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Users have found DocuSign to be a convenient and efficient solution for various document-related needs. One of its key use cases is …
Starting at $15 per month
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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…
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Pricing
Personal
$15
Cloud
per month
Real Estate Starter
$15
Cloud
per month
DocuSign for Realtors
$35
Cloud
per user/per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
DocuSign CLM Implementation Consultant Capstone Project - Jean Titus T
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Oficina Agil DEMO DOCUSIGN CLM
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DocuSign February Meetup - Federated Search for CLM
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DocuSign Capstone Project Demo
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DocuSign CLM Demo
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Demo: DocuSign CLM for Salesforce
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Product Details
- About
- Tech Details
What is DocuSign CLM?
DocuSign CLM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Reviews and Ratings
(65)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
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.
While using the present perfect tense and attributing statements to users, here are the reformatted recommendations from the user reviews:
- Users highly recommend SpringCM for contract management and integration with Salesforce. They find it to be a capable, affordable, and easy-to-use system that provides powerful functionality at a low cost.
- Users advise thoroughly testing Docusign before going live with all possible scenarios. They believe it is a great option for easy tracking of envelopes and integration with Salesforce.
- Users recommend trying out SpringCM as a contract management solution before making a large upfront investment in other systems. They find the software easy to set up and flexible, especially for better file management and workflow solutions.
Overall, users have positive experiences with both SpringCM and Docusign for their respective functionalities. However, they caution that SpringCM may lack intuitiveness and suggest testing the product thoroughly before implementation.
Attribute Ratings
Reviews
(1-21 of 21)Companies can't remove reviews or game the system. Here's why
March 27, 2022
Remote work made easy!
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.
- Assigning signatories.
- Reminding users to sign.
- Placing specific action items within a document (ie. name, date, location).
- It is not completely clear how to remind just those who have not signed off on the document, not the whole party.
March 24, 2022
Nature and Time Saver!
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!
- Paperless
- Fast Tracking and Processing
- Easy modification
- Quick notification
- Easy Sign box placement
- OCR recognition of Names to help on Sign Box assignments
- More flexibility on reminder settings
March 22, 2022
The innovative DocuSign CLM.
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.
- Contract creation.
- Reminders
- Easy integration.
- Swift process approval.
- Can improve the integration process to reduce bugs especially when using Salesforce.
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
- 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
- A basic understanding of computer science is required
- Conversion of currencies
March 07, 2022
The Best Digital Signature Platform Out There.
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.
- Quick & Easy to Use.
- Safe & Secure.
- Fast & Efficient Way to Send and Sign Documents to Customers.
- Eliminates the hassle of sifting through long contracts.
- 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.
March 04, 2022
Simply makes life simple!
We regularly need to have contracts signed with consultants and partners. Our work is primarily making grants to nonprofit organizations and signatures are required in each transaction. Especially in the age of covid and remote work being able to complete these agreements and obtain signatures remotely and quickly is very useful.
- It is intuitive and user friendly
- It is easy to obtain and download
- It is efficient and can be near instantaneous
- It is possible that this platform makes signing documents so easy that signers may not be taking the full time to read contracts before signing. Regardless, the onus is on the user to do their due diligence in each instance.
March 04, 2022
Great for keeping contracts organized!
DocuSign CLM makes it easy to track contracts throughout that process. It's definitely an excellent solution for contract organization.
- Contract organization
- Helpful customer service
- Contract tracking
- A few user experience issues can be frustrating
- Dates don't always appear correctly
- Rollout seems to be challenging across teams
March 04, 2022
DocuSign, your one and only solution
We use DocuSign as a legal binding on an employee to agreements, on customers to get approval using any device. It helps to
- Setup processes fast.
- Is always available.
- Allows flexible workflows to automate any agreement and approval process.
- Instant visibility into document status.
- Full digital audit trail for easy compliance and legal enforceability.
- Setup processes fast.
- Is always available.
- Allows flexible workflows to automate any agreement and approval process.
- Instant visibility into document status.
- Full digital audit trail for easy compliance and legal enforceability.
- Employee agreement e-signing.
- Policy enforcement acceptance.
- Esops/shares grants terms and conditions acceptance.
- Can't save signature set -you have to insert each text or signature in each document.
- Font based signature don't seem legit.
- You cannot download all documents but one by one.
March 04, 2022
Save time, reduce errors, great for any size team.
We use DocuSign CLM to automate different workflows with our direct sales to schools. Based on different contracts, agreements, purchase orders, and other workflows, we have everything automated and syncing with Salesforce
- Easy to learn software
- User interface
- Third party integrations
- Mobile website
- Mobile application
March 04, 2022
DocuSign ... a more secure signature software
We actually needed it when Covid happened and forced everyone to work from home - not that I'm complaining by any means, I love working from home. But ... our finance department and our contractors needed a legit form of signature to be able to process invoices and make payments. There are actually a lot of things that require legit signatures when dealing with our organization. This fit our need.
