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Docusign CLM Logo

Docusign CLM

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Secure contract lifecycle management software

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Docusign CLM Features

Features Summary

Functionality

4.4

/5

82

Total features

23

2 categories

Docusign CLM features

API
Access Controls/Permissions
Alerts/Notifications
Buy Side (Suppliers)
CRM
Collaboration Tools
Completion Tracking
Compliance Tracking

Common features of Contract Management software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Annotations
Approval Process Control
Audit Management

Price starts from

39

Per month

Per Feature

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.4

/5

82

Price starts from

39

Per month

learn more

Total Features

23

Unique features

  • CRM

  • Document Classification

  • Text Editing

Functionality

4.7

/5

8.5K

Price starts from

10

Per month

learn more

Total Features

70

Features in Common

19

Unique features

  • File Sharing

  • Contract/License Management

  • Archiving & Retention

  • File Storage

Functionality

4.5

/5

1.1K

Price starts from

22.99

Per month

learn more

Total Features

44

Features in Common

16

Unique features

  • Digital Signature

  • Audit Trail

  • Reporting & Statistics

  • Third-Party Integrations

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Reviewers who mentioned features said:

DH
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Debra H.

Architecture & Planning, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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East to set up and use right away. PDFs are searchable for key words using Chrome

Reviewed 7 years ago

We store all of our fully executed contracts in SpringCM. We can locate what we need extremely quickly and we can share the documents with our many regional offices. By not storing hard copy versions of the contracts, we save money on paper and file drawers.

Pros

Uploading files are fast, learning the software was easy, it's very flexible. We were able to create customized "attributes" to code our documents to make them easy to search and to categorize. The structure of the database is very flexible.

Cons

It times out after inactivity of about 15 minutes. It's not a real big deal but it means I have to log in again.

MA
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Marty A.

Information Technology and Services, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Amazingly helpful, intuitive tool - best one in our company

Reviewed 8 years ago

SpringCM provides the most intuitive and value-added functionality of any workflow, doc management, or e-signature app in the marketplace. We use it primarily for legal review, contract formation, and execution.

Pros

Everything! The integration of the reviewed, final file creation process with the agnostic (Word, PDF - doesn't matter) e-signature workflow is unsurpassed.

Cons

Would love to see a Contract Summary/Report template that's a bit dumbed-down for yours truly

Vendor response

Thank you Marty for your review and your business! We will let the customer support team know that you appreciate them!

MB
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Marisha B.

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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SpringCm is great document management.

Reviewed 6 years ago
Pros

Central platform for all documents used in our day to day processes and procedures. Gives every employee necessary accessibly of necessary documents.

Cons

I wish there were more features for attribute groups. SpringCM is used heavily for contract management. It seems like companies that use the platform for contract management instead of document management have more options and greater functionality with SpringCm overall.

DH
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Debra H.

Architecture & Planning, 1,001-5,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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review from callisonrtkl

Reviewed 8 years ago

This software was so easy to use right away. I was able to design what we needed, implement it, and start uploading very quickly. Making design changes is very easy as well. We use the drop menus for type of document, legal language, city, state, and country. Easy to update data to the menus.

Pros

Using SpringCM in Firefox, I can quickly search for text in one or multiple documents. This is especially important when we need to search for specific legal language. I use the attribute feature so adding attributes to a folder so all documents in that folder have these attributes makes sorting and searching very easy.

Cons

In my opinion, the program times out too quickly. I end up logging in several times a day.

GM
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Georgina M.

201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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So grateful to have a contract management tool

Reviewed 8 years ago

I started working for a company that had already purchased the SpringCM license, but no one in the organization was familiar with it or really used it. After some training by the great SpringCM team I really love having a real contract management tool that integrates with SalesForce.

Pros

I like the ability to manage document versions and history within a file, the flexibility to create forms and attributes for tagging documents and the amazingly quick and accurate search feature(s) this alone has saved me countless hours digging through folders and files to try and find what I need.

Cons

It does take some training to really understand the software and the logic behind it, but once you have that under your belt you can really customize the product to meet your organizational needs.

JS
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Jerry S.

Retail, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Director of Operations

Reviewed 8 years ago

We use Spring CM for all our contect management processes. As an e-commerce company we need to on-board and manage vendors and there contract quickly and efficiently. Spring CM allows us to do this with complete integration into our own home grown sales system and into Salesforce with minimal development time.

