DocuSign Alternative for Salesforce CLM

Alice M.

Hawk-eye editor with a passion for trailblazing Salesforce experiences

Updated: Dec 19th, 2023

How does Salesforce’s CLM Solution work?

Salesforce CLM software is built upon the world’s #1 CRM solution and operates entirely out of the cloud. To access and update contract data in real time, you must have a registered account with Salesforce.

Using Salesforce as a CLM may work for businesses that require only a simple CLM process.

However, if your business needs robust CLM features (such as negotiation tools, data analysis, and reporting), you will have to look beyond the Salesforce contract management Docusign solution.

Overview of DocuSign CLM

Formerly known as SpringCM, DocuSign CLM Essentials manages contracts, documents, and all types of content, that automates and connects the agreement processes using a host of features like routing, workflows, multi-user editing, and templates.

DocuSign CLM integrates with Salesforce enabling you to streamline the contract lifecycle by automating manual tasks and arranging complex workflows. This doesn’t mean DocuSign’s Salesforce integration is without limitations, for instance all DocuSign’s CLM data is saved in DocuSign, meaning you can’t view it in Salesforce. So what are the major benefits and cons of DocuSign’s CLM solution?

Benefits of Docusign Contract Lifecycle Management

Users noted that the system ensured they always worked with the most recent and up-to-date documents.

Various users complimented the product’s electronic signature capabilities.

Has the ability to establish custom workflows within the system.

The customer support team is helpful.

Set conditional rules, i.e. to review non-standard terms.

Limitations of Docusign Contract Management

The program did not alert users when new upgrades were available, and they often only found out about recent versions weeks after their release.

All data is stored in DocuSign so you can’t view it in Salesforce.

DocuSign cannot generate docs dynamically from Salesforce data.

DocuSign doesn’t enable collaborators and signers to come from Salesforce fully dynamically.

Non-Native Salesforce integration.

An Offline CLM solution: (you have to download, edit, and re-upload docs).

If pricing is a concern, you should consider an alternative CLM Solution since the complete CLM solution requires a custom quote.

The initial workflow setup is complex.

Customers found the installation process to be extended even with customer support assistance.

Lack of access to training materials and support response time when there are system errors.

Their document formats rely on Word and PDF, meaning template editing is not a genuine digital experience benefitting from structured data and rich media.

Occasionally has problems with syncing documents.

Users also often report lengthy implementations – accompanied by significant implementation fees – that can delay or defeat any return on investment.

*As per online reviews

Docusign CLM Pricing

Docusign is not transparent about their pricing, so you will need to request a quote through their website.

All in one Contract Lifecycle Management Software: Titan CLM

Looking for platforms similar to Docusign? Use Titan CLM to collaborate between business and legal to close contracts faster, manage existing contract obligations and transform the in-house legal team into a business enabler.

Automate and connect agreements across their entire lifecycle – quickly and seamlessly. And since it’s all online, Titan CLM saves you from time-consuming manual processes.

Create contracts, send renewals, get notifications, eliminate errors, and keep the contract lifecycle management process moving fluidly, whether in the office, remotely, or at the airport.

Titan CLM gives you the power to simplify the contract lifecycle management process. After all, your sales teams want a deal that benefits everyone. Put that deal in writing with Titan CLM for Salesforce.

Why are we the best option for Salesforce?

Access Titan’s CLM robust functionalities within Salesforce without switching systems to create and process contracts from within accounts, opportunities, or quote screens.

Titan dynamically generates documents from Salesforce data.

Legal and other teams can work with Titan Sign and CLM without the need to log in to Titan/Salesforce directly from Word.

Create quotes, proposals, and contracts from pre-built templates and content from customer data directly from Salesforce.

Native integration enables you to not only get information from Salesforce but also push back info to Salesforce in live time (data, track history, status, what changed, etc).

Fully online Web Solution (you don’t have to download, edit, and re-upload your document).

External and internal negotiation tools mean teams can collaborate in real-time, and Titan CLM approval workflows mean contract owners always stay up to date and in control.

Titan CLM allows you to set appropriate permission levels for each user so users can direct a contract to the right person automatically within the correct approval structures.

Titan CLM users can easily upload existing contracts and convert them into dynamic generation templates.

Automate your Salesforce workflow without writing a single line of code.

Track the CLM process through negotiations, reviews, approvals, and e-signing, all without leaving Salesforce.

Administrators can also set access permissions for end-users, enabling them to track document status and review, amend or comment on the contract on a dashboard.

Automate workflows to route contracts to the correct reviewers at the right time.

Titan CLM enables a dynamic multi-party negotiation process on a single platform that fosters better decision-making and saves time and money.

With our built-in validation functionality, users can make changes to the contract, design custom workflows and electronically capture signatures, and receive automatic notifications when there is a change in the agreement.

Gain valuable insights into contractual status and history using our dashboards to generate reports.

Titan’s rich-text editor allows users to create, edit and amend contracts in a user-friendly and intuitive environment.

Get added protection on the user level with our 2-factor authentication.

Easily assign deadlines to contracts and store documents in a centralized repository using our drag-and-drop interface.

Add collaborators at any stage of the contract lifecycle.

A Capability Comparison between Titan CLM and DocuSign CLM

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.