DocuSign CLM

DocuSign CLM: Processes of agreement and collaboration with documents in electronic document circulation.

from an official DocuSign Partner

DocuSign CLM: Automating the Document Approval Process

The document management system DocuSign CLM offers a wide range of features for the document approval process. The company DocuSign provides the opportunity to quickly, securely, and controlledly conduct both internal document approvals within the company and with counterparties.


To get better acquainted with this functionality, let's look at a few examples:

Scenario 1: Contract extension approval with an employee in DocuSign CLM

Now we will consider a simple scenario that can be implemented in the HR department of your company using DocuSign CLM.


Scenario Description: Engineer Mark is employed by the company on a contract basis. The company's internal procedures entail notifying Mark about the intention to renew/not renew his contract for the following year 30 days before the contract expiration. This means that the process of reviewing the feasibility of extending Mark's contract needs to be initiated 10 days before the notification. The approval process involves Mark's supervisor and the HR director.

If they decide to extend Mark's contract, he will receive an official letter outlining the terms of employment for the next year. If Mark agrees, he will then receive the contract and sign it.

However, if the decision is to terminate the employment relationship with Mark, he will receive a letter notifying him of this.

Schematic diagram of the process

DocuSign CLM (Contract Lifecycle Management) Collaboration

Now, let's take a look at how DocuSign CLM facilitates this process:


  • The system determines autonomously based on contract attributes when the process should be initiated. No manual intervention or Outlook reminders are required from any employees to kick-start the process. The process will initiate precisely 40 days before the employee's contract expiration date.


  • DocuSign CLM automatically assigns tasks to each approver and notifies them both within the system and through email.


  • Each approver will see a new task in their task list. The only way to remove it is by completing the task.


  • Once a decision is made, the process can take one of two paths:

  A. If the contract is not being renewed, DocuSign CLM automatically generates an official non-renewal letter and sends it to the employee within the system. Delivery is instantaneous and is recorded within the system.

OR

  B. If the contract is being renewed, DocuSign CLM automatically generates the contract and uses DocuSign eSignature to send it for signature by all parties. Once the contract is signed by both the employee and the employer, it's automatically archived in the electronic document repository along with the Certificate of Completion.


In this way, the entire approval process is conducted in a fully automated mode, where each participant only performs their assigned tasks, and all documents are generated by DocuSign CLM automatically, taking into account the decisions that have been made.

Scenario 2: Negotiating a Trade Contract with the Client in DocuSign CLM

Have you ever thought about what the process of approving a trade contract with a client looks like in your company? How long it takes and how it's carried out? We're sure you've contemplated this, perhaps even automated it.

Let's explore how elegantly you can automate this process using DocuSign CLM. The results of this automation will also help you assess the effectiveness of the process within your company.

An example of a business process for negotiating a trade contract in DocuSign CLM:

DocuSign CLM (Contract Lifecycle Management) Collaboration

The process consists of several key steps:

Step 1. Moving the generated contract to the customer's folder.

This stage begins with the automatic contract generation using DocuSign CLM Document Generation tools. In brief, the user only needs to select the contract type from the menu and fill out the form with the required data. The rest is handled by DocuSign CLM Workflows: it generates the contract, assigns a name, and creates a separate folder in the DocuSign CLM repository with a descriptive name.


This is what the contract generated in DocuSign CLM may look like (automatically entered data is indicated in blue):

Step 2. Applying attributes to the contract.


At this stage, DocuSign CLM automatically adds all the necessary attributes for this document type. Attributes are a tool that allows storing and further tracking key contract data for analysis. Examples of attributes include contract signing date, start date, amount, signatories, and more.

DocuSign CLM (Contract Lifecycle Management) Collaboration

Step 3. Contract approval with the department head.


At this stage, the automatically generated contract with attributes is sent for approval to the department head. If approval is not granted, the contract is sent for editing to the responsible person. Once the contract is edited, it is re-submitted for review by the department head. After approval, the contract is automatically sent to the client for further approval.

Step 4. Contract approval with a customer.


