DocuSign CLM: Configurable workflows

DocuSign CLM

DocuSign CLM: Configurable workflows in electronic document management

from an official DocuSign partner

DocuSign CLM: Efficient Configurable Workflows



In the modern business world, where every minute counts, efficient management of workflows becomes a pivotal factor for success. This is especially crucial in the realm of agreements and contracts, where each step demands attention and coordination among participants.


In this context, DocuSign CLM (Contract Lifecycle Management) with its customizable workflows emerges as an indispensable tool.

DocuSign CLM: Efficient Configurable Workflows

DocuSign CLM: Configurable workflows Examples



Configurable workflows offered by DocuSign CLM can be seamlessly integrated into every facet and department of your company's operations. These versatile workflows are extensively utilized for automating internal business processes, as well as facilitating collaboration and document management with both customers and suppliers.


Imagine implementing a new contract. You need to gather signatures from various employees and obtain reviews. Without customized workflows, this could be a multi-step and intricate task. However, with customizable workflows in DocuSign CLM, you can easily structure and automate this process, reducing time and enhancing coordination.

Ultimately, the use of customizable workflows in DocuSign CLM significantly boosts the efficiency of business processes, allowing companies to focus on agreements and contracts, rather than routine administrative tasks.


Check out more examples here.

DocuSign CLM: Advantages of Customizable Workflows



1. Visualization of Processes: Over 100 predefined tasks can be easily organized on a visual interface. This allows you to clearly see each stage of the process and optimize it.

2. Automation and Structuring: Customizable workflows enable the creation of structured and automated processes for agreements, involving various participants: employees, reviewers, and approvers.

3. Effective Coordination: The seamless and coordinated delegation of tasks among different participants accelerates the approval process.

4. Reduced Errors and Delays: Well-defined and established process steps reduce the likelihood of errors and misunderstandings, facilitating more timely outcomes.

5. Information and Notifications: Workflows automatically notify participants of necessary actions, aiding timely responses to changes

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.


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  • 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 →

The World's Top Companies Trust DocuSign



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Company Name

DocuSign eSignature and Salesforce
DocuSign eSignature and VISA
DocuSign eSignature and T-Mobile
DocuSign eSignature and Stripe
DocuSign eSignature and SAP
DocuSign and Santander
DocuSign eSignature and SAMSUNG
DocuSign eSignature and NETFLIX
DocuSign eSignature and Allianz
DocuSign eSignature and McKesson
DocuSign and AstraZeneka
DocuSign eSignature and LinkedIn

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



As an official partner of the leading vendor in Contract Lifecycle Management - DocuSign, Automation Fans offer you the solution for effective contract lifecycle management - DocuSign CLM.This technology allows you to organize and automate the process of creating, signing, and approving documents, saving your time and improving team coordination.


With DocuSign CLM, you get a visual editor interface with 100 predefined tasks, automated and structured processes for agreements, increased work efficiency through task coordination, reduced number of errors, and hassle-free legal document generation. 


As an official partner of DocuSign, you can purchase DocuSign CLM and DocuSign eSignature licenses from us, as well as order the implementation and integration of these systems. Thanks to us, you will be able to focus on contracts, not routine tasks, which is key to any business success.


Contact us right now to see how DocuSign CLM can give a new impulse to your business development.

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