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

CCB
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.

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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