At this stage, the contract is sent for approval to the client. The client receives a notification via email, follows the link to your DocuSign CLM, and begins reviewing and editing the contract directly within the system. Once they finish their work, the contract, along with all client edits and comments, automatically enters your system.


This is what the screen looks like for the client when agreeing on a contract with him:

DocuSign CLM (Contract Lifecycle Management) Collaboration

Step 5. Send for Signature for Legal and Customer.


After the client completes work on the contract in DocuSign CLM, it is routed back to the department head. If the head approves client-made changes, DocuSign CLM automatically sends the contract for lawyer and client signatures via the DocuSign eSignature interface. Once all parties sign the contract, it is saved as a PDF with signatures in a dedicated folder in the DocuSign CLM repository, along with a "Certificate of Completion" that records signatory information and the signing process.


This is what the screen looks like for you when signing the contract:

DocuSign CLM (Contract Lifecycle Management) Collaboration

Summary: Collaboration and negotiation in DocuSign CLM

DocuSign CLM provides the ability to automate the contract approval process with clients and internal documents, involving users as needed. Creating a document, placing it in the repository, obtaining multiple user approvals, and signing can take only 10-15 minutes. Compare this to your current document workflow and estimate the time spent on similar procedures. Processes automated through DocuSign CLM are significantly faster: what used to take hours or days can now be accomplished in minutes.

DocuSign CLM: Even more functionality

  • Contract generation

    Develop preset templates that extract information from external systems, enabling the automatic generation of contracts without the need for manual data input.


    Learn more →

  • Conditional content

    Utilize established business rules to determine the incorporation or omission of content segments based on variables such as location and contract value.


    Learn more →

  • Collaboration and negotiation

    Initiate the process of contract review, monitor revisions across numerous iterations, receive immediate notifications, and uphold a comprehensive log of actions taken by individuals along with corresponding timestamps.


    Learn more →

  • Clause Library

    Your legal department can create a collection of pre-validated clauses and alternative choices for individuals without legal backgrounds to utilize while engaging in negotiations.


    Learn more →

  • Configurable workflows

    Effortlessly arrange more than 100 pre-defined tasks on a visual interface, creating a structured and automated workflow for agreement processes involving various contributors, reviewers, and approvers.


    Learn more →

  • eSignature integration

    Utilize the premier electronic signature solution, DocuSign eSignature (available for separate purchase), to facilitate the sending of documents for signature.


    Learn more →

  • Centralized searchable repository

    Centralize, categorize, and systematize all contracts within a unified, searchable repository, while implementing detailed permission management.


    Learn more →

  • Dashboards and reports

    Establish processes for generating workflow and contract reports in order to reveal valuable insights and oversee all contract-related operations. Develop visual representations for various report categories and construct dashboard displays featuring charts to closely monitor essential Key Performance Indicators (KPIs).


    Learn more →

  • Rich integrations

    Utilizing pre-designed connectors and robust APIs facilitates the seamless execution of essential contract-related activities within external business platforms such as SAP Ariba, Slack, and Salesforce. This entails the extraction of data, creation of agreements, instant receipt of notifications, initiation of workflows, and a range of additional functionalities in real-time.


    Learn more →

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Why us?

Impeccable service 24/7

We offer a full range of services for purchasing and implementing the DocuSign CLM

Official DocuSign partner

As an official DocuSign partner, we can provide the most favorable conditions for purchasing licenses

System integrator of DocuSign eSignature products

We will perform a high-quality and reliable integration of the DocuSign CLM with your existing software: CRM, ERP, CLM, etc.

We are in touch with you 24/7

Every our client gets access to 24/7 support anytime and anywhere

Multilingual team

We speak English, Polish and Russian and are constantly expanding our range of support languages

Deploy DocuSign CLM with Automation Fans

Looking for a boost in your business efficiency? Want to rethink your outdated and exhausting contract management process? Look no further: welcome to Automation Fans! We take pride in offering a wide range of services, among them the implementation of DocuSign CLM (Contract Lifecycle Management), a reliable and swift system that simplifies document lifecycle management for you.


Today we want to focus on DocuSign CLM, a powerful tool for electronic documentation management. Adopting CLM decreases the creation, approval, and signing of documents, allowing your organization to save time and effort, whilst also increasing overall productivity. 


