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Cloudy DocGen & Signer | PDF & Document Generation | eSign, Proposal & Signature

Generate PDF Documents, Collect e-Signatures & Send Proposals

Overview

Stop juggling tools. Cloudy DocGen & Signer generates PDF documents, sends proposals, and collects legally binding eSign & electronic signatures - all natively in Salesforce. One app. Zero switching.

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See How Cloudy DocGen & Signer | PDF & Document Generation | eSign, Proposal & Signature Works

  • One-Click PDF & Document Generation Generate professional PDFs, Word docs, and proposals instantly from any Salesforce record — no manual effort, no switching tabs, no external tools needed.

  • Dynamic Templates for Proposals, Quotes & Contracts Use merge fields, related lists & conditional logic to auto-fill Salesforce data into proposals, contracts, and quotes — every document personalized at scale.

  • Built-in eSign & Electronic Signature Workflow Send documents for e-signing with one click. Collect legally binding electronic signatures with OTP verification, signer sequencing & real-time signing status.

  • DocGen Canvas: Drag-and-Drop Layout Designer Design stunning document layouts with rich text, images, tables, and videos using Cloudy DocGen's intuitive canvas — no coding, no plugins, no limits.

  • Automated Document & eSign Notifications Trigger email alerts for document creation, e-sign reminders, completion, rejection & expiration — keeping every signer and stakeholder informed automatically.

  • 100% Salesforce-Native DocGen & eSign Platform No external integrations. No data transfer. Cloudy DocGen & Signer is built entirely on Salesforce — fully secure, compliant, and deployable in minutes.

  • Branded eSign Experience & Custom Signing Pages Customize the signing experience with your company logo, welcome message & redirect URLs — delivering a professional, branded e-signature journey for every recipient.

Cloudy DocGen & Signer is a 100% Salesforce-native app that automates PDF document generation and electronic signatures - no external tools, no data transfer, no third-party integrations required. Generate professional, branded contracts, proposals, quotes, invoices, and agreements directly from any Salesforce record using dynamic templates with merge fields, related lists, and conditional logic. Send PDF documents for e-signing in one click. Collect legally binding electronic signatures with OTP verification, multi-signer sequencing, role-based permissions, and real-time signing status - all tracked inside Salesforce with a complete, tamper-proof audit trail for every document and e-signature event. Design documents and proposals effortlessly using a rich text and drag-and-drop layout designer with full control over fonts, images, tables, and page structure. Deliver a seamless, branded eSign experience with custom logos, welcome pages, and redirect messages - giving every signer a professional, on-brand signature journey. Monitor document and e-sign status with automated reminders, expiration alerts, and rejection notifications.

Categories

Business Needs
Sales
Contract Management
Document Generation
Industries
Financial Services
Manufacturing
Professional Services
Personas
Business Operations Manager
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Sales Programs
Managed Package
Lightning App Builder

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