DocuSign CLM Connector for Workday Financial Management

Save Time, Reduce Errors and Eliminate Friction 

Easy to Implement and Maintain

Easily and quickly establish a connection with Workday Financial Management via the CLM Connections page, eliminating the need for lengthy, expensive proffesional services engagements. Map Workday Financial Management fields to values in CLM via an intuitive user interface and setup a variety of workflow steps to support your sourcing and purchasing needs. 

Supported Use Cases Include

• –  Create a new supplier in Workday Financial Management when an MSA is signed in CLM that does not match an existing supplier name.
• –  Update a supplier contract record when master contract data changes (effective date, expiration date, payment terms, etc.)
• –  Add new agreements or amendments to Supplier Contract records.
• –  Create contracts in CLM that trigger downstram processes in Workday, including PO generation through the Supplier Contract resource.