IAM/CLM
This core capability of Intelligent Agreement Management allows for the automated creation of agreements based on pre-defined templates and rules.
What is Agreement Generation (or Document Generation)?
Name two different methods or technologies commonly used for identity verification in a remote setting.
What are ID document verification, biometric authentication, knowledge-based authentication (KBA), or database checks?
Beyond just signing, name one way Intelligent Agreement Management helps accelerate the post-signature phase of an agreement.
What are automated workflows, reporting and analytics, lifecycle management, obligation tracking, or amendment management?
Give one specific example of how administrative tools contribute to the overall security and compliance of the Docusign Platform.
What is administrative tools enhance security and compliance by allowing administrators to set granular access controls (e.g., limiting who can view sensitive documents), enforce password policies, review audit trails of all user activities, and manage integrations securely to prevent data breaches?
Name two distinct stages of the contract lifecycle that a robust CLM solution typically manages, from initiation to renewal.
What are contract request/intake, authoring, negotiation, approval, signing, execution, post-award management, amendments, renewals, or termination?
Name two key technologies or features that enable the secure and legal execution of a notarization via RON.
What are secure audio-visual conferencing, identity verification (credential analysis and KBA), tamper-evident electronic seals, digital certificates, or electronic journaling?
A prospect is currently using manual contract processes and is concerned about the time it takes to redline and negotiate agreements. How would you articulate the value of CLM for this specific pain point?
CLM streamline negotiation by providing version control, track changes functionality, collaborative redlining tools, and automated workflows for review cycles, significantly reducing the time spent on back-and-forth communication
A customer is worried about the security and legitimacy of online signatures. Explain what you would position and how.
What is identity verification ensures that the signer is indeed the intended party by validating their identity against official documents and/or biometric data, thus adding a layer of security and additional compliance tracking in the audit trail?
A prospect is asking about "agreement tracking" for their legacy contracts. How does an IAM platform, particularly with AI capabilities, help with ingesting and making sense of existing agreements?
IAM platform use AI/ML to "discover" and extract key metadata, clauses, and terms from unstructured legacy contracts (e.g., PDFs, scanned documents), and then centralize, index, and tag this data, making these legacy agreements searchable, analyzable, and manageable within the system.
A customer is experiencing issues with employees creating their own personal docusign accounts and also having trouble with employees forgetting or sharing passwords. Explain what you would position and why?
What is Administrative Tools to identify and merge external accounts using the company domain, and to enable SSO for easier and more secure access to the platform?