In fact, DocuSign CLM combines unique features for document creation automation, offering a range of innovative solutions for contract management. This system enables the assembly and management of the entire contract lifecycle on a single platform, from the generation of PDF documents to the contract signing stage.


With DocuSign CLM, the generation of a contract, storing it in the repository, gaining multiple approvals from employees, clients, and the final signing, can all take only 10-15 minutes. Think about the amount of time and effort you could save! You could use these precious resources for more pressing matters, while DocuSign CLM takes care of your contracts.


As for the implementation of DocuSign CLM, being official partners of DocuSign, we at Automation Fans provide a seamless and efficient integration of this solution into your business. We cater to your needs, providing customized solutions and training your team on how to leverage all the advantages of this system.


DocuSign CLM also supports the generation of legal documents. This means, you can easily create and activate contracts with the exact customization you need. We know that every business is unique, and our solutions acknowledge that.


And of course, in discussing the capabilities of DocuSign CLM, the automated document creation feature cannot be overlooked. This simplifies the process of creating and passing documents among employees and departments. This automation takes merely minutes where it previously consumed a whole day. 


DocuSign CLM gives you the freedom to handle more important business. Having the tools for automatic creation and management of contracts is no longer a dream, it's a reality with DocuSign CLM. So, if you want to purchase CLM, see the benefits of document lifecycle management, electronic document management, the document creation application, the implementation of DocuSign CLM, Contract management in DocuSign CLM, legal document generation, PDF document generation, and document creation automation – contact us right now!

FAQs

If you have any further questions, please do not hesitate to contact us for more information

  • 💳 What payment methods do you accept?

    We accept various payment methods, including bank transfers, credit cards, and electronic payment systems. 

    Please discuss with our manager the most convenient method for you.


  • ⌛️ What is the duration for completing a business process automation project?

    Project duration depends on its scope and complexity, as well as our current capacity. Timelines are usually defined during the project planning phase.

    Typically, the duration for implementing a project varies from a few weeks up to one month.

  • 👩‍🎓 Do I need special technical knowledge to work with your team?

    It is not necessary to have special technical knowledge to work with us. We make the interaction process as simple and understandable as possible for clients regardless of their technical background.

    Our support team is always ready to clarify technical aspects in an accessible way, particularly when it involves sophisticated document creation and management tools.

  • 🏆 Does your company have certifications that validate the quality of your services?

    Yes, all our employees are highly skilled professionals with extensive experience in business process automation and corporate document workflow. 

    They are accredited by the American company DocuSign, which attests to their expertise and our firm's commitment to maintaining the highest standards in our service delivery.

  • 🦾 What guarantees of efficiency does your company offer?

    We guarantee the quality of our services and provide support for projects after completion. 

    Specific guarantee conditions are established on a case-by-case basis and are detailed in the service agreement.

  • 🔍 Is it possible to conduct a preliminary audit of our current systems before starting the project?

    Yes, conducting a preliminary audit can be arranged to assess your current infrastructure and identify potential improvement opportunities. 

    This helps us design the most effective solution specifically for your business, ensuring optimal integration of document generation software and automated processes.

  • 🌎 In which languages can your team communicate?

    Our team supports communication in multiple languages, including English, Polish, Russian. 

    Please specify your preferred language of communication when making initial contact.

  • 🔐 How is confidentiality and commercial information protection maintained?

    We adhere to strict confidentiality policies and employ advanced technologies to protect all types of data and information we handle, ensuring secure document management and data handling within our automated systems.

  • 🔗 Can your solutions be integrated with existing systems in our business?

    Yes, as a systems integrator, we specialize in developing solutions that can be integrated with your existing systems, maximizing efficiency and minimizing the need for major infrastructural changes.

    This includes integrating advanced document creation software or implementing comprehensive automated document generation systems.

  • 👨‍💻 What are the terms of support after the project is completed?

    After the completion of the project, we typically set a warranty period for our services lasting one month. 

    During this time, any issues related to the implementation are addressed at no additional cost. 

