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DocuSign CLM

Score8.1 out of 10

66 Reviews and Ratings

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Community insights

TrustRadius Insights for DocuSign CLM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Users have found DocuSign to be a convenient and efficient solution for various document-related needs. One of its key use cases is sending offer letters, letters of intent, and employee agreements for new hires. This enables remote workers to sign important paperwork like Form I-9s and W4s without the need for in-person orientations. Additionally, users rely on DocuSign for both internal and external documentation needs, allowing for remote e-signatures. This is particularly beneficial for client success and sales teams who can easily sign new contracts and update existing ones.

Another valuable use case is the software's ability to serve as a centralized storage place for all important documents. With this feature, multiple parties can generate and sign documents, making collaboration seamless and efficient. Furthermore, integration with CRM systems allows for more automation in the document signing and management process. Users suggest estimating the right plan based on individual needs and upgrading if necessary to fully leverage the software's capabilities.

With the flexibility offered by DocuSign, users are able to obtain signatures on documents even when signers are not physically present, thus minimizing the need for printing papers. The product also provides a safe and secure environment for signing important documents such as contracts, agreements, and controlled documents like those in medical devices or legal contexts. Its ease of use across various devices makes it a popular choice among customers who frequently utilize it to send contracts or complete agreements remotely.

The transition to remote work has further highlighted the significance of DocuSign CLM in managing business operations efficiently. It helps organizations adapt to new remote work requirements by enabling the execution of internal agreements seamlessly. The software also streamlines the onboarding process for job applicants in different locations.

Overall, DocuSign CLM offers privacy, efficiency, and excellent tracking capabilities that are invaluable when dealing with private and confidential information. It not only simplifies document signing but also provides instant visibility into document status, making it an indispensable tool for organizations in various industries.

Reviews

37 Reviews

DocuSign CLM Useability

Rating: 8 out of 10
Incentivized

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.

Likelihood to Recommend

If a company has the budget to implement DocuSign CLM, I would highly recommend it. It has good support functions from a learning and continuous update viewpoint. It enables efficiencies across many use-case scenarios, great tracking and reporting functions, and offers an improved user experience for both the sending team/s and receiving participants when set up right. The administrative functions are fairly intuitive, and template set up provides a consistent format for ease-of-use.
EW
Emily Wallace
HR Contracts and Compliance Specialist in Human Resources at The Warehouse Group (10,001+ employees)
Vetted Review
DocuSign CLM
9 years of experience
View profile

DocuSign CLM makes the signing process a breeze

Rating: 10 out of 10
Incentivized

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

Likelihood to Recommend

Signing any document where they’ll accept an electronic signature would be where DocuSign CLM would be well suited.
VU
Verified User
C-Level Executive in Marketing (1-10 employees)
Vetted Review
DocuSign CLM
3 years of experience

Remote work made easy!

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

My company uses DocuSign CLM for the review and signature of controlled documents, specifically those part of the Design History File for Medical Devices, used for submission to Notified Bodies. In a remote world, DocuSign CLM makes it really easy to send out documents for review and signature to various team members. The platform makes it very easy to view who has signed and who to remind about the document, and present deadlines to the signees.

Pros

  • Assigning signatories.
  • Reminding users to sign.
  • Placing specific action items within a document (ie. name, date, location).

Cons

  • It is not completely clear how to remind just those who have not signed off on the document, not the whole party.

Likelihood to Recommend

DocuSign CLM is a great tool for working in a remote team. When a document has been reviewed and needs a signature, DocuSign CLM automatically integrates with you contacts in Microsoft, making it simple to add members of your team. Placing signatures in certain locations, throughout the document, is very easy. When dealing with a lot of different team members, DocuSign CLM makes it easy to keep track of due to the color-coding of attributes specific to each reviewer.
VU
Verified User
Employee in Quality Assurance (10,001+ employees)
Vetted Review
DocuSign CLM
2 years of experience

Nature and Time Saver!

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use DocuSign CLM, formerly SpringCM for our multilevel CAPEX approval process. It had helped us on eliminating the need of paper copy, faster approval process and modification on the CAPEX documentation. Also, we didn't need to run behind the approvers anymore!

Pros

  • Paperless
  • Fast Tracking and Processing
  • Easy modification
  • Quick notification

Cons

  • Easy Sign box placement
  • OCR recognition of Names to help on Sign Box assignments
  • More flexibility on reminder settings

Likelihood to Recommend

It is a perfect solution for following the right DOA process while approving the CAPEX, PO etc... forms. Besides this, I couldn't see any other usage of benefit.
VU
Verified User
Manager in Engineering (501-1000 employees)
Vetted Review
DocuSign CLM
2 years of experience

The innovative DocuSign CLM.

