Collaborate and Move Your Agreements Forward with Docusign CLM and Slack

Summary•3 min read

The Docusign CLM for Slack app streamlines your contract management process by allowing you to handle redlines, reviews, and approvals directly within Slack. With this integration, you can effortlessly manage contract workflows, collaborate with your team, and finalise agreements without ever leaving the Slack environment, making the entire process more efficient and seamless.

The Docusign CLM for Slack app helps you complete contract redlines, reviews and approvals all from within Slack.

So much of the time, effort and collaboration leading to a signature on an agreement is done well in advance. While you can already send, sign and collaborate on agreements with Docusign eSignature for Slack, much of the work required to get to a signature takes place across multiple, disparate systems, for internal and external stakeholders alike.

In today's hybrid work environment, it's critical to be able to do business as quickly and as efficiently as possible, streamlining where possible and minimising the number of apps and tools that stakeholders need to navigate to get deals done. When you need to ensure your Sales, Finance, and Legal teams are more productive than ever and working together towards landing signatures for a new deal, where better to collaborate, consult and negotiate agreements than in your digital HQ?

That's where the newly launched Docusign CLM for Slack app can help. With the CLM for Slack integration, you can navigate the full agreement processes – like redlining, reviews and approvals – with Docusign's leading CLM solution all from within Slack, and with colleagues and customers alike. No more checking emails for approvals or switching to different systems for status updates. You can stay in the loop and move agreements forward efficiently right where your work is already happening. The CLM integration allows Slack users to:

Receive task assignments: Notify users in Slack of stakeholders' roles in moving the agreement forward and provide suggested actions
Take actions on assignments: Move agreements forward with the ability to complete tasks, approve edits, or make changes directly in Slack
Add feedback and resolve comments: Provide additional context or resolve comments directly from Slack
Review drafts: With a single click, users jump into the agreement to review drafts, revision history and more
Sign agreements: Integrated with the World's #1 way to sign electronically, users can leverage eSignature to sign agreements quickly

Check out this video to see how customers can leverage collaboration tools with CLM and Slack to move their agreement forward faster:

To get started, simply install the new Docusign CLM for Slack app and enable Slack within CLM. To learn more, register for our session to Close Deals Faster with Docusign, Slack, and the AppExchange at Dreamforce. For those on the go, you can also access these features using the Docusign mobile app, allowing you to sign and manage agreements from anywhere.