[ 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 (4) 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. 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 (10) 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. 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. 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 (3) 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 Show More ##### ## Delivery (3) 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 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 (9) 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. 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. 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 ## Top-Rated Alternatives [ ![Conga CLM](https://images.g2crowd.com/uploads/product/hd_favicon/d8671da67dce1a9bd9534611de2a8553/conga-conga-clm.svg "Conga CLM") Conga CLM 4.3/5 (594) ](https://www.g2.com/products/conga-conga-clm/reviews) [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5 (3,362) ](https://www.g2.com/products/pandadoc/reviews) [ ![LinkSquares](https://images.g2crowd.com/uploads/product/hd_favicon/60748bf888fa2224c0dddec82bb25dc7/linksquares.svg "LinkSquares") LinkSquares 4.7/5 (426) ](https://www.g2.com/products/linksquares/reviews) [ View All Alternatives ](https://www.g2.com/products/docusign-clm/competitors/alternatives) Docusign CLM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_bba2ba5ec0dc47fbd69fef6b8afc4941/icertis-contract-management-software.png "Product Avatar Image") Icertis Contract Management... 4.2/5 (81) [ Compare Now ](https://www.g2.com/compare/docusign-clm-vs-icertis-contract-management-software) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_cbdded440dd46c7dcb4debe3e10b5048/microsoft-sharepoint.png "Product Avatar Image") Microsoft SharePoint 4/5 (8,953) [ Compare Now ](https://www.g2.com/compare/docusign-clm-vs-microsoft-sharepoint) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_350a4f99a123cce7aba94457fd131450/conga-conga-clm.png "Product Avatar Image") Conga CLM 4.3/5 (617) [ Compare Now ](https://www.g2.com/compare/conga-conga-clm-vs-docusign-clm) ##### Categories on G2 [ Document Generation ](https://www.g2.com/categories/document-generation)[ Contract Management ](https://www.g2.com/categories/contract-management)[ Enterprise Content Management (ECM) ](https://www.g2.com/categories/enterprise-content-management-ecm) [ Contract Lifecycle Management (CLM) ](https://www.g2.com/categories/contract-lifecycle-management-clm)[ Contract Analytics ](https://www.g2.com/categories/contract-analytics)[ Salesforce CRM Document Generation ](https://www.g2.com/categories/salesforce-crm-document-generation) Show More ##### Explore More [ What is the best tool for tracking local search rankings? ](https://www.g2.com/discussions/what-is-the-best-tool-for-tracking-local-search-rankings)[ What are some email archiving solutions for financial services firms needing SEC and FINRA-compliant long-term retention? ](https://www.g2.com/discussions/what-are-some-email-archiving-solutions-for-financial-services-firms-needing-sec-and-finra-compliant-long-term-retention%20)[ Best software for multi-channel feedback data analysis ](https://www.g2.com/discussions/which-are-the-best-software-platforms-for-multi-channel-feedback-data-analysis) [ What features should I look for in a secure data room for collaboration with legal teams? ](https://www.g2.com/discussions/what-features-should-i-look-for-in-a-secure-data-room-for-collaboration-with-legal-teams)[ What's the top experience management app available ](https://www.g2.com/discussions/what-s-the-top-experience-management-app-available)[ Pros and Cons Details ](https://www.g2.com/products/docusign-clm/reviews?qs=pros-and-cons) Show More [ What is the best tool for tracking local search rankings? ](https://www.g2.com/discussions/what-is-the-best-tool-for-tracking-local-search-rankings)[ What are some email archiving solutions for financial services firms needing SEC and FINRA-compliant long-term retention? ](https://www.g2.com/discussions/what-are-some-email-archiving-solutions-for-financial-services-firms-needing-sec-and-finra-compliant-long-term-retention%20)[ Best software for multi-channel feedback data analysis ](https://www.g2.com/discussions/which-are-the-best-software-platforms-for-multi-channel-feedback-data-analysis) [ What features should I look for in a secure data room for collaboration with legal teams? ](https://www.g2.com/discussions/what-features-should-i-look-for-in-a-secure-data-room-for-collaboration-with-legal-teams)[ What's the top experience management app available ](https://www.g2.com/discussions/what-s-the-top-experience-management-app-available)[ Pros and Cons Details ](https://www.g2.com/products/docusign-clm/reviews?qs=pros-and-cons)