DocuSign CLM: Dashboards and reports

DocuSign CLM

DocuSign CLM: Dashboards and reports in Electronic Document Management

from an official DocuSign partner

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.

DocuSign CLM: Types of Reports and Their Applications



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:

1. Document Report: Creating reports about documents and their attributes. This type of report provides information about documents and their characteristics.

2. Document Activity Report: This DocuSign CLM report provides data about actions performed with documents. Such analysis can be valuable for assessing the effectiveness of business processes.

3. Workflow Completion Time Report: This report allows you to evaluate the time it takes to complete workflows and identify potential issues or delays.

4. Workflow Performance Report: This report helps analyze the performance of workflows. By using this type of report, you can identify bottlenecks and enhance efficiency.

5. Subworkflow Report: Detailed analysis of subworkflows helps better understand their execution structure, facilitating optimization.

6. Workflow Step Report: This report provides insights into each individual step within a workflow, enabling the identification of potential issues or weak points.

7. User Action Report: Analyzing user activity can help understand which actions are considered most important and how they can be optimized.

DocuSign CLM: Benefits of Automatic Data Updating



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.

DocuSign CLM: Data Visualization through Graphics and Dashboards



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.

DocuSign CLM (Contract Lifecycle Management System): Dashboards and reports

DocuSign CLM: Features of Related Reports



If your DocuSign CLM account has the party management module activated, you will have access to additional reports:


  • Expiring Agreements Report: This report enables you to view information about contracts with expiration dates approaching.
  • Upcoming Commitments Report: This report provides information about commitments expiring within the next 12 months.
  • Upcoming Agreement Renewals Report: This report allows you to see information about agreements that automatically renew but have termination dates within the next 12 months.


DocuSign CLM (Contract Lifecycle Management System): Dashboards and 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.

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 →

The World's Top Companies Trust DocuSign



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Company Name

DocuSign eSignature
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



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.

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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