Rating: 9 out of 10
Incentivized

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.

Likelihood to Recommend

If you are looking for the best document management system that is easy to use, try Docusign CLM. It has become a very safe place for our organization to store documents permanently and if you are also looking into going paperless and not having to worry about misplaced contracts then you are at the right place.
LD
Layla Dlamini
Assistant Director of Business Operations in Information Technology at Kingmusa Pty Ltd (11-50 employees)
Vetted Review
DocuSign CLM
4 years of experience

Not My Choice

Rating: 6 out of 10
Incentivized

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

Likelihood to Recommend

It is well suited when you need documents signed. It is well suited when you have parties in multiple places that need to view and sign the same document. It is well suited when you need someone to sign a document online. It is well suited when you want to keep all signed documents online.
DG
Dayna Guadagno
Business Analyst at Alpine Choice (1-10 employees)
Vetted Review
DocuSign CLM
3 years of experience
View profile

Secure and simple to use!

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

I personally used DocuSign to confirm and sign an update to my contract.

Pros

  • Holds secure information
  • Easy to use
  • Great communication with notifying users

Cons

  • Not necessarily clear what happens when you have completed your part

Likelihood to Recommend

DocuSign is very easy to use and is very straight forwards with knowing what to do. It is particularly good that it holds all information securely. I am very happy to continue to keep using this software when any further secure documents need to be sent to me for signing.
RM
Rachel McGrath
Traffic Manager in Product Management at MarcoPolo Learning (11-50 employees)
Vetted Review
DocuSign CLM
2 years of experience

DocuSign CLM It is a great solution that saves valuable time on paperwork

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

For onboarding and pre-onboarding, I utilized it Since I was applying for a job in a different state and couldn't hand over paperwork in person, the procedure went well. For both parties, DocuSign made it easier to move forward. DocuSign's privacy and efficiency may be required by other parts of our company that deal with customers. Given that we deal with private and confidential information on a daily basis

Pros

  • Hundreds of agreement kinds can be pre-programmed into drop-down menus, and optional clause wording can be added
  • Contracts were thoroughly examined as part of the workflow process

Cons

  • A basic understanding of computer science is required
  • Conversion of currencies

Likelihood to Recommend

In many sectors and industries it is necessary to maintain a program like this, DocuSign is a good fit, I'm not sure whether it's completely utilized in these sectors, but the financial and healthcare sectors are trailing behind in terms of technology and business procedures, respectively. In many industries, outdated practices are holding them back or creating inefficiencies.
VU
Verified User
Engineer in Engineering (1001-5000 employees)
Vetted Review
DocuSign CLM
2 years of experience

Signatories love the ease and convenience of DocuSign

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use it for the signing of documents. Since COVID, electronic signatures have been more and more the norm for signing of documents. Clients welcome the convenience and we appreciate getting signed documents back quickly. This makes transactions go faster and we have an electonic 'scanned' copy of the document right away for our files.

Pros

  • Documents signing
  • Following up on having documents signed
  • monitoring status

Cons

  • maybe it can request IDs in the future as well

Likelihood to Recommend

best for remote doc signing; less if client needs to submit wet-ink signatures. DocuSign is easy to you and can be learned by our assistants without needing any lengthly training or testing. It is visually easy on the eyes and the directions/steps are easy to follow as well. It is user -friendly.
VU
Verified User
Professional in Legal (51-200 employees)
Vetted Review
DocuSign CLM
3 years of experience

The Best Digital Signature Platform Out There.

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

DocuSign CLM is a great way that is both safe and secure in signing important documents. Customers utilize DocuSign frequently to send over contracts. It's easy to use and can be done on virtually any device even while on the go.

Pros

  • Quick & Easy to Use.
  • Safe & Secure.
  • Fast & Efficient Way to Send and Sign Documents to Customers.
  • Eliminates the hassle of sifting through long contracts.

Cons

  • Can be difficult to edit documents.
  • Easy to miss where to initial or sign on certain documents and contracts.
  • Could be more user-friendly design wise.

Likelihood to Recommend

Recently I had a customer that was out of the office but needed to sign a document while out-and-about. She pulled up the mobile version and signed the electronic contract and got it over to me within minutes. It provides a fast and effective way to sign important documents without any hassle.
KC
Kyle Cocomise
Sales Representative in Sales at ShadePro (1-10 employees)
Vetted Review
DocuSign CLM
4 years of experience
View profile