The Global Standard for Digital Transaction Management®

While organizations spend billions of dollars on technology solutions to automate their processes, the final step in those processes, the transaction, is surprisingly still stuck in the past. When documents need to be signed, inefficient processes like printing, faxing, scanning, overnighting, and data rekeying take over. But this is changing.

 

Embrace the digital future

Digital Transaction Management (DTM) has emerged as a new category of cloud services designed to digitally manage document-based transactions. DTM removes the friction inherent in transactions that involve people, documents, and data to create faster, easier, more convenient, and secure processes.

Organizations that embrace the digital future can speed execution, lower operating costs, reduce errors, and provide superior customer experience. By staying digital these companies avoid the traditional pitfalls of lost or missing data and documents, breakages in processes, and lack of visibility into workflow.

DocuSign’s DTM platform keeps everything digital

As the global standard for Digital Transaction Management, DocuSign is leading the way to help organizations deploy DTM. Some companies take a holistic approach to DTM and launch an enterprise-wide initiative in order to quickly gain value. Others start with a specific departmental need or use case and expand throughout their organization, building out their digital workflows and reaping enterprise-wide benefits over time.

Sales

  • Sales Order Processing
  • Account Provisioning
  • Sales Compensation Agreements
  • Referral Agreements
  • Field Sales Agreements
  • New Customer Sign Ups
  • Terms and Conditions

HUMAN RESOURCES

  • New Hire Paperworks
  • Expense Reporting
  • On/Off-boarding Checklist
  • Employee Policy
  • Distribution & Signature
  • Contractor Agreements
  • Non-disclosure
  • PTO Management
  • Payroll Forms

FINANCE

  • Invoice Processing
  • Invoice Processing
  • Capitalization Management
  • Audit Sign Off
  • Policy Management
  • Inventory Sign Off
  • Asset Transfer/Retirement
  • Hiring Free Exemption
  • M&A Documentation

IT/OPERATIONS

  • Asset Tracking
  • Change Requests
  • Requirements Sign Off
  • Access Management
  • Incident Reporting
  • Production Change Authorization
  • Maintenance Authorization
  • Order Fulfillment

LEGAL

  • NDAs
  • Contract Management
  • Internal Compliance
  • IP Licensing
  • Patent Applications
  • Board Minutes
  • Trade Name Assignment
  • Trademark Assignment
  • Finance Agreements

MARKETING

  • Event Registration
  • Customer Communication Approvals
  • Mass Mailing/Email Approvals
  • Brand Compliance/Audits
  • Event and Vendor Approvals

FACILITIES

  • Front Desk Sign-in
  • Work Orders
  • Lease Agreements
  • Move In / Move Out
  • Requests
  • Parking Permits
  • Equipment Rentals
  • Lien Releases
  • Site Passes and On-site Waivers

SUPPORT

  • Account Changes
  • Service/Work Orders
  • Term Changes
  • Self-Service Requests
  • Compliance
  • Field Service
  • Cancellation Requests
  • Internal Cancellation Processing

PRODUCT MANAGEMENT

  • Change Management
  • Release Management
  • Code Review Reporting
  • Requirements Acceptance
  • Release Scope Commitments
  • Project Charter Templates

PROCUREMENT

  • Purchase Orders
  • Statements of Work
  • Master Service Agreement
  • RFP Sign Off
  • Supplier Compliance
  • Competitive Procurement Summaries
  • Sole-Source Justifications
  • Procurement Card Applications
  • Finance Agreements

 

How DocuSign works

DocuSign’s DTM Platform enables preparation, execution, and management of transactions in an all-digital environment:

  1. Users prepare for transactions by setting the order in which things are to be completed and the roles associated with each step.
  2. Transactions are executed with enterprise level security and advanced authentication methods to validate signer identity. The resulting eSignatures are considered more legally enforceable than pen and paper.
  3. Complete information is captured and retained for ease of reporting and proof of compliance.

DocuSign is a complete end-to-end DTM solution that readily integrates with existing digital systems (including CRM, HRM, and ERP) and is easy enough for anyone to use. It’s also mobile-enabled, securely encrypted, and legally accepted around the world.

DocuSign Digital Transaction Management Platform

Digital Transaction Management Platform Graphic

Top 3 benefits of DocuSign’s DTM platform

Digital Transaction Management is delivering massive benefits to organizations of every size, industry, and geography, in three key areas:

  • Immediate financial gains – By reducing the transaction time, organizations see needle-moving financial benefits in weeks rather than months or years.
  • Transforms the customer experience – Instead of waiting days, week, or even months for transactions to be completed, progress can be made near instantly. This velocity delights external and internal customers and elevates the organization that provides the superior service.
  • Readily demonstrates compliance – Every document has a readily accessible digital audit trail to making documenting compliance for industry laws and regulations fast and easy.

Backed by the xDTM Standard

xDTM Standard

Falling under the purview of an independent governing board comprised of subject matter experts and leaders in their respective industries, DTM providers must adhere to a strict global standard for secure cloud-based Digital Transaction Management, xDTM. The xDTM standard protects and empowers organizations and consumers to securely conduct business online – with specific and measurable thresholds for availability, security, privacy and other critical elements. The goal of the xDTM standard is to ensure that everyone feels completely confident transacting in this new 100% digital era.

If you have a question or are interested in following the xDTM Standard, please let us know: settingthestandard@docusign.com

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