CLM Software Clicks Better With Whatfix’s Digital Adoption Platform

Enable your employees on Icertis, DocuSign, SAP Ariba, Conga, or any CLM software application with contextual in-app guidance, reinforcement training, and moment-of-need support built with Whatfix’s no-code content editor to drive CLM end-user adoption across sales, legal, procurement, etc. and achieve contract technology outcomes.

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DAP on CLM Software Benefits

Whatfix drives business outcomes with better digital contract management experiences.

Enable your CLM end-users with contextual assistance and drive digital contract process adoption.

Reduce time-to-proficiency and enable contract management software end-users with contextual, guided in-app experiences like Flows, Task Lists, and Smart Tips to improve productivity, drive adoption, and achieve business outcomes.



Support CLM application end-users at the moment of need.

Whatfix enables all CLM application end-users to complete contract-related tasks such as creating RFPs, finalizing contracts, validating contract data, etc. with in-app performance support at critical moments – eliminating digital contract friction, reducing errors made by end-users, and improving process governance.



Understand how end-users engage with your contract processes and optimize workflows.

With Whatfix Guidance Analytics, analyze how CLM application end-users engage with your Whatfix-built in-app content, like Task List completion rates, Flow dropoffs, and Smart Tip views. With Product Analytics, capture and analyze CLM end-user behavior and adoption without engineering support, including user actions, attributes, event tributes, and auto-capture to better frictionless digital contract experiences and workflows.


Ferring Pharmaceutical accelerates its CLM transformation and enables its workforce to use the CLM to its fullest potential with in-app guidance and support.

Whatfix DAP Features FOR CLM

Whatfix Enables Contract Management End-Users

In-App Guidance

Use Whatfix’s no-code Visual Editor to create in-app guided content in your CLM applications like Flows, Task Lists, Smart Tips, Beacons, Pop-Ups, Field Validations, and more. Onboard new end-users quickly with Tours and Task Lists, manage constant change with Pop-Ups, drive process adoption with Flows, alert users of timely information with Smart Tips, and more.



Self Help

Self Help is an in-app resource center that integrates with your end-user support content and company policies like your company procedures, procurement SOPs, playbooks, workflows, training resources, and more, providing a searchable help center with contextual answers to end-user queries. Self Help entries trigger in-app Flows to guide end-users through e-contracting processes.



Guidance Analytics

Guidance Analytics provides CLM application end-user engagement and usage data on your in-app content built with Whatfix. See Task List completion rates, Flow dropoffs, Smart Tip views, common Self Help queries, and more.



By The Numbers

The Whatfix difference

Increase in employee productivity
Reduction on digital contract support queries

Reduction in contract management training content creation costs

Reduction in go-to-launch enterprise contract management applications

Faster time to proficiency for a new employee
Reduction in knowledge discovery time

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