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 …
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
(1-25 of 35)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.
March 11, 2022
Not My Choice
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.
- promoting themselves and being the first app to pop up
- integrating with google
- making online signatures available
- layout
- the need for an account
- making it look less spam like
March 08, 2022
Secure and simple to use!
I personally used DocuSign to confirm and sign an update to my contract.
- Holds secure information
- Easy to use
- Great communication with notifying users
- Not necessarily clear what happens when you have completed your part
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 08, 2022
Signatories love the ease and convenience of DocuSign
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.
- Documents signing
- Following up on having documents signed
- monitoring status
- maybe it can request IDs in the future as well
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 05, 2022
DocuSign is a must for HR & Onboarding!
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.
- 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
March 05, 2022
Docusign in pandemic situation
Due to the pandemic situation, we needed to adapt to the new reality and ways of work. That's why we implemented Docusign in the organization in order to be able to move on with our internal requirements that in the past need a signature and the new reality. We use it mainly to sign internal documents.
- To sign internal documents.
- To sign external documents if allowed.
- At the moment I'm pleased about all functionalities.
March 04, 2022
Great for signing on the fly!
I use DocuSign in the workplace to sign partnership agreements with third-party agents, such as recruiters and service agencies. It is a convenient way to sign documents without having to print, manually sign, and scan.
- Easy to use.
- Quick setup.
- Convenient alternative to signing and scanning.
- Everything works great, no improvements needed.
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
DocuSign CLM: Efficient Electronic Signatures
I use DocuSign CLM when I need to sign official documents - for example, offer letters, contracts, and NDA documents from an employer. DocuSign CLM makes it very easy to digitally sign PDF documents, as opposed to scanning a physical copy or finding a third-party service to sign the document and then upload it back to my employer.
- Efficient digital signing
- Easy to use
- Ability to view past signed documents
March 04, 2022
DocuSign CLM - A Very Useful Software
We have a lot of hard copy documents flying around, it takes a lot of time to file the documents. It created a lot of issues with missing documents or miss-filing. Since we have DocuSign CLM now, we are digital and paperless. Every document can be saved in its own folder. Document flow is fluent.
- Payless
- Quick and easy
- Automatic flow
- Page cannot be displayed
- Document upload error
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 in Education
I have used DocuSign CLM within my organization in a multitude of differing ways and functions. The way that my organization has used docu sign throughout the past weeks, months, and years is by creating documents for employees and students to sign via docu sign. It has served our purposes well.
- Signing documents
- Mobile
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, great for accountability
We have a ton of documents that need to be signed daily. DocuSign CLM is great when the project managers or execs are on the move and we need approvals pretty quickly.
- Easily signed through a mobile device
- Designation of names and placement for easy finding
- Signed and returned quickly
- It is not really for large busineses- $25 a user per month seems a bit steep
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
DocuSign
We use it to send/receive documents that we need either signed or if we need to sign/fill out something. We also can create forms to fill out/sign and tell the end user exactly how we want the form filled out. It makes it easier for everyone involved.
- 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.
We were challenged with finding a solution for sending a high volume of documents for signatures in order to stay compliant with recently updated regulations. Many of the solutions we reviewed either couldn't handle the volume we required or were extremely expensive. DocuSign was able to tailor a solution for our needs while keeping the price within our budget.
- 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.
March 04, 2022
DocuSign is great for getting documents signed
Send out order confirmations for a signature to start the job.
- Sending out document.
- Capturing the signature.
- Working with ERP system.
- Custom branding.