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Docusign CLM: Streamlined Contract Lifecycle Management

Connect and automate the entire contract lifecycle in Salesforce

Partner of the Year

Overview

Docusign CLM for Salesforce helps companies increase renewal rates, improve productivity, and grow faster. Streamline agreement preparation, redlining, collaboration, and approvals. Safely and centrally store agreements for easy access and discovery.

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See How Docusign CLM: Streamlined Contract Lifecycle Management Works

  • Accelerate quote-to-cash by streamlining the agreements that accompany each stage of the sales cycle – NDAs, quotes, sales orders, renewals, and many more. Shorten sales cycles, close more deals, and accelerate revenue growth.

  • Increase productivity by keeping sellers in Salesforce, not chasing down contracts. Use seamlessly with Docusign eSignature for Salesforce. Empower Legal teams with more control over language, terms, and approvals—increasing compliance and reducing risk.

  • Start with CLM or scale to your entire enterprise with CLM+. Regardless of where you are in your contracting maturity, Docusign has you covered.

• Generate agreements with Salesforce data from predefined templates with data populated from Salesforce objects, including opportunity and quote records. • Centralize negotiations with redlining and version control with centralized collaboration tools that highlight changes and check for approvals. • Accelerate deals and increase compliance with Legal-approved clause libraries that allow users to easily insert pre-approved standard and alternative clauses into contracts. • Create simple workflows in minutes or more sophisticated workflows with our clicks-not-code Workflow Builder. Orchestrate agreements across stakeholders in different departments and keep work moving. • Store contracts in a secure, searchable repository and make finding contracts easy. Access and search the repository right from within Salesforce. • Analyze and optimize contract performance with analytics that offer actionable insights into bottlenecks and slowdowns in the contract process. • Seamlessly integrate with Salesforce and Docusign eSignature: Automate the agreement process before, during, and after eSignature. • Powered by Lightning, available for mobile and Salesforce Classic compatible.

Docusign, Inc**'s Achievements

ISV

Global Partner

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ISV

System of Engagement

Slack

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Categories

Business Needs
Contract Management
Industries
Financial Services
Professional Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
FedRAMP Offering
This company indicates that they're a FedRAMP offering. This status doesn't mean that the solution is included in Salesforce's FedRAMP authorization. You're responsible for evaluating the solution's security. To learn more, visit the FedRAMP Marketplace.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
FedRAMP Offering
Community Builder
Managed Package
Salesforce Mobile

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