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
Data Sources
- Software
- Documents
Generation
- Templates
Contract Creation & Management
- Contract Creation
Collaboration
- Approval Process
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Docusign CLM Categories on G2
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File Management
File Type Support | Based on 33 Docusign CLM reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | 83% (Based on 33 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. 31 reviewers of Docusign CLM have provided feedback on this feature. | 81% (Based on 31 reviews) | |
OCR Scanning | Based on 22 Docusign CLM reviews. Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. | 80% (Based on 22 reviews) | |
Versioning | Keep track of incrementally changing versions of the same file. 31 reviewers of Docusign CLM have provided feedback on this feature. | 87% (Based on 31 reviews) | |
Collaboration | Based on 28 Docusign CLM reviews. Multiple users can collaborate on document creation, annotation, and review. | 79% (Based on 28 reviews) | |
Document Assembly | Autogenerate documents based on templates and form submission. This feature was mentioned in 20 Docusign CLM reviews. | 80% (Based on 20 reviews) | |
Form Creation | Able to create and manage submittable user forms. This feature was mentioned in 24 Docusign CLM reviews. | 76% (Based on 24 reviews) | |
Portals and Sites | Able to create user portals and sites. 17 reviewers of Docusign CLM have provided feedback on this feature. | 76% (Based on 17 reviews) | |
Disposition | As reported in 18 Docusign CLM reviews. Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. | 75% (Based on 18 reviews) | |
Search | As reported in 33 Docusign CLM reviews. Can easily find files via a simple and/or advanced search. | 80% (Based on 33 reviews) | |
Web Interface | Ability to access documents via a web interface without a client being installed on a device. 28 reviewers of Docusign CLM have provided feedback on this feature. | 82% (Based on 28 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. 19 reviewers of Docusign CLM have provided feedback on this feature. | 67% (Based on 19 reviews) |
Workflow
Process Automation | 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. This feature was mentioned in 27 Docusign CLM reviews. | 77% (Based on 27 reviews) | |
Conditions | Based on 28 Docusign CLM reviews. The workflow engine provides relevant and customizable conditions on which to execute rules. | 79% (Based on 28 reviews) | |
Activities | Any action a user can perform in the system can be specified as an automated action. This feature was mentioned in 24 Docusign CLM reviews. | 79% (Based on 24 reviews) | |
Case Management | Based on 17 Docusign CLM reviews. 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. | 77% (Based on 17 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. This feature was mentioned in 32 Docusign CLM reviews. | 80% (Based on 32 reviews) | |
Reporting and Auditing | Access pre-built and custom reports to monitor user activity and storage. 27 reviewers of Docusign CLM have provided feedback on this feature. | 80% (Based on 27 reviews) | |
System of Record Integration | Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. This feature was mentioned in 25 Docusign CLM reviews. | 83% (Based on 25 reviews) | |
APIs | As reported in 22 Docusign CLM reviews. Enables custom integration to external systems. | 83% (Based on 22 reviews) |
Contract Management Platform Features
Contract Creation | Based on 106 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. | 87% (Based on 106 reviews) | |
Contract Templates | Based on 104 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 104 reviews) | |
Contract Editing | Based on 106 Docusign CLM reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 85% (Based on 106 reviews) | |
Contract Attachments | Based on 106 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. | 86% (Based on 106 reviews) | |
Contract Collaboration | Based on 105 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. | 84% (Based on 105 reviews) | |
Approval Process | Based on 104 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. | 86% (Based on 104 reviews) | |
Notifications & Reminders | Based on 109 Docusign CLM reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones. | 86% (Based on 109 reviews) | |
Contract Database | Based on 109 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. | 83% (Based on 109 reviews) | |
Integrations / APIs | Based on 106 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. | 80% (Based on 106 reviews) | |
Reporting & Dashboards | Based on 106 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. | 76% (Based on 106 reviews) |
Data Sources
Software | Based on 47 Docusign CLM reviews. Integrate with software such as ERP or CRM to use data for document generation | 87% (Based on 47 reviews) | |
Spreadsheets | Based on 42 Docusign CLM reviews. Allows users to generate documents using information from spreadsheets | 81% (Based on 42 reviews) | |
Documents | As reported in 48 Docusign CLM reviews. Ability to generate new documents using other documents in multiple formats | 90% (Based on 48 reviews) |
Generation
Templates | As reported in 47 Docusign CLM reviews. Include templates for various types of documents such as invoices or quotes | 87% (Based on 47 reviews) | |
Automation | As reported in 47 Docusign CLM reviews. Automate document generation based on customizable rules | 87% (Based on 47 reviews) | |
