DocuSign Document Management: Streamlined Document Management

Must have for document managemnt

If you can afford it, it's a must-have app.

SpringCM Professional Services

We're currently in the implementation phase with a go-live date in early February. SpringCM Professional Services team are committed to understanding our contracts workflow and building a solution tailored to our needs. Initial discovery sessions took longer than anticipated; however, once we got going the development work is moving quickly and we're able to see progress with each weekly sprint review. Can't wait to launch!

Great Contract Management Application

We've been using this application to aid in our proposal generation and contracting process. It allows our team to collaborate on a document without overwriting each other through its check-in/check-out feature and to quickly create first drafts through merge templates in the doc launcher from records in Salesforce. We haven't yet been able to fully use all of the capabilities of this application because we don't have the operational processes in place, but it has highly advanced workflow configuration and the ability to integrate e-signature applications as well. They've been a great vendor to work with and have been making great improvements to the application since we stated working with them in 2015.

Currently Implementing

It was a rough start initially to our implementation phase but some of that was self-inflicted by not having a well-defined vision of where we wanted to go with the service and mismatch between expectation-setting from sales team to the implementation team. We are on the right path now. We are excited to implement in the next few months.

Workflows have made us more efficient.

Great tool. Very flexible and has helped us measure our contract review process like we never were able to before.

Integrated, Powerful, extendable and can be customized to any business process

SpringCM and Salesforce together have made our Contract Lifecycle Management process a streamlined experience. The workflow engine is extremely powerful and can be utilized for virtually any business process that needs to support a document. SpringCM support is very helpful and responsive, overall I recommend this product for anyone looking to simplify document storage and workflow activities in Salesforce.

Streamlines platform usage and saves time!

We transitioned to SpringCM over the past six months from Egnyte. It is a huge benefit that SpringCM works so seamlessly with Salesforce. Having everything in one location has cut my workload and saved me time. Additionally, the ability to send information to clients from Salesforce through SpringCM is a huge plus. We have had some road bumps with roll out, but our IT department has been pleased with the response time and helpfulness of SpringCM advisors.

Excellent Contract and Document Management Solution

We initially brought in SpringCM for Contract Management for maintaining written agreements and all the requisite meta-data involved in that process. We found that the integration with Salesforce and the workflow processing were the key to improved business productivity.

Fixes Document Management for Salesforce

For anyone looking to fix document management across Salesforce, standard and custom objects alike, SpringCM is your solution. Easy to setup and has a windows explorer look and feel. This helps from both training and managing the solution. One of the key selling features for my use case is that they can work with a hierarchical folder structure similar to the data model the objects are setup. This allows for automatically setting up cross-referencing folders across objects. Working with the professional services team has been a good experience so far and I look forward to continuing this engagement.

Excellent Contract and Document Management Solution and MUCH MORE

SpringCM has streamlined our contract and document management processes overnight. We can now seamlessly manage everything directly within Salesforce. SpringCM not only allows us to process contracts and store our documents but includes robust range of features that automate processes and allow the user to take action on documents with a click of a button. It was also easy to customize SpringCM to the specific needs of our Organization. Our staff is now saving time and staying organized with features such as Workflows, Smart Rules (set rules to allow automation of processes), SpringCM Edit (edit documents without having to download and upload again), Share Link (share folders or documents internally or with external clients in one easy step), Doc Launcher (generate contracts/documents directly in a Salesforce object), E-signature integration, and much more. SpringCM Support offers excellent expert advice and has always resolved any of our technical questions, big or small, quickly and professionally. If you are looking for a one stop app that will allow you to do all of your document and contract management within Salesforce, we highly recommend SpringCM.