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DocuSign CLM

DocuSign CLM
Formerly SpringCM

Overview

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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Recent Reviews

TrustRadius Insights

Users have found DocuSign to be a convenient and efficient solution for various document-related needs. One of its key use cases is …
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Remote work made easy!

10 out of 10
March 27, 2022
Incentivized
My company uses DocuSign CLM for the review and signature of controlled documents, specifically those part of the Design History File for …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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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
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Product Demos

DocuSign CLM Implementation Consultant Capstone Project - Jean Titus T

YouTube

Oficina Agil DEMO DOCUSIGN CLM

YouTube

DocuSign February Meetup - Federated Search for CLM

YouTube

DocuSign Capstone Project Demo

YouTube

DocuSign CLM Demo

YouTube

Demo: DocuSign CLM for Salesforce

YouTube
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Product Details

What is DocuSign CLM?

DocuSign CLM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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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!

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:

  1. 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.
  2. 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.
  3. 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

(1-25 of 35)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
March 11, 2022

Not My Choice

Dayna Guadagno | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Kyle Cocomise | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Mallory Fuller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
As mentioned in the initial question, we're being using it during the pandemic situation when all the employees were working from their homes. We needed to adapt and continue with the business and procedures so we found it very useful to sign internal documents to keep the evidence for internal audit for example. Also can be used for external documents as well (contracts with customers for example).
Seth Lennon Weiner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
This product is useful in countless scenarios. In my experience, particularly in B-to-B transactions. We use this service with consultants of many different types as well as with clients in our primary service- grant making. There are indeed some limitations with users/clients/partners who are very limited in their comfort with digital tools. However, we have been able to successfully complete each transaction we have undertaken so far.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is generally a very user-friendly program. It is quite easy to learn but the training document could be improved. It takes some time to go through all of the steps. A quick guide would be very helpful especially for people who are very busy.
March 04, 2022

DocuSign in Education

Score 8 out of 10
Vetted Review
Verified User
Incentivized
During my time working for my current organization, we have used Docu Sign for allowing students or employees and easy and quick method to sign important documents. It is well suited for this task, because the students and employees can simply sign a pdf file or document in order to add their signatures.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Best use :
- Employee agreements/offer letters, especially during the pandemic.
- Policy amendments and legal obligations.
- New joiners training completion.

Less appropriate :
- Either adapt fully or disregard.
-Dont use for partial agreements.
- Avoid using where government authorities are involved as they don't consider it as legal.
- Email aliases do not work with DocuSign.
Hanson Grant | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
DocuSign CLM is well suited for larger B2B orders within our organization. I feel like it it really doesn’t make sense for the e-commerce side of our business. And so for smaller e-commerce companies with less B2B contracts, it probably doesn’t make sense
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Any organization that has a lot of contracts to manage can be benefitted from DocuSign. It was very easy to track my contracts when I used them. Also, it can save a lot of time during the contract lifecycle as many things are automated by it and it eliminates the need for human interference.
March 04, 2022

DocuSign review

Saurav Khawas | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I used it while I was joining my company during the pandemic. All the HR policies were online and documents were paperless and just a few clicks away. It made the entire process very seamless and quick. All paperless was the best part during the hr process. Plus everything was on my drive so it was so easy to upload all the required documents in a few clicks. It also helped HR to get the documents and process them for background verification to the next team.
March 04, 2022

DocuSign

Score 8 out of 10
Vetted Review
Verified User
Incentivized
When you need a document signed you can easily send it via email and have them fill it out. We use it to have NDA's signed quickly and easily. Also, having it on Adobe makes it easy to create a document that they can fill out or sign. Highly recommend.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
DocuSign CLM is a fantastic solution for small and large organizations. They were able to tailor a solution for our high volume needs that none of the other products we reviewed could provide. This was a game-changer for our document signing needs.
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