Docusign CLM Overview

Docusign CLM streamlines and automates contract lifecycle management. Integrations with Salesforce, NetSuite, and more accelerate contract processes.

Use Cases

Customers recommend Contract Management, Workflow Management, Digital Signature, as the business use cases that they have been most satisfied with while using Docusign CLM.

Other use cases:

  • Collaboration
  • Content Management
  • Training & Onboarding
  • Proposal & Quote Management
  • Document Sharing
  • Engagement Management
  • Generation Of New Leads
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Docusign CLM.

Other priorities:

  • Improve Brand Engagement
  • Improve Visibility
  • Manage Risk
  • Scale Best Practices
  • Improve ROI
  • Enter New Markets Internationally Or Locally
  • Increase Sales & Revenue
  • Improve Internal Communications
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Docusign CLM Use-Cases and Business Priorities: Customer Satisfaction Data

Docusign CLM works with different mediums / channels such as Offline. E-Mail. and On Premises.

Docusign CLM's features include Templates, Dashboard, Alerts: Popups & Notifications, etc. and Docusign CLM support capabilities include 24/7 Support, Phone Support, Chat Support, etc. also Docusign CLM analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Collaboration and document management, version control...." Peer review by Ian D, National Sales Director, Telecommunications

Peer review evidence (same sources as the product rating summary)

"...Central storage of various types of contracts, creating repository for requests -- rather than having requests from 100 sources (email, phone call, etc.)..." Peer review by Stephanie A, Sr. Business Analyst – Finance and Sales Systems, Medical Devices
"...We were able to implement workflow using just the Smart Rules...." Peer review by Charles B, VP of IT and Chief Technology Officer, Financial Services
"...Customers can sign contracts from within the Salesforce interface...." DocuSign Agreement Cloud digitizes contract management

Docusign CLM, Intelligencebank DAM, Responsive (formerly RFPIO), Hyland Governance, ContractWorks, etc., all belong to a category of solutions that help Contract Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Docusign CLM

Top Industries

  • Information Technology and Services
  • Computer Software
  • Management Consulting

Popular in

  • Mid Market
  • Enterprise
  • Small Business

Docusign CLM is popular in Information Technology And Services, Computer Software, and Management Consulting and is widely used by Mid Market, Enterprise, and Small Business.

Docusign CLM Customer wins, Customer success stories, Case studies

Why is Docusign CLM the best choice for Contract Management?

How can Docusign CLM optimize your Workflow Management Workflow?

Why is Docusign CLM the best choice for Collaboration?

What Are the key features of Docusign CLM for Content Management?

332 buyers and buying teams have used Cuspera to assess how well Docusign CLM solved their Contract Management needs. Cuspera uses 1993 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Contract Management needs.

 

Alabama Agents Tighten Closing Pipelines with DocuSign Rooms and AI

Alabama real estate agents are enhancing their closing processes using DocuSign Rooms and AI technology. This integration streamlines document management and improves efficiency in property transacti...ons.

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Comcast Business Services Boosts Productivity with Solution by Acumen Solutions and DocuSign on Appl - AOL.com

Comcast Business Services enhances its field sales productivity using a solution jointly developed by Acumen Solutions and DocuSign, implemented on Apple iPads. This solution enables real-time contra...ct generation and eSignature capabilities, streamlining sales processes and improving customer experiences. The integration with Salesforce further automates workflows, allowing Comcast to close deals faster and increase revenue.

Read on →
 

Docusign products will be discounted to agencies under latest GSA deal

Docusign has secured a new agreement with the General Services Administration (GSA) under the OneGov initiative, offering federal agencies discounts on its eSignature and Intelligent Agreement Manage...ment (IAM) products. The deal provides a 70% discount on eSignature plans and a 50% discount on IAM plans, valid until January 31, 2027. This collaboration aims to enhance digital document execution and process automation across federal agencies.

Read on →
 

Vestwell - Financial Services - Medium

New York, USA

Vestwell used Docusign CLM and Salesforce to cut agreement prep time from 75 minutes to just five. The company reduced client drop-offs by 70% and now onboards over 1,000 new clients each month. Sale...s teams start agreements in their CRM, and Docusign automates the process. Errors from manual edits are nearly gone. Vestwell also improved customer service with an AI chatbot connected to Docusign data.

 

Primerica - Financial Services - Very Large

Duluth, USA

Docusign helped Primerica cut paper processing by 23%. The average agreement completion time dropped to under two hours with mobile signing. Primerica achieved a 99.5% successful transaction rate. Do...cusign eSignature and contract management tools made the application process digital and fast. Sales reps now serve more clients while keeping a personal touch. Most life insurance applications are now submitted electronically.

