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
See all use cases See less use cases

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
See all business priorities See less business priorities

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

"...The built in workflow was customized to fit our needs...." Peer review by Robin D, Sales Administrator, Financial Services

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

"...We also store our contracts in SpringCM which allows for quick OCR searches on pdfs and retrieval of legacy contracts...." Peer review by Dana H, Director - Legal Operations, Telecommunications
"...- The workflow solution is in depth enough for our workflows, and is simple enough to use -..." Peer review by Jacob T, Applications/Desktop Support Analyst, Transportation/Trucking/Railroad
"...While eSignature has changed the way that many organizations execute a contract, the lifecycle before and after signature is often managed through manual processes, spreadsheets, and emails slowing the pace of doing business, increasing risk, and frustrating customers and employees...." DocuSign CLM

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

What makes Docusign CLM ideal for Contract Management?

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

How can Docusign CLM enhance your Collaboration process?

How can Docusign CLM optimize your Content Management Workflow?

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.

 

Perplexity Computer

DocuSign IAM platform available for Perplexity Computer, Computer for Counsel

DocuSign's intelligent agreement management platform is now available for Perplexity Computer and Computer for Counsel. This enables legal teams and businesses to automate contract workflows using AI.

Read on →
 

Crete United - Construction Services - Medium

DocuSign Reveals the Gap Between AI Tools and AI Platforms

DocuSign reports that 75% of its new code is AI-assisted, reflecting a significant investment in AI. Crete United, a construction services network, deployed DocuSign's AI-Assisted Review to automate ...contract workflows, reducing negotiation times by 80% and improving deal execution speed by 90%. This highlights the effectiveness of AI platforms over isolated AI tools in enhancing business processes.

Read on →
 

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.

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

Video Thumbnail

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

?

for Docusign CLM

Overall Risk Meter

Low Medium High

Top Failure Risks for Docusign CLM

DocuSign, Inc News

Product

DocuSign's New Iris AI Integrations Might Change The Case For Investing In DocuSign (DOCU)

DocuSign announced new AI-powered features for its Intelligent Agreement Management platform, including Iris AI engine integrations with Microsoft Copilot, Salesforce, and SAP. These enhancements aim to automate contract data workflows for large enterprises, supporting IAM adoption and upsell. The integrations are part of a broader strategy to embed AI into enterprise and legal systems.

Product

DocuSign Debuts Iris AI Assistant and Agents, Delivers 30% ROI Boost ...

DocuSign launched Iris, an AI assistant, and customizable agents at Momentum London, enhancing its Intelligent Agreement Management platform. The platform integrates with Copilot, Salesforce, SAP, and ChatGPT, enabling automated contract reviews and obligation tracking. Over 40,000 customers report a 30% ROI boost and faster NDA turnaround.

Product

Docusign, Inc. Integrates Intelligent Agreement Management Platform with Perplexity ...

Docusign integrates its Intelligent Agreement Management Platform with Perplexity, enhancing capabilities in contract management and digital transformation.

Product

Perplexity AI, Docusign and NetDocuments Push Legal AI

Docusign integrates with Perplexity AI's Computer for Counsel, enhancing legal teams' ability to draft, review, sign, and manage contracts. This integration positions Docusign within AI-driven legal workflows, emphasizing document management and contract automation. The move highlights the growing competition in legal AI, with Anthropic and OpenAI also expanding their legal tech capabilities.

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