Branding | Allow users to personalize documents for branding purposes 45 reviewers of Docusign CLM have provided feedback on this feature. | 81% (Based on 45 reviews) |
Delivery
Workflow | Define and manage workflows for document distribution This feature was mentioned in 47 Docusign CLM reviews. | 87% (Based on 47 reviews) | |
Schedule | Create a schedule to deliver documents at predefined times This feature was mentioned in 46 Docusign CLM reviews. | 85% (Based on 46 reviews) | |
Batch | Provide the ability to generate and deliver documents by batch 44 reviewers of Docusign CLM have provided feedback on this feature. | 82% (Based on 44 reviews) |
Platform Basics
Data Extraction | As reported in 28 Docusign CLM reviews. Ability to auto-extract all key contract metadata and clause language. | 84% (Based on 28 reviews) | |
Contract Comparisons | Provides document parsing, redlining, and auto-tagging for clause comparisons. 30 reviewers of Docusign CLM have provided feedback on this feature. | 84% (Based on 30 reviews) |
Artificial Intelligence Capabilities
Text Analytics | As reported in 29 Docusign CLM reviews. Ability to analyze text within contracts by using pattern recognition. | 82% (Based on 29 reviews) | |
NLP | As reported in 26 Docusign CLM reviews. Provides the ability to understand and process human language/s within contracts. | 79% (Based on 26 reviews) | |
OCR | As reported in 23 Docusign CLM reviews. Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). | 80% (Based on 23 reviews) |
Contract Data
Data Import | Ability to import contracts into a centralized repository. 29 reviewers of Docusign CLM have provided feedback on this feature. | 83% (Based on 29 reviews) | |
Data Export | See feature definition | Provides the ability to export contract data into other systems. This feature was mentioned in 30 Docusign CLM reviews. | 83% (Based on 30 reviews) |
Custom Reporting | Ability to create reports and dashboards with contract data to provide strategic insights. This feature was mentioned in 25 Docusign CLM reviews. | 83% (Based on 25 reviews) | |
Clause Identification and Mapping | As reported in 24 Docusign CLM reviews. Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. | 83% (Based on 24 reviews) | |
Reporting & Dashboards | As reported in 42 Docusign CLM reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 85% (Based on 42 reviews) | |
Advanced Contract Analytics | Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. This feature was mentioned in 38 Docusign CLM reviews. | 84% (Based on 38 reviews) |
Contract Creation & Management
Contract Creation | Users can create new contracts within the platform using built-in document creation features. 48 reviewers of Docusign CLM have provided feedback on this feature. | 87% (Based on 48 reviews) | |
Contract Templates | Based on 47 Docusign CLM reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 85% (Based on 47 reviews) | |
Contract Editing | Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. This feature was mentioned in 46 Docusign CLM reviews. | 89% (Based on 46 reviews) | |
Contract Attachments | Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. 45 reviewers of Docusign CLM have provided feedback on this feature. | 87% (Based on 45 reviews) |
Collaboration
Contract Collaboration | As reported in 45 Docusign CLM reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 87% (Based on 45 reviews) | |
Approval Process | As reported in 48 Docusign CLM reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 90% (Based on 48 reviews) |
Other Platform Features
Notifications & Reminders | Based on 46 Docusign CLM reviews. Receive notifications and schedule reminders with alerts according to contract milestones. | 88% (Based on 46 reviews) | |
Contract Database | As reported in 44 Docusign CLM reviews. Contracts can be stored in a central online repository with built in search capabilities. | 87% (Based on 44 reviews) | |
Contract Compliance | Based on 43 Docusign CLM reviews. Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations | 86% (Based on 43 reviews) | |
Integrations / APIs | 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. This feature was mentioned in 44 Docusign CLM reviews. | 85% (Based on 44 reviews) | |
E-Signature | Based on 46 Docusign CLM reviews. Ability to e-sign legally-binding contracts within the same platform. | 94% (Based on 46 reviews) |
Generative AI
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 16 Docusign CLM reviews. | 88% (Based on 16 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. This feature was mentioned in 15 Docusign CLM reviews. | 88% (Based on 15 reviews) | |
AI Text Generation | As reported in 24 Docusign CLM reviews. Allows users to generate text based on a text prompt. | 86% (Based on 24 reviews) | |
AI Text Summarization | As reported in 24 Docusign CLM reviews. Condenses long documents or text into a brief summary. | 86% (Based on 24 reviews) | |
AI Text Generation | As reported in 18 Docusign CLM reviews. Allows users to generate text based on a text prompt. | 81% (Based on 18 reviews) | |
AI Text Summarization | As reported in 18 Docusign CLM reviews. Condenses long documents or text into a brief summary. | 86% (Based on 18 reviews) | |
AI Text-to-Image | Provides the ability to generate images from a text prompt. This feature was mentioned in 17 Docusign CLM reviews. | 83% (Based on 17 reviews) | |
AI Image-to-Text | As reported in 18 Docusign CLM reviews. Converts images into a textual description, identifying key elements. | 82% (Based on 18 reviews) |
