Docusign: Streamlined Contract Lifecycle Management

Unlock the full potential of your contracts with DocuSign’s advanced contract lifecycle management (CLM) technology. As a trusted DocuSign partner, we deliver comprehensive solutions that seamlessly integrate with your existing business systems. This allows your teams to use agreement data effectively, increasing efficiency, reducing risk, and improving decision-making.

Intelligent Agreement Management (IAM)
DocuSign’s IAM platform offers a flexible and scalable approach to managing contracts, addressing every step of the agreement process. This advanced platform aligns perfectly with your strategic goals, setting a new standard in contract management.

Docusign
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  • Recognized as industry leader

  • Best-in-class integrations

  • AI with demonstratable ROI

Features

Make informed, data-backed decisions when every agreement lives on a trusted platform

Docusign’s technology for contract lifecycle management empowers your organization to become more agile, efficient and effective. Here’s how Docusign Intelligent Agreement Management platform helps deliver better customer and employee experiences:

Power end-to-end processes

Boost productivity and speed with automated workflows through DocuSign Maestro. These workflows can handle any agreement process, tailored to your specific needs.

Uncover actionable insights

Turn your agreement data into valuable business insights and opportunities using DocuSign Navigator. Leverage key contract data for informed, data-driven decision-making.

AI capabilities across every step

Work smarter and faster at every stage of your agreement lifecycle with the added intelligence of DocuSign AI – all whilst in a secure and governed platform to ensure

Automate your contract lifecycle

Accelerate time to revenue, optimize agreement value, and mitigate unnecessary risk with Docusign robust technology for Contract Lifecycle Management (CLM).

The Docusign CLM User Experience

How it works:

Create, commit to, and manage your agreements in one platform

Docusign Integrations

Leverage information from your contracts to automate processes in Docusign and keep data in sync across all systems — empowering better business decisions.

  • Consistent Data Across Systems: Keep your agreement data in sync across all platforms.

  • Point-and-Click Configuration: Easily configure integrations without complex coding.

  • Accessible in Key Applications: Use DocuSign’s tools within your essential applications.

Out-of-the-box integrations

Docusign CLM excels in its ability to integrate with various CRM, ERP, and other business systems, streamlining data flow and reducing the need for manual entry. Docusign easily can be integrated with major platforms including Salesforce, SAP, Oracle, and Microsoft, among many others.

Integrate via API

If a standard integration isn’t available, it’s always possible to build custom integrations using DocuSign’s robust API functionality. This allows you to tailor the integration to your specific needs, ensuring that Docusign CLM fits perfectly within your business processes.

Docusign IAM Platform Services
Powerful services to streamline and customize your agreement workflows

Your agreement workflows simplified

Easily build and deploy customized workflows that automate and accelerate your agreement processes without writing any code. Extend your agreement workflows by connecting partner apps through the Docusign App Center.

Capabilities you can use in your workflows:

  • Identity Verification: Build a signer verification step into your agreement workflows.

  • Web Forms: Capture data and dynamically populate content into agreements for signature.

  • eSignature: Add electronic signatures to your agreement automation workflows.

  • App Center: Extend your workflows with partner apps like Google, Microsoft, ServiceNow and more.

  • Workflow templates: Get started quickly with our out-of-the-box templates for common agreement workflows.

Centrally store, manage, and analyze agreements with help from AI

Use AI to help you locate agreements with ease, surface key agreement information and develop a clearer picture of your contractual relationships.

Docusign Navigator main features

  • Automatic sync with Docusign eSignature, plus bulk agreement upload

  • Comprehensive search powered by AI-driven data extractions

  • Agreement access permissions

  • Simplified renewal tracking

  • Agreement reminders

  • Out-of-the-box reporting

Transform static, unstructured agreement data into insight and action

Bring intelligence to every stage of the agreement lifecycle. Create contracts faster, negotiate smarter, and action insights across your portfolio.

Docusign AI main features

  • Agreement summarization

  • AI-powered data extractions

  • Obligation management

  • Risk assessment

Customize and extend your agreement processes

Connect the tools of your trade within Docusign to make everything faster, easier and more automated. Discover and install partner apps in Docusign App Center.

  • Access ready-to-install apps: Extend your agreement workflows by connecting to critical business systems. Reallocate time and budget from building homegrown agreement workflows to using out-of-the-box solutions.

  • Work faster and smarter: Easily discover and implement the apps required to power your agreement workflows. Adjust processes as your use cases change over time, no matter the tool.

  • Solve unique agreement challenges: Explore new ways to innovatively solve agreement workflow challenges from a range of verified partner apps.

Verify signer-provided information instantaneously

Streamline signer experiences and reduce compliance risk by verifying user-input information in real-time.

Data Verification main features

  • Real-time data validation
  • Robust partner databases
  • Audit log & certificate of completion
  • Out-of-the-box deployment
  • In-agreement signer notifications

Protect your agreements with activity tracking

Provide near real-time visibility into your organization’s credential management and operational integrity as they relate to your Docusign agreements and processes. Using advanced analytics to track Docusign eSignature web, mobile, and API account activity across the organization in near real-time, Docusign Monitor empowers teams to strengthen security operations.
  • Robust activity tracking: Surface numerous types of events across your organization, including login attempts, password changes, and envelope deletions.
  • Pre-built alerts and SEIM support: Configure pre-built alerts for common types of potentially suspicious activity and track compromised credentials found on the dark web. Utilize the SEIM integration capabilities to create custom alerts to meet your business needs.
  • Actionable Information: Investigate suspicious activity with in-depth alert details like IP address, location and history, to rapidly determine next steps.

Let’s Talk

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Information Management experts

We are a team of information management experts and deliver end-to-end information management solutions to empower organizations and their teams to transform the way the way the work.