DocuSign CLM Features
What are the features of DocuSign CLM?
Contract Management Platform Features
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards
Contract Creation & Management
- Contract Creation
- Contract Templates
Collaboration
- Approval Process
Other Platform Features
- Notifications & Reminders
- E-Signature
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DocuSign CLM Categories on G2
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File Management
File Type Support | Based on 30 DocuSign CLM reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | 83% (Based on 30 reviews) | |
Metadata | Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. 28 reviewers of DocuSign CLM have provided feedback on this feature. | 81% (Based on 28 reviews) | |
OCR Scanning | As reported in 19 DocuSign CLM reviews. Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. | 82% (Based on 19 reviews) | |
Versioning | As reported in 28 DocuSign CLM reviews. Keep track of incrementally changing versions of the same file. | 88% (Based on 28 reviews) | |
Collaboration | Multiple users can collaborate on document creation, annotation, and review. 25 reviewers of DocuSign CLM have provided feedback on this feature. | 77% (Based on 25 reviews) | |
Document Assembly | Autogenerate documents based on templates and form submission. 17 reviewers of DocuSign CLM have provided feedback on this feature. | 79% (Based on 17 reviews) | |
Form Creation | As reported in 21 DocuSign CLM reviews. Able to create and manage submittable user forms. | 74% (Based on 21 reviews) | |
Portals and Sites | Able to create user portals and sites. This feature was mentioned in 14 DocuSign CLM reviews. | 74% (Based on 14 reviews) | |
Disposition | Based on 15 DocuSign CLM reviews. Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. | 76% (Based on 15 reviews) | |
Search | Can easily find files via a simple and/or advanced search. This feature was mentioned in 30 DocuSign CLM reviews. | 80% (Based on 30 reviews) | |
Web Interface | Based on 25 DocuSign CLM reviews. Ability to access documents via a web interface without a client being installed on a device. | 81% (Based on 25 reviews) | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. This feature was mentioned in 16 DocuSign CLM reviews. | 67% (Based on 16 reviews) |
Workflow
Process Automation | As reported in 24 DocuSign CLM reviews. Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. | 76% (Based on 24 reviews) | |
Conditions | The workflow engine provides relevant and customizable conditions on which to execute rules. This feature was mentioned in 25 DocuSign CLM reviews. | 77% (Based on 25 reviews) | |
Activities | Any action a user can perform in the system can be specified as an automated action. This feature was mentioned in 21 DocuSign CLM reviews. | 79% (Based on 21 reviews) | |
Case Management | System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. This feature was mentioned in 14 DocuSign CLM reviews. | 77% (Based on 14 reviews) |
Platform
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 29 reviewers of DocuSign CLM have provided feedback on this feature. | 79% (Based on 29 reviews) | |
Reporting and Auditing | As reported in 24 DocuSign CLM reviews. Access pre-built and custom reports to monitor user activity and storage. | 78% (Based on 24 reviews) | |
System of Record Integration | Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. This feature was mentioned in 22 DocuSign CLM reviews. | 82% (Based on 22 reviews) | |
APIs | As reported in 19 DocuSign CLM reviews. Enables custom integration to external systems. | 82% (Based on 19 reviews) |
Contract Management Platform Features
Contract Creation | Based on 75 DocuSign CLM reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features. | 86% (Based on 75 reviews) | |
Contract Templates | Based on 73 DocuSign CLM reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 84% (Based on 73 reviews) | |
Contract Editing | Based on 76 DocuSign CLM reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 83% (Based on 76 reviews) | |
Contract Attachments | Based on 76 DocuSign CLM reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 85% (Based on 76 reviews) | |
Contract Collaboration | Based on 76 DocuSign CLM reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 82% (Based on 76 reviews) | |
Approval Process | Based on 75 DocuSign CLM reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 85% (Based on 75 reviews) | |
Notifications & Reminders | Based on 79 DocuSign CLM reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones. | 85% (Based on 79 reviews) | |
Contract Database | Based on 79 DocuSign CLM reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities. | 81% (Based on 79 reviews) | |
Integrations / APIs | Based on 77 DocuSign CLM reviews and verified by the G2 Product R&D team. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | 78% (Based on 77 reviews) | |
Reporting & Dashboards | Based on 77 DocuSign CLM reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 73% (Based on 77 reviews) |
Data Sources
Software | Integrate with software such as ERP or CRM to use data for document generation 28 reviewers of DocuSign CLM have provided feedback on this feature. | 87% (Based on 28 reviews) | |
Spreadsheets | Allows users to generate documents using information from spreadsheets This feature was mentioned in 23 DocuSign CLM reviews. | 80% (Based on 23 reviews) | |
Documents | Based on 29 DocuSign CLM reviews. Ability to generate new documents using other documents in multiple formats | 90% (Based on 29 reviews) |
Generation
Templates | Based on 28 DocuSign CLM reviews. Include templates for various types of documents such as invoices or quotes | 85% (Based on 28 reviews) | |
Automation | Based on 28 DocuSign CLM reviews. Automate document generation based on customizable rules | 86% (Based on 28 reviews) | |
Branding | Based on 27 DocuSign CLM reviews. Allow users to personalize documents for branding purposes | 77% (Based on 27 reviews) |
Delivery
Workflow | Based on 28 DocuSign CLM reviews. Define and manage workflows for document distribution | 84% (Based on 28 reviews) | |
Schedule | Create a schedule to deliver documents at predefined times 27 reviewers of DocuSign CLM have provided feedback on this feature. | 83% (Based on 27 reviews) | |
Batch | Provide the ability to generate and deliver documents by batch This feature was mentioned in 25 DocuSign CLM reviews. | 77% (Based on 25 reviews) |
Contract Creation & Management
Contract Creation | Users can create new contracts within the platform using built-in document creation features. 36 reviewers of DocuSign CLM have provided feedback on this feature. | 88% (Based on 36 reviews) | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. 35 reviewers of DocuSign CLM have provided feedback on this feature. | 86% (Based on 35 reviews) | |
Contract Editing | As reported in 35 DocuSign CLM reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 90% (Based on 35 reviews) | |
Contract Attachments | Based on 34 DocuSign CLM reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 90% (Based on 34 reviews) |
Collaboration
Contract Collaboration | Based on 34 DocuSign CLM reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 88% (Based on 34 reviews) | |
Approval Process | Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. This feature was mentioned in 37 DocuSign CLM reviews. | 92% (Based on 37 reviews) |
Other Platform Features
Notifications & Reminders | As reported in 36 DocuSign CLM reviews. Receive notifications and schedule reminders with alerts according to contract milestones. | 91% (Based on 36 reviews) | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. This feature was mentioned in 34 DocuSign CLM reviews. | 88% (Based on 34 reviews) | |
Contract Compliance | As reported in 33 DocuSign CLM reviews. Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations | 88% (Based on 33 reviews) | |
Integrations / APIs | Based on 34 DocuSign CLM reviews. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | 85% (Based on 34 reviews) | |
E-Signature | Based on 36 DocuSign CLM reviews. Ability to e-sign legally-binding contracts within the same platform. | 95% (Based on 36 reviews) |
Contract Data
Reporting & Dashboards | Based on 32 DocuSign CLM reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 86% (Based on 32 reviews) | |
Advanced Contract Analytics | As reported in 28 DocuSign CLM reviews. Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. | 86% (Based on 28 reviews) |