Pros

Integration into SalesForce

Cons

Template and label management with docusign should be easer. History and status from Docusign do not alway work, we have contract that get signed but never update in Spring CM. The systems should have a shelf auditing process between them.

LM
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Leslie M.

Management Consulting, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Drives Much Needed Transparency!

Reviewed 8 years ago

We are new to the SpringCM platform. Working with the team on implementation has been fantastic, and our team is excited about how the added transparency and system will help us grow our organization!

Pros

SpringCM is the single source of truth for all of our contracts in flight. Prior to the platform we had a contracts inbox that was a black hole to our Account Executives. The dashboard is a simple one-stop-shop for them to know where their contracts are in the review and approval process.

Cons

Dashboards and reports are not quite as configurable as I would like, and it would be nice if there was more seamless linking back and forth from contracts to the associated Salesforce objects. The great thing is that I've already been interviewed by the SpringCM product development team, and I feel like a valued customer that gets to weigh in on how these features are integrated into the platform.

LR
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Leo R.

Accounting, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Contract Management Software

Reviewed 8 years ago

Worked with the stakeholders on their initial implementation - the software was easy to work with and easy to train. We were assigned an implementation analyst (John-Mark) that went above and beyond for us.

Pros

APIs that allow us to customize the software to our business and that they integrate with Salesforce

Cons

Some minor UI issues - back button logs you out of the system

PA
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Paolo A.

Events Services, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Professional tool for your business

Reviewed a year ago

10/10 we realized that a week of job can ve done in half of a day because of this.

Pros

Very easy to use and it saves us alot of time everyday. We are receiving alot of leads a day and with this, we are sure that we can provide what they need.

Cons

No issues so far and we are really benefiting from this.

JJ
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John J.

Information Technology and Services, 1-10 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Docusign is a Must Have for document signing

Reviewed 8 months ago

I have thoroughly enjoyed the ease of docusign. My customers also think it is very professional and they love the ease of ut.

Pros

It allows us to easily send our contracts to our remote customers. I do not miss the days of faxing at all!!

Cons

It would be cool to add an interface where our customers could easily pay after they sign, but not urgent.

TO
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Tim O.

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Top Notch

Reviewed 7 years ago
Pros

Great Contract Management system. We have used it to automate some of our workflows and retain document control.

Cons

They recently removed a feature that I really enjoyed, other than that, no real complaints. Reliable.

AT
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Antigoni T.

Media Production, 1,001-5,000 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Good product for document approvals

Reviewed 8 years ago

Experience so far has been good, mostly based on the excellent customer service & support. Well done to the support guys !

Pros

Apart from customer services, I like automated actions that integrate both with Salesforce and electronic signature systems, like EchoSign

Cons

Handling the advanced workflows can sometimes be tricky with result having to contact support and the work being delayed.

JG
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Jeremy G.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Very easy user interface

Reviewed 8 years ago

So far we have managed to use this application for several departments at my organization. Everyone has been pleased with the ease of use and multiple ways to ingest content seamlessly. Folder email addresses and hot folders for auto-routing are a must in our processes. Additionally, from a management standpoint, access and security is a breeze.

Pros

Resembles typical file management structure. Security can be customized down to a document level. Similar setup/configuration to industrial-type DMS. Ability to integrate e-signature application. Version control and file history.

Cons

Would like the ability to customize user administrator access to attribute/metadata groups.

Vendor response

Thank you so much Jeremy, happy to hear about your great experience with SpringCM!

JT
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Jacob T.

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Fairly new to SpringCM, but from how much I've used it so far, seems like a full-featured solution

Reviewed 7 years ago
Pros

1. I like the interface. Slick, easy to use. 2. It is very full-featured. Can function as a full on document management system, not just contract management 3. Lots of automation features. 4. Good audit trails, easy to track changes and actions 5. In-depth workflows

Cons

1. The workflow system has a UI that's pretty different from the rest of the application. Definitely seems to have been built more by a programmer than a designer. Though I hear this is being updated soon. 2. There is a ton of customizability, which means there are a lot of menus. Not completely a bad thing, but it can be tedious at times. 3. Things aren't always where you think they will be, but overall the UI and way things are organized is fairly intuitive.

AR
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Verified reviewer

Higher Education, 10,001+ employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Software

Reviewed 7 months ago
Pros

It allows you to streamline most tasks making contract management easier.

Cons

the implementation. It was easy but there was a glitch we had to overcome.

RD
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Robin D.