- It's user friendly.
- I've honestly never had an issue with the software.
- We got a rep available if we ever had any issues which was nice.
- I mean, it's a pretty easy and straightforward software. Use it when I need to sign a document for a vendor or invoice.
March 04, 2022
great e-signature solution
I used DocuSign during my onboarding process. I didn't have to sign a physical document, scan it and send it over as everything could be done easily in DocuSign. So, it definitely saved a lot of time while giving a seamless experience.
- Easy navigation.
- Friendly Interface.
- Upload feature is plus.
- Took long time to respond when I used it last time. Might be internet issue but not sure.
- Service and support can be improved.
March 04, 2022
DocuSign review
I used it while I was being onboarded virtually last year. It asked me to upload all my certificates and documents and the process was so hassle-free and paperless. Just a few clicks and it was done.
- Upload document.
- Review documents.
- Provide details to the HR.
- Background documents verification.
- Document submission.
March 04, 2022
Great CLM for complex contracts but not for simpler uses
I send lots of contracts out between vendors and my clients. I needed a process to easily be able to track and edit and get contracts e-signed.
- automating manual tasks
- managing lifecycle of contracts
- It was hard to navigate for simpler tasks, too many steps and processes.
March 04, 2022
The Rolls Royce of Document Signing
When we onboard new clients for long-term contracts, we use DocuSign CLM to send contracts and documents for signing which helps keep everything organized and on track. Previously, we didn't have a way of knowing which contracts have been signed and which contracts were not yet signed. Making the switch to DocuSign was a good option for the company to help keep up to date with pending documents.
- 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
- It could have been a little easier for customers that aren't in front of a computer
- We received word from customers that they prefer a paper version
March 04, 2022
The ease of DocuSign
In my organization we use DocuSign for grant writing, and other memos that require an electronic signature.
- Electronic signatures.
- Templates.
- Less ads.
- Expanded formatting & design.
- Expanded fonts.
March 04, 2022
DocuSign CLM is easy to use.
We use DocuSign CLM to sign contracts with customers and sign paperwork with utility providers for incentives for our customers.
- Email all details.
- Follow-up emails after signatures received.
- Lets you know if there is a signature missing.
- So far, I wouldn't change a thing. Seems to work great for us.
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.
- 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
- 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.
January 27, 2020
Positive review - DocuSign CLM, formerly SpringCM
Problem: Revenue contracting cycle was taking more than 60 days and 3.2 process cycles before getting to the client.
Problem: No central repository existed for contracts, consuming thousands of staff hours looking for agreements.
Problem: No central repository existed for contracts, leaving leadership without the ability to review final/authorized agreement when addressing a client's concern.
The solution was used company-wide (revenue and expense) and among four lines of business (RR, Real Estate, Sand Unitization, Industrial Development).
Problem: No central repository existed for contracts, consuming thousands of staff hours looking for agreements.
Problem: No central repository existed for contracts, leaving leadership without the ability to review final/authorized agreement when addressing a client's concern.
The solution was used company-wide (revenue and expense) and among four lines of business (RR, Real Estate, Sand Unitization, Industrial Development).
- Ability to templatize hundreds of agreement types (dropdowns, optional clause language)
- Workflow process, ensuring contracts were properly vetted
- Currency conversion (from numbers to language) relies on an MS-Word solution that is buggy. Won't convert 7+digit numbers.
- Could be easier to engineer a template (requires some technical training).
January 24, 2020
Minimal Exposure, Large Impact
I used it when onboarding and pre-onboarding. It was a seamless process since I applying for a job in another state and couldn't physically hand documents over. DocuSign made it easier for both parties to move forward. I believe there are other departments in our company that work with clients such that they need the privacy and efficiency DocuSign offers. Since we handle sensitive data internally and externally.
- User-friendly.
- Seamless integration.
- Modularity in features.
- Customization.
November 05, 2019
SpringCM Review
We have been using SpringCM for about two years now within our sales organization. It is our primary contract management tool.
- Upload feature.
- SpringCM dashboard for seeing your tasks.
- Email notifications.
- Not user intuitive.
- Unreliable - crashes and you don't know if your contract was sent to the client.
February 11, 2019
SpringCM works fine but just doesn't quite meet our simple needs
We use SpringCM as a contract repository and as a tracker for renewal/termination/expiration date tracker. It is used by the legal department but supports the entire organization. We had a problem locating contracts, determining which contracts were in effect and missing key renewal or termination deadlines.
- You can easily find contracts once you put them in the system.
- Can set up your own contract attributes.
- Support is fantastic.
- Does not automatically convert contracts into searchable text.
- Need to manually set up reminders which leaves room for human error.
- No easy way to see what terms we have agreed to in other contracts.