 

Metro Credit Union - Financial Services - Medium

Chelsea, USA

Metro Credit Union used Docusign Intelligent Agreement Management and Maestro to automate autopay enrollments. They cut manual work by 90% and improved operational efficiency by 75% in just four week...s. Data now flows directly from member forms into their core banking system, reducing errors and speeding up onboarding. Staff now focus on higher-value work, and members enjoy a seamless digital experience. The solution eliminated paper and manual data entry for over 600 monthly forms.

Docusign CLM Essentials: How to Generate and Process an Agreement

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Frequently Asked Questions(FAQ)

for Docusign CLM

What is Docusign CLM?

Docusign CLM allows organizations to streamline the agreement lifecycle by transforming analog manual processes into a digital automated workflow. The result is an accelerated pace of doing business, increased compliance, and more efficient employees.

Docusign CLM automates manual tasks, orchestrates complex workflows, and eliminates bottlenecks to get work done faster and more accurately, increase compliance, and improve customer experiences. DocuSign CLM delivers robust functionality that's easy to implement, use, and extend across the entire organization.

Docusign CLM features include flexible, configurable workflow, automate with workflow templates, seamless document generation, centralized searchable repository, support for collaboration and negotiation, clause library, rich integrations, and more.

What is Docusign CLM used for?

Docusign CLM is a Contract Management Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Contract Management, Workflow Management and Digital Signature .

What are the top features of Docusign CLM?

Templates, Dashboard and Alerts: popups & Notifications are some of the top features of Docusign CLM.

Who uses Docusign CLM?

Docusign CLM is used by Information Technology And Services, Computer Software and Management Consulting among other industries.

What are Docusign CLM alternatives?

Intelligencebank DAM, Responsive (Formerly RFPIO), Hyland Governance and ContractWorks are popular alternatives for Docusign CLM.

Where is Docusign CLM located?

Docusign CLM is headquartered at 221 Main St., Suite 1550, San Francisco, CA 94105.
lightning

Peers used Docusign CLM for contract management and workflow management

Docusign CLM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.80/5

Read Reviews (12)
Custom Reports

4.02/5

Read Reviews (165)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.80/5

Read Reviews (12)
Custom Reports

4.02/5

Read Reviews (165)

Docusign CLM Integrations

Docusign CLM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export
Data Import

Few API Integrations for Docusign CLM

Software Failure Risk Guidance

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for Docusign CLM

Overall Risk Meter

Low Medium High

Top Failure Risks for Docusign CLM

DocuSign, Inc News

Partnership

ID.me and Docusign Partner to Bring Seamless Identity Verification to Online Agreements

Docusign and ID.me have partnered to integrate ID.me's digital identity wallet into Docusign's platform. This collaboration enhances identity verification for high-value transactions, aligning with federal security standards like NIST Identity Assurance Level 2. The integration aims to streamline the verification process, reduce friction, and combat AI-driven fraud, providing a secure and efficient experience for users.

Product

Docusign Brings Open Source AI And MCP Integrations To Legal Contract Automation

Docusign has enhanced its Intelligent Agreement Management platform with new agentic AI capabilities, leveraging open-source frameworks and LLMs. The upgrades include an AI assistant and Agent Studio for custom workflows, alongside MCP integrations for improved interoperability. These developments aim to advance legal contract automation and enterprise collaboration.

Product

Docusign Expands Legal AI With Agentic Contract Workflow Automation

Docusign has expanded its Intelligent Agreement Management platform by introducing AI-powered assistants and agents to automate contract workflows for enterprise legal teams. This update includes Iris-powered agents that analyze contracts, generate redlines, and manage workflows based on historical data and company policies. Docusign aims to transform agreement management into an operational AI system, integrating with partners like Harvey, Thomson Reuters, and major platforms such as OpenAI and Microsoft.

Partnership

Docusign and Legora Partner to Deliver Connected AI Workflows Across the Contract Lifecycle

Docusign and Legora have formed a strategic partnership to integrate Legora's AI platform with Docusign's Intelligent Agreement Management system. This collaboration aims to streamline contract workflows for legal teams by connecting AI-powered research and drafting with Docusign's agreement processes. The integration facilitates seamless contract management, enhancing efficiency and outcomes for legal teams across various business functions.

DocuSign, Inc Profile

Company Name

DocuSign, Inc

Company Website

https://www.docusign.com/

Year Founded

2003

HQ Location

221 Main St., Suite 1550, San Francisco, CA 94105

Employees

1001-5000

Social

Financials

SERIES F