Information Technology and Services, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SpringCM a Must for Contracts

Reviewed 8 years ago

Our many variations of our contracts warranted a look for a solution that would help ease the pain of creating, editing and sending out contracts. Our old solution wasn't cutting it. After many months of due diligence we decided SpringCM was the best fit. The sales staff was patient with us and our million questions. The implementation team was fantastic. They took the time to learn about our business and needs to help get all elements correct.

Pros

Since nothing baout our contracts are standard we really needed a solution that allowed us to make changes easily. SpringCM's Editor gave us just that ability. The sales team can now make changes without bringing in the legal team. The redlining capabilities makes it easy for legal to see the changes when the contract reaches them. This has allowed for better overall communication between the department, contracts are getting through the workflow faster and sent out the door. We are closing business! SpringCM also integrates perfectly with Salesforce which is a must for us. The application is easy to use and has made for a happier sales staff.

Cons

Implementation did take longer than I anticipated but I'm not sure how much of a con that is. There was a huge learning curve for me on the admin side. Once I filled in the gaps with additional training I felt much more comfortable.

Vendor response

Thank you Robin! Closing more business and a happier sales team - definitely winning all around for Orion and SpringCM!!

SA
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Susan A.

Construction, 1-10 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Helps us to conveniently enter into binding contracts with clients wherever they are

Reviewed 8 months ago

We enter into a legally binding agreements with our clients before we offer services. DocuSign CLM allows us to create customized contracts and request customers to sign after reading and understanding the terms. It also allows real collaboration and editing features you need to create and manage contracts. However, internet connection challenges could cause inconveniences. The pricing could also be a hinderance.

Pros

DocuSign allows us to create realistic contracts and share to clients for signing before we send our team of contractors to the clients property. This same time, minimizes inconveniences, and encourages clients to honor their contractual obligation. DocuSign allows users to sign from any location where they have access to the internet. It sends security codes and requires users to verify their emails minimizing the chances of unauthorized access. You can adopt the relevant template, edit the contract, and send to other parties without leaving the platform. It allows you to set reminders to ensure the clients sign on time.

Cons

Although it is user-friendly, I often have to call some clients to guide them and ensure they sign as required. It has a fairly steep learning curve for inexperienced users who have never used such a tool. It relies on the internet connection, which poses a challenge to some users in remote locations with shaky internet connection.

TR
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Tim R.

Marketing and Advertising, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Best in class but expensive

Reviewed a year ago

Great experience however decided to use a competitor simply due to price.

Pros

All used functionality was best in class. Simple to use and safe. Customer service was also strong. Great for enterprise users

Cons

Expensive. The volume of activity determines the price so the $ can rack up quickly making it expensive compared to other solutions

DH
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Dana H.

1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Streamline contract workflow

Reviewed 8 years ago

We came to SpringCm with no contract management workflow. We worked with Spring to design a custom and complicated workflow that was able to scale both domestically and internationally. This was three years ago and we have just launched a new platform which has been received very well with our sales team.

Pros

The flexibility with the workflow is a plus when utilizing it worldwide across serveral different business units and products. It also integrates with Salesforce allowing streamline reporting across all our objects and and single sign on to one platform. The other benefit is the search feature which allows us to search for specific language through all our pdf contracts with their OCR capability. This feature has saved time across many departments.

Cons

Nothing - however, I would suggest adding the ability to print the history of the audit trail withing the contract worklfow. This is helpful for providing support to auditors.

Vendor response

Thank you Dana for your insight and feedback! Happy to hear that things are going well for your sales team and that you have been able to scale internationally!

DR
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Damian R.

Information Technology and Services, 51-200 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Misleading and Lacking the Promised Features

Reviewed 2 months ago

Overall, DocuSign CLM Esssentials is essentially useless.

Pros

There are no features of DocuSign CLM that we are happy with. Every feature that was promised to us either works poorly or is not present at all.

Cons

We were promised certain features in DocuSign CLM that were ultimately not delivered. For example, the ability to tag contracts and search contracts by those tags. This feature was explicitly promised to us in our contract, but is not functional in our system. This essentially makes DocuSign CLM useless as we cannot search our document repository in any meaningful way. DocuSign CLM support team was not helpful. And for those of you thinking that DocuSign CLM will be a natural extension of DocuSign e-Signature, unfortunately no, the two systems are not connected at all. You are expected to manually upload signed contracts from DocuSign e-Signature to DocuSign CLM.

JM
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James M.

