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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
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Kyle Cocomise | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Mallory Fuller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • No account required for signees
  • Flexible placement of text boxes and signatures
  • Templates for DocuSign emails
  • 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
Seth Lennon Weiner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Ease of use.
  • User friendly.
  • Quickly sign documents.
  • Be able to edit forms without being logged in.
  • Being able to easily ask a question on documents.
  • Incorporate it into other applications.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • DocuSign can handle high volume document needs.
  • Had the ability to tailor a program specific to our needs.
  • Ability to store and organize documents within a secure portal for easy access.
  • Deeper discounts for volume would have made DocuSign even more exceptional.
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