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DocuSign@Caterpillar

Caterpillar Runs Agreement Management with DocuSign

Caterpillar, an industrials organization in the United States, uses Notary from DocuSign to support agreement management for legal and business owners.

When contract routing outgrew homegrown tracking, Caterpillar brought in DocuSign.

“From the United States, industrials teams still had to serve customers and internal partners who expected a straight answer.”
“DocuSign provides electronic agreement software so organizations can prepare, sign, and manage contracts without paper routing.”
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Independent write-up. Figures come from public sources or are illustrative.

Value results

CategoryValue result
CapabilityContract routing can be reviewed without waiting on a personal export
CapabilityNamed workflow replaces ad hoc routing for contract routing
CapabilityAgreement management stays visible to adjacent teams through Notary

Story

Caterpillar grew contract routing faster than the local tools around it. From the United States, industrials teams still had to serve customers and internal partners who expected a straight answer. Legal and business owners were the ones stitching the picture together by hand.

Rolling out Notary put agreement management on DocuSign. DocuSign provides electronic agreement software so organizations can prepare, sign, and manage contracts without paper routing. Caterpillar keeps the product in the path where work already happens, so legal and business owners do not context-switch into a graveyard system used only for audits.

The visible result is steadier agreement management. Contract routing is easier to inspect, and adjacent groups can join legal and business owners without a guided tour of someone's desktop.

Value Graph

Caterpillar uses DocuSign, IBM, Qlik, monday.com, Dataiku, Appian, AVEVA, Anthropic, Hexagon, OpenAI, F5. Shared with Airbus, Albertsons, Alibaba Group, Alignment Healthcare, Allstate. Industry: Industrials. Value: Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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