Introducing Powerforms for Docusign CLM: A powerful pairing
You want to make it as easy as possible for your customers to fill out forms with you, right? But you also want to make it as easy as pie for your behind-the-scenes business teams to do things with the information your customers supply. Right again.
These twin goals beg the question, how can you give your end users a simple, seamless sign-on experience, while executing complex multi-step workflows at the same time? The answer lies in pairing the powerful possibilities of Docusign CLM with the simplicity and ease-of-use of Docusign Powerforms.
First, for those new to all things Docusign, Docusign CLM is our end-to-end contract management platform that allows you to create, negotiate, approve and execute contracts. It includes an intelligent, searchable repository for all completed agreements – to help your teams do more with the documents they collect. Docusign Powerforms, on the other hand, is a tool to help you generate on-demand, self-service documents for signature. Think customer-initiated request forms, sign-ups, or employee leave request forms that can be initiated directly from your website.
The power of pairing Docusign CLM and Powerforms
By joining Docusign CLM and Powerforms together, you can allow your users to interact through your website and submit any number of documents (including attachments such as ID documents), and then automatically hand off to an orchestrated workflow with multiple stakeholders that follows defined business rules.
Once done, all documents and relevant metadata are then stored within Docusign CLM for enhanced search and reportability in the future.
This video shows you how easy it is:
In this example, an external user submits a request through a Docusign Powerform (that sits behind a web form) and a CLM workflow automatically picks it up. It’s routed to a manager for approval and tagged with all the relevant attributes (metadata in CLM, such as customer address, activation date, or contract value), then finally stored along with all files (so, the signed agreement and customer-uploaded ID document) in the relevant customer file in the CLM repository.
Use cases and set-up
Some of our customers in the financial services space are already using this powerful pairing for things like insurance forms and loan requests. But really, it can be used across multiple industries – essentially, any scenario that requires interaction between internal and external stakeholders in your business.
And the best news? It’s just a two-step process to set it up:
- Set up a document archive rule between your CLM and eSignature accounts via Agreement Actions
- Build out a workflow in CLM
Step two can get a little complex, as you need to use XPath along with multiple configuration steps to capture and parse the data before it can be consumed within Docusign CLM. That’s where our very capable Professional Services team can help – they can do most of the heavy lifting for you during implementation, to set you up for success from the start.
To get started or have a chat about how your business could benefit from pairing Docusign CLM and Docusign Powerforms, get in touch today.