DocuSign CLM: Conditional content

DocuSign CLM

DocuSign CLM: Conditional content in Electronic document management

from an official DocuSign partner

Scenarios for using DocuSign CLM Conditional Content 



There are various scenarios where the use of DocuSign CLM Conditional Content is crucial. Here are a few examples:

Scenario 1: Multi-language contracts with DocuSign CLM

In international business transactions, contracts often need to be provided in different languages. With Conditional Content, users can create a master contract template and establish rules to include alternative language clauses or paragraphs based on the signer's selected language

English is selected:

DocuSign CLM (Contract Lifecycle Management) Conditional content

Russian is selected:

DocuSign CLM (Contract Lifecycle Management) Conditional content

In this example, you can see that when you select each specific language, the text of the contract automatically changes in DocuSign CLM.

Scenario 2: Jurisdiction-specific clauses with DocuSign CLM

Certain contracts must comply with specific laws or regulations that vary by jurisdiction. By utilizing Conditional Content, organizations can dynamically insert or exclude jurisdiction-specific clauses based on the signer's location. This ensures that the contract meets the legal requirements of the specific region or country where the agreement is being executed.

EU jurisdiction selected:

DocuSign CLM (Contract Lifecycle Management) Conditional content

U.S. jurisdiction selected:

DocuSign CLM (Contract Lifecycle Management) Conditional content

These two clauses reflect differences in approaches to dispute resolution depending on the jurisdiction. When the required jurisdiction is chosen, the text of the clause automatically changes in DocuSign CLM.

Scenario 3: Customized contract terms with DocuSign CLM

In some cases, contracts may have different terms or conditions based on the type or category of the agreement. For instance, a software licensing agreement may entail different terms for various types of users (e.g., enterprise, individual, educational institutions).

With Conditional Content in DocuSign CLM, organizations can easily customize and include specific clauses or provisions based on the type of agreement, ensuring that each contract is tailored to the signer's needs.

Enterprise Users selected:

DocuSign CLM (Contract Lifecycle Management) Conditional content

Individual Users selected:

DocuSign CLM (Contract Lifecycle Management) Conditional content

Scenario 4: Role-based contents with DocuSign CLM

In complex contract negotiations involving multiple stakeholders, each party may have different roles and responsibilities.


With Conditional Content in DocuSign CLM, users can include or exclude specific information or clauses based on the signer's role. For example, in an employment agreement, certain sections may only be applicable to the employer or the employee. By utilizing this function in DocuSign CLM, the contract can be automatically customized based on the signer's role, streamlining the negotiation process.

Clause for Employee:

DocuSign CLM (Contract Lifecycle Management) Conditional content

Clause for Employer:

DocuSign CLM (Contract Lifecycle Management) Conditional content

These specific clauses in DocuSign CLM provide examples of how terms within an employment agreement might differ for employees and employers. The clauses highlight job responsibilities and compensation aspects for employees while detailing compensation and workplace commitments for employers.

Scenario 5: Compliance with industry standards with DocuSign CLM

Certain industries have specific requirements or standards that must be met in contracts. Conditional Content allows organizations to insert industry-specific language or requirements based on predefined rules. For instance, in the healthcare industry, contracts may need to include specific privacy and security clauses to comply with HIPAA regulations.


With Conditional Content in DocuSign CLM, these clauses can be automatically included or excluded based on the involved industry or sector, ensuring compliance and mitigating risk.

Clause for Retail Trading Company:

DocuSign CLM (Contract Lifecycle Management) Conditional content

Clause for Healthcare Institution:

DocuSign CLM (Contract Lifecycle Management) Conditional content

These clauses demonstrate how specific industry requirements can be integrated into contracts using Conditional Content. The first clause addresses data security and privacy concerns for a retail trading company, while the second clause emphasizes patient confidentiality and HIPAA compliance for a healthcare institution.

The use of Conditional Content in DocuSign CLM ensures that the appropriate clauses are automatically included or excluded based on the involved industry or sector, promoting compliance and minimizing risk.

Summary: Conditional Content in DocuSign CLM



In summary, the use of DocuSign CLM Conditional Content provides organizations with the ability to create personalized and tailored contracts based on specific conditions or criteria. By leveraging this feature, businesses can automate contract customization, ensuring compliance, improving efficiency, and delivering a personalized experience to their customers or stakeholders.

Whether including multi-language clauses, jurisdiction-specific provisions, role-based content, or industry-specific requirements, the flexibility of Conditional Content allows organizations to efficiently manage complex contract negotiations and meet the unique needs of each party involved.

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.


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  • 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 →

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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



The business world doesn't stand still, and at Automation Fans, we help keep up the pace with modern and advanced solutions for business process automation. We are official partners of DocuSign, a leader in the field of document management simplification, and offer a unique product - DocuSign CLM (Contract Lifecycle Management).


The DocuSign CLM system saves your time and resources, maximizing the simplification and acceleration of the creation and management of contracts. It automates the creation and generation of documents, including PDF, adapting the content of the document to specific conditions, including jurisdiction, language, type of agreement, and parties involved. This means that documents always comply with local laws and are optimally suited for business relations with international partners. Also, industry standards of wording or requirements are implemented with DocuSign CLM. 


Don't stop at your current achievements, strive for optimization of your business with DocuSign CLM and Automation Fans. Purchase DocuSign licenses from us and get a full suite of services for the implementation and support of the system.


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.

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