CLM for Salesforce

Overview

Docusign CLM for Salesforce allows you to streamline the contract lifecycle by automating manual tasks, orchestrating complex workflows, and eliminating unnecessary risk. It provides document generation, collaboration, workflow, and a central agreement repository—all designed to work seamlessly with both Salesforce and Docusign eSignature for Salesforce.

Highlights

• Generate contracts with Salesforce data from pre-defined templates

• Centralize negotiations with redlining and version control

• Allow legal to define pre-approved fallback clauses for negotiations

• Create sophisticated workflows with clicks not code

• Store and search within Salesforce

• Keep work flowing with automatic reminders

Benefits

• Automate manual tasks: Generate agreements, facilitate negotiation, track redlines, and ensure version control

• Orchestrate complex workflows: Connect and track business processes across contributors, reviewers, approvers and more

• Eliminate unnecessary risk: Standardize the contract processes, centralize agreements in a central repository, and analyze trends from your agreements