Digital Transaction Management - DTM

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The DocuSign DTM platform makes everything really digital

As the global standard for Digital Transaction Management, DocuSign is leading the way in helping organizations deploy DTM.

Some companies take a holistic approach to DTM and launch a company-wide initiative in order to gain value quickly.

Others start with a specific departmental need or use case and expand it throughout their organization, creating their digital workflows and reaping company-wide benefits over time.

DocuSign DTM

The DTM application affects all areas of companies regardless of sector:



  • Sales order processing
  • Account provisioning
  • Sales compensation agreements
  • Referral agreements
  • Field sales agreements
  • New customer Sign Ups
  • Terms and conditions


  • New Hire Paperworks
  • Expense Reporting
  • On/Off-boarding Checklist
  • Employee Policy
  • Distribution & Signature
  • Contractor Agreements
  • Non-disclosure
  • PTO Management
  • Payroll Forms


  • Invoice Processing
  • Expense Reporting
  • Capitalization Management
  • Audit Sign Off
  • Policy Management
  • Inventory Sign Off
  • Asset Transfer/Retirement
  • Hiring Free Exemption
  • M&A Documentation


  • Asset Tracking
  • Change Requests
  • Requirements Sign Off
  • Access Management
  • Incident Reporting
  • Production Change Authorization
  • Maintenance Authorization
  • Order Fulfillment


  • NDAs
  • Contract Management
  • Internal Compliance
  • IP Licensing
  • Patent Applications
  • Board Minutes
  • Trade Name Assignment
  • Trademark Assignment
  • Finance Agreements


  • Event Registration
  • Customer Communication Approvals
  • Mass Mailing/Email Approvals
  • Brand Compliance/Audits
  • Event and Vendor Approvals


  • Front Desk Sign-in
  • Work orders
  • Lease Agreements
  • Move In / Move Out
  • Requests
  • Parking Permits
  • Equipment Rentals
  • Lien releases
  • Site Passes and On-site Waivers


  • Account Changes
  • Service/Work Orders
  • Term Changes
  • Self-Service Requests
  • Compliance
  • Field Service
  • Cancellation Requests
  • Internal Cancellation Processing


  • Change Management
  • Version Management
  • Code Review Reporting
  • Requirements Acceptance
  • Release Scope Commitments
  • Project Charter Templates


  • Purchase Orders
  • Statements of Work
  • Master Services Agreement
  • RFP Sign Off
  • Supplier Compliance
  • Competitive Procurement Summaries
  • Sole-Source Justifications
  • Procurement Card Applications
  • Finance Agreements

How DocuSign works

DocuSign’s DTM Platform enables the preparation, execution, and management of transactions in an all-digital environment:
  • Users prepare for transactions by establishing the order in which things are to be completed and the roles associated with each step.
  • Transactions are executed with company-level security and advanced authentication methods in order to validate the identity of the signer.
  • The resulting e-Signatures are considered more legally enforceable than those performed with pen and paper.
  • Complete information is captured and retained for ease of reporting and proof of compliance.
DocuSign is a complete beginning-to-end DTM solution that readily integrates with existing digital systems (including CRM, HRM, and ERP) and is easy enough for anyone to use.

It is also mobile-enabled, has a security encryption shielding the entire process and is legally accepted worldwide.

DocuSign digital transaction management platform

DocuSign DTM

The top 3 benefits of DocuSign’s DTM platform

Digital transaction management is delivering massive benefits to organizations of every size, industry, and location, in three key areas:
  • Immediate financial gains: by reducing the transaction time, organizations see immediate financial benefits in weeks rather than months or years.
  • Transforms the customer experience: instead of waiting days, week, or even months for transactions to be completed, progress can be made almost instantly. This speed delights external and internal customers and elevates the position of the organization that provides a superior service.
  • Readily demonstrates compliance: every document has an easily-accessible digital audit trail to making documenting compliance for industry laws and regulations fast and easy.
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