DocuSign CLM is a contract lifecycle management system that enables the optimization of contract creation and execution processes. With DocuSign CLM, you can automate routine tasks, coordinate complex workflows, and reduce risks.
One of the key features of DocuSign CLM is the ability to create dashboards and reports for contracts. This helps you gather valuable insights and oversee all contract-related operations.
Within the DocuSign CLM platform, there are several types of reports available that allow you to analyze data from documents, workflows, and user actions. It's important to understand the available types of reports and how their applications can help optimize business processes:
When working with DocuSign CLM reports, it's particularly important to know that data in the reports is updated automatically. This means you will always have up-to-date information for analysis, which is a crucial factor in decision-making.
Reports can be visualized using graphs and charts, significantly easing data analysis. Additionally, you can add reports as widgets to a dashboard you create. This allows you to quickly assess the state of business processes in real time.
If your DocuSign CLM account has the party management module activated, you will have access to additional reports:
Using reports in DocuSign CLM provides a unique opportunity to analyze data, optimize business processes, and make informed decisions based on current information. It's a tool that can help your company become more efficient, organized, and successful in the market.
Develop preset templates that extract information from external systems, enabling the automatic generation of contracts without the need for manual data input.
Utilize established business rules to determine the incorporation or omission of content segments based on variables such as location and contract value.
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.
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.
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.
Utilize the premier electronic signature solution, DocuSign eSignature (available for separate purchase), to facilitate the sending of documents for signature.
Centralize, categorize, and systematize all contracts within a unified, searchable repository, while implementing detailed permission management.
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).
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.
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We offer a full range of services for purchasing and implementing the DocuSign CLM
As an official DocuSign partner, we can provide the most favorable conditions for purchasing licenses
We will perform a high-quality and reliable integration of the DocuSign CLM with your existing software: CRM, ERP, CLM, etc.
Every our client gets access to 24/7 support anytime and anywhere
We speak English, Polish and Russian and are constantly expanding our range of support languages
Automation Fans, an official partner of DocuSign, offers solutions for electronic document management. Our key product is DocuSign CLM, a modern solution for contract management. This is an effective tool for automating the processes of generating, signing, and managing documentation that increases the productivity of your business.
With DocuSign CLM, you can control every stage of contract work and analyze significant information about your documents. The transparent CLM interface allows you to create detailed reports, analyze performance, monitor user activity, and identify bottlenecks in work processes.
Implementing DocuSign CLM simplifies data processing and decision-making, increasing the efficiency of work processes and reducing time for routine operations.
In addition to DocuSign CLM licenses, we offer implementation and integration of document creation automation systems and lifecycle tracking, which will help your business to work faster and more accurately.
Contact us right now and find out how DocuSign CLM can help your business improve efficiency.