DocuSign CLM Features

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.

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.

Overall, the features and functionality of SpringCM has been very useful since it provides a centralized location for the storage of contracts. What I like most about the software is that It provides collaboration across users. It allows users to request for document review or creation with just a single push of a button.

It had drawbacks like browser compatibility. SpringCM seems to work faster in Chrome compared when using IE

They just re-vamped their workflow tool and updated a lot of the features of the platform to be more modern. Their old workflow tool was still POWERFUL, but required pretty extensive research or a certification training class just to use it. A great step in the right direction; you can tell this company cares about improving!

The UI seems pretty dated. Sometimes certain features are difficult to track down, and the configuration can be a bit confusing at time. As a Salesforce and CRM administrator, I feel like I'm pretty good at hunting down features and settings, but sometimes SpringCM can prove to be a challenge. A small issue though, as it's a moot point when the rest of the platform works so well.

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.

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

Ease of use, flexibility. This software can be used across the enterprise, beyond just contract management. Workflow is easy to use a configurable for almost any need.

performance could always be better; structuring of information could be more manageable,a s it is difficult to change once you set up a basic hierarchy; mass update tools

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.

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.

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

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.

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.

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!

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.

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.

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

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

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

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.

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

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.

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.

Integration into SalesForce

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.

Easy to navigate, simple integration into SFDC and great editing, sharing and signing features. It syncs with my desktop which allows me to input docs without having to go into the system. Same goes for the SFDC integration, I get more users to access documents with the great connection where users don't have to log into SpringCM if they are already in SFDC. The price is more than reasonable, especially compared to other similar solutions.

I would love a way to create a parent child relationship with documents. The solution has evolved over the 7+ years that I have used it so I can't think of many cons.

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

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.

The ability to set it up how best fits the organization.

N/A

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.

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.

What I liked most about this software is that instructions are present in each functionality you use for you to follow. Also, most of the features are accessible and in detail.

What I liked least about this software is that the performance and some response time seems slow in some areas.

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

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

No pros were added to this review

No cons were added to this review

Has many options, customization possibilities and configurations. Makes the contract system fully automated and adds full transparency.

Most customization's and updates need to be made via XML coding.and this can be time consuming and somewhat labor intensive.

Overall, the software is a very useful tool. It is easy to use and understand. It also saves time when requesting for legal support.

Sometimes the software is not working properly on IE browser, it works much better on Google Chrome.

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

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

Our team works hard, but putting the onus of managing the workflow solely on their inboxes made for frequent issues with version control and slow turnaround times. With SpringCM, we were always working on the latest version, could see everyone's input clearly, and had a clear idea of what was in the queue

We had to get an additional project from IT to allow for pop-ups. Without this, you won't receive alerts when there is a newer version that you should be working from.

We love the attributes feature. It has helped us manage key dates (expiration, termination, renewal, etc.) that we were missing before. It also helped us capture which contracts are in effect and which ones were terminated or not renewed. We had never tracked this before.

No cons were added to this review