DocuSign CLM for Salesforce
Accelerate Deals by Automating the Contract Lifecycle
Integrated with Salesforce, DocuSign eSIgnature, and other DocuSign Agreement Cloud Applications
With DocuSign CLM, your sellers can stay in Salesforce to do everything they need across the agreement process. Your contract administrators and legal teams are able to review, edit and approve from an easy-to-use web application so it does not require then to have Salesforce licenses. Which means your sellers can stay selling while your legal and contract teams can exercise greater control and standardization over language, terms and approvals.
DocuSign CLM is tightly integrated with DocuSign eSignature. Both solutions are part of the DocuSign Agreement Cloud for Salesforce, a suite of applications deeply integrated with Salesforce that helps companies acceleratehow agreements (quotes, sales orders, etc) are prepared, signed, acted on and managed.
Generate agreements with Salesforce data from predefined templates
Automatically generate new contracts with data populated from Salesforce objects, including opportunity and quote records.
Create sophisticated workflows with clicks not code
Keep agreements moving via automated workflows that you can analyze and further optimize over time.
Centralize negotiations with redlining and version control
Keep everyone on the same page with collaboration tools that highlight changes, track approvals, and centralize version control.
Allow legal to define pre-approved fallback clauses for reps and managers to use in negotiations
Increase compliance and eliminate risk by allowing users to choose from a clause library of approved language to insert into contracts.
Store and search within Salesforce
Reduce time spent chasing down contracts with the ability to easily search for and find agreements from right within Salesforce
Keep work flowing with automatic reminders
Give your salespeople the opportunity to extend revenue and customer relationship with reminders for contract renewals and other important dates.