As companies mature, the volume and complexity
of sales, procurement and legal contracts increase
dramatically. While e-signature is a great first
step, using email, spreadsheets and manual
processes to generate, review, store and manage
contracts isn’t sustainable. It wastes time, creates
risk and impacts revenue. To keep business
moving and get ahead of competition, a digital
end-to-end contract process must be a priority.
DocuSign CLM
DocuSign CLM (Contract Lifecycle Management) allows you
to streamline the contract lifecycle by automating manual tasks,
orchestrating complex workflows and reducing unnecessary
risk. It provides document generation, collaboration, workflow, a
native integration with DocuSign eSignature and a searchable
repository for completed agreements. This functionality is
available in CLM as well as core business systems like Salesforce,
Workday, SAP and more through best-in-class pre-built
integrations. By enabling automation across the entire agreement
process, you can do business faster, simplify compliance, and
improve the employee and customer experience.
Document generation
Automated generation
Insert data from an input form or systems of record like Salesforce
to populate each legally approved template with custom details.
The contract is generated in seconds, with no hassles.
Advanced formatting
Get every detail perfect with dynamic tables, currency conversion,
conditional logic to show/hide fields, and full customization for a
professional contract every time.
Clause Library
Your legal team can define a library of pre-approved clauses and
fallback options for non-legal users to leverage during negotiation.
Be confident with the leader
in contract management
Datasheet
CLM
Automate the Entire Contract Lifecycle
with DocuSign CLM
Scale your digital contract processes to fit each team
at your company
Industry leader
A Leader in the Gartner MQ
for CLM and the Forrester
Wave for CLM
Fast time to value
Experienced experts use
best practices to get you
up and running successfully
and efficiently
AI that works
Real, field tested analytics that
work with CLM to understand
your contracts better
Complete Agreement Cloud
A full suite of solutions
to automate the entire
contract lifecycle
Built for scale
A highly available, secure
infrastructure supports
massive scale at many
of the largest companies
in the world
Collaboration
External review with version comparison
Easily send contracts by email to the counterparty for review and
approval with the ability to quickly compare changes over time.
Comments and tasks with history
Use comments and tasks to collaborate with internal stakeholders
more easily in one place and accelerate time to approval. The history
includes a full audit trail with the context of why changes were made.
Slack integration
Collaborate in real time with contacts and stay informed about tasks
and pending actions in Slack.
Workflows
Workflow steps
Easily add and configure over 100 pre-built steps using a drag-and-drop
editor to build the right standardized process for your contracts.
Conditional routing
Configure workflows that execute differently based on defined rules
for ultimate flexibility and automation.
Workflow actions
Automatically trigger actions that notify users when they are required
to participate or automatically move forward for fast execution.
Management
Central storage
Store contracts in a central, searchable location to establish a single source
of truth for your legal department and set granular access permissions.
Dashboards and reports
Use standard and custom reports to uncover insights and monitor your
contract process. Visualize each report with chart-based dashboards
to track key KPIs.
CLM 360
Use rich, discoverable metadata including custom attributes across all
of your agreements and parties. Track renewals, report on obligations,
view agreement hierarchies and identify total contract values.
AI extraction
Use AI to automatically identify common attributes from contracts
(e.g., effective date) and set metadata tags for improved analysis
and organization without the hassle.
“There’s no need for Legal
to be directly involved in
up to 90% of sales deals.
DocuSign CLM gives
us a way to automate
the approval of repeat
processes, only bringing
in Legal where needed.”
Ahmed Badr
General Counsel
GoCardless
“With DocuSign CLM, the
speed of turning agreements
around has gone from
multiple days to a couple
of hours or less.”
Nicki Brock
Director of Enterprise Applications
KORE
“Rolling CLM out in three
months for hundreds of
account executives was
no small task, but we got
it done. We came in under
budget and comfortably
hit our target.”
Sonu Nayar
Director of IT, HR and legal applications
Genesys
DocuSign Datasheet: CLM
Admin & Integration
Full administrative control
Manage users, settings and more at the most granular and
custom level from a fully featured administration console.
Leading security and uptime
The highest level of global information security assurance
available today (ISO 27001) and leading uptime so it’s secure
and available when you need it.
Rich integrations
Prebuilt connectors and rich APIs enable key contract tasks to
happen within third-party business applications like Salesforce,
SAP Ariba and Workday.
Native eSignature Integration
Get the native experience and functionality of the most robust
e-signature solution on the market (sold separately).
Services
Extensive expertise
DocuSign has the largest customer success organization
of agreement experts globally and an ecosystem of systems
integrator partners to support you.
Purpose-built implementation
Experience hands-on help from our experts to get up and
running quickly and ensure both administrators and users
have the knowledge and skills needed to succeed.
Phased deployment
Establish the foundation for your Agreement Cloud solution
and realize value quickly to extend your solution and deepen
automation to truly transform your business.
Sample use cases
Sales
Master Service Agreements
Order forms
Sales contracts
Distribution agreements
Special deal terms
Legal
NDAs
Regulatory or government filings
Contract compliance audits
Partner agreements
Procurement
Supplier agreements
Vendor contracts
Purchase requisitions
Statements of work
HR
Offer letters
I-9 forms
Compensation agreements
Performance management
Finance
Client onboarding
Account opening
Asset transfer
Claims settlement
Many more
Franchise agreements
Statements of work
Commercial sale
& lease agreements
Subcontractor agreements
Major gift agreements
Tech transfer agreements
About DocuSign
DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements.
As part of the DocuSign Agreement Cloud, DocuSign offers eSignature, the world’s #1 way to sign electronically
on practically any device, from almost anywhere, at any time. Today, over a million customers and more than
a billion users in over 180 countries use the DocuSign Agreement Cloud to accelerate the process of doing
business and simplify people’s lives.
For more information
[email protected]
+1-877-720-2040
DocuSign, Inc.
221 Main Street, Suite 1550
San Francisco, CA 94105
docusign.com
Salesforce integration
DocuSign Datasheet: CLM