Docusign CLM Features

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. This feature was mentioned in 35 Docusign CLM reviews.

Based on 33 Docusign CLM reviews. 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.

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. 24 reviewers of Docusign CLM have provided feedback on this feature.

Keep track of incrementally changing versions of the same file. 33 reviewers of Docusign CLM have provided feedback on this feature.

As reported in 30 Docusign CLM reviews. Multiple users can collaborate on document creation, annotation, and review.

As reported in 22 Docusign CLM reviews. Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms. 26 reviewers of Docusign CLM have provided feedback on this feature.

Able to create user portals and sites. This feature was mentioned in 19 Docusign CLM reviews.

As reported in 20 Docusign CLM reviews. Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

As reported in 35 Docusign CLM reviews. Can easily find files via a simple and/or advanced search.

As reported in 30 Docusign CLM reviews. Ability to access documents via a web interface without a client being installed on a device.

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. This feature was mentioned in 21 Docusign CLM reviews.

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. This feature was mentioned in 29 Docusign CLM reviews.

The workflow engine provides relevant and customizable conditions on which to execute rules. 30 reviewers of Docusign CLM have provided feedback on this feature.

Based on 26 Docusign CLM reviews. Any action a user can perform in the system can be specified as an automated action.

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. This feature was mentioned in 19 Docusign CLM reviews.

Based on 34 Docusign CLM reviews. 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.

As reported in 29 Docusign CLM reviews. Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. 27 reviewers of Docusign CLM have provided feedback on this feature.

Based on 24 Docusign CLM reviews. Enables custom integration to external systems.

Based on 145 Docusign CLM reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features.

Based on 145 Docusign CLM reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Based on 146 Docusign CLM reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Based on 145 Docusign CLM reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Based on 144 Docusign CLM reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Based on 143 Docusign CLM reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Based on 149 Docusign CLM reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones.

Based on 149 Docusign CLM reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities.

Based on 143 Docusign CLM reviews and verified by the G2 Product R&D team. 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.

Based on 145 Docusign CLM reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

As reported in 84 Docusign CLM reviews. Integrate with software such as ERP or CRM to use data for document generation

As reported in 78 Docusign CLM reviews. Allows users to generate documents using information from spreadsheets

Ability to generate new documents using other documents in multiple formats This feature was mentioned in 85 Docusign CLM reviews.

Include templates for various types of documents such as invoices or quotes This feature was mentioned in 83 Docusign CLM reviews.

Based on 83 Docusign CLM reviews. Automate document generation based on customizable rules

Allow users to personalize documents for branding purposes This feature was mentioned in 81 Docusign CLM reviews.

As reported in 84 Docusign CLM reviews. Define and manage workflows for document distribution

Based on 82 Docusign CLM reviews. Create a schedule to deliver documents at predefined times

Provide the ability to generate and deliver documents by batch This feature was mentioned in 80 Docusign CLM reviews.

Ability to auto-extract all key contract metadata and clause language. 36 reviewers of Docusign CLM have provided feedback on this feature.

As reported in 38 Docusign CLM reviews. Provides document parsing, redlining, and auto-tagging for clause comparisons.

As reported in 37 Docusign CLM reviews. Ability to analyze text within contracts by using pattern recognition.

As reported in 35 Docusign CLM reviews. Provides the ability to understand and process human language/s within contracts.

As reported in 30 Docusign CLM reviews. Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).

Based on 37 Docusign CLM reviews. Ability to import contracts into a centralized repository.

Provides the ability to export contract data into other systems. 38 reviewers of Docusign CLM have provided feedback on this feature.

Ability to create reports and dashboards with contract data to provide strategic insights. This feature was mentioned in 31 Docusign CLM reviews.

As reported in 31 Docusign CLM reviews. Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. 66 reviewers of Docusign CLM have provided feedback on this feature.

Based on 62 Docusign CLM reviews. Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.

Based on 76 Docusign CLM reviews. Users can create new contracts within the platform using built-in document creation features.

Based on 74 Docusign CLM reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Based on 72 Docusign CLM reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. This feature was mentioned in 71 Docusign CLM reviews.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. 71 reviewers of Docusign CLM have provided feedback on this feature.

As reported in 73 Docusign CLM reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones. This feature was mentioned in 69 Docusign CLM reviews.

Contracts can be stored in a central online repository with built in search capabilities. This feature was mentioned in 67 Docusign CLM reviews.

As reported in 67 Docusign CLM reviews. Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations

Based on 67 Docusign CLM reviews. 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.

Ability to e-sign legally-binding contracts within the same platform. This feature was mentioned in 73 Docusign CLM reviews.

As reported in 16 Docusign CLM reviews. Condenses long documents or text into a brief summary.

Based on 35 Docusign CLM reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. 35 reviewers of Docusign CLM have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 48 Docusign CLM reviews.

Based on 48 Docusign CLM reviews. Condenses long documents or text into a brief summary.

As reported in 40 Docusign CLM reviews. Allows users to generate text based on a text prompt.

Based on 40 Docusign CLM reviews. Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt. This feature was mentioned in 39 Docusign CLM reviews.

Converts images into a textual description, identifying key elements. 39 reviewers of Docusign CLM have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input