Is it possible to use DocuSign CLM to implement the following workflow?
- Send an email with a questionnaire to the client.
- Then, receive the completed questionnaire back from the client.
- Based on this information, we need to determine if it is necessary to generate agreements that control regulatory risk with the client, which would involve creating documents for negotiation that establish a joint course of action moving forward (a parallel contract).
What functionalities of DocuSign CLM could facilitate this process?
Many thanks in advance!
Sam