DocuSign CLM is a contract lifecycle management platform that automates and connects the agreement processes using a host of features like templates, workflows, routing, and multi-user editing. When enterprises manage certain processes in SAP using DocuSign CLM, the involved participants need to execute several tasks related to uploading documents, associating entities etc. which reduces productivity and increases the potential of manual errors.
With the RTS solution accelerator, workflow initiators can now start the process in SAP and the associated tasks automatically get executed. For example, when creating a sales quote, the agreement is automatically created with the right status and gets moved to DocuSign CLM before generating the workflow id and associating the necessary tasks. Further, when the approver signs the document in DocuSign, the associated documents get generated automatically by leveraging the custom attributes entered in the document envelope. For example, when the sales quote is approved, the associated sales order gets created automatically with the right information.
When the initiator starts the e-signature process within SAP, the RTS accelerator generates a new document id in CLM, uploads the agreement document from SAP to CLM, creates a new workflow, associates the agreement document to the workflow, and assigns a new task to the workflow.
With the RTS accelerator, when the initiator creates the sales quote in SAP, an agreement is automatically created from the system configuration with the status as ‘Pending’.
The initiator defines the workflow in DocuSign CLM while the associated documents and recipients are provided by SAP. Further, the custom attributes in the document envelope enables the accelerator to automatically correlate necessary documents, for example Sales Quote to Sales Order.
With the RTS accelerator, once the approver signs the sales quote agreement document in DocuSign CLM, the status of the sales quote turns Approved in SAP. Further, the associated sales order also gets created in SAP leveraging the custom attributes in the document envelope.
All the necessary documents containing the digital signatures, for example Sale Quote and Sales Order document, certificate of completion etc. will be automatically copied to the defined archival area of the system enabling complete audit/trail.
RTS Accelerator simplifies document management activities in SAP when using DocuSign CLM by automating several tasks across the work flow from initiation to task assignment to document correlation/creation and archival.
In the effort to enable last-mile digitization, RTS has created digital signature accelerators to simplify authorizations in enterprise workflows. This has helped us become a partner of choice for DocuSign® as they expand the coverage of the DocuSign Agreement Cloud to include leading ERP systems.