Release 3 - September 12, 2023
Streamline your user experience
Simplify the signature and agreement management experience for your signers and users with the capabilities in this release
Seamlessly embedded agreements
Deliver seamless signing experiences directly on your websites and applications by embedding agreements and customising the look and feel.
Agreement reminders
Set reminders to help you stay ahead of critical contract milestones in CLM Essentials. Pre-schedule email reminders per document for one or multiple recipients to keep everyone in the loop.
All release capabilities
Deliver seamless signing experiences directly on your websites and applications without needing iFrames or page redirection, simply by inserting a JS Snippet. Optimise conversion rates and eliminate friction points in signing processes by choosing display and signing formats that best fit your organisation’s look and feel.
Automate the generation of personalised, professional-looking documents for signing directly from Microsoft Power Automate flows. Save time on your sending workflows by seamlessly merging data from your systems to generate documents without manual effort. Use Microsoft’s intuitive drag-and-drop workflow wizard to build automated workflows between DocuSign, Microsoft and third-party systems.
Customise your agreement templates with advanced formatting and greater flexibility using Microsoft Word, matching your organisation’s brand. Elevate the look and feel of your templates by exporting and redesigning your CLM Essentials templates, using Microsoft Word’s familiar and robust formatting capabilities.
Set reminders to help you stay ahead of critical contract milestones in CLM Essentials. Pre-schedule email reminders at document level to keep internal stakeholders informed of important contract dates, and create specific reminders to be delivered to different colleagues – or send the same reminder to multiple recipients.
Enhance your end-customer experience by automating document generation and workflows in CLM from Salesforce, enabling customers to quickly and easily complete onboarding tasks and seamlessly syncing your data. Simplify loan application processes by enabling your customers to begin the home ownership process without manual paperwork.
Stay ahead of the curve
Find out how to keep innovating your agreement workflows.