DocuSign Prepare

Add-on for CLM and Rooms document assembly
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Publisher

Docusign

About this software

DocuSign Prepare is an add-on to DocuSign CLM that simplifies preparing and assembling agreement documents. It provides templates, clause libraries, and assembly tools to standardize and accelerate document creation. Available as an optional add-on for CLM and for DocuSign Rooms for Real Estate, Prepare is aimed at legal, contracts, sales, and real estate teams that need repeatable, governed document creation.

Licenses & prices

Prepare - add-on - rooms for real estate

Add-on integrating DocuSign Prepare with Rooms for Real Estate to assemble, prefill, and organize transaction documents.

Prepare - Add-on to CLM

Add-on to DocuSign CLM that enables document assembly, templates, tagging, and preparation features within CLM.

Prepare - Add-on to CLM + Additional Storage

Add-on to DocuSign CLM providing document preparation features plus increased cloud storage for assembled and template files.

Purchase

DocuSign Prepare

DocuSign Prepare
In Stock
Delivery: 1 working day
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€204.78
Free and without obligation

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Benefits

  • Document assembly: Assemble contracts from templates and approved clauses.
  • Template management: Create and reuse standardized templates across teams.
  • Clause library: Centralize approved clauses to reduce manual drafting.
  • CLM integration: Works as an add-on integrated with DocuSign CLM workflows.
  • Rooms for Real Estate: Available as an add-on for Rooms for Real Estate.

Available languages

  • English

Support information

  • Product documentation: Product documentation and admin guides are available on DocuSign's support site.
  • Implementation services: Professional services and implementation help are available through DocuSign services.
  • Customer support portal: Customers can access DocuSign support resources via the support portal.
  • Admin controls: Admin controls and configuration options are managed within the DocuSign admin tools.
  • Security and compliance: Security and compliance documentation is provided on DocuSign's trust and compliance pages.

Frequently asked questions

What is DocuSign Prepare?
A document preparation tool for assembling, configuring, and organizing documents and signing workflows prior to electronic signature.
How does DocuSign Prepare help set up signing fields and recipients?
Users can place signature and data fields, designate recipient roles, and define field requirements to prepare documents for a signing sequence.
Can DocuSign Prepare use templates to standardize documents?
Template functionality enables reuse of document content, field placements, and recipient setups to ensure consistent document layouts across transactions.
How are prepared documents used in signing workflows?
Prepared documents are integrated into electronic-signature workflows for routing, signing, and audit trails, maintaining configured fields and recipient order.
What collaboration features does DocuSign Prepare offer for teams?
Supports multiple contributors to edit and review document drafts and coordinate preparation tasks prior to sending.