DocuSign CLM Essentials
Streamline your most common contract processes in just a matter of weeks
When the number of contracts is growing but your team is not, you need a contract management tool for right now.
Just the Essentials
When the number of contracts is growing but your team is not, you need a contract management tool for right now.
DocuSign CLM Essentials helps growing businesses centrally manage contracts and automate busywork. Setup is quick, the user experience is intuitive and the total cost of ownership is low.
CLM Essentials even integrates seamlessly with Salesforce, so your team can generate contracts with pre-approved legal language and accelerate deal cycles. Plus, CLM Essentials can be a central repository – giving you an easy way to find your contracts.
CLM Essentials helps you…
Centralise your contracts
Keep all your contracts in one place so you can quickly find the right contract when you need it and take action.
Automate your contract process
Get to signature faster by automating simple contract processes with pre-configured workflows built on best-practices.
Collaborate across teams
Speed up review and negotiation with collaboration tools that use comments, tasks, version control and more to improve visibility.
Create custom contracts fast
Generate contracts with a click using legal-approved templates that automatically insert data from Salesforce.
Two ways to use CLM Essentials
Salesforce Integrated
Streamline your sales contracting process with an industry-leading Salesforce CLM integration. Create, negotiate, sign and access sales contracts inside Salesforce. Sales can stay in Salesforce, and Sales Ops and Legal can manage the contract process from CLM.
Standalone
Start with templates, rather than from scratch, and automate key processes, manage and execute contracts across departments and ensure guardrails are in place for full compliance. Accelerate your business with more efficient contract management.
See how CLM Essentials works
It’s CLM, just…
You’re covered as you grow
Build on a strong contract management foundation that supports your future growth plans. With CLM Essentials, you can:
• Trust your contracts to a leader in Gartner’s Magic Quadrant for CLM
• Achieve business value faster with guidance from the world’s largest ecosystem of agreement experts
• Future-proof your CLM needs by keeping what you've built as your business grows
• Seamlessly move to more advanced CLM editions as your needs evolve and keep what you've built