoho Sign and Adobe Acrobat Sign

Zoho Sign, Adobe Acrobat Sign, SmartRecruiters

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.

• Group login
• Integration with Paylocity
• Document templates

• Improved field employee experience
• Smoother onboarding flow
• Remote onboarding capabilities

Paylocity, Bullhorn ATS & CRM, Qualtrics CoreXM, HubSpot Marketing Hub, Atlassian Confluence, Asana, Google Meet, Microsoft Excel

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.

• Customization of the fields
• Template creation
• Signing order and notifications
• Branding
• Security
• Can be used as a legal document

• 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

HubSpot CRM, Google Workspace (formerly G Suite), Slack

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.

• Seamless signing of documents.
• Easy creation and editing.

• Can be integrated with other applications.
• Saving time us and costs.
• Gave us an impressive image to our clients.