In modern sales, speed matters. But too often, the moment a deal reaches the contracting phase, everything slows to a crawl. Manual handoffs, lost emails, bottlenecked approvals, and redlines stuck in limbo all lead to the same result: stalled revenue.
For companies using Microsoft Dynamics as their CRM, integrating DocuSign CLM offers a direct remedy. With Marshfield Consulting’s certified connector, legal and sales can finally operate in lockstep—inside one system, with one source of truth.
During a recent webinar hosted by Marshfield and DocuSign, we walked through how this solution streamlines every phase of the contract lifecycle—improving visibility, reducing risk, and accelerating deal closure.
Sales Contracting Is Broken Without Automation
Revenue teams today are running into walls because their sales contracting process is still manual at its core. Templates are copy-pasted. Approvals require Slack nudges. Negotiations get lost in Outlook threads. It’s not just inefficient—it’s expensive.
According to Salesforce, only 28% of a rep’s time is spent actually selling. The rest? Admin work. Contracting plays a big role in that imbalance.
With DocuSign CLM embedded in Dynamics:
- Contracts are generated with a single click.
- Routing rules eliminate the guesswork around who needs to approve.
- Status updates are automatic—no more chasing signatures or wondering what’s next.
This isn’t just convenience—it’s a reclaiming of revenue velocity.
One Workflow, Three Paths: Contracts Tailored by Customer Type
One of the most impressive capabilities of the integration is how intelligently it adapts to different deal types. The webinar demo broke this down beautifully using three customer segments:
1. SMB – “Gen & Send” Simplicity
For smaller, fast-moving deals, reps can generate a standard order form that references online terms and send it directly for signature. No redlining. No delays. Just speed.
2. Mid-Market – Flexible Negotiation
For more nuanced customers, the system allows for editable MSAs and mid-level complexity. Sales reps can toggle redlining options or adjust routing flows without leaving Dynamics.
3. Enterprise – Deal-Specific Agreements
When it comes to high-value, high-risk contracts, the system supports upload and redlining of third-party paper. From data capture to approval workflows, everything is orchestrated with legal and RevOps in mind.
And the best part? All three paths rely on one dynamic template. The form adjusts automatically based on CRM data like customer type or quote value—saving hours of manual work and minimizing errors.
Visibility and Control Where You Need It Most
The CLM widget built by Marshfield Consulting embeds directly into Dynamics, allowing sales teams to:
- See contract status at a glance (In Review, Out for Signature, Completed)
- Monitor versions and documents without leaving their opportunity record
- Track contract cycle times via dashboards—giving RevOps real metrics to optimize against
Legal doesn’t need to chase down documents. Sales doesn’t need to guess what’s happening behind the scenes. Everyone operates from the same data and the same process.
Final Thought
Sales contracting doesn’t have to be a bottleneck. When DocuSign CLM is connected to Microsoft Dynamics, you create a seamless extension of the sales process—automated, intelligent, and fast.
Instead of slowing deals down, contracts can finally keep up with the pace of sales.
Curious how it would work in your CRM?
Explore Marshfield’s certified Dynamics connector on Microsoft AppSource or request a personalized walkthrough today.