Information Technology and Services, 1-10 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Eliminates physical paperwork and reduces the turnaround time

Reviewed 8 months ago

We usually outsource content from freelance writers in different locations when we have a backlog from our clients. Therefore, we need an agreement with the remote writers to ensure non disclosure and formalize the work relationship. We also create contracts with large companies that need our services. Docusign helps us draft the contract and ask the other parties to sign from wherever they are. It offers many ways to sign and it is easy for anyone to use.

Pros

DocuSign CLM has an intuitive interface that allow new users to navigate, upload documents, create signature sections, and choose the ideal signing process. It provides many document signing options including electronic signatures which makes relationship with clients and freelancers binding. You can request many users to sign the same document regardless of their geographical location. It keeps track of everything that happens to the document so you can tell who altered what section. This enhances transparency.

Cons

Docusign CLM is a subscription solution which might be a limitation for small businesses. Although it has a simple design and features, it requires some learning to enjoy full functions and avoid making mistakes that could affect the enforcement of the contract. It relies on the internet and connection issues could affect its performance.

BB
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Becky B.

11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SpringCM has transformed our contract and document management process.

Reviewed 7 years ago

It has provided a seamless way for our staff to manage contracts and documents. It has saved us time and helped us to organize our processes.

Pros

SpringCM provides a seamless way for our staff to process, send, share, and track contracts and other documents in our system. All document management can be done within SpringCM without the hassle of downloading documents, attaching them to emails, etc. With a click of a button contracts can be created and send for signature; documents can be previewed, edited, sent for review, and much more. Our staff is now on the same page with document versions as SpringCM saves the newest version over the last, but allows us to easily access previous versions from the document history. Other features such as Workflows, Smart Rules, Dashboards have helped our staff automate and organize processes.

Cons

We would like to see a way for PDFs to be versioned. Certain file types are also not able to be viewed in Preview mode and it would be nice to have all file types available as a preview rather than having to download.

CY
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Charles Y.

Research, 11-50 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Makes it very easy to enter into binding contracts with remote clients

Reviewed 7 months ago

DocuSign CLM helps us engage clients and enter into a binding contract before we offer our research services. It is easy to upload and edit Word and pdf files and send them out to clients for signing. It is easy to sign documents from any location with internet connected devices. However, you need to learn how DocuSign CLM works to get the most and shorten the time required to establish contractual engagement.

Pros

DocuSign CLM provides the features we need to edit contracts, store, and send them to clients. It is quite secure and easy to use even for people who have never used electronic signature tools. The clients can read and understand the terms of the contract and sign from wherever they are. You can always access your documents in one location and are unlikely to lose them, which was a common challenge with physical contracts.

Cons

DocuSign CLM is easy to use but it requires some learning to make use of all the features and shorten the time required to create and establish the contract. It cannot work without access to the internet, which means that connection issues could affect functionality and lead to delays. Another thing I dislike is the price, which is a bit high.

AR
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Verified reviewer

Philanthropy, 1,001-5,000 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Digitialised our CLM process - and created significant efficiencies

Reviewed 6 months ago

Significant enhancements to our CLM process, reduced time, money and risk spent on a problem area for us. Happy customer.

Pros

We managed to create significant efficiencies in our contract life cycle management process through the introduction of CLM e.g. Centrally creating, negotiating and storing contracts in one place. Managing renewal dates. Alerts for renewals. Ability to report on upcoming contract expiry/renewal dates. The list is endless.

Cons

Implementation was difficult for us. It was down to our set up and having very detailed requirements, however the system need to have a technical product expert / coding expert in place to develop. Or reliance upon Docusign's team based out of ireland, who are good but not cheap.

SC
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Steven C.

Information Technology and Services, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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DocuSign Enhances Contract Management Process

Reviewed 8 months ago

DocuSign is a reliable contract management solution that helps us keep our engagements formal. It is easy to use and creates professional contracts. DocuSign allows collaboration of different parties, making it easy to review contracts before signing. You can access it from a remote location which is great since most of our clients are far away.

Pros

I like DocuSign because of its intuitive design that allows you to see all the contracts, check status, review deadlines, and perform necessary actions to make the contract legal and binding. The simple layout shortens the onboarding process. It has a version control system to ensure all users are using the latest version to minimize compatibility issues. It has advanced editing tools to allow us create professional contracts. You can create a customized template to ensure uniformity.

Cons

Despite having advanced features and functions, the pricing was beyond our budget and the management opted for a different solution. However, in terms of reliability, I prefer DocuSign and I hope we will reconsider the decision.