    Following the warranty period, we offer post-warranty maintenance services to ensure ongoing functionality and efficiency of the systems. 

    This includes regular updates, technical support, and further enhancements as required, ensuring that the system continues to meet your business needs effectively.

  • 📚 Do you provide training for employees on how to use the new systems?

    Yes, we provide training and documentation for your company's employees to ensure successful integration and usage of automated systems, including training on document creation software and automation platforms.

  • 📈 How can I monitor the progress of the project?

    We ensure full transparency in our work process. 

    Depending on your preference, we can send regular progress reports, hold weekly meetings to discuss details, or provide access to our project management platform.

  • 🛑 Can I cancel my order after it has been confirmed?

    It is possible to cancel an order after confirmation, but penalties or fees may apply based on the work already done. Details are specified in the service contract.

  • 🛒 How do I order services from your company?

    To order our services, you can contact us directly through the contact form on our website, via email. 

    Our managers will consult with you and help select the optimal solutions for your business, whether it involves document generation tools or comprehensive automation systems.

  • ⚙️ Can automation be customized to fit the unique needs of my company?

    Yes, our automation solutions are fully customizable and can be tailored to meet the specific requirements of your business. 

    This flexibility extends to automated document creation, enhancing the document creation process, and optimizing the entire document workflow.

  • 💶 What are the costs of your automation services?

    The cost of our services varies depending on factors such as the complexity of tasks, required integration, and workload.

    Most often, the cost of the project starts from 1500 EUR equivalent.

    For an accurate pricing estimate, please contact us and we will provide a detailed quote, taking into account your needs for document generation software and other automation tools.

  • 👨‍💼 How can I get support if I have questions or problems after implementation?

    We offer round-the-clock client support through various communication channels, including phone, email, and live chat, to ensure reliable assistance at any time. 

    Our team is well-versed in handling queries related to document generation software and automated document management.

  • 📀 Is special software needed to utilize your automation solutions?

    Most of our solutions integrate seamlessly with existing systems. 

    However, some solutions may require special document creation software, which we will inform you about in advance.

  • 🧾 Do you issue VAT-compliant invoices?

    Yes, we issue invoices compliant with VAT regulations to meet tax legislation requirements. 

    Please specify if you need special tax documentation when placing an order.

  • 📐 How can I measure the ROI from automating business processes?

    ROI can be measured by reductions in operational expenses, increased productivity, shortened processing times, and other key performance indicators before and after automation implementation. 

    Considering tools like automated content generation and document generation software can provide insights into efficiency gains.

  • ⚔️ How is data security managed in automation?

    We adhere to strict security standards that include data encryption, regular audits, and the use of the latest information security methods. 

    Our approach includes using secure automated document management and document creation software to safeguard sensitive information.

  • ⏱ What is the timeline for implementing an automation system?

    The implementation timeline depends on the complexity of the project, but we strive to optimize the process for quick and efficient integration using advanced document creation tools and document generation solutions. 

    Most often, the project implementation period ranges from several weeks to 1 month.

  • 🦾 What are the benefits of automated document management?

    Automated document management helps reduce the time required to process and manage documents, minimizes errors, improves data accessibility and security, and eases the adherence to regulatory requirements. 

    It is part of broader efforts like document creation software and documentation generation tools to automate organizational tasks.

  • 📑 What is meant by automatic document generation?

    Automatic document generation refers to the process of creating documents automatically based on predefined templates and data, which reduces the time spent preparing documents and minimizes the likelihood of errors. 

    This process is often facilitated by automated document creation software and uses technologies like AI document generator for enhanced efficiency.

  • 🤖 What types of chatbots do you develop?

    We develop various types of chatbots including informational bots, customer service automation bots, data collection bots, and many others, tailored to meet the specific needs of your business. 

    These bots are often integrated within automated document generation systems to streamline communications.

    We create Business ChatBots for Websites, WhatsApp, Facebook Messenger, API.

  • ⚙️ What is business process automation?

    Business process automation involves utilizing technology to execute recurring tasks or processes in a business to reduce costs and increase efficiency.


    This often includes automated document generation, streamlining documents workflow, and enhancing overall document management.