Docusign CLM

AI Assisted Review - this should be a game changer for anyone that negotiates contracts with vendors. The ability to have assistance with redlining and driving our users to negotiate contracts within a standard playbook to ensure we aren't accepting levels of risk that are outside of our standard policies and risk tolerances is invaluable. Metadata/automated reminders - the ability to capture as much metadata as we need and the flexibility to control the attributes and attribute groups has been a huge help in getting cleaner/better data across a large volume of contracts. The addition of automated reminders ensures that tasks get completed when a contract expiration or renewal comes up. Workflows - being able to create workflows that force compliance and adherence to business processes.

It streamlines the workflows and centralises the contract management

It is one of the industry standards for e-signatures, which translates directly to reliability and Ease of Integration. For me, the biggest benefit is knowing that the platform is very trustworthy and easy to integrate into our Legal application. We transfer sensitive legal information in documents to external clients and DocuSign handles it securely every single time. It's that proven reliability that makes my job easier because I don't have to worry about testing the signature part of the application, I know it just works.

1. Would like all actions that can be taken in a contract workflow to be available on the document review screen. It's confusing to users to have to go out of the document to complete/cancel external review or cancel signature steps 2. Users have said that clicks and steps are not super intuitive. The functionality exists, but the steps are sometimes complicated which makes it harder to adopt and the users remain dependent on the few experts to walk through the process. 3. NOT a fan of the signing step only being through an email, the user is already in CLM and is used to going to the tasks or document review to take their next steps and they have to monitor their emails to find the correct signature requests. They should be able to jump to the signing process if it's their turn in the CLM workflow.

It has a learning curve and initially the integration can be complex, sometimes it loads up very slowly as well.

I don't have any issues with the actual signing part because that is super easy. My main dislike is about the cost and complexity when you start scaling up or trying to use the full CLM features. The pricing model can be confusing and it gets expensive quickly as you send more and more envelopes. The initial set also requires a lot of consulting work which is a major factor why I didn't give it a 5 star.