Colleagues having a meeting in a modern conference room.

Faster and easier contract management

DocuSign CLM Essentials

Just the Essentials

When the number of contracts is growing but your team is not, you need a contract management tool for right now. 

DocuSign CLM Essentials helps growing businesses centrally manage contracts and automate busywork. Setup is quick, the user experience is intuitive and the total cost of ownership is low.

CLM Essentials even integrates seamlessly with Salesforce, so your team can generate contracts with pre-approved legal language and accelerate deal cycles. Plus, CLM Essentials can be a central repository for your contracts.

CLM Essentials helps you…

Get organised

Keep all your contracts in one place so you can quickly search and take action.

Automate your contract process

Move contracts to closure faster with workflows built on best-practice templates.

Collaborate across teams

Negotiate and review faster with a centralised CLM tool to manage tasks, comments, real-time notifications and version comparison.

Create custom contracts fast

Generate contracts with a click using legal-approved templates that auto-insert data from Salesforce.

Two ways to use it

CLM Essentials for Salesforce

Salesforce Integrated

Streamline your sales contracting process with an industry-leading Salesforce CLM integration. Create, negotiate, sign and access sales contracts inside Salesforce. Sales can stay in Salesforce, and Sales Ops and Legal can manage the contract process from CLM.
CLM Essentials Standalone

Standalone

Streamline your contract processes with CLM Essentials. Manage and execute contracts across departments. Business moves faster with teams working out of the central CLM platform.

See how CLM Essentials works

It’s CLM, just…

Faster

Start using in weeks not months.

Easier

An intuitive tool for users with simple administration.

More affordable

Get everything you need under budget.
DocuSign CLM growth path

You’re covered as you grow

Build on a strong contract management foundation that supports your future growth plans. With CLM Essentials, you can:
  • Migrate to DocuSign CLM with a click
  • Keep what you’ve built (workflows, templates, settings)
  • Utilise a best-in-class CLM and CLM+ growth path
  • Trust your contracts to a leader in Gartner’s Magic Quadrant for CLM
  • Avoid retraining and learning a new interface
Essentials Details

Organise and automate your contracts now

Talk to a CLM expert