[ Docusig... Reviews ](https://www.g2.com/products/docusign-clm/reviews) [ Docusig... Reviews ](https://www.g2.com/products/docusign-clm/reviews) # Docusign CLM Features ##### ## File Management (12) File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. 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. OCR Scanning Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. Versioning Keep track of incrementally changing versions of the same file. Collaboration Multiple users can collaborate on document creation, annotation, and review. Document Assembly Autogenerate documents based on templates and form submission. Form Creation Able to create and manage submittable user forms. Portals and Sites Able to create user portals and sites. Disposition Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. Search Can easily find files via a simple and/or advanced search. Web Interface Ability to access documents via a web interface without a client being installed on a device. Mobile Apps iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. Show More ##### ## Workflow (18) 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. Conditions The workflow engine provides relevant and customizable conditions on which to execute rules. Activities Any action a user can perform in the system can be specified as an automated action. Case Management 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. Template Management Create, save, and re-purpose templates for emails, forms, etc. Document Management Store, manage, and track all electronic documents in a centralized location Metadata Management Collect and maintain structured information that describes data or content Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Digital Asset Management Manage digital assets Task Management Create, manage and track all task activities and progression File Management Create, save, and store files Forms Management Store, manage and track all forms in a centralized location SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Website Management Built-in website builder or integration with third-party site User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Show More ##### ## Platform (4) 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. Reporting and Auditing Access pre-built and custom reports to monitor user activity and storage. System of Record Integration Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. APIs Enables custom integration to external systems. Show More ##### ## Contract Management Platform Features (14) Contract Creation Users can create new contracts within the platform using built-in document creation features. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Contract Editing Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. Contract Attachments Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. Contract Collaboration Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. Approval Process Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. 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. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Government Contracts Contracts specific to government agencies or organizations who deal with government agencies Specialty Contracts An agreement that's only valid if signed by all involved parties, sealed, and delivered Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Data Sources (3) Software Integrate with software such as ERP or CRM to use data for document generation Spreadsheets Allows users to generate documents using information from spreadsheets Documents Ability to generate new documents using other documents in multiple formats Show More ##### ## Generation (7) Templates Include templates for various types of documents such as invoices or quotes Automation Automate document generation based on customizable rules Branding Allow users to personalize documents for branding purposes Email Templates Pre-made examples and templates for emails Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Delivery (5) Workflow Define and manage workflows for document distribution Schedule Create a schedule to deliver documents at predefined times Batch Provide the ability to generate and deliver documents by batch Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Platform Basics (2) Data Extraction Ability to auto-extract all key contract metadata and clause language. Contract Comparisons Provides document parsing, redlining, and auto-tagging for clause comparisons. Show More ##### ## Artificial Intelligence Capabilities (3) Text Analytics Ability to analyze text within contracts by using pattern recognition. NLP Provides the ability to understand and process human language/s within contracts. OCR Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). Show More ##### ## Contract Data (6) Data Import Ability to import contracts into a centralized repository. Data Export Provides the ability to export contract data into other systems. Custom Reporting Ability to create reports and dashboards with contract data to provide strategic insights. Clause Identification and Mapping Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Advanced Contract Analytics Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. Show More ##### ## Contract Creation & Management (4) Contract Creation Users can create new contracts within the platform using built-in document creation features. Contract Templates Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. Contract Editing Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. Contract Attachments Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. Show More ##### ## Collaboration (2) Contract Collaboration Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. Approval Process Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. Show More ##### ## Other Platform Features (5) Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. Contract Compliance Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations 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. E-Signature Ability to e-sign legally-binding contracts within the same platform. Show More ##### ## Generative AI (12) AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Generation Custom forms to streamline repetitious aspects of a document Show More ##### ## Agentic AI - Enterprise Content Management (ECM) (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Contract Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Contract Lifecycle Management (CLM) (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Document Generation (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Additional Functionality (113) Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Electronic Signature Digitally sign online documents Full Text Search Search for specific words or phrases within a document or database Data Import/Export Import and export data to and from software applications CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Contract Drafting Create, edit, and revise contracts/written agreements Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Sell Side (Customers) An agreement between a buyer and a seller for the sale and delivery of goods or services Task Management Create, manage and track all task activities and progression Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Annotations Highlight content and/or make notations about parts of content Workflow Management Create, design and manage workflows for repetitive tasks Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Audit Trail A record of all activities within the system, including user access, changes made, etc. Contract Negotiation Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases AI Redlining The use of AI to automate the process of reviewing, identifying and marking changes in contracts Version Control Track revisions and updates made to files and navigate between different versions Completion Tracking Track the current status and completion of activities, tasks, goals or deliverables via progress indicators Contact Management Manage, organize, and store contact information Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Document Review Review and analyze existing information across documents Customizable Branding Add customized logos and colors to align with company branding Configurable Workflow Configure existing workflows to meet your organization's needs Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Buy Side (Suppliers) An agreement between a business and an external supplier for the delivery of a set of products or services Payment Processing Accept, record, and reconcile financial transactions Customizable Forms Customize contracts and forms to collect specific information Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Collaboration Tools Provides a channel for team members to share media files, communicate, and work together API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Third-Party Integrations Set up connections to third-party platforms to improve business processes Text Editing Edit text as needed Audit Trail A record of all activities within the system, including user access, changes made, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Multiple Output Formats Create content in various formats, such as print, PDF, HTML and more Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems Forms Management Store, manage and track all forms in a centralized location Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Content Library Centralized repository to store content and assets Customizable Fields Customize data fields to support various needs and use cases Multi-Language Manage and support multiple languages Data Storage Management Manage and store data in a database Contract Drafting Create, edit, and revise contracts/written agreements Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Full Text Search Search for specific words or phrases within a document or database Interaction Tracking Track interaction history by documenting conversations for contacts Contract/License Management Track, store, and access client contracts or licenses Document Review Review and analyze existing information across documents Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Electronic Signature Digitally sign online documents Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Version Control Track revisions and updates made to files and navigate between different versions AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Content Library Centralized repository to store content and assets Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Information Governance Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Data Capture and Transfer Import, collect, and capture data from multiple sources Indexing Compile and organize data into specific metrics Filtering Find & retrieve relevant data or documents Electronic Signature Digitally sign online documents Version Control Track revisions and updates made to files and navigate between different versions Mobile Access Access software remotely via mobile devices Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Single Sign On Allow users to access multiple services after entering their login credentials once Image Editing Edit, touch up, and convert images for publishing Customizable Branding Add customized logos and colors to align with company branding Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Audit Trail A record of all activities within the system, including user access, changes made, etc. Document Review Review and analyze existing information across documents Activity Tracking Track and document all activities across devices, networks, and other systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Secure Data Storage Securely stores data to prevent data loss or breaches Configurable Workflow Configure existing workflows to meet your organization's needs SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Secure Login At least a username and password is required to access the system Content Delivery Distributing content through various platforms or channels Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Capture Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Templates Sample files or documents that could be customized as needed or used as is File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Show More ## 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