Exploring DocuSign CLM for Salesforce
Investing in DocuSign CLM (Contract Lifecycle Management) and Salesforce can reward your business with clear-cut time savings. For example, your sales representatives can easily send contracts for electronic signing with DocuSign CLM’s features and then manage these signed documents directly within Salesforce. Navigating between different platforms for managing contracts will be a thing of the past with a DocuSign CLM and Salesforce integration.
So, join us below as we explore DocuSign CLM’s capabilities, features, and pricing for Salesforce.
What is DocuSign CLM?
This is an easy question. It’s a cloud-based software offering from DocuSign used by many organizations due to its popular eSignature features that can be used in Salesforce. DocuSign CLM also helps teams manage contracts throughout their lifecycle, which includes the creation, negotiation, execution, and storage phases.
DocuSign CLM Features
DocuSign has tools and features to help you and your stakeholders agree and acknowledge contracts. Sure, you can send, electronically sign, and work with all your agreements with DocuSign, but what makes them stand out among other Salesforce applications? Let’s look at some of the critical features of DocuSign CLM.
Efficient Contract Creation Processes
Your teams can use DocuSign to create and modify contracts directly on the platform. What’s more, is that DocuSign provides collaboration capabilities so that multiple employees can contribute to a contract.
Many organizations get to speed up their contract creation processes with DocuSign’s features that work with templates, clauses, and standardized languages for contracts.
Speed Up Contract Negotiation Timelines
With DocuSign CLM, your business gets to negotiate on contracts seamlessly. Thanks to features that let multiple stakeholders review, edit, and leave comments on contracts, your business can speed up the approval of agreements in no time.
Automate Workflows for Faster Processes
Teams can automate multiple business processes, such as contract approval and signing stages. In this way, DocuSign helps your business clear blockages and delays in workflows, which will increase employee productivity when it comes to managing contracts.
eSignature Integration for Instant Benefits
DocuSign CLM integrates exceptionally well with DocuSign eSignature. This powerful combination gives users the power to sign contracts electronically.
As you can imagine, this DocuSign feature has many time-saving and cost-benefits as you get to remove any tasks associated with collecting physical signatures, such as printing contracts, scheduling meetings to collect signatures, scanning contracts into digital copies, and emailing documents to various stakeholders involved in the deal.
How much does DocuSign cost a month?
The answer to “How much does DocuSign CLM cost?“ depends on which plan you want to choose from DocuSign. DocuSign offers four plans: Personal, Standard, Business Pro, and Enhanced Plans.
Each of these plans has different monthly costs. We have collected the prices for you below, but please note that these prices could change at any time, so make sure to check the official DocuSign website for the latest information.
- The Personal plan is ideal for individuals or entrepreneurs who need basic eSignatures and costs $15 per month.
- The Standard plan is the most popular option, according to DocuSign. This plan is well-suited for small and medium-sized teams that want to send, sign, and collaborate on contracts. The Standard plan costs $45 per month per user.
- The Business Pro plan has advanced features to help automate contracts and costs $65 per month per user.
- The Enhanced Plans option is available for businesses that need a custom pricing plan. You can contact DocuSign’s sales team to get some prices for this option.
DocuSign CLM Salesforce Integration Guide
So, you have decided you want a DocuSign CLM solution to help you manage the contracts in your business. “Do you need to integrate it with Salesforce?” and “What is DocuSign in Salesforce?” are common questions answered below.
A Salesforce DocuSign CLM integration can help you automate contract-related processes by giving you the power to send your contracts out to signees. Recipients of the agreements can electronically sign the documents and submit them back to Salesforce, where your employees can easily track them.
We have provided you with a general integration guide for DocuSign and Salesforce to get started. Please follow the steps provided here:
1. Install and configure the latest DocuSign CLM Files app.
2. Connect your DocuSign CLM account to your Salesforce org. You can do this by heading over to the DocuSign CLM Setup page.
Please note that you will require Salesforce Administrator credentials and DocuSign CLM Super Administrator credentials to use DocuSign in Salesforce.
1. Click the App Launcher button in Salesforce and search for DocuSign CLM Setup in the search field.
2. Select the DocuSign CLM Setup link to open the DocuSign CLM Setup page.
3. To link Salesforce to your DocuSign CLM account, click on Setup Connection.
4. Choose between Test (UAT) or Production and click Next to open the Salesforce login screen.
5. Provide your Salesforce Administrator credentials and click Log In to open the DocuSign CLM login screen.
6. Enter your DocuSign CLM Super Administrator credentials and click on Log In.
7. After clicking OK in the pop-up notification box, navigate to the DocuSign CLM Setup tab and refresh your browser.
8. A pop-up for your setup will display on your screen. Please do not click Cancel.
9. You will notice that a connection appears for your system to confirm that your Salesforce org is connected to your DocuSign CLM account.
Frequently Asked Questions
Can Salesforce integrate with DocuSign?
Yes, you can. Follow our guide in the article above to collect eSignatures, upgrade to digital contracts, streamline your document process, and speed up your approval workflows.
Does DocuSign have a CLM?
Yes, it’s called DocuSign CLM. It can be used to automate tasks in your contract management processes to reduce manual data entry risks and speed up all your work tasks.
Can DocuSign write back to Salesforce?
Salesforce data can be updated with Document Writeback from DocuSign. The Document Writeback process can update fields, as well as update and add documents to Salesforce.
Titan and Salesforce | Custom Solutions for your Business
A DocuSign CLM and Salesforce integration can speed up your sales processes and document management tasks. Still, they are not the only platform on the market to give you seamless workflows with Salesforce. If you want an alternative to DocuSign CLM that can offer your business more than CLM solutions, check out Titan.
Titan can give you no-code CLM Salesforce solutions for any business use case. Titan CLM lets you easily manage, review, and track every change made to agreements directly in Salesforce for a 360-degree view of the contract lifecycle.
With Titan CLM, you get complete visibility over every piece of the content inserted or deleted in contracts in real time with our Salesforce integration. But we promised more, and Titan does deliver. For example, you can create custom docs, forms, apps, e-signatures, and surveys with Titan’s full suite of enterprise applications. For more custom Salesforce solutions, contact us on our social media channels below.
We hope to see you soon!
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.
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