October challenge: Share how you use Docusign, inspire others, & win $150

We've implemented DocuSign CLM across both the buy-side and sell-side to modernize and unify our agreement lifecycle. Before CLM, contract routing and approval were bottlenecks — especially with high-volume vendor agreements and complex sales deals. By leveraging DocuSign CLM, eSignature, and advanced approval logic, we significantly reduced cycle times, improved compliance tracking, and enabled real-time visibility for Legal, Sales, and Finance teams.

The impact has been substantial: faster deal closures, cleaner audit trails, and a far more scalable process. Our next step is exploring DocuSign Maestro to extend orchestration beyond CLM for comprehensive cross-system automation.

I work for a homebuilder on the procurement team.  We are involved in contracting all kinds of vendors for performing all the various tasks required to construct a home.  These trades vary from professional engineering firms that create plot surveys and perform structural inspections to material suppliers that deliver components directly to the build site, or labor trades that do the actual construction work like hanging drywall.  As you can imagine the contracting paperwork required to onboard a new trade can be quite different depending on the type of trade and nature of the work.  Instead of creating contracting template envelopes for every possible trade, I’ve taken advantage of Docusign's integration with Power Automate to create an automated cloud flow that triggers upon submission of a form.  The form asks all the needed questions to determine which paperwork is needed and who the signers should be and from there the Docusign actions in the flow do the rest.  My teammates receive a notification that a new envelope has been created as a draft and needs to be reviewed for submission.  This has saved my team many hours of work, and if any document versions change, it's as simple as replacing the file in the SharePoint library with the current one - no need to completely remake a template file.

Across our operations, we previously relied on wet-ink signatures for legal documents and government correspondence, which made the process slow, manual, and hard to track across multiple stakeholders. After integrating the eMudhra signature type within DocuSign - providing qualified electronic signatures compliant for use in India, we transformed our end-to-end signing workflows. The shift has eliminated the need for physical paperwork and courier delays, while automated notifications and real-time status visibility make each step easy to monitor and manage. Turnaround times have improved substantially, with approvals completed in minutes instead of days, and the tamper-evident audit trail enhances trust, accountability, and compliance.

The combination of DocuSign and eMudhra has reduced errors, streamlined collaboration between teams and external partners, and delivered a secure, user-friendly signing experience that scales effortlessly as our volume grows. Overall, this integration has modernized our documentation process, improved operational efficiency, and ensured we meet stringent regulatory requirements with confidence.

Docusign has been a Game-Changer for Our Reservations Workflow: DocuSign CLM Review

Adopting DocuSign CLM has been a true game-changer for our business. What was once a slow, paper-heavy, and stressful reservations process has now become a seamless, modern, and environmentally friendly experience for both our team and our clients.

Before DocuSign, we relied on emailing static PDF documents that clients had to print, complete, and send back to their sales manager—who then had to forward everything to our office. This outdated process wasted valuable time, created unnecessary stress, and consumed far too many resources like paper, ink, and toner making us environmentally irresponsible. 😞

With DocuSign CLM, we’ve completely transformed the way we work:

• Streamlined Reservations & Contracts – Quotes, terms & conditions, questionnaires, and contracts are now sent digitally, eliminating the back-and-forth of manual paperwork.
• Smarter Collaboration – Templates allow us to automatically include key employees in the review process, ensuring everyone gets the documents they need without endless email chains.
• Sustainability at the Core – By reducing printing, we’ve cut down on waste and aligned our operations with more eco-friendly practices.
• Modern Payment Convenience – Clients can now complete reservations and submit payments online, giving them a smooth, secure, and efficient experience while we maintain our boutique, personalized service.

🚀 Looking Ahead We’re also excited to be exploring Navigator and Maestro features to make our processes even more efficient. The transformation so far has been incredible, and we’re confident that DocuSign will continue to help us grow smarter, faster, and greener.

In short, DocuSign CLM has empowered us to work smarter, faster, and greener—all while enhancing the client experience. It’s been an incredible transformation, and we’re thrilled for what’s next. 🎉

Hi Leah - is this contest applicable for ANZ customers as well? 

​@Ally.Bryant Yes it is! Would love for ANZ customers to participate! 

Our Use Case: Streamlining Multilingual Hiring Forms with DocuSign

DocuSign has been instrumental in improving our hiring process. Our company frequently hires individuals whose primary language is Spanish, and we noticed recurring errors when Spanish-speaking employees completed English-only W-4 forms.

To address this, I used DocuSign to merge both the English and Spanish versions of the W-4 form into a single document, along with a language selection page. By setting conditional logic, candidates can now select their preferred language at the start, and only the corresponding form will appear for completion.

This workflow has significantly reduced form inaccuracies, improved the onboarding experience for our Spanish-speaking employees, and saved valuable administrative time during the hiring process.

It’s remarkable to create a document where the signer can choose a preferred idiom. Utilizing DocuSign features in this way provides security for the agreement, ensuring effective communication and maximum transparency. I love this idea!

How are you using Docusign to make your agreement processes smoother and more efficient?

For contract and freelance projects, I’ve dabbled with building a Maestro workflow that triggers when a hiring manager enters, for example, a freelancer’s email. It automatically sends an NDA, a standard SOW template, and a tax form with conditional fields based on role and compensation. Reminders escalate to the manager if documents aren’t signed within 72 hours, and completed packages are saved to cloud storage with metadata for easy search.

The result (so far): onboarding time could be dropped from days to under an hour, needing fewer manual follow-ups, and consistent, audit-ready records for finance and legal. Freelancers who’ve tested this report a faster, clearer experience and cleaner files are retained. I think it’s the kind of workflow that could be incredibly practical and useful for onboarding teams!

A big thank-you to everyone who shared their use cases this month—we loved seeing your creativity and the inspiration you sparked for how peers can use Docusign in new ways!

🎉 Congrats to ​@Pau123 , our October Use Case Challenge winner! Keep an eye on your inbox today for your prize.

Your Maestro workflow for freelance onboarding stood out for its clear business impact and smart automation. We loved that you’ve turned what’s usually a days-long process into an hour-long one with fewer manual steps and a smoother experience for everyone involved. 

@Pau123 and @leah.breen, thank you for sharing the results. Although the outcome was not what I had hoped for, I congratulate @Pau123. Happy Friday to the group!​

​@CWidmer Keep an eye out for more Community challenges and prize opportunities—we love having your participation 😊